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Rise Advisors’s Commault Systems CVLT Stock Holding History

Rise 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
Q4 		– Sell
-160
Closed -$30.2K – 424
2025
Q3 		$30.2K Hold
160
– – 0.01% 376
2025
Q2 		$27.9K Hold
160
– – 0.01% 372
2025
Q1 		$25.2K Sell
160
-38
-19% -$6.25K 0.01% 391
2024
Q4 		$29.9K Hold
198
– – 0.01% 393
2024
Q3 		$30.5K Hold
198
– – 0.01% 404
2024
Q2 		$24.1K Hold
198
– – 0.01% 500
2024
Q1 		$20.1K Buy
+198
New +$17.9K 0.01% 646

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

Rise Advisors's CVLT Position: Q4 2025 in Review

Rise Advisors sold out of Commault Systems (CVLT) in Q4 2025, closing a stake of 160 shares — an estimated $30.2K sold.

Rise Advisors first reported a position in CVLT in Q1 2024 and held it in 7 quarters. The position peaked at $30.5K in Q3 2024. 390 funds tracked by Wall St. Rank hold CVLT as of Q4 2025.

  • Rise Advisors reported no remaining Commault Systems position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 160 Commault Systems shares in Q4 2025, an estimated $30.2K.
  • Rise Advisors first reported a position in Commault Systems in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Commault Systems position peaked at $30.5K in Q3 2024.
  • 390 funds tracked by Wall St. Rank held Commault Systems as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.