Congress Asset Management’s Commault Systems CVLT Stock Holding History

Congress Asset 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 Q3	$117M	Sell	783,667 -139,399	-15%	-$19.5M	0.76%	38
2026 Q2	$131M	Buy	923,066 +154,420	+20%	+$16.6M	0.81%	38
2026 Q1	$59.9M	Buy	768,646 +125,137	+19%	+$11.9M	0.43%	88
2025 Q4	$80.7M	Buy	643,509 +46,511	+8%	+$6.54M	0.57%	57
2025 Q3	$113M	Buy	596,998 +26,110	+5%	+$4.71M	0.75%	44
2025 Q2	$99.5M	Buy	570,888 +10,446	+2%	+$1.78M	0.68%	48
2025 Q1	$88.4M	Buy	560,442 +40,064	+8%	+$6.59M	0.66%	55
2024 Q4	$78.5M	Buy	520,378 +28,216	+6%	+$4.54M	0.53%	76
2024 Q3	$75.7M	Buy	492,162 +111,715	+29%	+$15.7M	0.52%	82
2024 Q2	$46.3M	Buy	+380,447	New	+$40.9M	0.33%	100

Other funds holding CVLT

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Congress Asset Management's CVLT Position: Q3 2026 in Review

Congress Asset Management reduced its Commault Systems (CVLT) stake by 15% in Q3 2026, selling an estimated $19.5M and leaving 783,667 shares worth $117M. The position accounts for 0.76% of the portfolio, ranked #38.

Congress Asset Management first reported a position in CVLT in Q2 2024 and has held it in 10 quarters since. The position peaked at $131M in Q2 2026. 11 funds tracked by Wall St. Rank hold CVLT as of Q3 2026.

Congress Asset Management held 783,667 shares of Commault Systems worth $117M as of Q3 2026.
Congress Asset Management sold 139,399 Commault Systems shares in Q3 2026, an estimated $19.5M.
Commault Systems made up 0.76% of Congress Asset Management's portfolio in Q3 2026, its #38 holding.
Congress Asset Management first reported a position in Commault Systems in Q2 2024 and has held it in 10 quarters since.
Congress Asset Management's Commault Systems position peaked at $131M in Q2 2026.
11 funds tracked by Wall St. Rank held Commault Systems as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.