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Sheaff Brock Investment Advisors’s Commault Systems CVLT Stock Holding History

Sheaff Brock Investment 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 		$1.88M Buy
+11,910
New +$1.96M 0.17% 104
2017
Q1 		– Sell
-5,641
Closed -$290K – 608
2016
Q4 		$290K Buy
+5,641
New +$303K 0.04% 413

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sheaff Brock Investment Advisors's CVLT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors opened a new position in Commault Systems (CVLT) in Q1 2025: 11,910 shares worth $1.88M. The stake represents 0.17% of the portfolio and ranks #104 among its holdings. This is a return to the name: Sheaff Brock Investment Advisors previously reported a position in CVLT as recently as Q4 2016.

Sheaff Brock Investment Advisors first reported a position in CVLT in Q4 2016 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold CVLT as of Q1 2025.

  • Sheaff Brock Investment Advisors held 11,910 shares of Commault Systems worth $1.88M as of Q1 2025.
  • Commault Systems was a new Sheaff Brock Investment Advisors position in Q1 2025.
  • Commault Systems made up 0.17% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #104 holding.
  • Sheaff Brock Investment Advisors first reported a position in Commault Systems in Q4 2016 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held Commault Systems as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.