Commvault SystemsCVLT

13F holders, Q4 2025 (December 31)
390holders −56
58new positions
118sold out
8famous investors
$125.38avg. 13F price*

At the end of Q4 2025, 390 institutions reported holding Commvault Systems Inc. (CVLT) in their 13F filings, down 56 from Q3 2025. 58 opened new positions and 118 sold out. The largest holders were BlackRock, Inc. ($743.8M), Vanguard Group Inc. ($711.5M) and State Street Corp. ($204.9M). 8 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), George Soros (0.2% of Soros Fund Management's portfolio) and Israel Englander (0.1% of Millennium 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions58$277.2M
Exits118$508.6M

All 13F filers, Q3 2025 → Q4 2025: 7,564,005 shares bought and 9,767,760 shares sold, net −2,203,755 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 390 holders

BlackRock, Inc. 0.01% Reduce -3.0% 5,933,295 $743.8M
Vanguard Group Inc. 0.01% Add +4.4% 5,675,590 $711.5M
State Street Corp. 0.01% Reduce -0.7% 1,634,488 $204.9M
FMR LLC 0.01% Add +24.1% 1,549,659 $194.3M
First Trust Advisors LP 0.14% Add +25.5% 1,537,034 $192.7M
Geode Capital Management, LLC 0.01% Reduce -15.3% 1,149,420 $144.1M
Renaissance Technologies 0.22% Reduce -21.3% 1,124,998 $141.0M
Westfield Capital Management Co. LP 0.55% Add +34.5% 1,057,077 $132.5M
Pictet Asset Management Holding SA 0.11% Add +17.9% 909,982 $114.1M
Citadel Advisors 0.08% Add +114.0% 869,102 $109.0M
Millennium Management 0.08% Add +223.6% 868,707 $108.9M
Acadian Asset Management LLC 0.16% Reduce -29.5% 792,495 $99.3M
Morgan Stanley 0.01% Reduce -13.0% 764,565 $95.8M
Congress Asset Management Co. 0.57% Add +7.8% 643,509 $80.7M
Neuberger Berman Group LLC 0.06% Reduce -44.0% 633,108 $79.4M
Dimensional Fund Advisors LP 0.02% Reduce -1.9% 600,210 $75.2M
Nuveen, LLC 0.02% Reduce -10.0% 575,522 $72.1M
Northern Trust Corp. 0.01% Reduce -6.7% 570,228 $71.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.0% 567,474 $71.1M
American Capital Management Inc. 2.95% Reduce -0.1% 533,806 $66.9M
Invesco Ltd. 0.01% Reduce -68.5% 475,829 $59.6M
T. Rowe Price Associates Inc. 0.01% Reduce -42.8% 407,362 $51.1M
Champlain Investment Partners, LLC 0.52% Add +18.0% 406,457 $51.0M
JPMorgan Chase & Co. 0.00% Add +5.5% 403,947 $50.6M
Manufacturers Life Insurance Company, The 0.04% Add +55.0% 382,453 $47.9M
TD Asset Management Inc 0.04% Add +14047.5% 381,982 $47.9M
Schroder Investment Management Group 0.03% Add +71.2% 361,752 $45.9M
Federated Hermes, Inc. 0.08% Add +13.6% 365,748 $45.9M
Bank of New York Mellon Corp 0.01% Reduce -4.7% 338,445 $42.4M
Goldman Sachs Group Inc. 0.01% Reduce -52.8% 337,931 $42.4M
AQR Capital Management 0.02% Reduce -59.7% 333,010 $41.7M
Fuller & Thaler Asset Management, Inc. 0.14% Reduce -15.6% 321,591 $40.3M
BNP Paribas Financial Markets 0.03% Add +410.8% 320,468 $40.2M
Jain Global LLC 0.41% Add +2137.1% 316,117 $39.6M
