Commvault SystemsCVLT

13F holders, Q2 2025 (June 30)
459holders +34
73new positions
39sold out
8famous investors
$174.31avg. 13F price*

At the end of Q2 2025, 459 institutions reported holding Commvault Systems Inc. (CVLT) in their 13F filings, up 34 from Q1 2025. 73 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($928.0M) and Invesco Ltd. ($296.3M). 8 famous investors held it, including George Soros (0.4% of Soros Fund Management's portfolio), Jim Simons / Peter Brown (0.4% of Renaissance Technologies's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
Commvault Systems Inc.
CUSIP
204166102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 292Q1 2024Q2 2024: 343Q2 2024Q3 2024: 414Q3 2024Q4 2024: 437Q4 2024Q1 2025: 425Q1 2025Q2 2025: 459Q2 2025Q3 2025: 446Q3 2025Q4 2025: 390Q4 2025Q1 2026: 383Q1 2026Q2 2026: 431Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions73$143.8M
Exits39$143.0M

All 13F filers, Q1 2025 → Q2 2025: 3,979,108 shares bought and 3,442,920 shares sold, net +536,188 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 459 holders

BlackRock, Inc. 0.02% Add +1.5% 6,116,955 $1.1B
Vanguard Group Inc. 0.01% Reduce -1.5% 5,323,489 $928.0M
Invesco Ltd. 0.05% Reduce -4.4% 1,699,636 $296.3M
State Street Corp. 0.01% Reduce -0.7% 1,651,921 $288.0M
Renaissance Technologies 0.38% Reduce -4.2% 1,621,685 $282.7M
Acadian Asset Management LLC 0.52% Reduce -4.4% 1,438,743 $250.8M
Geode Capital Management, LLC 0.02% Add +2.0% 1,337,403 $233.2M
FMR LLC 0.01% Add +59.0% 1,234,196 $215.2M
Neuberger Berman Group LLC 0.16% Reduce -21.2% 1,181,124 $205.9M
AQR Capital Management 0.13% Add +60.8% 893,385 $155.7M
Morgan Stanley 0.01% Reduce -9.2% 841,677 $146.7M
Pictet Asset Management Holding SA 0.14% Add +24.8% 772,007 $134.6M
Nuveen, LLC 0.03% Reduce -8.9% 670,858 $117.0M
Goldman Sachs Group Inc. 0.02% Add +0.6% 635,649 $110.8M
Driehaus Capital Management LLC 0.87% Add +17.2% 620,898 $108.2M
Northern Trust Corp. 0.01% Reduce -3.0% 620,578 $108.2M
Dimensional Fund Advisors LP 0.02% Add +0.9% 599,482 $104.5M
Congress Asset Management Co. 0.68% Add +1.9% 570,888 $99.5M
Charles Schwab Investment Management Inc. 0.02% Add +2.0% 569,345 $99.3M
Arrowstreet Capital, Limited Partnership 0.07% Reduce -1.5% 554,604 $96.7M
Fuller & Thaler Asset Management, Inc. 0.35% Add +6.8% 553,374 $96.5M
American Capital Management Inc. 4.00% Reduce -18.1% 553,088 $96.4M
Allspring Global Investments Holdings, LLC 0.16% Reduce -14.5% 553,498 $95.5M
T. Rowe Price Associates Inc. 0.01% Add +1.4% 499,820 $87.1M
Loomis Sayles & Co. L P 0.09% Add +64.1% 400,070 $69.7M
Alliancebernstein L.P. 0.02% Reduce -0.4% 395,091 $68.9M
Bank of New York Mellon Corp 0.01% Add +6.2% 384,621 $67.1M
Allianz Asset Management GmbH 0.09% Reduce -14.7% 382,692 $66.7M
Summit Partners Public Asset Management, LLC 2.60% Reduce -21.4% 382,000 $66.6M
Royal Bank of Canada 0.01% Add +15.3% 369,736 $64.5M
Two Sigma Investments, LP 0.12% Add +33.4% 355,534 $62.0M
Wedge Capital Management L L P 1.05% Reduce -6.2% 337,955 $58.9M
Westfield Capital Management Co. LP 0.24% New 333,753 $58.2M
Manufacturers Life Insurance Company, The 0.05% Reduce -14.1% 312,697 $54.5M
Lord, Abbett & Co. LLC 0.18% Add +27.1% 304,306 $53.0M
Champlain Investment Partners, LLC 0.37% Add +1.0% 303,144 $52.8M
Federated Hermes, Inc. 0.10% Add +530.4% 293,457 $51.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +91.9% 282,871 $49.3M
