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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Advisors's CVLT Position: Q1 2025 in Review

Legacy Advisors reduced its Commault Systems (CVLT) stake by 1.1% in Q1 2025, selling an estimated $21.6K and leaving 11,962 shares worth $1.89M. The position accounts for 0.19% of the portfolio, ranked #92.

Legacy Advisors first reported a position in CVLT in Q4 2022 and has held it in 10 quarters since. 425 funds tracked by Wall St. Rank hold CVLT as of Q1 2025.

  • Legacy Advisors held 11,962 shares of Commault Systems worth $1.89M as of Q1 2025.
  • Legacy Advisors sold 131 Commault Systems shares in Q1 2025, an estimated $21.6K.
  • Commault Systems made up 0.19% of Legacy Advisors's portfolio in Q1 2025, its #92 holding.
  • Legacy Advisors first reported a position in Commault Systems in Q4 2022 and has held it in 10 quarters since.
  • 425 funds tracked by Wall St. Rank held Commault Systems as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.