Bank of America Corp. 0.00% Add +24.1% 289,277 $36.3M
Wellington Management Group LLP 0.01% Add +102.5% 281,555 $35.3M
Two Sigma Investments, LP 0.05% Reduce -18.0% 274,684 $34.4M
Franklin Resources Inc. 0.01% Add +2.2% 272,252 $34.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +0.6% 269,905 $33.8M
Royal Bank of Canada 0.01% Reduce -27.6% 246,647 $30.9M
Boston Trust Walden Corp 0.23% New 245,933 $30.8M
Point72 Asset Management 0.05% New 243,114 $30.5M
Capital Research Global Investors 0.01% New 233,956 $29.3M
Wells Fargo & Company 0.01% Add +449.5% 218,244 $27.4M
Epoch Investment Partners, Inc. 0.15% New 217,594 $27.3M
GW&K Investment Management, LLC 0.23% Add +40.1% 208,862 $26.2M
Mackenzie Financial Corp. 0.03% Add +7231.7% 205,653 $26.0M
Deutsche Bank AG 0.01% Add +54.5% 188,369 $23.6M
ExodusPoint Capital Management, LP 0.26% New 187,402 $23.5M
Lord, Abbett & Co. LLC 0.07% Reduce -53.1% 183,996 $23.1M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -64.0% 183,438 $23.0M
Emerald Advisers, LLC 0.66% Add +9.6% 171,885 $21.5M
Victory Capital Management Inc. 0.01% Add +42.8% 168,916 $21.2M
Fort Washington Investment Advisors Inc. 0.11% Add +27.4% 166,236 $20.8M
Fisher Asset Management 0.01% New 162,364 $20.4M
Jane Street Group, LLC 0.02% Add +413.4% 161,899 $20.3M
Cinctive Capital Management LP 1.14% New 157,815 $19.8M
Mizuho Markets Americas LLC 0.42% New 155,067 $19.4M
Legal & General Group Plc 0.00% Reduce -14.5% 153,120 $19.2M
Principal Financial Group Inc. 0.01% Add +3.4% 145,448 $18.2M
Bank of Montreal 0.01% Add +2785.8% 143,105 $17.9M
Global Alpha Capital Management Ltd. 1.08% New 140,900 $17.7M
Two Sigma Advisers, LP 0.03% Reduce -25.1% 140,237 $17.6M
Pinnacle Associates Ltd. 0.22% Add +13.7% 137,544 $17.2M
Rhumbline Advisers 0.01% Reduce -7.8% 131,602 $16.5M
Ameriprise Financial Inc. 0.00% Reduce -33.8% 126,965 $15.9M
Capital Fund Management S.A. 0.15% Add +114.3% 125,029 $15.7M
WCM Investment Management, LLC 0.03% Reduce -5.8% 120,362 $15.3M
UBS Group AG 0.00% Reduce -68.1% 115,912 $14.5M
Oberweis Asset Management Inc./ 0.51% Reduce -13.8% 110,900 $13.9M
Public Employees Retirement Association of Colorado 0.05% Add +2160.3% 109,442 $13.7M
CANADA LIFE ASSURANCE Co 0.02% Reduce -5.3% 106,331 $13.3M
Barclays PLC 0.01% Add +0.1% 104,634 $13.1M
Emerald Mutual Fund Advisers Trust 0.63% Add +10.6% 102,780 $12.9M
Alyeska Investment Group, L.P. 0.04% Add +220.8% 100,142 $12.6M
Allspring Global Investments Holdings, LLC 0.02% Reduce -84.2% 100,731 $12.5M
Qube Research & Technologies Ltd 0.02% New 94,346 $11.8M
Allianz Asset Management GmbH 0.01% Reduce -65.5% 92,746 $11.6M
Alliancebernstein L.P. 0.00% Reduce -0.4% 90,810 $11.4M
Swiss National Bank 0.01% Add +1.6% 87,700 $11.0M
Intech Investment Management LLC 0.10% Add +52.4% 86,634 $10.9M