Bank of America Corp. 0.00% Add +23.9% 277,002 $48.3M
Caisse de depot et placement du Quebec 0.10% Reduce -1.4% 275,664 $48.1M
Franklin Resources Inc. 0.01% Add +48.6% 254,849 $44.4M
Millennium Management 0.04% Reduce -29.6% 241,277 $42.1M
Citadel Advisors 0.03% Add +113.5% 221,225 $38.6M
Two Sigma Advisers, LP 0.08% Add +13.0% 217,337 $37.9M
Schroder Investment Management Group 0.03% Add +111.7% 215,630 $37.6M
Legal & General Group Plc 0.01% Add +6.8% 176,578 $30.8M
Norges Bank 0.00% Reduce -68.7% 173,538 $30.3M
Sei Investments Co. 0.03% Add +2.0% 167,816 $29.3M
Wellington Management Group LLP 0.01% Add +16.4% 166,231 $29.0M
JPMorgan Chase & Co. 0.00% Reduce -7.5% 165,221 $28.8M
Jane Street Group, LLC 0.04% Add +304.2% 154,420 $26.9M
UBS Group AG 0.01% Reduce -27.5% 148,098 $25.8M
Rhumbline Advisers 0.02% Add +3.4% 144,432 $25.2M
Man Group plc 0.05% Add +10.1% 135,328 $23.6M
Russell Investments Group, Ltd. 0.03% Add +14.9% 134,432 $23.4M
WCM Investment Management, LLC 0.05% Add +6.5% 130,353 $22.7M
Principal Financial Group Inc. 0.01% Add +5.8% 129,123 $22.5M
Pinnacle Associates Ltd. 0.32% Reduce -23.4% 126,019 $22.0M
Oberweis Asset Management Inc./ 0.95% Add +17.7% 125,900 $21.9M
Prudential Financial Inc. 0.03% Add +6.6% 120,800 $21.1M
Deutsche Bank AG 0.01% Add +4.5% 116,368 $20.3M
AXA S.A. 0.06% Add +131.1% 110,990 $19.3M
Barclays PLC 0.01% Add +54.6% 110,911 $19.3M
Fort Washington Investment Advisors Inc. 0.11% Reduce -6.8% 108,332 $18.9M
Emerald Advisers, LLC 0.68% Add +30.6% 106,424 $18.6M
CANADA LIFE ASSURANCE Co 0.03% Add +1.1% 103,655 $18.1M
Jupiter Asset Management Ltd. 0.15% Reduce -60.6% 100,308 $17.5M
Victory Capital Management Inc. 0.01% Add +83.0% 99,066 $17.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -1.8% 96,099 $16.8M
Janus Henderson Group PLC 0.01% Add +75.6% 94,061 $16.4M
CW Advisors, LLC 0.16% Reduce -0.4% 93,897 $16.4M
Qube Research & Technologies Ltd 0.02% New 91,880 $16.0M
Soros Fund Management 0.42% New 90,000 $15.7M
First Trust Advisors LP 0.01% Add +2.2% 85,309 $14.9M
Swiss National Bank 0.01% Reduce -0.8% 84,000 $14.6M
California Public Employees Retirement System 0.01% Add +2.4% 73,544 $12.8M
Trexquant Investment LP 0.13% New 64,034 $11.2M
Ameriprise Financial Inc. 0.00% Reduce -22.0% 63,898 $11.1M
Raymond James Financial Inc. 0.00% Add +17.5% 61,075 $10.6M
New York State Teachers Retirement System 0.02% Reduce -6.7% 58,985 $10.3M
Capital Fund Management S.A. 0.11% Add +4.9% 57,021 $9.9M
Robeco Institutional Asset Management B.V. 0.02% Reduce -4.4% 55,808 $9.7M
Retirement Systems of Alabama 0.03% Add +0.7% 53,931 $9.4M
Comerica Bank 0.04% Add +38.6% 53,607 $9.3M
Susquehanna International Group, LLP 0.01% Reduce -26.5% 53,265 $9.3M
Intech Investment Management LLC 0.09% Add +0.5% 53,164 $9.3M
MetLife Investment Management, LLC 0.05% Add +0.9% 49,396 $8.6M
Axiom Investors LLC 0.07% Reduce -4.6% 49,395 $8.6M
Engineers Gate Manager LP 0.10% Add +182.2% 47,697 $8.3M
Clearbridge Investments, LLC 0.01% Reduce -17.5% 46,352 $8.1M
Oak Ridge Investments LLC 0.58% Add +1.4% 46,085 $8.0M
Algert Global LLC 0.17% Add +3.3% 45,363 $7.9M
Vestcor Inc 0.24% Reduce -14.6% 45,090 $7.9M
Hillsdale Investment Management Inc. 0.28% Add +13.8% 43,600 $7.6M
Envestnet Asset Management Inc. 0.00% Reduce -14.9% 43,099 $7.5M
