LPL Financial
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LPL Financial’s Commault Systems CVLT Stock Holding History

LPL 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
2026
Q2 		$2.33M Buy
16,447
+1,469
+10% +$158K ﹤0.01% 3586
2026
Q1 		$1.17M Buy
14,978
+5,155
+52% +$489K ﹤0.01% 4049
2025
Q4 		$1.23M Sell
9,823
-3,063
-24% -$431K ﹤0.01% 3855
2025
Q3 		$2.43M Sell
12,886
-904
-7% -$163K ﹤0.01% 3146
2025
Q2 		$2.4M Sell
13,790
-2,555
-16% -$436K ﹤0.01% 2954
2025
Q1 		$2.58M Sell
16,345
-722
-4% -$119K ﹤0.01% 2721
2024
Q4 		$2.58M Sell
17,067
-740
-4% -$119K ﹤0.01% 2640
2024
Q3 		$2.74M Buy
17,807
+6,569
+58% +$925K ﹤0.01% 2441
2024
Q2 		$1.37M Buy
11,238
+5,222
+87% +$561K ﹤0.01% 2955
2024
Q1 		$610K Sell
6,016
-2,796
-32% -$253K ﹤0.01% 3609
2023
Q4 		$704K Buy
8,812
+457
+5% +$32.7K ﹤0.01% 3366
2023
Q3 		$565K Sell
8,355
-31
-0.4% -$2.2K ﹤0.01% 3384
2023
Q2 		$609K Sell
8,386
-1,603
-16% -$104K ﹤0.01% 3263
2023
Q1 		$567K Sell
9,989
-1,899
-16% -$113K ﹤0.01% 3223
2022
Q4 		$747K Sell
11,888
-244
-2% -$15.1K ﹤0.01% 2886
2022
Q3 		$643K Sell
12,132
-651
-5% -$36.9K ﹤0.01% 2920
2022
Q2 		$804K Sell
12,783
-513
-4% -$31.9K ﹤0.01% 2771
2022
Q1 		$882K Sell
13,296
-1,202
-8% -$79K ﹤0.01% 2706
2021
Q4 		$999K Sell
14,498
-626
-4% -$42.7K ﹤0.01% 2661
2021
Q3 		$1.14M Sell
15,124
-470
-3% -$36.5K ﹤0.01% 2512
2021
Q2 		$1.22M Buy
15,594
+227
+1% +$16.5K ﹤0.01% 2407
2021
Q1 		$991K Buy
15,367
+1,023
+7% +$65K ﹤0.01% 2396
2020
Q4 		$794K Sell
14,344
-33
-0.2% -$1.54K ﹤0.01% 2372
2020
Q3 		$587K Buy
14,377
+1,079
+8% +$44.4K ﹤0.01% 2336
2020
Q2 		$515K Buy
13,298
+1,403
+12% +$55.7K ﹤0.01% 2359
2020
Q1 		$482K Sell
11,895
-196
-2% -$8.46K ﹤0.01% 2127
2019
Q4 		$540K Buy
12,091
+2,248
+23% +$106K ﹤0.01% 2311
2019
Q3 		$440K Buy
+9,843
New +$451K ﹤0.01% 2362
2013
Q4 		– Sell
-2,370
Closed -$208K – 2653
2013
Q3 		$208K Buy
+2,370
New +$199K ﹤0.01% 2291

Other funds holding CVLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial's CVLT Position: Q2 2026 in Review

LPL Financial increased its Commault Systems (CVLT) stake by 9.8% in Q2 2026, buying an estimated $158K and bringing the position to 16,447 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #3586.

LPL Financial first reported a position in CVLT in Q3 2013 and has held it in 29 quarters since. The position peaked at $2.74M in Q3 2024. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • LPL Financial held 16,447 shares of Commault Systems worth $2.33M as of Q2 2026.
  • LPL Financial bought 1,469 Commault Systems shares in Q2 2026, an estimated $158K.
  • Commault Systems made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3586 holding.
  • LPL Financial first reported a position in Commault Systems in Q3 2013 and has held it in 29 quarters since.
  • LPL Financial's Commault Systems position peaked at $2.74M in Q3 2024.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.