Osaic Holdings, Inc. 0.02% Reduce -11.6% 83,475 $10.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +15710.5% 78,104 $9.8M
Sei Investments Co. 0.01% Reduce -49.7% 71,754 $9.0M
Soros Fund Management 0.16% Reduce -67.8% 70,000 $8.8M
Balyasny Asset Management L.P. 0.02% New 66,832 $8.4M
Axiom Investors LLC 0.07% Reduce -33.8% 65,485 $8.2M
Russell Investments Group, Ltd. 0.01% Reduce -41.9% 62,355 $7.9M
California Public Employees Retirement System 0.00% Reduce -23.4% 59,154 $7.4M
Pier Capital, LLC 1.17% New 58,367 $7.3M
Retirement Systems of Alabama 0.02% Reduce -1.6% 52,920 $6.6M
New York State Teachers Retirement System 0.01% Reduce -14.6% 50,264 $6.3M
LMR Partners LLP 0.08% Reduce -37.5% 50,000 $6.3M
MetLife Investment Management, LLC 0.03% Reduce -4.7% 45,813 $5.7M
Granahan Investment Management, LLC 0.24% Add +6.8% 44,706 $5.6M
California State Teachers Retirement System 0.01% Reduce -0.0% 41,967 $5.3M
Ravenswood Partners LP 1.72% Reduce -0.3% 41,245 $5.2M
Tidal Investments LLC 0.02% Add +229.0% 40,992 $5.1M
Quantinno Capital Management LP 0.01% Add +8.9% 40,368 $5.1M
Kornitzer Capital Management Inc. 0.10% No change 39,190 $4.9M
Marshall Wace, LLP 0.00% New 38,711 $4.9M
Raymond James Financial Inc. 0.00% Reduce -32.8% 37,934 $4.8M
Los Angeles Capital Management LLC 0.02% Reduce -8.7% 34,510 $4.7M
Quantbot Technologies LP 0.16% New 37,870 $4.7M
Clearbridge Investments, LLC 0.00% Reduce -7.4% 37,811 $4.7M
EFG International AG 0.09% — 37,033 $4.6M
Citigroup Inc. 0.00% Add +173.3% 34,414 $4.3M
Thrivent Financial for Lutherans 0.01% Add +17.3% 33,643 $4.2M
Lazard Asset Management LLC 0.01% Reduce -50.3% 32,033 $4.0M
Pathstone Holdings, LLC 0.02% Reduce -21.0% 31,368 $3.9M
Amundi 0.00% Add +103.8% 30,947 $3.9M
Man Group plc 0.01% Reduce -71.9% 29,930 $3.8M
Great Lakes Advisors, LLC 0.03% Add +47.2% 29,813 $3.7M
Ardmore Road Asset Management LP 0.28% New 29,551 $3.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -67.6% 28,663 $3.6M
Public Employees Retirement System of Ohio 0.01% Reduce -0.3% 26,470 $3.3M
Canada Pension Plan Investment Board 0.00% Reduce -62.2% 26,000 $3.3M
Jump Financial, LLC 0.04% Reduce -16.9% 25,827 $3.2M
Norges Bank 0.00% — 24,195 $3.0M
Teachers Retirement System of the State of Kentucky 0.02% Add +5.0% 23,950 $3.0M
Madison Asset Management, LLC 0.03% Add +0.6% 23,947 $3.0M
Envestnet Asset Management Inc. 0.00% Reduce -43.2% 23,889 $3.0M
Prudential Financial Inc. 0.00% Reduce -75.2% 23,879 $3.0M
Vontobel Holding Ltd. 0.01% Add +42.3% 22,575 $2.8M
Engineers Gate Manager LP 0.03% Reduce -8.3% 21,366 $2.7M
Creative Planning 0.00% Reduce -22.1% 20,951 $2.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.1% 20,770 $2.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +0.1% 20,188 $2.5M
Vision Capital Management, Inc. 0.30% Add +17.2% 20,147 $2.5M
FIL Ltd 0.00% New 20,000 $2.5M
HBK Investments L P 0.03% Add +36.8% 19,700 $2.5M