Emerald Mutual Fund Advisers Trust 0.45% Add +18.4% 42,411 $7.4M
Wells Fargo & Company 0.00% Add +67.6% 42,124 $7.3M
Pathstone Holdings, LLC 0.03% Reduce -9.1% 40,872 $7.1M
California State Teachers Retirement System 0.01% Add +0.1% 40,437 $7.0M
Los Angeles Capital Management LLC 0.03% Add +0.8% 40,146 $7.0M
Thrivent Financial for Lutherans 0.01% Reduce -34.6% 38,282 $6.7M
Empowered Funds, LLC 0.07% Add +3.9% 37,258 $6.5M
Lisanti Capital Growth, LLC 1.76% Reduce -9.8% 36,435 $6.4M
Quantinno Capital Management LP 0.03% Add +1.1% 35,867 $6.3M
Van Eck Associates Corp. 0.01% Reduce -17.4% 33,666 $5.9M
Lazard Asset Management LLC 0.01% Add +1.4% 33,327 $5.8M
Beacon Harbor Wealth Advisors, Inc. 1.44% Reduce -11.3% 33,065 $5.8M
Bridgewater Associates 0.02% Add +155.6% 31,915 $5.6M
Citigroup Inc. 0.00% Reduce -61.5% 31,876 $5.6M
Informed Momentum Co LLC 0.84% Add +4.1% 31,661 $5.5M
Harbor Capital Advisors, Inc. 0.23% Add +256.0% 31,546 $5.5M
Andra AP-fonden 0.08% No change 31,447 $5.5M
EFG Asset Management (North America) Corp. 0.74% Reduce -10.1% 29,948 $5.2M
Amundi 0.00% Reduce -10.0% 29,456 $5.0M
Vident Advisory, LLC 0.06% Add +5.9% 28,695 $5.0M
Nicholas Investment Partners, LP 0.49% Add +122.7% 28,382 $4.9M
Public Employees Retirement System of Ohio 0.02% Reduce -12.1% 26,554 $4.6M
Abacus FCF Advisors LLC 0.65% Add +1.7% 26,472 $4.6M
Edgestream Partners, L.P. 0.13% Reduce -22.3% 26,003 $4.5M
Mackenzie Financial Corp. 0.01% Reduce -31.1% 25,867 $4.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -6.6% 24,269 $4.2M
Madison Asset Management, LLC 0.04% Add +0.3% 23,773 $4.1M
Teachers Retirement System of the State of Kentucky 0.03% Add +4.8% 22,818 $4.0M
Creative Planning 0.00% Add +17.2% 22,352 $3.9M
Great Lakes Advisors, LLC 0.03% Reduce -3.3% 22,171 $3.9M
Mutual of America Capital Management LLC 0.04% Reduce -3.1% 21,943 $3.8M
Cubist Systematic Strategies, LLC 0.04% New 21,255 $3.7M
Martingale Asset Management L P 0.09% Reduce -1.0% 21,192 $3.7M
Inspire Investing, LLC 0.40% Reduce -2.8% 21,090 $3.7M
Ensign Peak Advisors, Inc 0.01% Add +24.5% 21,067 $3.7M
American Century Companies Inc. 0.00% Reduce -64.9% 20,861 $3.6M
Intrinsic Edge Capital Management LLC 0.55% New 20,800 $3.6M
LMR Partners LLP 0.08% Reduce -69.2% 20,000 $3.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +5.9% 19,682 $3.4M
State of Wisconsin Investment Board 0.01% Reduce -9.1% 19,654 $3.4M
Amalgamated Bank 0.03% Reduce -0.7% 19,379 $3.4M
New York State Common Retirement Fund 0.00% Add +22.2% 19,038 $3.3M
Voya Investment Management LLC 0.00% Add +1.4% 18,423 $3.2M
Canada Pension Plan Investment Board 0.00% Add +162.9% 18,400 $3.2M
Jump Financial, LLC 0.04% New 18,174 $3.2M
State of Tennessee, Department of Treasury 0.01% No change 17,679 $3.1M
BNP Paribas Financial Markets 0.00% Add +29.2% 17,344 $3.0M
Global IMC LLC 0.78% Reduce -36.8% 17,216 $3.0M
B. Metzler seel. Sohn & Co. AG 0.03% No change 16,421 $2.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +13.9% 16,381 $2.9M
HighTower Advisors, LLC 0.00% Add +1.9% 16,338 $2.8M
Natixis Advisors, LLC 0.00% Add +10.8% 16,310 $2.8M
Fox Run Management, L.L.C. 0.44% Add +188.7% 15,052 $2.6M
Prescott Group Capital Management, L.L.C. 0.31% No change 15,000 $2.6M
Teacher Retirement System of Texas 0.01% Reduce -10.2% 14,963 $2.6M
Yousif Capital Management, LLC 0.03% Reduce -1.1% 14,874 $2.6M
