Commvault SystemsCVLT

13F holders, Q1 2026 (March 31)
383holders −7
84new positions
90sold out
8famous investors
$77.91avg. 13F price*

At the end of Q1 2026, 383 institutions reported holding Commvault Systems Inc. (CVLT) in their 13F filings, down 7 from Q4 2025. 84 opened new positions and 90 sold out. The largest holders were BlackRock, Inc. ($463.1M), Vanguard Portfolio Management LLC ($281.2M) and Vanguard Capital Management LLC ($154.5M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions84$94.9M
Exits90$402.5M

All 13F filers, Q4 2025 → Q1 2026: 8,135,060 shares bought and 9,920,616 shares sold, net −1,785,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 383 holders

BlackRock, Inc. 0.01% Add +0.2% 5,945,171 $463.1M
Vanguard Portfolio Management LLC 0.01% — 3,609,637 $281.2M
Vanguard Capital Management LLC 0.00% — 1,983,935 $154.5M
State Street Corp. 0.00% Add +1.9% 1,664,662 $129.7M
Acadian Asset Management LLC 0.14% Add +58.3% 1,254,384 $97.7M
Pictet Asset Management Holding SA 0.10% Add +36.2% 1,239,225 $96.4M
Geode Capital Management, LLC 0.01% Add +4.1% 1,196,330 $93.2M
Two Sigma Investments, LP 0.08% Add +309.1% 1,123,868 $87.5M
Renaissance Technologies 0.13% Reduce -2.4% 1,097,663 $85.5M
AQR Capital Management 0.04% Add +207.6% 1,024,262 $79.1M
First Trust Advisors LP 0.06% Reduce -35.3% 994,702 $77.5M
Morgan Stanley 0.00% Add +12.1% 856,953 $66.7M
Congress Asset Management Co. 0.43% Add +19.4% 768,646 $59.9M
D. E. Shaw & Co. 0.05% Add +6107.8% 745,556 $58.1M
UBS Group AG 0.01% Add +414.6% 596,483 $46.5M
Schroder Investment Management Group 0.04% Add +69.1% 611,571 $46.0M
Nuveen, LLC 0.01% Add +2.4% 589,503 $45.9M
Charles Schwab Investment Management Inc. 0.01% Add +2.8% 583,531 $45.5M
Northern Trust Corp. 0.01% Add +0.3% 571,713 $44.5M
BNP Paribas Financial Markets 0.03% Add +73.5% 555,931 $43.3M
American Capital Management Inc. 2.26% Add +1.3% 540,845 $42.1M
JPMorgan Chase & Co. 0.00% Add +35.7% 548,146 $41.2M
Mackenzie Financial Corp. 0.04% Add +133.9% 481,061 $37.5M
Goldman Sachs Group Inc. 0.00% Add +37.1% 463,249 $36.1M
Manufacturers Life Insurance Company, The 0.03% Add +19.4% 456,457 $35.6M
Dimensional Fund Advisors LP 0.01% Reduce -28.5% 429,043 $33.4M
Millennium Management 0.03% Reduce -52.6% 411,740 $32.1M
Champlain Investment Partners, LLC 0.39% Reduce -3.7% 391,376 $30.5M
Global Alpha Capital Management Ltd. 1.73% Add +161.5% 368,471 $28.7M
TD Asset Management Inc 0.02% Reduce -10.3% 342,540 $26.7M
Bank of New York Mellon Corp 0.00% Reduce -2.1% 331,309 $25.8M
Vanguard Fiduciary Trust Co. 0.01% — 305,678 $23.8M
Jacobs Levy Equity Management, Inc. 0.09% New 281,183 $21.9M
Russell Investments Group, Ltd. 0.02% Add +357.1% 284,992 $21.7M
Fort Washington Investment Advisors Inc. 0.12% Add +64.3% 273,206 $21.3M
Boston Trust Walden Corp 0.17% Add +9.8% 270,027 $21.0M
Bank of America Corp. 0.00% Reduce -9.8% 260,855 $20.3M
Wellington Management Group LLP 0.00% Reduce -9.1% 255,999 $19.9M
Qube Research & Technologies Ltd 0.03% Add +157.2% 242,664 $18.9M
T. Rowe Price Associates Inc. 0.00% Reduce -45.0% 224,208 $17.5M
GW&K Investment Management, LLC 0.15% Add +3.8% 216,869 $16.9M
