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Disclosery

CVLT COMMVAULT SYS INC

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Stock (common), issuer CIK 1169561

446 managers (460 13F filers) reported a position in CVLT shares at 2025-06-30, 44,877,641 shares in all. 73 filers opened a position and 40 filers sold out during the quarter.

Managers
446
13F filers
460
New
73
Added
184
Reduced
149
Sold out
40
Shares held by filers
44,877,641

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TWIN PEAKS WEALTH ADVISORS, LLC50$9.63K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.50$8.75K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC47$8.19K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc45$7.84K<0.01%+613F-HRTimeline
SIERRA OCEAN, LLC45$7.84K0.01%013F-HRTimeline
PRIVATE TRUST CO NA42$7.32K<0.01%013F-HRTimeline
Plato Investment Management Ltd41$7.12K<0.01%+313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…39$6.8K<0.01%+213F-HRTimelineGroup
TD Waterhouse Canada Inc.35$6.04K<0.01%+213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31$5.4K<0.01%+2613F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…30$5K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.27$4.71K<0.01%-113F-HRTimelineGroup
Financial Network Wealth Advisors LLC25$4.36K0.01%-213F-HRTimeline
Prestige Wealth Management Group LLC24$4.18K<0.01%013F-HR/ATimeline
Whipplewood Advisors, LLC21$3.66K<0.01%-15013F-HRTimeline
OSSIAM13$2.27K<0.01%-7,80013F-HRTimeline
CVA Family Office, LLC13$2.27K<0.01%013F-HRTimeline
Key Financial Inc13$2.18K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB12$2.09K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC12$2.09K<0.01%+213F-HRTimeline
Avion Wealth14$2K<0.01%+1013F-HR/ATimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …11$2K<0.01%-5,13713F-HRTimelineGroup
High Note Wealth, LLC11$1.92K<0.01%-1313F-HRTimeline
Glen Eagle Advisors, LLC10$1.74K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC8$1.4K<0.01%new13F-HRTimelineGroup
Riggs Asset Managment Co. Inc.8$1.4K<0.01%013F-HRTimeline
Byrne Asset Management LLC8$1.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7$1.22K<0.01%013F-HRTimeline
Hughes Financial Services, LLC6$1.11K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC5$1K<0.01%013F-HRTimeline
Fortitude Family Office, LLC5$872<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.5$872<0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC5$872<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.4$698<0.01%-213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4$697<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.3$523<0.01%-113F-HRTimeline
AdvisorNet Financial, Inc2$349<0.01%013F-HRTimeline
Tortoise Investment Management, LLC2$349<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$349<0.01%new13F-HRTimeline
American Capital Advisory, LLC1$175<0.01%-113F-HRTimeline
WealthTrak Capital Management LLC1$175<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1$175<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC1$174<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$174<0.01%-1213F-HR/ATimelineGroup
Parkworth Wealth Management, Inc.1$174<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

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