STRS Ohio 0.01% Reduce -31.9% 19,600 $2.5M
Janus Henderson Group PLC 0.00% Reduce -46.2% 19,366 $2.4M
Atom Investors LP 0.19% Reduce -33.7% 18,741 $2.3M
Amalgamated Bank 0.02% Reduce -4.8% 18,588 $2.3M
Mutual of America Capital Management LLC 0.02% Reduce -10.6% 18,351 $2.3M
American Century Companies Inc. 0.00% Add +4.6% 18,230 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +13.8% 17,601 $2.2M
State of Wisconsin Investment Board 0.00% Reduce -13.7% 17,062 $2.1M
B. Metzler seel. Sohn & Co. AG 0.02% No change 16,421 $2.1M
Campbell & CO Investment Adviser LLC 0.09% New 15,631 $2.0M
Aquatic Capital Management LLC 0.05% New 15,124 $1.9M
Handelsbanken Fonder AB 0.01% Add +43.1% 14,930 $1.9M
New York State Common Retirement Fund 0.00% Reduce -28.2% 14,713 $1.8M
Pacer Advisors, Inc. 0.00% Add +61.6% 13,641 $1.7M
Oak Ridge Investments LLC 0.10% Reduce -71.2% 13,322 $1.7M
Harbor Capital Advisors, Inc. 0.13% Reduce -5.5% 13,238 $1.7M
Voya Investment Management LLC 0.00% Reduce -0.7% 13,040 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -3.0% 13,622 $1.6M
Woodline Partners LP 0.01% Reduce -86.9% 12,684 $1.6M
ProShare Advisors LLC 0.00% Add +11.7% 12,597 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -1.6% 12,200 $1.5M
Arizona State Retirement System 0.01% Reduce -7.3% 12,196 $1.5M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -2.6% 12,137 $1.5M
D. E. Shaw & Co. 0.00% Reduce -83.3% 12,010 $1.5M
Stifel Financial Corp. 0.00% Add +7.1% 11,844 $1.5M
Elo Mutual Pension Insurance Co 0.02% New 11,791 $1.5M
Ameritas Investment Partners, Inc. 0.04% Reduce -3.0% 11,713 $1.5M
State of Tennessee, Department of Treasury 0.00% Reduce -4.1% 16,953 $1.5M
State Board of Administration of Florida Retirement System 0.00% No change 11,549 $1.4M
Bessemer Group Inc. 0.00% Add +84.4% 11,444 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.3% 11,034 $1.4M
Inspire Investing, LLC 0.12% Reduce -45.8% 10,966 $1.4M
Comerica Bank 0.01% Reduce -84.4% 10,802 $1.4M
State of Michigan Retirement System 0.01% Reduce -1.9% 10,412 $1.3M
Teacher Retirement System of Texas 0.00% Reduce -20.7% 10,345 $1.3M
XTX Topco Ltd 0.03% New 10,281 $1.3M
Silvercrest Asset Management Group LLC 0.01% No change 10,121 $1.3M
Prescott Group Capital Management, L.L.C. 0.12% No change 10,000 $1.3M
Verition Fund Management LLC 0.01% Reduce -21.0% 10,000 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.5% 9,865 $1.2M
LPL Financial LLC 0.00% Reduce -23.8% 9,823 $1.2M
KLP Kapitalforvaltning As 0.00% Reduce -24.0% 9,500 $1.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -29.9% 9,381 $1.2M
State of Alaska, Department of Revenue 0.01% Add +93.6% 9,283 $1.2M
Illinois Municipal Retirement Fund 0.01% Reduce -20.5% 9,201 $1.2M
New Mexico Educational Retirement Board 0.03% No change 9,100 $1.1M