FMR LLC 0.00% Reduce -86.0% 216,357 $16.9M
Citadel Advisors 0.01% Reduce -76.2% 206,969 $16.1M
Epoch Investment Partners, Inc. 0.09% Reduce -8.2% 199,866 $15.6M
Emerald Advisers, LLC 0.49% Add +14.7% 197,141 $15.4M
Royal Bank of Canada 0.00% Reduce -22.2% 191,952 $14.9M
Wells Fargo & Company 0.00% Reduce -13.7% 188,449 $14.7M
CANADA LIFE ASSURANCE Co 0.03% Add +71.4% 182,244 $14.2M
Victory Capital Management Inc. 0.01% Add +4.5% 176,609 $13.8M
Fisher Asset Management 0.00% Reduce -0.0% 162,348 $12.6M
Frontier Capital Management Co. LLC 0.13% New 161,115 $12.5M
Point72 Asset Management 0.02% Reduce -37.2% 152,753 $11.9M
Sei Investments Co. 0.01% Add +102.0% 144,960 $11.3M
Alliancebernstein L.P. 0.00% Reduce -1.3% 89,654 $11.2M
Bank of Montreal 0.00% Reduce -3.8% 137,618 $10.7M
Pinnacle Associates Ltd. 0.13% Reduce -3.6% 132,545 $10.3M
Rhumbline Advisers 0.01% Add +0.1% 131,693 $10.3M
Raymond James Financial Inc. 0.00% Add +254.5% 134,487 $10.2M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -30.8% 126,923 $9.9M
Emerald Mutual Fund Advisers Trust 0.47% Add +20.9% 124,233 $9.7M
Deutsche Bank AG 0.00% Reduce -36.1% 120,346 $9.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -57.8% 113,817 $8.9M
Capital Fund Management S.A. 0.07% Reduce -14.6% 106,751 $8.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +34.5% 105,033 $8.2M
Mizuho Markets Americas LLC 0.22% Reduce -33.7% 102,777 $8.0M
Principal Financial Group Inc. 0.00% Reduce -31.1% 100,145 $7.8M
Woodline Partners LP 0.03% Add +686.5% 99,757 $7.8M
Invesco Ltd. 0.00% Reduce -80.2% 94,188 $7.3M
Man Group plc 0.02% Add +209.7% 92,688 $7.2M
Allianz Asset Management GmbH 0.01% Reduce -0.8% 92,040 $7.2M
Pier Capital, LLC 1.17% Add +56.1% 91,102 $7.1M
Aquatic Capital Management LLC 0.20% Add +495.2% 90,013 $7.0M
Swiss National Bank 0.00% Reduce -0.5% 87,300 $6.8M
Osaic Holdings, Inc. 0.01% Add +3.6% 86,513 $6.7M
Quantinno Capital Management LP 0.01% Add +100.5% 80,922 $6.3M
Engineers Gate Manager LP 0.08% Add +266.5% 78,312 $6.1M
Clearbridge Investments, LLC 0.00% Add +80.9% 68,384 $5.3M
Occudo Quantitative Strategies LP 0.27% New 50,350 $5.0M
Legal & General Group Plc 0.00% Reduce -58.7% 63,238 $4.9M
Y-Intercept (Hong Kong) Ltd 0.09% Add +1415.3% 61,781 $4.8M
Zacks Investment Management 0.03% New 55,263 $4.3M
Ameriprise Financial Inc. 0.00% Reduce -56.5% 55,195 $4.3M
Retirement Systems of Alabama 0.01% Add +1.9% 53,910 $4.2M
California Public Employees Retirement System 0.00% Reduce -11.9% 52,117 $4.1M
California State Teachers Retirement System 0.00% Add +23.0% 51,630 $4.0M
Intech Investment Management LLC 0.04% Reduce -40.4% 51,616 $4.0M
Lazard Asset Management LLC 0.01% Add +59.2% 50,983 $4.0M
Clearline Capital LP 0.31% New 50,735 $4.0M
Envestnet Asset Management Inc. 0.00% Add +105.4% 49,058 $3.8M
Franklin Resources Inc. 0.00% Reduce -82.0% 49,031 $3.8M
New York State Teachers Retirement System 0.01% Reduce -2.9% 48,815 $3.8M
Edgestream Partners, L.P. 0.12% New 48,391 $3.8M
Thrivent Financial for Lutherans 0.01% Add +36.9% 46,049 $3.6M
MetLife Investment Management, LLC 0.02% Reduce -1.4% 45,195 $3.5M
