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Sigma Planning Corp’s Commault Systems CVLT Stock Holding History

Sigma Planning Corp’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
-4,009
Closed -$757K – 1311
2025
Q3 		$757K Buy
4,009
+1,500
+60% +$270K 0.02% 633
2025
Q2 		$437K Buy
+2,509
New +$428K 0.01% 840
2021
Q4 		– Sell
-10,704
Closed -$806K – 1404
2021
Q3 		$806K Hold
10,704
– – 0.02% 622
2021
Q2 		$837K Sell
10,704
-1,065
-9% -$77.4K 0.02% 620
2021
Q1 		$759K Buy
11,769
+309
+3% +$19.6K 0.02% 601
2020
Q4 		$635K Buy
+11,460
New +$536K 0.02% 601

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

Sigma Planning Corp's CVLT Position: Q4 2025 in Review

Sigma Planning Corp sold out of Commault Systems (CVLT) in Q4 2025, closing a stake of 4,009 shares — an estimated $757K sold.

Sigma Planning Corp first reported a position in CVLT in Q4 2020 and held it in 6 quarters. The position peaked at $837K in Q2 2021. 390 funds tracked by Wall St. Rank hold CVLT as of Q4 2025.

  • Sigma Planning Corp reported no remaining Commault Systems position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 4,009 Commault Systems shares in Q4 2025, an estimated $757K.
  • Sigma Planning Corp first reported a position in Commault Systems in Q4 2020 and held it in 6 quarters.
  • Sigma Planning Corp's Commault Systems position peaked at $837K in Q2 2021.
  • 390 funds tracked by Wall St. Rank held Commault Systems as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.