Root Financial Partners
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Root Financial Partners’s Commault Systems CVLT Stock Holding History

Root Financial Partners’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
Q3 		$49.2K Buy
+328
New +$46K ﹤0.01% 1096
2026
Q2 		– Sell
-198
Closed -$15.4K – 1055
2026
Q1 		$15.4K Buy
198
+156
+371% +$14.8K ﹤0.01% 1469
2025
Q4 		$5.26K Sell
42
-18
-30% -$2.53K ﹤0.01% 1751
2025
Q3 		$11.3K Buy
+60
New +$10.8K ﹤0.01% 1405

Other funds holding CVLT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Root Financial Partners's CVLT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Commault Systems (CVLT) in Q3 2026: 328 shares worth $49.2K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CVLT as recently as Q1 2026.

Root Financial Partners first reported a position in CVLT in Q3 2025 and has held it in 4 quarters since. 202 funds tracked by Wall St. Rank hold CVLT as of Q3 2026.

  • Root Financial Partners held 328 shares of Commault Systems worth $49.2K as of Q3 2026.
  • Commault Systems was a new Root Financial Partners position in Q3 2026.
  • Commault Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1096 holding.
  • Root Financial Partners first reported a position in Commault Systems in Q3 2025 and has held it in 4 quarters since.
  • 202 funds tracked by Wall St. Rank held Commault Systems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.