Schonfeld Strategic Advisors LLC 0.03% New 44,970 $3.5M
Tidal Investments LLC 0.01% Add +5.2% 43,138 $3.4M
Harber Asset Management LLC 2.08% New 41,677 $3.2M
Ravenswood Partners LP 1.19% No change 41,245 $3.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 40,879 $3.2M
Vontobel Holding Ltd. 0.01% Add +81.0% 40,853 $3.2M
Amundi 0.00% Add +30.6% 40,401 $3.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +40.2% 40,195 $3.1M
Creative Planning 0.00% Add +82.1% 38,147 $3.0M
FORA Capital, LLC 0.21% New 37,516 $2.9M
Corient Private Wealth LP 0.00% New 37,142 $2.9M
Quantbot Technologies LP 0.12% Reduce -4.0% 36,337 $2.8M
Madison Asset Management, LLC 0.03% Add +39.7% 33,459 $2.6M
Pathstone Holdings, LLC 0.01% Reduce -3.5% 30,255 $2.4M
Jump Financial, LLC 0.04% Add +16.4% 30,052 $2.3M
Great Lakes Advisors, LLC 0.02% Reduce -0.9% 29,532 $2.3M
Barclays PLC 0.00% Reduce -71.9% 29,384 $2.3M
Prudential Financial Inc. 0.00% Add +17.6% 28,089 $2.2M
State of Wisconsin Investment Board 0.01% Add +64.3% 28,037 $2.2M
Campbell & CO Investment Adviser LLC 0.12% Add +79.2% 28,008 $2.2M
Susquehanna International Group, LLP 0.00% Add +702.3% 27,358 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% Add +13.9% 27,282 $2.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +34.4% 27,122 $2.1M
Public Employees Retirement System of Ohio 0.01% Reduce -3.2% 25,630 $2.0M
Fox Run Management, L.L.C. 0.35% New 26,347 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +38.4% 24,355 $1.9M
Cerity Partners LLC 0.00% New 23,925 $1.9M
Brevan Howard Capital Management LP 0.02% Add +593.1% 22,753 $1.8M
Elo Mutual Pension Insurance Co 0.03% Add +89.5% 22,344 $1.7M
Tejara Capital Ltd 0.57% New 22,100 $1.7M
Walleye Capital LLC 0.01% Add +804.1% 21,428 $1.7M
Fifth Third Bancorp 0.00% Add +4865.2% 21,102 $1.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.0% 20,768 $1.6M
Vision Capital Management, Inc. 0.20% Add +1.1% 20,367 $1.6M
Janus Henderson Group PLC 0.00% No change 19,366 $1.5M
Amalgamated Bank 0.01% Add +2.4% 19,035 $1.5M
American Century Companies Inc. 0.00% Add +4.0% 18,961 $1.5M
Inspire Investing, LLC 0.08% Add +65.2% 18,114 $1.4M
Vanguard Global Advisers, LLC 0.00% — 18,098 $1.4M
Boothbay Fund Management, LLC 0.03% Add +304.2% 17,767 $1.4M
State of Tennessee, Department of Treasury 0.00% No change 16,953 $1.3M
Strengthening Families & Communities, LLC 0.33% New 16,863 $1.3M
Mutual of America Capital Management LLC 0.01% Reduce -8.2% 16,851 $1.3M
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 16,486 $1.3M
Diversify Wealth Management, LLC 0.02% Add +72.7% 12,536 $1.3M
Allstate Corp. 0.01% New 16,030 $1.2M
Boston Partners 0.00% New 15,568 $1.2M
Tealwood Asset Management Inc. 0.54% Add +108.4% 15,234 $1.2M
LPL Financial LLC 0.00% Add +52.5% 14,978 $1.2M
Handelsbanken Fonder AB 0.00% No change 14,930 $1.2M
Mariner, LLC 0.00% New 14,786 $1.2M
New York State Common Retirement Fund 0.00% No change 14,713 $1.1M
VARCOV Co. 0.42% New 14,571 $1.1M
Stifel Financial Corp. 0.00% Add +20.1% 14,220 $1.1M
Twinbeech Capital LP 0.11% New 13,500 $1.1M
WINTON GROUP Ltd 0.04% New 13,500 $1.1M
