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Disclosery

CVLT COMMVAULT SYS INC

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Stock (common), issuer CIK 1169561

416 managers (427 13F filers) reported a position in CVLT shares at 2025-03-31, 44,449,588 shares in all. 61 filers opened a position and 70 filers sold out during the quarter.

Managers
416
13F filers
427
New
61
Added
180
Reduced
140
Sold out
70
Shares held by filers
44,449,588

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
MORTON DAVID H JRdirector2026-10-09+1,317 A$0Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Granahan Investment Management, LLC7,194$1.13M0.06%new13F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD7,000$1.1M<0.01%-10,50013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.6,988$1.1M0.01%+1,47013F-HRTimelineGroup
JSF Financial, LLC6,837$1.08M0.28%+1,94113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,788$1.07M<0.01%-20213F-HRTimelineGroup
SteelPeak Wealth, LLC6,615$1.04M0.04%+2,21013F-HRTimeline
Lindenwold Advisors, INC6,610$1.04M0.58%-7113F-HRTimeline
BANTAMAC CAPITAL, LLC6,534$1.03M0.49%-1,04913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,113$964K<0.01%+3,20413F-HRTimelineGroup
Ulland Investment Advisors, LLC6,100$962K0.8%-36913F-HRTimeline
PDT Partners, LLC6,057$956K0.07%013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…6,020$950K<0.01%-19,10013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,893$930K<0.01%+3,07113F-HRTimelineGroup
HANCOCK WHITNEY CORP5,890$929K0.03%+10913F-HRTimeline
Gibbs Wealth Management5,792$914K0.22%+1,47613F-HRTimeline
Kesler, Norman & Wride, LLC5,774$911K0.17%+63113F-HRTimeline
NorthCrest Asset Manangement, LLC5,753$908K0.03%+7213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding5,677$896K-2,190Timeline
Bayesian Capital Management, LP5,490$866K0.14%new13F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.5,213$822K0.13%+1,59513F-HRTimeline
State of Alaska, Department of Revenue5,156$813K0.01%+17013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …5,148$812K0.04%-7713F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC5,139$811K0.12%+1,75013F-HRTimeline
Convergence Investment Partners, LLC5,124$808K0.22%-6,86513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,926$778K<0.01%+4,79113F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,924$777K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA4,903$773K0.01%-16613F-HRTimelineGroup
Federation des caisses Desjardins du Qu…4,874$769K<0.01%013F-HRTimeline
Illinois Municipal Retirement Fund4,857$766K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,731$746K0.02%-35313F-HRTimelineGroup
Ellsworth Advisors, LLC4,718$744K0.2%+26413F-HRTimeline
MML INVESTORS SERVICES, LLC4,690$740K<0.01%+1,91013F-HRTimeline
Alliance Wealth Advisors, LLC /UT4,689$740K0.19%+13813F-HRTimeline
BLAIR WILLIAM & CO/IL4,625$730K<0.01%+2,60013F-HRTimeline
Pinnacle Wealth Management, LLC4,325$682K0.77%new13F-HRTimeline
Portside Wealth Group, LLC4,232$668K0.11%+42613F-HR/ATimeline
NewEdge Advisors, LLC4,132$652K<0.01%-38013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,065$641K0.05%-60613F-HRTimelineGroup
DekaBank Deutsche Girozentrale3,963$638K<0.01%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,967$625K<0.01%-12,29713F-HRTimelineGroup
Sterling Capital Management LLC3,897$615K0.01%-39313F-HRTimeline
DC Investments Management, LLC3,893$614K0.32%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …3,838$605K<0.01%-25013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,834$605K<0.01%+52413F-HRTimelineGroup
AVIVA PLCin group AVIVA PLC3,789$598K<0.01%+18713F-HRTimelineGroup
NORDEN GROUP LLC3,746$591K0.07%-2,09413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,710$585K<0.01%-37213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,677$580K<0.01%new13F-HRTimelineGroup
JENNISON ASSOCIATES LLC3,601$568K<0.01%-5,14413F-HRTimeline
Unique Wealth Strategies, LLC3,475$548K0.25%+7413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,440$543K<0.01%+40013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC3,405$537K0.02%+10013F-HRTimeline
Schonfeld Strategic Advisors LLC3,384$534K<0.01%-20,18613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,361$530K<0.01%+92213F-HRTimelineGroup
Harvest Investment Services, LLC3,332$526K0.15%-1,79313F-HRTimeline
DIVERSIFIED TRUST CO3,321$524K0.01%new13F-HRTimeline
BANQUE PICTET & CIE SA3,289$519K0.01%new13F-HRTimeline
IEQ CAPITAL, LLC3,266$515K<0.01%+73413F-HRTimeline
