Caprock Group’s Commault Systems CVLT Stock Holding History

Caprock Group’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 Q4	–	Sell	-1,350	Closed	-$252K	–	1223
2025 Q3	$252K	Buy	+1,350	New	+$243K	0.01%	1002
2025 Q1	$323K	Buy	+2,047	New	+$337K	0.01%	847
2024 Q4	–	Sell	-1,618	Closed	-$249K	–	1011
2024 Q3	$249K	Buy	+1,618	New	+$228K	0.01%	781
2021 Q4	–	Sell	-3,800	Closed	-$286K	–	590
2021 Q3	$286K	Hold	3,800	–	–	0.03%	393
2021 Q2	$297K	Hold	3,800	–	–	0.03%	374
2021 Q1	$245K	Buy	+3,800	New	+$241K	0.03%	402

Other funds holding CVLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Caprock Group's CVLT Position: Q4 2025 in Review

Caprock Group sold out of Commault Systems (CVLT) in Q4 2025, closing a stake of 1,350 shares — an estimated $252K sold.

Caprock Group first reported a position in CVLT in Q1 2021 and held it in 6 quarters. The position peaked at $323K in Q1 2025. 390 funds tracked by Wall St. Rank hold CVLT as of Q4 2025.

Caprock Group reported no remaining Commault Systems position as of Q4 2025 after selling out during the quarter.
Caprock Group sold 1,350 Commault Systems shares in Q4 2025, an estimated $252K.
Caprock Group first reported a position in Commault Systems in Q1 2021 and held it in 6 quarters.
Caprock Group's Commault Systems position peaked at $323K in Q1 2025.
390 funds tracked by Wall St. Rank held Commault Systems as of Q4 2025.

Based on Caprock Group's 13F filing for Q4 2025, filed 28 Jan 2026.