Position in CVLT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,127,838
+$2,020,244 QoQ
Shares Held
22,069
+55.2% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#120
of 427 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CVLT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,863,885,079 across 72 Software - Application names. CVLT ranks #29 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,949,694 | $436,633,968 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,543,481 | $255,697,585 | |
| 3 | NOW |
ServiceNow, Inc.
|
2,130,971 | $211,562,798 | |
| 4 | PAYX |
Paychex Inc
|
2,045,500 | $201,134,011 | |
| 5 | ADBE |
Adobe Inc.
|
936,022 | $191,903,228 | |
| 6 | CRM |
Salesforce, Inc.
|
964,601 | $151,114,391 | |
| 7 | INTU |
Intuit Inc.
|
189,077 | $49,349,097 | |
| 8 | SHOP |
Shopify Inc.
|
336,981 | $38,476,488 |
All Filings in CVLT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,127,838 | 22,069 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,107,594 | 14,220 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,484,763 | 11,844 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,088,282 | 11,062 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,667,116 | 9,563 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,480,734 | 9,386 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,111,149 | 7,363 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,038,948 | 6,753 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $645,292 | 5,308 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $238,968 | 2,356 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $202,419 | 2,535 | Shares | Defined | 2024-02-12 | |
| 2023-06-30 | $360,920 | 4,970 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $263,557 | 4,645 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $310,429 | 4,940 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $276,073 | 5,205 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $327,834 | 5,212 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $334,934 | 5,048 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $336,329 | 4,880 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $385,888 | 5,124 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $443,536 | 5,674 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $357,265 | 5,539 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $309,518 | 5,590 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $246,187 | 6,034 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||