Crossmark Global Holdings, Inc.3,237$511K0.01%-2213F-HRTimeline
Integrated Quantitative Investments LLC3,207$506K0.25%-2,41013F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC3,141$496K0.01%new13F-HRTimeline
Atria Investments, Inc3,092$488K0.01%+14213F-HRTimeline
One Wealth Advisors, LLC3,048$481K0.07%-12913F-HRTimeline
OP Asset Management Ltd2,965$468K0.01%13F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC2,952$466K<0.01%-38713F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,874$466K0.01%new13F-HRTimelineGroup
GAGNON SECURITIES LLCin group GAGNON SECURITIES LLC2,932$463K0.1%+2513F-HRTimelineGroup
Evanson Asset Management, LLC2,860$451K0.03%013F-HRTimeline
Burns Matteson Capital Management, LLC2,792$440K0.24%+16713F-HRTimeline
Nebula Research & Development LLC2,756$435K0.04%-11,47413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,697$425K0.01%+26413F-HRTimelineGroup
CHOREO, LLC2,696$425K0.01%-1,50013F-HRTimeline
SIMON QUICK ADVISORS, LLC2,625$414K0.02%+18013F-HRTimeline
Convergence Financial, LLC2,616$413K0.08%+1,22813F-HRTimeline
Polymer Capital Management (US) LLC2,614$412K0.12%+1,11013F-HRTimeline
Advisory Services Network, LLC2,574$406K0.01%new13F-HRTimeline
Parallel Advisors, LLC2,560$404K0.01%-2313F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …2,504$395K0.01%013F-HR/ATimelineGroup
M&T Bank Corpin group M&T Bank Corp2,382$375K<0.01%+18713F-HRTimelineGroup
Cetera Investment Advisers2,192$346K<0.01%+47613F-HRTimeline
Mach-1 Financial Group, LLC2,149$339K0.1%new13F-HRTimeline
KBC Group NVin group KBC Group NV2,066$326K<0.01%+25013F-HRTimelineGroup
Caprock Group, LLC2,047$323K0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,003$316K<0.01%+4313F-HRTimeline
Marks Group Wealth Management, Inc1,968$310K0.03%-3713F-HRTimeline
Occidental Asset Management, LLC1,931$305K0.05%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,911$301K<0.01%+4813F-HRTimelineGroup
PROFUND ADVISORS LLC1,884$297K0.01%-18113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,830$289K0.01%+12013F-HRTimeline
ANB BANK1,823$288K0.13%+4613F-HRTimeline
Olympiad Research LP1,819$287K0.34%+22613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,814$286K<0.01%+1113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding1,784$281K+1,437Timeline
SHELL ASSET MANAGEMENT CO1,784$281K0.01%new13F-HRTimeline
Quantum Private Wealth, LLC1,745$275K0.1%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,744$275K<0.01%+17213F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC1,709$270K0.03%+35713F-HRTimeline
Frank, Rimerman Advisors LLC1,709$270K0.02%+6313F-HRTimeline
Versor Investments LP1,700$268K0.04%-1,98113F-HRTimeline
Yorktown Management & Research Co Inc1,650$260K0.28%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,643$259K0.01%-10913F-HRTimeline
Sanctuary Advisors, LLC1,570$248K<0.01%-1,20713F-HRTimeline
NewEdge Wealth, LLC1,549$244K<0.01%-55013F-HRTimeline
Janney Montgomery Scott LLC1,538$243K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,539$243K0.02%new13F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC1,451$229K<0.01%+9113F-HRTimeline
CIBC Asset Management Inc1,441$227K<0.01%+2813F-HRTimeline
INCEPTIONR LLC1,435$226K0.07%-4,58213F-HRTimeline
Catalyst Funds Management Pty Ltd1,400$221K0.06%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,399$221K0.02%-17013F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd1,391$219K0.11%new13F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC1,387$219K<0.01%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC1,355$214K<0.01%-7,05113F-HRTimelineGroup
GAMMA Investing LLC1,342$212K0.02%+33613F-HR/ATimeline
Ethic Inc.1,295$211K<0.01%-19213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,303$206K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,303$206K<0.01%new13F-HRTimeline
Blue Trust, Inc.1,284$203K<0.01%+53413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC1,271$201K0.01%new13F-HRTimeline
Covestor Ltd1,236$195K0.13%-20313F-HRTimeline
Strengthening Families & Communities, L…1,492$181K0.11%+71313F-HRTimeline
Central Pacific Bank - Trust Division1,086$171K0.02%013F-HRTimeline
Aster Capital Management (DIFC) Ltd983$168K0.03%new13F-HRTimeline
Pacer Advisors, Inc.1,024$162K<0.01%-9,29113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC956$151K<0.01%+25613F-HRTimeline
Smartleaf Asset Management LLC866$140K0.01%-6613F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…800$126K0.04%+13013F-HRTimeline