Globeflex Capital L P 0.21% Add +14.3% 14,823 $2.6M
State of New Jersey Common Pension Fund D 0.01% No change 14,782 $2.6M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -70.3% 14,000 $2.4M
LPL Financial LLC 0.00% Reduce -15.6% 13,790 $2.4M
ExodusPoint Capital Management, LP 0.03% New 13,670 $2.4M
KLP Kapitalforvaltning As 0.01% Reduce -19.3% 13,400 $2.3M
Polen Capital Management LLC 0.01% New 13,142 $2.3M
Ameritas Investment Partners, Inc. 0.07% Reduce -0.2% 13,087 $2.3M
Arizona State Retirement System 0.01% Add +2.5% 12,832 $2.2M
Cerity Partners LLC 0.00% Add +117.0% 12,790 $2.2M
ProShare Advisors LLC 0.00% Reduce -3.7% 12,775 $2.2M
HSBC Holdings PLC 0.00% Add +218.4% 12,630 $2.2M
Dynamic Technology Lab Private Ltd 0.30% New 12,504 $2.2M
Cibc World Market Inc. 0.00% Add +5.6% 12,430 $2.2M
Louisiana State Employees Retirement System 0.04% Add +0.8% 12,400 $2.2M
New Age Alpha Advisors, LLC 0.09% Add +10.0% 12,198 $2.1M
Jackson Creek Investment Advisors LLC 0.57% Add +14.3% 12,044 $2.1M
Allworth Financial LP 0.01% Add +19656.7% 11,854 $2.1M
State Board of Administration of Florida Retirement System 0.00% No change 11,596 $2.0M
Illinois Municipal Retirement Fund 0.03% Add +137.6% 11,538 $2.0M
Verition Fund Management LLC 0.01% New 11,463 $2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.8% 11,337 $2.0M
STRS Ohio 0.01% Add +1.9% 11,000 $1.9M
Granahan Investment Management, LLC 0.08% Add +50.1% 10,795 $1.9M
Legato Capital Management LLC 0.22% Add +25.4% 10,697 $1.9M
State of Michigan Retirement System 0.01% Add +0.9% 10,612 $1.8M
Virtus Advisers, LLC 1.15% No change 10,583 $1.8M
Handelsbanken Fonder AB 0.01% No change 10,430 $1.8M
Caxton Associates LLP 0.05% Add +24.5% 10,146 $1.8M
Silvercrest Asset Management Group LLC 0.01% No change 10,121 $1.8M
Police & Firemen's Retirement System of New Jersey 0.02% Add +5.8% 10,016 $1.7M
Bank of Montreal 0.00% Reduce -5.0% 10,001 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.7% 9,852 $1.7M
TD Asset Management Inc 0.00% Reduce -37.3% 9,600 $1.7M
Stifel Financial Corp. 0.00% Add +1.9% 9,563 $1.7M
New Mexico Educational Retirement Board 0.05% No change 9,100 $1.6M
Oregon Public Employees Retirement Fund 0.03% Add +1.1% 9,079 $1.6M
Twin Tree Management, LP 0.04% New 8,713 $1.5M
Convergence Investment Partners, LLC 0.38% Add +69.1% 8,664 $1.5M
SteelPeak Wealth, LLC 0.06% Add +29.7% 8,581 $1.5M
XTX Topco Ltd 0.06% New 8,425 $1.5M
Scientech Research LLC 0.35% New 8,266 $1.4M
NewEdge Wealth, LLC 0.02% Add +391.7% 7,616 $1.4M
NJ State Employees Deferred Compensation Plan 0.16% No change 8,000 $1.4M
Cwm, LLC 0.00% Add +0.2% 7,981 $1.4M
Tower Research Capital LLC (TRC) 0.04% Add +68.2% 7,959 $1.4M
Tealwood Asset Management Inc. 0.60% Reduce -0.3% 7,692 $1.3M
Diversify Wealth Management, LLC 0.08% Add +27.9% 6,950 $1.3M
Y-Intercept (Hong Kong) Ltd 0.03% New 7,534 $1.3M
JSF Financial, LLC 0.30% Add +6.2% 7,263 $1.3M
Xponance LLC 0.01% Reduce -4.9% 7,137 $1.2M
Mach-1 Financial Group, LLC 0.36% Add +227.0% 7,027 $1.2M
US Bancorp \de 0.00% Reduce -10.3% 6,911 $1.2M
Gibbs Wealth Management 0.23% Add +17.6% 6,813 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Reduce -5.7% 6,803 $1.2M
Lindenwold Advisors, INC 0.60% Add +0.1% 6,613 $1.2M
Fred Alger Management, LLC 0.01% New 7,513 $1.1M
D. E. Shaw & Co. 0.00% Reduce -55.5% 6,442 $1.1M
Vanguard Personalized Indexing Management, LLC 0.01% Add +0.6% 6,187 $1.1M
