Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Commvault Sys Inc (CVLT)

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

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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 385 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
385 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
42 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

238 buying205 selling
Last quarter: 238 funds bought or added vs 205 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 (+18 vs last Q)

new funds entering per quarter
Funds opening a new CVLT position: 76 → 68 → 73 → 91. 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 385 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 → 76 → 68 → 73 → 91 new funds/Q
New funds entering each quarter: 76 → 68 → 73 → 91. 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 395 holders: 249 (63%) are 2+ year veterans, 59 entered 1–2 years ago, and 87 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
55 of 380 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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, 238 hedge funds were net buyers of CVLT (91 opened a new position, 147 added to an existing one), while 205 reduced or exited (113 trimmed, 92 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 38% of total institutional value in CVLT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 385.

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

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

Is It Too Late to Buy Commvault Sys Inc (CVLT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CVLT has moved relative to its sector benchmark (XLK) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 3d ago
CVLT
+5.8%
XLK
-4.5%

CVLT outperformed XLK by +10.3% since June 30, 2026.

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 0 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: CVLT
2026 Q2 Stats Unlock in 47 days 384 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 384 386 -0.52%
13F Shares 42M 45M -7.19%
Total Value $3.12B $5.56B -43.92%
New Positions 90 73 +17
Increased Positions 143 111 +32
Closed Positions 92 128 -36
Reduced Positions 111 169 -58
Total Calls 7 8 -12.5%
Total Puts 7 7 -
PUT/CALL Ratio 1.0 0.88 Neutral

Statistics: CVLT

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Institutional Holders (2026 Q2)

384 + 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 2 CVLT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Versant Capital Management, Inc 0.01% 595 $84K
2 MassMutual Private Wealth & Trust, FSB 0.00% 66 $9K
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: 238 funds bought or added vs 205 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?

Strong quality — 38% AUM from major funds: 55 of 380 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CVLT?

58% of holders stayed for 2+ years: 222 out of 385 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.

Is it too late to buy Commvault Sys Inc (CVLT) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), CVLT has gained +5.8% vs -4.5% for XLK. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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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