Dynamic Technology Lab Private Ltd 0.17% Add +327.8% 13,350 $1.0M
Cwm, LLC 0.00% Add +169.2% 13,052 $1.0M
Yousif Capital Management, LLC 0.01% Reduce -5.8% 12,833 $1000K
Louisiana State Employees Retirement System 0.02% Add +4.9% 12,800 $997K
Canada Pension Plan Investment Board 0.00% Reduce -50.8% 12,800 $997K
Voya Investment Management LLC 0.00% Reduce -2.7% 12,685 $988K
Pacer Advisors, Inc. 0.00% Reduce -8.0% 12,550 $978K
Quadrature Capital Ltd 0.01% New 12,387 $965K
Police & Firemen's Retirement System of New Jersey 0.01% No change 12,137 $945K
Arizona State Retirement System 0.01% Reduce -0.7% 12,111 $943K
Ameritas Investment Partners, Inc. 0.03% No change 11,713 $912K
State Board of Administration of Florida Retirement System 0.00% No change 11,549 $900K
Diversified Trust Co. 0.02% Add +28.2% 11,301 $880K
ProShare Advisors LLC 0.00% Reduce -12.4% 11,038 $860K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 11,018 $858K
Headlands Technologies LLC 0.10% Add +478.9% 10,866 $846K
Citigroup Inc. 0.00% Reduce -68.6% 10,798 $841K
Vanguard Investments Australia, Ltd. 0.00% — 10,725 $835K
State of Michigan Retirement System 0.00% Add +1.9% 10,612 $827K
State of Alaska, Department of Revenue 0.01% Add +10.8% 10,283 $800K
L2 Asset Management, LLC 0.08% New 10,256 $799K
Gibbs Wealth Management 0.11% Add +90.9% 10,242 $798K
Silvercrest Asset Management Group LLC 0.01% No change 10,121 $788K
Prescott Group Capital Management, L.L.C. 0.08% No change 10,000 $779K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 9,852 $767K
KLP Kapitalforvaltning As 0.00% Add +3.2% 9,800 $763K
CastleKnight Management LP 0.04% New 9,700 $756K
Magnetar Financial LLC 0.01% New 9,613 $749K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% No change 9,381 $731K
Lord, Abbett & Co. LLC 0.00% Reduce -94.9% 9,314 $725K
Federation des caisses Desjardins du Quebec 0.00% Add +4.6% 9,274 $722K
Kestra Investment Management, LLC 0.01% New 9,237 $720K
New Mexico Educational Retirement Board 0.02% No change 9,100 $709K
Oregon Public Employees Retirement Fund 0.01% Add +2.5% 9,047 $705K
Vanguard Personalized Indexing Management, LLC 0.01% Add +40.9% 8,598 $670K
Sterling Capital Management LLC 0.01% Add +74.7% 8,265 $644K
XTX Topco Ltd 0.01% Reduce -20.5% 8,171 $636K
Brooklyn Investment Group 0.02% New 8,134 $634K
Sivia Capital Partners, LLC 0.12% New 8,107 $631K
AXA S.A. 0.23% Add +118.3% 7,505 $585K
Palogic Value Management, L.P. 0.26% New 7,500 $584K
Allspring Global Investments Holdings, LLC 0.00% Reduce -92.8% 7,308 $573K
ExodusPoint Capital Management, LP 0.01% Reduce -96.1% 7,299 $569K
New Age Alpha Advisors, LLC 0.03% Reduce -2.3% 7,249 $565K
AlphaGrep UK Ltd 0.16% Add +269.2% 7,189 $560K
Cetera Investment Advisers 0.00% Add +53.8% 6,798 $529K
Fieldview Capital Management, LLC 0.15% New 6,640 $517K
Axq Capital, LP 0.07% New 6,591 $513K
Virtus Advisers, LLC 0.24% Reduce -14.9% 6,540 $509K
Entropy Technologies, LP 0.02% New 6,540 $509K
CIBC Bancorp USA Inc. 0.00% — 6,491 $506K
Xponance LLC 0.00% Add +15.8% 6,406 $499K
Blackstone Inc. 0.00% New 6,211 $484K
Holocene Advisors, LP 0.00% New 6,138 $478K
SummitTX Capital, L.P. 0.02% New 6,110 $476K
