Ownership history in Sigma Planning Corp · 6 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in COMMVAULT SYSTEMS INC (CVLT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 4,009 | +1,500 | +59.8% | 0.02% | $757K | $188.78 |
| 2025 Q2 | REDUCED | 2,509 | -8,195 | -76.6% | 0.01% | $437K | $174.33 |
| 2021 Q3 | UNCHANGED | 10,704 | — | 0% | 0.02% | $806K | $75.31 |
| 2021 Q2 | REDUCED | 10,704 | -1,065 | -9.0% | 0.02% | $837K | $78.17 |
| 2021 Q1 | ADDED | 11,769 | +309 | +2.7% | 0.02% | $759K | $64.50 |
| 2020 Q4 | INITIATED | 11,460 | — | — | 0.02% | $635K | $55.37 |
As of 2025 Q4 — sorted by position size