IFP Advisors, Inc650$103K<0.01%+41013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC647$102K<0.01%-20713F-HRTimeline
Farther Finance Advisors, LLC575$93.7K<0.01%+3313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK584$92.1K<0.01%+1213F-HRTimelineGroup
Steward Partners Investment Advisory, L…583$92K<0.01%-13213F-HRTimeline
SIGNATUREFD, LLC554$87.4K<0.01%+3413F-HRTimeline
UMB Bank, n.a.526$83K<0.01%+31913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TFC Financial Management, Inc.402$63.4K0.01%013F-HRTimeline
Lindbrook Capital, LLC401$63.3K0.01%+27413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC400$63.1K<0.01%013F-HRTimeline
Clearstead Advisors, LLC381$60.1K<0.01%+8513F-HRTimeline
QUADRANT CAPITAL GROUP LLC356$56.2K<0.01%+23013F-HRTimeline
Geneos Wealth Management Inc.325$51.3K<0.01%+30413F-HRTimeline
USA FINANCIAL FORMULAS312$49.2K0.01%-46413F-HRTimeline
Versant Capital Management, Inc295$46.5K0.01%+19113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.274$43.2K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.273$43K<0.01%new13F-HRTimeline
Bayforest Capital Ltd224$35.3K0.02%-1,22513F-HR/ATimeline
Manchester Capital Management LLC220$34.7K<0.01%-5013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…189$29.8K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB185$29.2K<0.01%+12513F-HRTimeline
Advisors Asset Management, Inc.180$28.4K<0.01%-1213F-HR/ATimeline
Brooklyn Investment Group173$27.3K0.01%+17113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.169$26.7K<0.01%new13F-HRTimelineGroup
Rise Advisors, LLC160$25.2K0.01%-3813F-HRTimeline
SBI Securities Co., Ltd.159$25.1K<0.01%+8013F-HRTimeline
Hexagon Capital Partners LLC148$23.3K<0.01%-5313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.139$22K<0.01%-2613F-HRTimelineGroup
Quarry LP128$20.2K0.01%-4013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management102$16.1K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…94$14.8K<0.01%+3013F-HRTimelineGroup
WPG Advisers, LLC92$14.5K0.01%+4513F-HRTimeline
SUMMIT SECURITIES GROUP LLC90$14.2K0.01%new13F-HRTimeline
Matrix Trust Co89$14K<0.01%+813F-HRTimeline
MOTCO87$13.7K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD85$13.4K0.01%013F-HRTimeline
True Wealth Design, LLC82$12.9K<0.01%+313F-HRTimeline
MAI Capital Management80$12.6K<0.01%013F-HRTimeline
WealthCollab, LLC79$12.5K0.01%+613F-HRTimeline
NewSquare Capital LLC79$12.5K<0.01%new13F-HRTimeline
Larson Financial Group LLC70$11K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust67$10.6K<0.01%+2013F-HRTimeline
ROTHSCHILD INVESTMENT LLC64$10.1K<0.01%+2413F-HRTimeline
Allworth Financial LP60$9.8K<0.01%+2113F-HRTimeline
CoreCap Advisors, LLC58$9.15K<0.01%-213F-HRTimeline
Hemington Wealth Management59$9K<0.01%+3313F-HRTimeline
AMERIFLEX GROUP, INC.50$7.89K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC47$7.42K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.46$7.26K<0.01%-313F-HRTimeline
SIERRA OCEAN, LLC45$7.1K0.01%013F-HRTimeline
GW&K Investment Management, LLC42$7K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA42$6.63K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc39$6.15K<0.01%013F-HRTimeline
Plato Investment Management Ltd38$6.06K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…37$5.84K<0.01%+1713F-HRTimelineGroup
TD Waterhouse Canada Inc.33$5.37K<0.01%-16,98013F-HRTimeline
Financial Network Wealth Advisors LLC27$4.26K0.01%+1713F-HRTimeline
Tradewinds Capital Management, LLC25$3.94K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.28$3.93K<0.01%+1213F-HRTimelineGroup
Prestige Wealth Management Group LLC24$3.79K<0.01%013F-HR/ATimeline
High Note Wealth, LLC24$3.79K<0.01%+913F-HRTimeline
AlphaQuest LLC24$3.79K<0.01%-99913F-HRTimeline
Whipplewood Advisors, LLC171$3.31K<0.01%+14613F-HRTimeline
Stephens Consulting, LLC15$2.37K<0.01%new13F-HRTimeline
CVA Family Office, LLC13$2.05K<0.01%+313F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.13$2.05K<0.01%+113F-HRTimelineGroup
Key Financial Inc13$1.97K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB12$1.89K<0.01%+413F-HRTimeline
JFS WEALTH ADVISORS, LLC10$1.58K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC10$1.58K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.8$1.26K<0.01%013F-HRTimeline
Byrne Asset Management LLC8$1.26K<0.01%-213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7$1.1K<0.01%-713F-HRTimeline

Events

  • MORTON DAVID H JR acquired 1,317 CVLT shares on 2026-10-09, Form 4 filed 2026-10-13. 0001476070-26-000004

    Accepted , ingested