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Ellsworth Advisors’s Commault Systems CVLT Stock Holding History

Ellsworth 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
-4,466
Closed -$768K – 171
2025
Q3 		$768K Sell
4,466
-379
-8% -$68.3K 0.16% 120
2025
Q2 		$845K Buy
4,845
+127
+3% +$21.7K 0.21% 97
2025
Q1 		$744K Buy
4,718
+264
+6% +$43.4K 0.2% 110
2024
Q4 		$672K Buy
4,454
+202
+5% +$32.5K 0.18% 115
2024
Q3 		$654K Buy
4,252
+181
+4% +$25.5K 0.17% 112
2024
Q2 		$495K Buy
+4,071
New +$437K 0.14% 137

Other funds holding CVLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Ellsworth Advisors's CVLT Position: Q4 2025 in Review

Ellsworth Advisors sold out of Commault Systems (CVLT) in Q4 2025, closing a stake of 4,466 shares — an estimated $768K sold.

Ellsworth Advisors first reported a position in CVLT in Q2 2024 and held it in 6 quarters. The position peaked at $845K in Q2 2025. 390 funds tracked by Wall St. Rank hold CVLT as of Q4 2025.

  • Ellsworth Advisors reported no remaining Commault Systems position as of Q4 2025 after selling out during the quarter.
  • Ellsworth Advisors sold 4,466 Commault Systems shares in Q4 2025, an estimated $768K.
  • Ellsworth Advisors first reported a position in Commault Systems in Q2 2024 and held it in 6 quarters.
  • Ellsworth Advisors's Commault Systems position peaked at $845K in Q2 2025.
  • 390 funds tracked by Wall St. Rank held Commault Systems as of Q4 2025.

Based on Ellsworth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.