PNC Financial Services Group, Inc. 0.00% Add +80.7% 6,074 $1.1M
Bantamac Capital, LLC 0.38% Reduce -7.4% 6,053 $1.1M
Tidal Investments LLC 0.01% Add +62.5% 5,976 $1.0M
Ulland Investment Advisors, LLC 0.85% Reduce -2.4% 5,952 $1.0M
Hancock Whitney Corp. 0.02% Reduce -0.1% 5,881 $1.0M
Vontobel Holding Ltd. 0.00% Reduce -13.8% 5,848 $1.0M
Kesler, Norman & Wride, LLC 0.18% Reduce -1.1% 5,710 $996K
Blair William & Co. 0.00% Add +23.2% 5,697 $993K
Kestra Advisory Services, LLC 0.00% Add +0.2% 5,688 $992K
Virtu Financial LLC 0.05% New 5,553 $968K
Campbell & CO Investment Adviser LLC 0.06% New 5,468 $953K
Cibc World Markets Corp. 0.01% Reduce -43.7% 5,455 $951K
Federation des caisses Desjardins du Quebec 0.00% Add +11.7% 5,443 $949K
Bessemer Group Inc. 0.00% Add +9.6% 5,397 $941K
Scott Marsh Financial, LLC 0.35% — 5,373 $937K
Sterling Capital Management LLC 0.01% Add +35.0% 5,259 $917K
SG Americas Securities, LLC 0.00% Reduce -37.7% 5,220 $910K
Calamos Advisors LLC 0.01% New 5,134 $895K
Eventide Asset Management, LLC 0.02% Add +61.5% 5,074 $885K
Summit Global Investments 0.05% Reduce -33.8% 4,968 $866K
State of Alaska, Department of Revenue 0.01% Reduce -3.9% 4,956 $863K
Public Employees Retirement Association of Colorado 0.00% No change 4,924 $858K
Ellsworth Advisors, LLC 0.21% Add +2.7% 4,845 $845K
Alliance Wealth Advisors, LLC 0.20% Add +1.8% 4,775 $832K
New York Life Investment Management LLC 0.01% New 4,581 $799K
Crossmark Global Holdings, Inc. 0.01% Add +39.5% 4,514 $787K
Corient Private Wealth LP 0.00% Reduce -26.6% 4,484 $782K
Schonfeld Strategic Advisors LLC 0.01% Add +31.3% 4,443 $775K
Versor Investments LP 0.14% Add +158.6% 4,396 $766K
Bryce Point Capital, LLC 0.63% New 4,293 $748K
Commonwealth Equity Services, LLC 0.00% Add +24.4% 4,281 $746K
Guggenheim Capital LLC 0.01% Add +43.8% 4,245 $740K
Mariner, LLC 0.00% Add +10.7% 4,243 $740K
Portside Wealth Group, LLC 0.11% No change 4,232 $738K
Counterpoint Mutual Funds LLC 0.06% New 4,182 $729K
Angeles Wealth Management, LLC 0.05% Reduce -0.4% 4,049 $706K
Bailard, Inc. 0.02% New 4,039 $704K
Pacer Advisors, Inc. 0.00% Add +294.0% 4,035 $703K
DekaBank Deutsche Girozentrale 0.00% No change 3,963 $698K
Townsquare Capital LLC 0.07% Reduce -91.4% 3,946 $688K
DC Investments Management, LLC 0.28% No change 3,893 $679K
Bokf, NA 0.01% Reduce -21.6% 3,846 $670K
Harvest Investment Services, LLC 0.14% Add +10.6% 3,686 $643K
Maverick Capital 0.01% New 3,638 $634K
iSAM Funds (UK) Ltd 0.14% Add +161.5% 3,637 $634K
Jennison Associates LLC 0.00% Add +0.9% 3,633 $633K
B. Riley Wealth Advisors, Inc. 0.03% New 3,628 $632K
Diversified Trust Co. 0.01% Add +8.6% 3,605 $628K
Point72 Hong Kong Ltd 0.04% New 3,547 $618K
Equitable Holdings, Inc. 0.01% Reduce -54.9% 3,509 $612K
Quadrant Capital Group LLC 0.02% Add +884.8% 3,506 $611K
Securian Asset Management, Inc. 0.02% No change 3,405 $594K
Norden Group LLC 0.06% Reduce -9.4% 3,394 $592K
Group One Trading LLC 0.02% New 3,336 $582K
Unique Wealth Strategies, LLC 0.24% Reduce -6.1% 3,262 $569K
Integrated Quantitative Investments LLC 0.16% No change 3,207 $559K
Vision Capital Management, Inc. 0.07% New 3,199 $558K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -16.8% 3,088 $539K
Lingohr Asset Management GmbH 0.97% Reduce -93.3% 3,061 $534K
Magnetar Financial LLC 0.00% New 2,975 $519K
Avantax Advisory Services, Inc. 0.00% Add +128.1% 2,972 $518K