Vestcor Inc 0.03% Reduce -51.9% 8,884 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Add +198.8% 8,864 $1.1M
Oregon Public Employees Retirement Fund 0.01% Reduce -1.1% 8,825 $1.1M
Diversified Trust Co. 0.02% Reduce -40.6% 8,814 $1.1M
Formula Growth Ltd. 0.39% New 8,000 $1.0M
SG Americas Securities, LLC 0.00% Add +19.8% 7,966 $999K
PNC Financial Services Group, Inc. 0.00% Reduce -8.4% 7,814 $980K
Virtus Advisers, LLC 0.46% Reduce -25.9% 7,690 $964K
Freestone Grove Partners LP 0.01% Add +528.9% 7,610 $954K
New Age Alpha Advisors, LLC 0.04% Reduce -37.4% 7,420 $930K
Tealwood Asset Management Inc. 0.41% Reduce -1.4% 7,309 $916K
Diversify Wealth Management, LLC 0.04% Add +2.8% 7,258 $912K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -4.8% 6,101 $765K
NewEdge Wealth, LLC 0.01% Add +1.4% 5,982 $750K
US Bancorp \de 0.00% Reduce -3.2% 5,946 $745K
Kestra Advisory Services, LLC 0.00% Reduce -0.5% 5,750 $721K
Laurion Capital Management LP 0.05% New 5,699 $714K
Ulland Investment Advisors, LLC 0.57% Reduce -3.4% 5,695 $714K
Xponance LLC 0.01% Reduce -18.6% 5,531 $693K
AlphaQuest LLC 0.04% Add +105.4% 5,361 $672K
Portside Wealth Group, LLC 0.09% Add +9.6% 5,315 $666K
Gibbs Wealth Management 0.16% Reduce -6.3% 5,365 $666K
NorthCrest Asset Manangement, LLC 0.01% Reduce -2.8% 5,225 $656K
Blueshift Asset Management, LLC 0.19% Add +349.1% 5,133 $643K
Cwm, LLC 0.00% Reduce -32.1% 4,849 $608K
Ami Asset Management Corp. 0.03% Reduce -1.2% 4,814 $603K
Sterling Capital Management LLC 0.01% Reduce -4.0% 4,731 $593K
Dakota Wealth Management 0.01% New 4,488 $563K
Cetera Investment Advisers 0.00% Reduce -14.4% 4,420 $554K
Global Retirement Partners, LLC 0.01% Add +61.2% 4,401 $552K
Boothbay Fund Management, LLC 0.01% New 4,396 $551K
CIBC Private Wealth Group LLC 0.00% Reduce -5.3% 4,376 $549K
Y-Intercept (Hong Kong) Ltd 0.01% New 4,077 $511K
New York Life Investment Management LLC 0.00% Reduce -10.2% 4,035 $506K
Crossmark Global Holdings, Inc. 0.01% Add +14.1% 4,029 $505K
Angeles Wealth Management, LLC 0.03% Add +3.9% 4,018 $504K
Tower Research Capital LLC (TRC) 0.01% Add +64.9% 3,914 $491K
Bokf, NA 0.01% Reduce -1.4% 3,783 $474K
Ensign Peak Advisors, Inc 0.00% Reduce -70.4% 3,767 $472K
Alliance Wealth Advisors, LLC 0.10% Reduce -28.3% 3,646 $457K
Qsemble Capital Management, LP 0.04% New 3,595 $451K
Guggenheim Capital LLC 0.00% Reduce -34.8% 3,578 $449K
Summit Global Investments 0.03% Reduce -33.8% 3,545 $444K
DekaBank Deutsche Girozentrale 0.00% No change 3,963 $442K
Fideuram Asset Management (Ireland) dac 0.03% — 2,661 $436K
Robeco Institutional Asset Management B.V. 0.00% Reduce -95.0% 3,457 $433K
AXA S.A. 0.20% New 3,438 $431K
Susquehanna International Group, LLP 0.00% Add +67.1% 3,410 $427K
Equitable Holdings, Inc. 0.00% Reduce -2.5% 3,308 $415K
PDT Partners, LLC 0.03% New 3,300 $414K
Brevan Howard Capital Management LP 0.01% New 3,283 $412K
