Capstone Investment Advisors’s Commault Systems CVLT Stock Holding History

Capstone Investment Advisors’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	-10,338	Closed	-$1.95M	–	1691
2025 Q3	$1.95M	Buy	10,338 +7,888	+322%	+$1.42M	﹤0.01%	771
2025 Q2	$427K	Buy	+2,450	New	+$418K	﹤0.01%	1210
2024 Q4	–	Sell	-1,559	Closed	-$240K	–	1882
2024 Q3	$240K	Buy	+1,559	New	+$220K	﹤0.01%	1512
2023 Q3	–	Sell	-12,353	Closed	-$897K	–	2131
2023 Q2	$897K	Buy	+12,353	New	+$803K	﹤0.01%	908
2017 Q4	–	Sell	-3,801	Closed	-$231K	–	522
2017 Q3	$231K	Buy	+3,801	New	+$227K	0.01%	448
2017 Q2	–	Sell	-8,259	Closed	-$419K	–	684
2017 Q1	$419K	Sell	8,259 -6,442	-44%	-$329K	0.01%	645
2016 Q4	$755K	Buy	+14,701	New	+$788K	0.02%	488

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

Capstone Investment Advisors's CVLT Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Commault Systems (CVLT) in Q4 2025, closing a stake of 10,338 shares — an estimated $1.95M sold.

Capstone Investment Advisors first reported a position in CVLT in Q4 2016 and held it in 7 quarters. The position peaked at $1.95M in Q3 2025. 390 funds tracked by Wall St. Rank hold CVLT as of Q4 2025.

Capstone Investment Advisors reported no remaining Commault Systems position as of Q4 2025 after selling out during the quarter.
Capstone Investment Advisors sold 10,338 Commault Systems shares in Q4 2025, an estimated $1.95M.
Capstone Investment Advisors first reported a position in Commault Systems in Q4 2016 and held it in 7 quarters.
Capstone Investment Advisors's Commault Systems position peaked at $1.95M in Q3 2025.
390 funds tracked by Wall St. Rank held Commault Systems as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.