Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Commvault Sys Inc (CVLT)

422 + 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
↓ -1
Streak
3Q ▼
Buyers last Q
54%

Smart Money Signals — CVLT

Based on 386 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 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 454 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
41 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.
🟡

Slight buying edge — 54% buying

239 buying206 selling
Last quarter: 239 funds bought or added vs 206 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new CVLT position: 77 → 68 → 73 → 92. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 21% new
222 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 -7%, value -44%

Value
-43%
Shares
-7%
Last quarter: funds added -7% more shares while total portfolio value only changed -44%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

73 → 77 → 68 → 73 → 92 new funds/Q
New funds entering each quarter: 77 → 68 → 73 → 92. A growing number of institutions are discovering CVLT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 22% newcomers

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Entry-cohort mix of 396 holders: 249 (63%) are 2+ year veterans, 59 entered 1–2 years ago, and 88 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
58 of 381 holders are among the 100 largest funds by AUM, controlling 54% 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.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 2026 Q1, 239 hedge funds were net buyers of CVLT (92 opened a new position, 147 added to an existing one), while 206 reduced or exited (113 trimmed, 93 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 54% of total institutional value in CVLT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: CVLT
422 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 422 388 8.76%
13F Shares 45M 43M 6.7%
Total Value $6.06B $3.20B 89.24%
New Positions 114 92 +22
Increased Positions 149 145 +4
Closed Positions 72 91 -19
Reduced Positions 121 111 +10
Total Calls 11 7 57.14%
Total Puts 8 7 14.29%
PUT/CALL Ratio 0.73 1.0 Neutral

Statistics: CVLT

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Institutional Holders (2026 Q2)

422 + 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 CVLT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Global Alpha Capital Management Ltd. 4.20% 494,473 $70.1M
2 American Capital Management Inc 2.80% 440,931 $62.5M
3 Cypress Point Investment Management LP 1.56% 60,851 $8.6M
4 Pier Capital, LLC 1.56% 82,928 $11.8M
5 Lisanti Capital Growth, LLC 1.55% 49,640 $7.0M
6 Champlain Investment Partners, LLC 1.24% 341,569 $48.4M
7 Congress Asset Management Co 0.81% 923,066 $130.8M
8 Emerald Advisers, LLC 0.66% 198,459 $28.1M
9 Emerald Mutual Fund Advisers Trust 0.63% 126,126 $17.9M
10 Strengthening Families & Communities, LLC 0.53% 16,733 $2.4M
11 K.J. Harrison & Partners Inc 0.50% 25,000 $3.5M
12 nVerses Capital, LLC 0.49% 2,236 $317K
13 Turner Financial Group, Inc. 0.42% 3,014 $427K
14 Mizuho Markets Americas LLC 0.41% 185,622 $26.3M
15 Virtus Advisers, LLC 0.37% 6,769 $959K
16 Renaissance Group LLC 0.34% 58,551 $8.3M
17 Jacobs Levy Equity Management, Inc 0.30% 581,002 $82.3M
18 Vision Capital Management, Inc. 0.29% 18,048 $2.6M
19 Boston Trust Walden Corp 0.28% 262,147 $37.2M
20 Frontier Capital Management Co LLC 0.25% 190,861 $27.1M
21 EntryPoint Capital, LLC 0.22% 2,614 $318K
22 Buckland Partners Management Co LLC 0.21% 3,000 $425K
23 Legato Capital Management LLC 0.21% 17,600 $2.5M
24 Pinnacle Associates Ltd 0.20% 127,557 $18.1M
25 Harvest Management LLC 0.18% 3,200 $454K
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 54% buying: Last quarter: 239 funds bought or added vs 206 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CVLT holders?

Elite ownership — 54% AUM from top-100 funds: 58 of 381 holders are among the 100 largest funds by AUM, controlling 54% 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?

58% of holders stayed for 2+ years: 222 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.

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