GLOBALT Investments LLC / GA CVLT β€” COMMVAULT SYS INC

Ownership history in GLOBALT Investments LLC / GA  Β·  1 quarter on record

AI Ownership Summary

GLOBALT Investments LLC / GA reported COMMVAULT SYS INC (CVLT) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows CVLT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CVLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GLOBALT Investments LLC / GA's position in COMMVAULT SYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CVLT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GLOBALT Investments LLC / GA held CVLT β€” position size vs. price
% of Fund (quarterly)    CVLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 1,616 β€” β€” 0.01% $305K 2025-10-14 $174.31

🏒 Other funds also holding CVLT

As of 2026 Q2 β€” sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.01% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About GLOBALT Investments LLC / GA and CVLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has GLOBALT Investments LLC / GA reported owning CVLT?

GLOBALT Investments LLC / GA reported CVLT across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported CVLT position in GLOBALT Investments LLC / GA's portfolio?

The largest reported portfolio weight for CVLT was 0.01% in 2025 Q3.

What is the latest reported CVLT position on this page?

The most recent filing on this page is 2025 Q3, when GLOBALT Investments LLC / GA reported 1,616 shares, equal to 0.01% of portfolio, with an estimated market value of $305K.

What does the chart on this CVLT ownership page compare?

The chart compares GLOBALT Investments LLC / GA's quarterly CVLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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