&partners 0.00% New 5,668 $470K
M&T Bank Corp 0.00% Add +88.3% 5,880 $458K
Gotham Asset Management 0.00% New 5,700 $444K
NorthCrest Asset Manangement, LLC 0.01% Add +4.8% 5,476 $438K
Mirae Asset Global Investments Co., Ltd. 0.00% New 5,517 $430K
SG Americas Securities, LLC 0.00% Reduce -31.0% 5,499 $428K
Bokf, NA 0.01% Add +43.6% 5,434 $423K
US Bancorp \de 0.00% Reduce -9.9% 5,358 $417K
Equitable Holdings, Inc. 0.00% Add +0.8% 3,335 $416K
Kestra Advisory Services, LLC 0.00% Reduce -7.8% 5,300 $413K
Portside Wealth Group, LLC 0.05% Reduce -2.4% 5,187 $404K
Captrust Financial Advisors 0.00% Add +139.9% 5,166 $402K
Crossmark Global Holdings, Inc. 0.01% Add +27.9% 5,154 $401K
Tower Research Capital LLC (TRC) 0.01% Add +29.4% 5,064 $394K
Vise Technologies, Inc. 0.01% No change 3,065 $384K
Angeles Wealth Management, LLC 0.02% Add +22.2% 4,909 $382K
Atria Investments, Inc 0.00% Add +122.2% 4,882 $380K
Public Employees Retirement Association of Colorado 0.00% Reduce -95.6% 4,842 $377K
Jones Financial Companies LLLP 0.00% Add +1407.3% 4,929 $375K
Wealth Enhancement Advisory Services, LLC 0.00% Add +603.3% 10,163 $375K
Mercer Global Advisors Inc. 0.00% New 4,642 $362K
Caisse de depot et placement du Quebec 0.00% New 4,500 $351K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 4,475 $349K
Gsa Capital Partners LLP 0.02% Add +175.3% 4,415 $344K
Gagnon Securities LLC 0.08% Add +78.4% 4,376 $341K
Bessemer Group Inc. 0.00% Reduce -62.0% 4,354 $340K
Hantz Financial Services, Inc. 0.01% Add +592.2% 4,333 $337K
F/m Investments LLC 0.02% New 4,252 $331K
Dakota Wealth Management 0.01% Reduce -5.4% 4,247 $331K
Graham Capital Management, L.P. 0.01% New 4,245 $331K
Ulland Investment Advisors, LLC 0.28% Reduce -27.2% 4,147 $323K
DekaBank Deutsche Girozentrale 0.00% No change 3,963 $309K
Illinois Municipal Retirement Fund 0.00% Reduce -58.7% 3,803 $296K
Centiva Capital, LP 0.01% New 3,802 $296K
PNC Financial Services Group, Inc. 0.00% Reduce -51.5% 3,792 $295K
nVerses Capital, LLC 0.26% New 3,663 $285K
Neuberger Berman Group LLC 0.00% Reduce -99.4% 3,662 $285K
Federated Hermes, Inc. 0.00% Reduce -99.0% 3,576 $279K
Guggenheim Capital LLC 0.00% Reduce -0.9% 3,544 $276K
Merit Financial Group, LLC 0.00% New 3,476 $271K
Marshall Wace, LLP 0.00% Reduce -91.2% 3,400 $265K
Summit Global Investments 0.02% Reduce -4.3% 3,391 $264K
Evolve Private Wealth, LLC 0.01% New 3,367 $262K
Cornerstone Investment Partners, LLC 0.01% New 3,350 $261K
IMC-Chicago, LLC 0.00% New 3,289 $256K
Securian Asset Management, Inc. 0.01% No change 3,205 $250K
Elevation Point Wealth Partners, LLC 0.01% New 3,108 $242K
Bridgefront Capital, LLC 0.06% New 3,060 $238K
NewEdge Wealth, LLC 0.00% Reduce -48.9% 3,058 $238K
Swiss Life Asset Management Ltd 0.00% Add +47.3% 3,038 $237K
Callan Family Office, LLC 0.01% Add +33.0% 3,028 $236K
Fiduciary Trust Co 0.00% No change 2,982 $232K
Commonwealth Equity Services, LLC 0.00% Reduce -3.3% 2,954 $230K
Mirabella Financial Services LLP 0.02% New 2,883 $225K
Vestcor Inc 0.01% Reduce -68.1% 2,837 $221K
Ensign Peak Advisors, Inc 0.00% Reduce -25.1% 2,822 $220K
Ieq Capital, LLC 0.00% New 2,806 $219K
