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USA Financial Formulas’s Commault Systems CVLT Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-312
Closed -$49.2K – 270
2025
Q1 		$49.2K Sell
312
-464
-60% -$76.3K 0.01% 203
2024
Q4 		$117K Buy
776
+52
+7% +$8.37K 0.02% 203
2024
Q3 		$111K Sell
724
-157
-18% -$22.1K 0.02% 178
2024
Q2 		$107K Buy
+881
New +$94.6K 0.02% 185
2021
Q4 		– Sell
-1,967
Closed -$148K – 397
2021
Q3 		$148K Buy
+1,967
New +$153K 0.13% 130

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

USA Financial Formulas's CVLT Position: Q2 2025 in Review

USA Financial Formulas sold out of Commault Systems (CVLT) in Q2 2025, closing a stake of 312 shares — an estimated $49.2K sold.

USA Financial Formulas first reported a position in CVLT in Q3 2021 and held it in 5 quarters. The position peaked at $148K in Q3 2021. 459 funds tracked by Wall St. Rank hold CVLT as of Q2 2025.

  • USA Financial Formulas reported no remaining Commault Systems position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 312 Commault Systems shares in Q2 2025, an estimated $49.2K.
  • USA Financial Formulas first reported a position in Commault Systems in Q3 2021 and held it in 5 quarters.
  • USA Financial Formulas's Commault Systems position peaked at $148K in Q3 2021.
  • 459 funds tracked by Wall St. Rank held Commault Systems as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.