Position in CVLT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$167,808
+$101,290 QoQ
Shares Held
1,184
+38.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#317
of 427 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CVLT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UMB Bank, n.a. holds $54,122,791 across 72 Software - Application names. CVLT ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
202,870 | $20,140,932 | |
| 2 | INTU |
Intuit Inc.
|
33,861 | $8,837,721 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
17,575 | $6,596,248 | |
| 4 | ADP |
Automatic Data Processing Inc
|
18,944 | $4,242,507 | |
| 5 | PAYX |
Paychex Inc
|
34,071 | $3,350,200 | |
| 6 | CRM |
Salesforce, Inc.
|
19,704 | $3,086,828 | |
| 7 | ADBE |
Adobe Inc.
|
6,109 | $1,252,467 | |
| 8 | UBER |
Uber Technologies, Inc
|
17,193 | $1,240,646 |
All Filings in CVLT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,808 | 1,184 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $66,518 | 854 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $27,579 | 220 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $110,813 | 587 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $100,414 | 576 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $82,981 | 526 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $31,238 | 207 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $23,539 | 153 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,403 | 28 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,941 | 29 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $4,072 | 51 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,448 | 51 | Shares | Sole | 2023-10-18 | |
| 2022-03-31 | $398 | 6 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $895 | 13 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||