Norden Group LLC 0.04% Reduce -4.6% 3,267 $410K
Polymer Capital Management (US) LLC 0.05% Add +91.2% 3,226 $404K
Vident Advisory, LLC 0.00% Reduce -62.0% 3,209 $402K
Securian Asset Management, Inc. 0.02% Reduce -3.0% 3,205 $402K
M&T Bank Corp 0.00% Add +13.8% 3,123 $392K
Dynamic Technology Lab Private Ltd 0.09% New 3,121 $391K
Vise Technologies, Inc. 0.01% Add +32.2% 3,065 $384K
Commonwealth Equity Services, LLC 0.00% Reduce -35.3% 3,055 $383K
Qtron Investments LLC 0.05% New 3,042 $381K
Fiduciary Trust Co 0.00% Add +19.7% 2,982 $374K
Cibc World Markets Corp. 0.00% — 2,960 $371K
Diversify Advisory Services, LLC 0.01% Add +9.8% 3,018 $369K
Evanson Asset Management, LLC 0.02% No change 2,761 $346K
Commerce Bank 0.00% Add +40.1% 2,757 $346K
Avior Wealth Management, LLC 0.01% New 2,654 $333K
Gagnon Securities LLC 0.06% Add +1.4% 2,453 $308K
Walleye Capital LLC 0.00% New 2,370 $297K
MML Investors Services, LLC 0.00% Add +6.7% 2,361 $296K
Focus Partners Wealth 0.00% Reduce -42.9% 1,588 $294K
Scientech Research LLC 0.18% Add +91.3% 2,277 $285K
Callan Family Office, LLC 0.01% Add +18.4% 2,277 $285K
Mach-1 Financial Group, LLC 0.06% New 2,231 $280K
Atria Investments, Inc 0.00% Reduce -40.8% 2,197 $275K
Captrust Financial Advisors 0.00% Add +7.2% 2,153 $270K
Swiss Life Asset Management Ltd 0.00% No change 2,063 $259K
Oppenheimer & Co. Inc. 0.00% New 2,055 $258K
Coldstream Capital Management Inc. 0.00% Add +1.7% 2,052 $257K
DRW Securities, LLC 0.02% Reduce -42.2% 2,016 $253K
Moore Capital Management, LP 0.01% New 2,009 $252K
City Center Advisors, LLC 0.23% New 2,006 $251K
Parallel Advisors, LLC 0.00% Reduce -23.2% 2,000 $251K
AlphaGrep UK Ltd 0.08% — 1,947 $244K
Marks Group Wealth Management, Inc 0.02% No change 1,931 $242K
Versor Investments LP 0.04% Reduce -13.6% 1,902 $238K
O'shaughnessy Asset Management, LLC 0.00% Reduce -40.2% 1,894 $237K
Headlands Technologies LLC 0.02% New 1,877 $235K
Simplex Trading, LLC 0.01% Reduce -68.2% 1,860 $233K
Blair William & Co. 0.00% Reduce -46.9% 1,856 $233K
Benjamin Edwards Inc. 0.00% Add +9.6% 1,852 $232K
HSBC Holdings PLC 0.00% Add +22.0% 1,846 $232K
Moody National Bank Trust Division 0.02% New 1,830 $229K
Profund Advisors LLC 0.01% Reduce -2.6% 1,817 $228K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% No change 1,808 $227K
Sender Co & Partners, Inc. 0.13% New 1,802 $226K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +44.6% 1,750 $219K
Nisa Investment Advisors, LLC 0.00% Reduce -5.8% 1,739 $218K
Quantum Private Wealth, LLC 0.06% No change 1,700 $213K
Frank, Rimerman Advisors LLC 0.01% Add +0.2% 1,651 $207K
Journey Retirement Planning & Investment Management LLC 0.04% — 1,650 $207K
Gsa Capital Partners LLP 0.02% New 1,604 $201K
Shelton Capital Management 0.00% No change 1,602 $201K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -16.8% 1,517 $190K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -53.4% 1,445 $182K
