Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AF
Allworth Financial’s
Commault Systems
CVLT
Stock Holding History
Allworth Financial’s Portfolio
CVLT Stock Details
CVLT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$56.2K
Buy
721
+367
+104%
+$34.8K
﹤0.01%
2233
2025
Q4
$44.4K
Sell
354
-11,302
-97%
-$1.59M
﹤0.01%
2279
2025
Q3
$2.2M
Sell
11,656
-198
-2%
-$35.7K
0.01%
479
2025
Q2
$2.07M
Buy
11,854
+11,794
+19,657%
+$2.01M
0.01%
474
2025
Q1
$9.8K
Buy
60
+21
+54%
+$3.46K
﹤0.01%
2438
2024
Q4
$6.35K
Sell
39
-11
-22%
-$1.77K
﹤0.01%
2644
2024
Q3
$7.69K
Buy
50
+9
+22%
+$1.27K
﹤0.01%
2383
2024
Q2
$4.96K
Buy
41
+26
+173%
+$2.79K
﹤0.01%
2525
2024
Q1
$1.52K
Hold
15
–
–
﹤0.01%
2925
2023
Q4
$1.2K
Sell
15
-10
-40%
-$715
﹤0.01%
2891
2023
Q3
$1.69K
Buy
25
+23
+1,150%
+$1.63K
﹤0.01%
2619
2023
Q2
$146
Hold
2
–
–
﹤0.01%
3142
2023
Q1
$114
Hold
2
–
–
﹤0.01%
3090
2022
Q4
$126
Hold
2
–
–
﹤0.01%
2893
2022
Q3
$0
Sell
2
-217
-99%
-$12.3K
﹤0.01%
2738
2022
Q2
$14K
Buy
+219
New
+$13.6K
﹤0.01%
1393
Other funds holding CVLT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
Pictet Asset Management
Carouge, Switzerland
$94.8B AUM
24.11%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close