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Cape Investment Advisory’s Commault Systems CVLT Stock Holding History

Cape Investment Advisory’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
2025
Q2 		– Sell
-46
Closed -$7.26K – 1196
2025
Q1 		$7.26K Sell
46
-3
-6% -$494 ﹤0.01% 662
2024
Q4 		$7.39K Hold
49
– – ﹤0.01% 649
2024
Q3 		$7.54K Sell
49
-1
-2% -$141 ﹤0.01% 616
2024
Q2 		$6.08K Buy
+50
New +$5.37K ﹤0.01% 619

Other funds holding CVLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cape Investment Advisory's CVLT Position: Q2 2025 in Review

Cape Investment Advisory sold out of Commault Systems (CVLT) in Q2 2025, closing a stake of 46 shares — an estimated $7.26K sold.

Cape Investment Advisory first reported a position in CVLT in Q2 2024 and held it in 4 quarters. The position peaked at $7.54K in Q3 2024. 459 funds tracked by Wall St. Rank hold CVLT as of Q2 2025.

  • Cape Investment Advisory reported no remaining Commault Systems position as of Q2 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 46 Commault Systems shares in Q2 2025, an estimated $7.26K.
  • Cape Investment Advisory first reported a position in Commault Systems in Q2 2024 and held it in 4 quarters.
  • Cape Investment Advisory's Commault Systems position peaked at $7.54K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held Commault Systems as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.