111 Capital 0.09% New 2,907 $507K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -24.8% 2,887 $503K
Gagnon Securities LLC 0.10% Reduce -1.8% 2,879 $502K
Evanson Asset Management, LLC 0.03% No change 2,860 $499K
NorthCrest Asset Manangement, LLC 0.01% Reduce -50.9% 2,827 $493K
HRT Financial LP 0.00% New 2,766 $482K
Atria Investments, Inc 0.01% Reduce -10.9% 2,755 $480K
Global Retirement Partners, LLC 0.01% — 2,749 $479K
Diversify Advisory Services, LLC 0.02% Add +33.1% 2,487 $479K
Burns Matteson Capital Management, LLC 0.23% Reduce -3.2% 2,703 $471K
Aviva PLC 0.00% Reduce -31.1% 2,609 $455K
One Wealth Advisors, LLC 0.06% Reduce -14.5% 2,607 $454K
Bayesian Capital Management, LP 0.07% Reduce -52.6% 2,600 $453K
Parallel Advisors, LLC 0.01% Add +1.3% 2,594 $452K
Sigma Planning Corp 0.01% New 2,509 $437K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% No change 2,504 $437K
Cetera Investment Advisers 0.00% Add +13.4% 2,486 $433K
Vise Technologies, Inc. 0.02% — 2,461 $429K
Capstone Investment Advisors, LLC 0.00% New 2,450 $427K
M&T Bank Corp 0.00% Add +0.8% 2,402 $419K
Callan Family Office, LLC 0.01% New 2,375 $414K
MML Investors Services, LLC 0.00% Reduce -51.5% 2,274 $396K
Daiwa Securities Group Inc. 0.00% Add +22.9% 2,144 $374K
Occidental Asset Management, LLC 0.05% Add +5.8% 2,044 $356K
Readystate Asset Management LP 0.03% New 2,033 $354K
U.S. Capital Wealth Advisors, LLC 0.01% New 2,000 $349K
Anb Bank 0.16% Add +9.4% 1,995 $348K
Erste Asset Management GmbH 0.00% Add +0.0% 1,984 $347K
Lanark Financial, Inc. 0.03% Add +627.1% 1,985 $346K
Marks Group Wealth Management, Inc 0.03% Reduce -1.9% 1,931 $337K
Sivia Capital Partners, LLC 0.11% New 1,878 $327K
Picton Mahoney Asset Management 0.00% Reduce -83.4% 1,853 $323K
Nisa Investment Advisors, LLC 0.00% Reduce -7.8% 1,847 $322K
Financiere des Professionnels - Fonds d'investissement inc. 0.02% New 1,808 $315K
Profund Advisors LLC 0.01% Reduce -4.0% 1,808 $315K
Ethic Inc. 0.01% Add +39.4% 1,805 $315K
Benjamin Edwards Inc. 0.00% Reduce -0.9% 1,798 $313K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +23.8% 1,750 $305K
Shell Asset Management Co. 0.01% Reduce -2.0% 1,748 $305K
Quantum Private Wealth, LLC 0.10% No change 1,745 $304K
Coldstream Capital Management Inc. 0.00% Reduce -5.5% 1,730 $302K
Yorktown Management & Research Co Inc 0.27% No change 1,650 $288K
Kestra Private Wealth Services, LLC 0.00% New 1,650 $288K
Frank, Rimerman Advisors LLC 0.02% Reduce -3.6% 1,648 $287K
Petrus Trust Company, LTA 0.03% New 1,612 $281K
Shelton Capital Management 0.01% Reduce -2.5% 1,602 $279K
Elevation Point Wealth Partners, LLC 0.02% Add +2.0% 1,570 $274K
AlphaQuest LLC 0.03% Add +6225.0% 1,518 $265K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +8.2% 1,514 $264K
Blue Trust, Inc. 0.00% Add +16.4% 1,495 $261K
Prelude Capital Management, LLC 0.02% Reduce -15.6% 1,443 $252K
Ami Asset Management Corp. 0.01% New 1,442 $251K
CIBC Asset Management Inc 0.00% No change 1,441 $251K
Glenmede Investment Management, LP 0.00% — 1,433 $250K
Sanctuary Advisors, LLC 0.00% Reduce -9.4% 1,422 $248K
GAMMA Investing LLC 0.02% Add +6.0% 1,422 $248K
R Squared Ltd 0.14% New 1,410 $246K
Aigen Investment Management, LP 0.03% New 1,407 $245K
Walleye Capital LLC 0.00% Add +1.6% 1,376 $240K
Panagora Asset Management Inc. 0.00% Reduce -0.9% 1,374 $240K