Praxis Investment Management Inc. 0.01% New 2,794 $218K
Daiwa Securities Group Inc. 0.00% New 2,733 $213K
Evanson Asset Management, LLC 0.01% Reduce -2.2% 2,700 $210K
Commerce Bank 0.00% Reduce -2.9% 2,677 $209K
HighTower Advisors, LLC 0.00% New 2,647 $206K
Numerai GP LLC 0.02% New 2,645 $206K
Alliance Wealth Advisors, LLC 0.04% Reduce -27.9% 2,630 $205K
Farringdon Capital, Ltd. 0.04% New 2,574 $200K
Nisa Investment Advisors, LLC 0.00% Add +29.5% 2,252 $175K
Advisory Services Network, LLC 0.00% New 2,107 $164K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +12.6% 1,970 $153K
Central Pacific Bank - Trust Division 0.02% Add +58.5% 1,816 $141K
Rockefeller Capital Management L.P. 0.00% Add +126.4% 1,673 $130K
Advisors Asset Management, Inc. 0.00% Add +109.9% 1,551 $121K
KBC Group NV 0.00% Add +22.9% 1,526 $119K
Twin Tree Management, LP 0.02% New 1,485 $116K
Parallel Advisors, LLC 0.00% Reduce -31.3% 1,374 $107K
GAMMA Investing LLC 0.00% Add +60.6% 1,314 $102K
STRS Ohio 0.00% Reduce -93.4% 1,300 $101K
EverSource Wealth Advisors, LLC 0.00% Add +1810.8% 1,242 $97K
Byrne Asset Management LLC 0.05% Add +15.4% 1,036 $81K
Cullen/Frost Bankers, Inc. 0.00% Add +412.4% 866 $67K
UMB Bank, n.a. 0.00% Add +288.2% 854 $67K
Steward Partners Investment Advisory, LLC 0.00% Add +85.3% 784 $61K
Huntington National Bank 0.00% Add +11.6% 767 $60K
Allworth Financial LP 0.00% Add +103.7% 721 $56K
Rothschild Investment LLC 0.00% Add +1945.7% 716 $56K
Signaturefd, LLC 0.00% Add +101.0% 601 $47K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -61.5% 584 $45K
Natixis 0.00% Reduce -0.4% 534 $42K
State of Wyoming 0.00% Reduce -6.8% 519 $40K
Versant Capital Management, Inc 0.00% Add +227.4% 514 $40K
Essential Partners LLC 0.01% Add +9920.0% 501 $39K
Quadrant Capital Group LLC 0.00% Add +23.8% 447 $35K
Farther Finance Advisors, LLC 0.00% Add +63.9% 418 $33K
Whittier Trust Co. of Nevada Inc. 0.00% No change 400 $32K
Aster Capital Management (DIFC) Ltd 0.01% Add +1142.9% 174 $27K
Assetmark, Inc. 0.00% Add +6.4% 347 $27K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +30.1% 320 $25K
Eurizon Capital SGR S.p.A. 0.00% Add +101.4% 282 $21K
Kemnay Advisory Services Inc. 0.00% Add +86.6% 250 $19K
MAI Capital Management 0.00% Add +497.6% 245 $19K
Blue Trust, Inc. 0.00% Reduce -69.0% 211 $16K
Banque Cantonale Vaudoise 0.00% No change 209 $16K
True Wealth Design, LLC 0.00% New 199 $16K
Root Financial Partners, LLC 0.00% Add +371.4% 198 $15K
Los Angeles Capital Management LLC 0.00% Reduce -99.5% 190 $15K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 189 $15K
Covestor Ltd 0.01% Reduce -76.4% 168 $13K
Crewe Advisors LLC 0.00% Add +32.5% 155 $12K
Acumen Wealth Advisors, LLC 0.00% New 154 $12K
C M Bidwell & Associates Ltd. 0.01% Add +64.7% 140 $11K
Smartleaf Asset Management LLC 0.00% Reduce -0.7% 140 $11K
Arax Advisory Partners 0.00% Reduce -34.5% 116 $9K
Rossby Financial, LCC 0.00% Add +400.0% 115 $9K
SWAN Capital LLC 0.00% New 104 $8K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -27.0% 84 $7K
Transamerica Financial Advisors, LLC 0.00% Reduce -1.2% 83 $6K
Parkside Financial Bank & Trust 0.00% Add +6.6% 81 $6K
