Position in CVLT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$430,291
+$198,024 QoQ
Shares Held
3,036
+1.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#248
of 427 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in CVLT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Fiduciary Trust Co holds $60,301,217 across 25 Software - Application names. CVLT ranks #17 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
90,262 | $20,214,174 | |
| 2 | NOW |
ServiceNow, Inc.
|
124,743 | $12,384,485 | |
| 3 | CRM |
Salesforce, Inc.
|
27,444 | $4,299,376 | |
| 4 | UBER |
Uber Technologies, Inc
|
57,670 | $4,161,466 | |
| 5 | ROP |
Roper Technologies Inc
|
9,145 | $3,094,575 | |
| 6 | INTU |
Intuit Inc.
|
8,472 | $2,211,192 | |
| 7 | ADBE |
Adobe Inc.
|
10,364 | $2,124,826 | |
| 8 | PAYX |
Paychex Inc
|
20,719 | $2,037,298 |
All Filings in CVLT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,291 | 3,036 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $232,267 | 2,982 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $373,822 | 2,982 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $470,439 | 2,492 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||