JF
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JSF Financial’s Commault Systems CVLT Stock Holding History

JSF Financial’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
-7,345
Closed -$1.39M – 138
2025
Q3 		$1.39M Buy
7,345
+82
+1% +$14.8K 0.31% 43
2025
Q2 		$1.27M Buy
7,263
+426
+6% +$72.7K 0.3% 45
2025
Q1 		$1.08M Buy
6,837
+1,941
+40% +$319K 0.28% 51
2024
Q4 		$739K Buy
+4,896
New +$788K 0.2% 75

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

JSF Financial's CVLT Position: Q4 2025 in Review

JSF Financial sold out of Commault Systems (CVLT) in Q4 2025, closing a stake of 7,345 shares — an estimated $1.39M sold.

JSF Financial first reported a position in CVLT in Q4 2024 and held it in 4 quarters. The position peaked at $1.39M in Q3 2025. 390 funds tracked by Wall St. Rank hold CVLT as of Q4 2025.

  • JSF Financial reported no remaining Commault Systems position as of Q4 2025 after selling out during the quarter.
  • JSF Financial sold 7,345 Commault Systems shares in Q4 2025, an estimated $1.39M.
  • JSF Financial first reported a position in Commault Systems in Q4 2024 and held it in 4 quarters.
  • JSF Financial's Commault Systems position peaked at $1.39M in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Commault Systems as of Q4 2025.

Based on JSF Financial's 13F filing for Q4 2025, filed 4 Feb 2026.