Coldstream Capital Management’s Commault Systems CVLT Stock Holding History

Coldstream Capital Management’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 Q2	$326K	Buy	+2,301	New	+$247K	﹤0.01%	928
2026 Q1	–	Sell	-2,052	Closed	-$257K	–	1213
2025 Q4	$257K	Buy	2,052 +34	+2%	+$4.78K	﹤0.01%	979
2025 Q3	$381K	Buy	2,018 +288	+17%	+$51.9K	0.01%	838
2025 Q2	$302K	Sell	1,730 -100	-5%	-$17.1K	﹤0.01%	881
2025 Q1	$289K	Buy	1,830 +120	+7%	+$19.7K	0.01%	833
2024 Q4	$258K	Sell	1,710 -9	-0.5%	-$1.45K	0.01%	899
2024 Q3	$265K	Buy	1,719 +31	+2%	+$4.37K	0.01%	899
2024 Q2	$205K	Buy	+1,688	New	+$181K	0.01%	934

Other funds holding CVLT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coldstream Capital Management's CVLT Position: Q2 2026 in Review

Coldstream Capital Management opened a new position in Commault Systems (CVLT) in Q2 2026: 2,301 shares worth $326K. The stake represents ﹤0.01% of the portfolio and ranks #928 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in CVLT as recently as Q4 2025.

Coldstream Capital Management first reported a position in CVLT in Q2 2024 and has held it in 8 quarters since. The position peaked at $381K in Q3 2025. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

Coldstream Capital Management held 2,301 shares of Commault Systems worth $326K as of Q2 2026.
Commault Systems was a new Coldstream Capital Management position in Q2 2026.
Commault Systems made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #928 holding.
Coldstream Capital Management first reported a position in Commault Systems in Q2 2024 and has held it in 8 quarters since.
Coldstream Capital Management's Commault Systems position peaked at $381K in Q3 2025.
430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.