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Forum Financial Management’s Commault Systems CVLT Stock Holding History

Forum Financial 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
2025
Q4 		– Sell
-1,115
Closed -$210K – 1025
2025
Q3 		$210K Sell
1,115
-50
-4% -$9.02K ﹤0.01% 941
2025
Q2 		$203K Buy
+1,165
New +$199K ﹤0.01% 898

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

Forum Financial Management's CVLT Position: Q4 2025 in Review

Forum Financial Management sold out of Commault Systems (CVLT) in Q4 2025, closing a stake of 1,115 shares — an estimated $210K sold.

Forum Financial Management first reported a position in CVLT in Q2 2025 and held it in 2 quarters. The position peaked at $210K in Q3 2025. 390 funds tracked by Wall St. Rank hold CVLT as of Q4 2025.

  • Forum Financial Management reported no remaining Commault Systems position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 1,115 Commault Systems shares in Q4 2025, an estimated $210K.
  • Forum Financial Management first reported a position in Commault Systems in Q2 2025 and held it in 2 quarters.
  • Forum Financial Management's Commault Systems position peaked at $210K in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Commault Systems as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.