Position in CVLT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$60,931,283
+$27,513,126 QoQ
Shares Held
429,911
+0.2% QoQ
Ownership
1.04%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 427 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 6%
None 9%
Common Shares in CVLT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,598,280,577 across 116 Software - Application names. CVLT ranks #36 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,820,559 | $598,528,770 | |
| 2 | UBER |
Uber Technologies, Inc
|
7,868,039 | $567,757,692 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,402,866 | $538,121,838 | |
| 4 | ADBE |
Adobe Inc.
|
1,635,336 | $335,276,584 | |
| 5 | ADSK |
Autodesk, Inc.
|
1,470,330 | $285,861,555 | |
| 6 | PAYX |
Paychex Inc
|
2,706,479 | $266,128,078 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
602,033 | $225,955,023 | |
| 8 | ZM |
Zoom Communications, Inc.
|
2,485,675 | $214,538,608 |
All Filings in CVLT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,931,283 | 429,911 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $33,418,157 | 429,043 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $75,242,323 | 600,210 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $115,468,985 | 611,659 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $104,507,695 | 599,482 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $93,755,504 | 594,292 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $87,494,295 | 579,778 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $96,118,708 | 624,756 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $63,638,732 | 523,474 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $52,828,901 | 520,841 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $43,551,465 | 545,416 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $43,970,025 | 650,348 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $51,103,563 | 703,712 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $39,015,613 | 687,621 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $42,918,963 | 682,988 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $36,045,451 | 679,590 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $43,148,706 | 685,989 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $44,439,770 | 669,778 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $46,448,496 | 673,948 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $51,037,436 | 677,698 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $49,933,979 | 638,787 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $39,722,389 | 615,851 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $33,961,743 | 613,360 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $25,241,368 | 618,661 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $23,667,488 | 611,563 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $22,969,890 | 567,438 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||