Clearstead Advisors, LLC 0.00% Add +129.8% 1,310 $164K
KBC Group NV 0.00% No change 1,242 $156K
NewEdge Advisors, LLC 0.00% Add +1.8% 1,231 $154K
Central Pacific Bank - Trust Division 0.02% Add +22.4% 1,146 $144K
Byrne Asset Management LLC 0.06% Add +11125.0% 898 $113K
GAMMA Investing LLC 0.01% Reduce -40.7% 818 $103K
Advisors Asset Management, Inc. 0.00% Add +399.3% 739 $93K
Rockefeller Capital Management L.P. 0.00% Add +14.8% 739 $93K
Covestor Ltd 0.05% Reduce -8.5% 713 $90K
Huntington National Bank 0.00% Reduce -1.7% 687 $86K
Blue Trust, Inc. 0.00% Reduce -39.1% 681 $85K
Hantz Financial Services, Inc. 0.00% Add +143.6% 626 $78K
TD Private Client Wealth LLC 0.00% Add +3.0% 612 $77K
State of Wyoming 0.01% Add +182.7% 557 $70K
Natixis 0.00% New 536 $67K
Danske Bank A/S 0.00% No change 500 $63K
Reyes Financial Architecture, Inc. 0.04% Reduce -6.1% 477 $60K
Torren Management, LLC 0.03% — 441 $55K
Fifth Third Bancorp 0.00% Reduce -12.6% 425 $53K
Steward Partners Investment Advisory, LLC 0.00% Reduce -49.4% 423 $53K
Whittier Trust Co. of Nevada Inc. 0.00% No change 400 $50K
Quadrant Capital Group LLC 0.00% Reduce -89.9% 361 $45K
Allworth Financial LP 0.00% Reduce -97.0% 354 $44K
Jones Financial Companies LLLP 0.00% Add +660.5% 327 $41K
Assetmark, Inc. 0.00% Add +33.6% 326 $41K
Employees Retirement System of Texas 0.00% No change 313 $39K
Measured Wealth Private Client Group, LLC 0.01% No change 308 $39K
Signaturefd, LLC 0.00% Reduce -48.2% 299 $37K
FNY Investment Advisers, LLC 0.01% New 288 $36K
Farther Finance Advisors, LLC 0.00% Reduce -60.9% 255 $32K
Group One Trading LLC 0.00% New 249 $31K
Pinnacle Wealth Planning Services, Inc. 0.00% New 246 $31K
UMB Bank, n.a. 0.00% Reduce -62.5% 220 $28K
Banque Cantonale Vaudoise 0.00% No change 209 $26K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 189 $23K
Arax Advisory Partners 0.00% Reduce -97.5% 177 $22K
Cullen/Frost Bankers, Inc. 0.00% Reduce -30.4% 169 $21K
Brown Brothers Harriman & Co. 0.00% New 169 $21K
Versant Capital Management, Inc 0.00% Reduce -48.4% 157 $20K
Smartleaf Asset Management LLC 0.00% Reduce -22.9% 141 $18K
Eurizon Capital SGR S.p.A. 0.00% — 140 $18K
Kemnay Advisory Services Inc. 0.00% New 134 $17K
Crewe Advisors LLC 0.00% Add +20.6% 117 $15K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -29.9% 115 $14K
Elyxium Wealth, LLC 0.00% New 90 $11K
Bell Investment Advisors, Inc 0.00% Add +109.8% 86 $11K
C M Bidwell & Associates Ltd. 0.01% No change 85 $11K
Transamerica Financial Advisors, LLC 0.00% Add +1.2% 84 $11K
IFP Advisors, Inc 0.00% Reduce -2.4% 80 $10K
Parkside Financial Bank & Trust 0.00% Add +16.9% 76 $10K
WPG Advisers, LLC 0.01% Reduce -32.1% 74 $9K
EverSource Wealth Advisors, LLC 0.00% Reduce -74.2% 65 $8K
Elequin Capital, LP 0.00% New 61 $8K
