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Legacy Advisors’s Commault Systems CVLT Stock Holding History

Legacy 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
Q2 		– Sell
-11,962
Closed -$1.89M – 115
2025
Q1 		$1.89M Sell
11,962
-131
-1% -$21.6K 0.19% 92
2024
Q4 		$1.82M Buy
12,093
+179
+2% +$28.8K 0.18% 92
2024
Q3 		$1.83M Sell
11,914
-395
-3% -$55.6K 0.2% 90
2024
Q2 		$1.5M Buy
12,309
+191
+2% +$20.5K 0.18% 93
2024
Q1 		$1.23M Buy
12,118
+920
+8% +$83.2K 0.16% 115
2023
Q4 		$894K Buy
11,198
+1,925
+21% +$138K 0.12% 141
2023
Q3 		$627K Buy
9,273
+1,922
+26% +$136K 0.1% 165
2023
Q2 		$534K Buy
7,351
+347
+5% +$22.6K 0.08% 168
2023
Q1 		$397K Buy
7,004
+513
+8% +$30.6K 0.07% 171
2022
Q4 		$408K Buy
+6,491
New +$403K 0.07% 162

Other funds holding CVLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Legacy Advisors's CVLT Position: Q2 2025 in Review

Legacy Advisors sold out of Commault Systems (CVLT) in Q2 2025, closing a stake of 11,962 shares — an estimated $1.89M sold.

Legacy Advisors first reported a position in CVLT in Q4 2022 and held it in 10 quarters. The position peaked at $1.89M in Q1 2025. 459 funds tracked by Wall St. Rank hold CVLT as of Q2 2025.

  • Legacy Advisors reported no remaining Commault Systems position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 11,962 Commault Systems shares in Q2 2025, an estimated $1.89M.
  • Legacy Advisors first reported a position in Commault Systems in Q4 2022 and held it in 10 quarters.
  • Legacy Advisors's Commault Systems position peaked at $1.89M in Q1 2025.
  • 459 funds tracked by Wall St. Rank held Commault Systems as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.