Private Advisor Group, LLC 0.00% New 1,368 $238K
Olympiad Research LP 0.39% Reduce -25.6% 1,354 $236K
Bayforest Capital Ltd 0.10% Add +502.2% 1,349 $235K
Inceptionr LLC 0.05% Reduce -7.2% 1,332 $232K
Fifth Third Wealth Advisors LLC 0.01% Add +0.3% 1,323 $231K
Johnson Investment Counsel Inc. 0.00% Reduce -9.0% 1,321 $230K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +65.0% 1,320 $230K
Orion Porfolio Solutions, LLC 0.00% New 1,315 $229K
Janney Montgomery Scott LLC 0.00% Reduce -15.2% 1,305 $228K
NewEdge Advisors, LLC 0.00% Reduce -68.8% 1,287 $224K
Highland Capital Management, LLC 0.01% Add +0.5% 1,277 $223K
Northwestern Mutual Wealth Management Co. 0.00% Add +147.1% 1,275 $222K
Polymer Capital Management (US) LLC 0.04% Reduce -51.3% 1,272 $222K
KBC Group NV 0.00% Reduce -39.9% 1,242 $217K
Captrust Financial Advisors 0.00% Reduce -5.5% 1,231 $215K
DGS Capital Management, LLC 0.04% New 1,228 $214K
Osaic Holdings, Inc. 0.00% Reduce -36.3% 1,218 $212K
Catalyst Funds Management Pty Ltd 0.06% Reduce -14.3% 1,200 $209K
EP Wealth Advisors, LLC 0.00% New 1,194 $208K
Inspire Advisors, LLC 0.02% New 1,187 $207K
Covestor Ltd 0.12% Reduce -4.2% 1,184 $206K
Choreo, LLC 0.00% Reduce -56.7% 1,167 $203K
Forum Financial Management, LP 0.00% New 1,165 $203K
Old National Bancorp 0.00% New 1,148 $200K
TD Private Client Wealth LLC 0.00% No change 956 $167K
Central Pacific Bank - Trust Division 0.02% Reduce -13.8% 936 $163K
OP Asset Management Ltd 0.00% Reduce -70.6% 871 $152K
Smartleaf Asset Management LLC 0.01% Reduce -2.2% 847 $148K
St Germain D J Co. Inc. 0.01% New 814 $142K
Strengthening Families & Communities, LLC 0.07% Reduce -47.8% 779 $123K
Exchange Traded Concepts, LLC 0.00% Add +8.3% 701 $122K
Clearstead Advisors, LLC 0.00% Add +70.9% 651 $113K
Hennessy Advisors Inc. 0.00% New 646 $113K
Spire Wealth Management 0.00% Add +494.1% 606 $106K
UMB Bank, n.a. 0.00% Add +9.5% 576 $100K
Reyes Financial Architecture, Inc. 0.08% New 563 $98K
Huntington National Bank 0.00% Reduce -4.6% 557 $97K
Farther Finance Advisors, LLC 0.00% Reduce -3.1% 557 $97K
Signaturefd, LLC 0.00% Add +0.5% 557 $97K
Natixis 0.00% New 551 $96K
Danske Bank A/S 0.00% Reduce -95.7% 546 $95K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.4% 534 $93K
Fifth Third Bancorp 0.00% Add +4.3% 485 $85K
TFC Financial Management, Inc. 0.01% No change 402 $70K
Whittier Trust Co. of Nevada Inc. 0.00% No change 400 $70K
Principal Securities, Inc. 0.00% Add +6.5% 328 $57K
Point72 (DIFC) Ltd 0.00% New 328 $57K
Employees Retirement System of Texas 0.00% New 313 $55K
Versant Capital Management, Inc 0.01% No change 295 $51K
Brooklyn Investment Group 0.01% Add +69.9% 294 $51K
EverSource Wealth Advisors, LLC 0.00% Add +188.3% 271 $47K
Arax Advisory Partners 0.00% New 226 $39K
Manchester Capital Management LLC 0.01% No change 220 $38K
State of Wyoming 0.00% New 202 $35K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 189 $33K
Optiver Holding B.V. 0.00% Reduce -34.7% 179 $31K
Advisors Asset Management, Inc. 0.00% Reduce -3.3% 174 $30K
Cullen/Frost Bankers, Inc. 0.00% No change 169 $29K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -11.3% 164 $29K
IFP Advisors, Inc 0.00% Reduce -78.5% 140 $28K
Rise Advisors, LLC 0.01% No change 160 $28K
Geneos Wealth Management Inc. 0.00% Add +4.9% 151 $26K
SBI Securities Co., Ltd. 0.00% Reduce -5.7% 150 $26K
Quarry LP 0.01% Add +9.4% 140 $24K