Private Wealth Management Group, LLC 0.00% Add +27.7% 60 $8K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 50 $6K
SageView Advisory Group, LLC 0.00% New 46 $6K
WealthCollab, LLC 0.00% Reduce -51.2% 42 $5K
Private Trust Co. NA 0.00% No change 42 $5K
Root Financial Partners, LLC 0.00% Reduce -30.0% 42 $5K
Plato Investment Management Ltd 0.00% No change 41 $5K
Greenline Wealth Management LLC 0.01% — 41 $5K
Harbour Investments, Inc. 0.00% New 41 $5K
Farmers & Merchants Investments Inc. 0.00% Add +5.1% 41 $5K
MAI Capital Management 0.00% Reduce -53.4% 41 $5K
Salomon & Ludwin, LLC 0.00% Add +550.0% 39 $5K
Rothschild Investment LLC 0.00% Reduce -56.3% 35 $4K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 30 $4K
SBI Securities Co., Ltd. 0.00% Reduce -63.1% 31 $4K
Marquette Asset Management, LLC 0.00% Add +100.0% 30 $4K
Zions Bancorporation, National Association 0.00% New 28 $4K
Quarry LP 0.00% New 26 $3K
Financial Network Wealth Advisors LLC 0.00% No change 25 $3K
Prestige Wealth Management Group LLC 0.00% No change 24 $3K
Rossby Financial, LCC 0.00% New 23 $3K
Caitong International Asset Management Co., Ltd 0.00% Reduce -74.6% 16 $2K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -96.3% 14 $2K
Optima Capital LLC 0.00% New 14 $2K
Godfrey Financial Associates, Inc. 0.00% — 13 $2K
JFS Wealth Advisors, LLC 0.00% Add +30.0% 13 $2K
Key Financial Inc 0.00% No change 13 $2K
Signature Equity Partners, LLC 0.00% — 10 $1K
Glen Eagle Advisors, LLC 0.00% No change 10 $1K
CVA Family Office, LLC 0.00% Reduce -23.1% 10 $1K
Barrow Hanley Mewhinney & Strauss LLC 0.00% New 10 $1K
Spire Wealth Management 0.00% Reduce -98.4% 10 $1K
CENTRAL TRUST Co 0.00% New 9 $1K
Keating Financial Advisory Services, Inc. 0.00% — 9 $1K
Physician Wealth Advisors, Inc. 0.00% Add +14.3% 8 $1K
Quent Capital, LLC 0.00% Add +700.0% 8 $1K
Picton Mahoney Asset Management 0.00% No change 8 $1K
Bogart Wealth, LLC 0.00% Add +166.7% 8 $1K
CoreCap Advisors, LLC 0.00% No change 8 $1K
Avion Wealth 0.00% Reduce -20.0% 8 $1K
Capital Advisors, Ltd. LLC 0.00% No change 5 $1K
Creative Financial Designs Inc. 0.00% No change 7 $878
Rachor Investment Advisory Services, LLC 0.00% — 6 $753
Basecamp Wealth Advisors LLC 0.00% — 6 $752
Rakuten Securities, Inc. 0.00% Reduce -16.7% 5 $627
Essential Partners LLC 0.00% Reduce -96.2% 5 $627
DiNuzzo Private Wealth, Inc. 0.00% Reduce -50.0% 3 $377
Fortitude Family Office, LLC 0.00% Reduce -60.0% 2 $251
Rialto Wealth Management, LLC 0.00% No change 2 $251
DV Trading LLC 0.00% — 2 $251
SJS Investment Consulting Inc. 0.00% Reduce -33.3% 2 $251
Dunhill Financial, LLC 0.00% New 1 $184
TFC Financial Management, Inc. 0.00% Reduce -99.8% 1 $126
HFM Investment Advisors, LLC 0.00% Reduce -50.0% 1 $126
Turning Point Benefit Group, Inc. 0.00% No change 1 $125
TD Waterhouse Canada Inc. 0.00% Reduce -97.0% 1 $125

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