Position in CVLT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$230,087
-$152,887 QoQ
Shares Held
2,954
-3.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
13 quarters on record
Common Shares in CVLT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $352,777,270 across 56 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
619,619 | $44,711,707 | |
| 2 | ADP |
Automatic Data Processing Inc
|
159,988 | $35,829,312 | |
| 3 | NOW |
ServiceNow, Inc.
|
353,032 | $35,049,016 | |
| 4 | SHOP |
Shopify Inc.
|
292,174 | $33,360,427 | |
| 5 | CRM |
Salesforce, Inc.
|
202,815 | $31,772,997 | |
| 6 | PAYX |
Paychex Inc
|
244,794 | $24,070,594 | |
| 7 | ADBE |
Adobe Inc.
|
97,565 | $20,002,776 | |
| 8 | MSTR |
Strategy Inc
|
219,538 | $19,084,438 |
All Filings in CVLT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $230,087 | 2,954 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $382,974 | 3,055 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $890,664 | 4,718 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $746,306 | 4,281 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $542,694 | 3,440 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $458,766 | 3,040 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $430,164 | 2,796 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $328,360 | 2,701 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $259,863 | 2,562 | Shares | Sole | 2024-04-29 | |
| 2021-12-31 | $733,998 | 10,650 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $647,741 | 8,601 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $633,098 | 8,099 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $494,586 | 7,668 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||