Hantz Financial Services, Inc. 0.00% Add +1444.4% 139 $24K
V-Square Quantitative Management LLC 0.00% New 129 $22K
CI Investments Inc. 0.00% Reduce -7.9% 128 $22K
Hazlett, Burt & Watson, Inc. 0.01% New 112 $20K
WPG Advisers, LLC 0.02% Add +22.8% 113 $20K
Larson Financial Group LLC 0.00% Add +58.6% 111 $19K
MAI Capital Management 0.00% Add +22.5% 98 $17K
Essential Partners LLC 0.01% — 93 $16K
Parkside Financial Bank & Trust 0.00% Add +29.9% 87 $15K
Matrix Trust Co 0.00% Reduce -3.4% 86 $15K
WealthCollab, LLC 0.01% Add +8.9% 86 $15K
C M Bidwell & Associates Ltd. 0.01% No change 85 $15K
Rothschild Investment LLC 0.00% Add +32.8% 85 $15K
True Wealth Design, LLC 0.01% Add +1.2% 83 $14K
NewSquare Capital LLC 0.00% Reduce -2.5% 77 $13K
Contravisory Investment Management, Inc. 0.00% New 73 $13K
Hemington Wealth Management 0.00% Add +20.3% 71 $12K
CoreCap Advisors, LLC 0.00% No change 58 $10K
Twin Peaks Wealth Advisors, LLC 0.00% New 50 $10K
Ameriflex Group, Inc. 0.00% No change 50 $9K
Private Wealth Management Group, LLC 0.00% No change 47 $8K
Sierra Ocean, LLC 0.01% No change 45 $8K
Bell Investment Advisors, Inc 0.00% Add +15.4% 45 $8K
Private Trust Co. NA 0.00% No change 42 $7K
Plato Investment Management Ltd 0.00% Add +7.9% 41 $7K
Farmers & Merchants Investments Inc. 0.00% Add +5.4% 39 $7K
TD Waterhouse Canada Inc. 0.00% Add +6.1% 35 $6K
Jones Financial Companies LLLP 0.00% Add +520.0% 31 $5K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 30 $5K
CIBC Private Wealth Group LLC 0.00% Reduce -3.6% 27 $5K
Financial Network Wealth Advisors LLC 0.01% Reduce -7.4% 25 $4K
Prestige Wealth Management Group LLC 0.00% No change 24 $4K
Whipplewood Advisors, LLC 0.00% Reduce -87.7% 21 $4K
CVA Family Office, LLC 0.00% No change 13 $2K
Ossiam 0.00% Reduce -99.8% 13 $2K
Key Financial Inc 0.00% No change 13 $2K
JFS Wealth Advisors, LLC 0.00% Add +20.0% 12 $2K
Wilmington Savings Fund Society, FSB 0.00% No change 12 $2K
Avion Wealth 0.00% Add +250.0% 14 $2K
Harvest Fund Management Co., Ltd 0.00% Reduce -99.8% 11 $2K
High Note Wealth, LLC 0.00% Reduce -54.2% 11 $2K
Glen Eagle Advisors, LLC 0.00% No change 10 $2K
Byrne Asset Management LLC 0.00% No change 8 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 8 $1K
Assetmark, Inc. 0.00% New 8 $1K
Creative Financial Designs Inc. 0.00% No change 7 $1K
Hughes Financial Services, LLC 0.00% New 6 $1K
Capital Advisors, Ltd. LLC 0.00% No change 5 $1K
Fortitude Family Office, LLC 0.00% New 5 $872
Highline Wealth Partners LLC 0.00% No change 5 $872
DiNuzzo Private Wealth, Inc. 0.00% Add +25.0% 5 $872
Physician Wealth Advisors, Inc. 0.00% Reduce -33.3% 4 $698
Arlington Trust Co LLC 0.00% New 4 $697
SJS Investment Consulting Inc. 0.00% Reduce -25.0% 3 $523
HFM Investment Advisors, LLC 0.00% New 2 $349
AdvisorNet Financial, Inc 0.00% No change 2 $349
Tortoise Investment Management, LLC 0.00% New 2 $349
American Capital Advisory, LLC 0.00% Reduce -50.0% 1 $175
WealthTrak Capital Management LLC 0.00% No change 1 $175
Rialto Wealth Management, LLC 0.00% New 1 $175
Bay Harbor Wealth Management, LLC 0.00% New 1 $174
Rakuten Securities, Inc. 0.00% Reduce -92.3% 1 $174
Parkworth Wealth Management, Inc. 0.00% New 1 $174
Ameritas Advisory Services, LLC 0.00% New 1 $165

"% of holder's portfolio" is CVLT's weight in each manager's 13F, not the share of Commvault Systems Inc. the manager owns.