Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COMMVAULT SYS INC (CVLT)

373 + Investors. Track Smart Money conviction in CVLT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -55
Streak
2Q ▼
Buyers last Q
39%

Smart Money Signals — CVLT

Based on 386 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their CVLT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
386 funds currently hold this stock — 85% of the 3.0-year high of 453 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
44 fewer hedge funds hold CVLT compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 39% buying

188 buying300 selling
Last quarter: 300 funds sold vs only 188 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~73 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 73 → 76 → 68 → 73. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 18% new
218 out of 386 hedge funds have held CVLT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -20%, value -75%

Value
-75%
Shares
-20%
Last quarter: funds added -20% more shares while total portfolio value only changed -75%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~73 new funds/quarter

81 → 73 → 76 → 68 → 73 new funds/Q
New funds entering each quarter: 73 → 76 → 68 → 73. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Of 398 current holders: 251 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
62 of 386 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in CVLT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CVLT

In 2025 Q4, 188 hedge funds were net buyers of CVLT (73 opened a new position, 115 added to an existing one), while 300 reduced or exited (172 trimmed, 128 sold completely) — a 39% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. 55% of total institutional value in CVLT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -55 funds (more exits than new entries). Total institutional holders: 386.

Hedge Fund Ownership: CVLT

How many hedge funds hold CVLT — quarterly history vs. share price
Quarterly hedge fund ownership of CVLT vs. share price

Market Analysis: CVLT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CVLT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

52 top-rated funds 0 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: CVLT
2026 Q1 Stats Unlock in 2 days 373 + Investors

Track Smart Money conviction in CVLT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 373 429 -13.05%
13F Shares 44M 56M -21.5%
Total Value $5.46B $22.15B -75.37%
New Positions 74 65 +9
Increased Positions 131 165 -34
Closed Positions 126 81 +45
Reduced Positions 172 186 -14
Total Calls 8 9 -11.11%
Total Puts 7 8 -12.5%
PUT/CALL Ratio 0.88 0.89 Neutral

Statistics: CVLT

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Financial Highlights

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Institutional Holders (2026 Q1)

373 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CVLT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of CVLT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AMERICAN CAPITAL MANAGEMENT INC 2.26% 540,845 $42.1M
2 HARBER ASSET MANAGEMENT LLC 2.08% 41,677 $3.2M
3 Global Alpha Capital Management Ltd. 1.73% 368,471 $28.7M
4 Ravenswood Partners LP 1.19% 41,245 $3.2M
5 Pier Capital, LLC 1.17% 91,102 $7.1M
6 Tejara Capital Ltd 0.57% 22,100 $1.7M
7 TEALWOOD ASSET MANAGEMENT INC 0.54% 15,234 $1K
8 EMERALD ADVISERS, LLC 0.49% 197,141 $15.4M
9 EMERALD MUTUAL FUND ADVISERS TRUST 0.47% 124,233 $9.7M
10 CONGRESS ASSET MANAGEMENT CO 0.43% 768,646 $59.9M
11 VARCOV Co. 0.42% 14,571 $1.1M
12 Champlain Investment Partners, LLC 0.39% 391,376 $30.5M
13 FOX RUN MANAGEMENT, L.L.C. 0.35% 26,347 $2.0M
14 Strengthening Families & Communities, LLC 0.33% 16,863 $1.3M
15 Ulland Investment Advisors, LLC 0.28% 4,147 —
16 OCCUDO QUANTITATIVE STRATEGIES LP 0.27% 50,350 $5.0M
17 nVerses Capital, LLC 0.26% 3,663 $285K
18 Palogic Value Management, L.P. 0.25% 7,500 $584K
19 VIRTUS ADVISERS, LLC 0.24% 6,540 $509K
20 AXA S.A. 0.23% 7,505 $585K
21 MIZUHO MARKETS AMERICAS LLC 0.22% 102,777 $8.0M
22 FORA Capital, LLC 0.21% 37,516 $2.9M
23 Clearline Capital LP 0.21% 50,735 $4.0M
24 Aquatic Capital Management LLC 0.20% 90,013 $7.0M
25 Vision Capital Management, Inc. 0.20% 20,367 $1.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — COMMVAULT SYS INC (CVLT)

What does the Smart Money Trend signal show for CVLT?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their CVLT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CVLT?

Heavy selling pressure — only 39% buying: Last quarter: 300 funds sold vs only 188 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for CVLT holders?

Elite ownership — 55% AUM from top-100 funds: 62 of 386 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in CVLT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CVLT?

56% of holders stayed for 2+ years: 218 out of 386 hedge funds have held CVLT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.