Private Trust Co. NA 0.00% Add +88.1% 79 $6K
IFP Advisors, Inc 0.00% Reduce -17.5% 66 $5K
Harbor Capital Advisors, Inc. 0.00% Reduce -99.5% 67 $5K
SJS Investment Consulting Inc. 0.00% Add +3100.0% 64 $5K
North Star Investment Management Corp. 0.00% New 53 $4K
Ameriflex Group, Inc. 0.00% No change 50 $4K
Wealth Preservation Advisors, LLC 0.00% New 47 $4K
Salomon & Ludwin, LLC 0.00% Add +15.4% 45 $4K
High Note Wealth, LLC 0.00% New 45 $4K
Larson Financial Group LLC 0.00% New 44 $3K
Plato Investment Management Ltd 0.00% No change 41 $3K
Farmers & Merchants Investments Inc. 0.00% No change 41 $3K
Harbour Investments, Inc. 0.00% No change 41 $3K
Bare Financial Services, Inc 0.00% New 40 $3K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +270.0% 37 $3K
Bell Investment Advisors, Inc 0.00% Reduce -59.3% 35 $3K
Private Wealth Management Group, LLC 0.00% Reduce -46.7% 32 $2K
SBI Securities Co., Ltd. 0.00% No change 31 $2K
Quent Capital, LLC 0.00% Add +262.5% 29 $2K
Cornerstone Financial Management LLC 0.00% New 28 $2K
Capital Advisors, Ltd. LLC 0.00% Add +360.0% 23 $2K
Financial Network Wealth Advisors LLC 0.00% No change 25 $2K
Zions Bancorporation, National Association 0.00% Reduce -10.7% 25 $2K
Prestige Wealth Management Group LLC 0.00% No change 24 $2K
WPG Advisers, LLC 0.00% Reduce -70.3% 22 $2K
WealthCollab, LLC 0.00% Reduce -47.6% 22 $2K
Elequin Capital, LP 0.00% Reduce -63.9% 22 $2K
Marquette Asset Management, LLC 0.00% Reduce -26.7% 22 $2K
Whipplewood Advisors, LLC 0.00% New 21 $2K
JPL Wealth Management, LLC 0.00% New 18 $1K
Colonial Trust Co / SC 0.00% New 17 $1K
Kilter Group LLC 0.00% New 16 $1K
Quarry LP 0.00% Reduce -38.5% 16 $1K
Twin Peaks Wealth Advisors, LLC 0.00% New 16 $1K
Cornerstone Planning Group LLC 0.00% New 12 $1K
Rachor Investment Advisory Services, LLC 0.00% Add +150.0% 15 $1K
Raleigh Capital Management Inc. 0.00% New 14 $1K
Basecamp Wealth Advisors LLC 0.00% Add +133.3% 14 $1K
Sunbelt Securities, Inc. 0.00% New 14 $1K
Godfrey Financial Associates, Inc. 0.00% No change 13 $1K
Key Financial Inc 0.00% No change 13 $974
Glen Eagle Advisors, LLC 0.00% No change 10 $779
Clearstead Advisors, LLC 0.00% Reduce -99.2% 10 $779
CENTRAL TRUST Co 0.00% No change 9 $702
CVA Family Office, LLC 0.00% Reduce -10.0% 9 $701
Picton Mahoney Asset Management 0.00% No change 8 $623
CoreCap Advisors, LLC 0.00% No change 8 $623
Torren Management, LLC 0.00% Reduce -98.4% 7 $545
Creative Financial Designs Inc. 0.00% No change 7 $545
Addison Advisors LLC 0.00% New 6 $468
Bogart Wealth, LLC 0.00% Reduce -25.0% 6 $467
Physician Wealth Advisors, Inc. 0.00% Reduce -37.5% 5 $390
Rakuten Securities, Inc. 0.00% No change 5 $389
Hughes Financial Services, LLC 0.00% New 4 $312
JFS Wealth Advisors, LLC 0.00% Reduce -76.9% 3 $234
MV Capital Management, Inc. 0.00% New 3 $234
American Capital Advisory, LLC 0.00% New 2 $156
Dunhill Financial, LLC 0.00% No change 1 $114
AdvisorNet Financial, Inc 0.00% New 1 $78
SHP Wealth Management 0.00% New 1 $78
TD Waterhouse Canada Inc. 0.00% No change 1 $78
Bay Harbor Wealth Management, LLC 0.00% New 1 $77

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