CVLT Commvault Systems, Inc. - Common Stock
$139.88
Price · Aug 19, 2026
Fundamentals as of Jul 29, 2026
52W Range
$72–$198
54% of range
Analyst Rating
BUY
26 analysts
Price Target
$161
+15% upside
P/E (TTM)
88.5
ROE
64.8%
Net Profit Margin
6.0%
About Commvault Systems, Inc. - Common Stock Company overview from Wikipedia
Commvault Systems, Inc. is an American publicly traded cybersecurity and data protection software company. Commvault's services are used for data security, as well as cloud and infrastructure management.
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Commvault Systems, Inc. is an American publicly traded cybersecurity and data protection software company. Commvault's services are used for data security, as well as cloud and infrastructure management.
Commvault is headquartered in Tinton Falls, New Jersey and has 29 offices globally, including those in Beijing, Shanghai, Mumbai, Dubai, Israel, France, Germany and Brazil.
History
Commvault was originally formed in 1988 as a development group in Bell Labs focused on data management, backup, and recovery; it was later designated a business unit of AT&T Network Systems. After becoming a part of Lucent Technologies, the unit was sold in 1996 and became a corporation, with Scotty R. Neal as CEO.
In March 1998, Bob Hammer joined Commvault as chairman, president and CEO, and Al Bunte joined as vice president and COO. In 2000, the company began releasing products aimed at managing network storage. In March 2006, Commvault filed for an initial public offering, and officially went public later that year as CVLT on NASDAQ. At the end of 2013, the company moved from its space in Oceanport, New Jersey, to its new headquarters at the former Fort Monmouth in Tinton Falls, New Jersey.
On February 5, 2019, Sanjay Mirchandani replaced the retiring Hammer as president and CEO, and Nick Adamo was announced as chairman of the board. Mirchandani joined Commvault from Puppet, an Oregon-based IT automation company, where he served as CEO.
In June 2024, the company received FedRAMP certification for its Commvault Cloud for Government data protection services.
In January 2026, Commvault introduced Commvault Cloud Unified Data Vault, a cloud-native service that offers air-gapped protection and resilience to data stored via the S3 protocol.
Acquisitions
On September 4, 2019, Commvault announced that it would acquire software-defined storage startup Hedvig, with the acquisition valued at $225 million. The acquisition was completed in October 2019.
On February 1, 2022, Commvault announced that it has acquired Israel based cyber security company TrapX.
On April 16, 2024, Commvault announced the acquisition of Appranix, a company specializing in Cyber Recovery in cloud platforms.
In September 2024, Commvault announced the planned acquisition of Clumio, which provides autonomous backup and recovery of cloud data; the acquisition is expected to close in October 2024, be funded with cash on hand, and be immediately accretive to ARR and revenue.
In July 2025, Commvault announced intent to acquire Data and AI Security company Satori Cyber; the acquisition was completed in August 2025.
Software and services
Commvault's main product is a data protection platform that supports cloud, hyperscale, and other environments. It is split into three packages including operational recovery, cyber recovery, and autonomous recovery.
Commvault provides consulting services for customers, advising in the set-up of new data management systems from the architecture design to the implementation and monitoring. In the remote managed service, Commvault manages the software in production for their customers.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
CVLT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$139.88
Market Cap
$5.77B
P/E (TTM)
88.5
EPS (TTM)
$1.58
Revenue (TTM)
$1.18B
Div Yield
—
ROE
64.8%
Debt/Equity
—
52W Range
$72 – $198
CVLT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$1.18B
2017-03-31
→
2026-03-31
EPS
$1.58
2017-03-31
→
2026-03-31
Free Cash Flow
$237M
2017-03-31
→
2026-03-31
Margins
6.0%
2017-03-31
→
2026-03-31
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
CVLT
Peer Median
P/E (TTM)
88.5
34.3
P/S (TTM)
4.9
4.8
P/B
770.0
7.5
Price / FCF
24.3
—
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
CVLT
Peer Median
Gross Margin
81.2%
78.7%
Operating Margin
6.2%
—
Net Profit Margin
6.0%
11.8%
ROA
4.7%
6.6%
ROE
64.8%
19.5%
ROIC
757.2%
—
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
CVLT
Peer Median
Current Ratio
2.0
1.6
Quick Ratio
1.9
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
CVLT
Peer Median
Revenue YoY
18.9%
—
Revenue CAGR 3Y
14.7%
—
Revenue CAGR 5Y
10.3%
—
EPS YoY
-5.9%
—
Net Income YoY
-7.2%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
CVLT
Peer Median
CVLT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
26 analysts
- Strong Buy 6 23.1%
- Buy 10 38.5%
- Hold 10 38.5%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
16 analysts · 2026-08-19
Median
$165.71
Now
$139.88
Low
$130.00
High
$200.00
Median target
$165.71
+18.5%
Mean target
$161.15
+15.2%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.10%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.42 | $1.18 | 0.24% |
| March 31, 2026 | $1.28 | $1.11 | 0.17% |
| Dec. 31, 2025 | $1.17 | $1.00 | 0.17% |
| Sept. 30, 2025 | $0.91 | $0.96 | -0.05% |
| June 30, 2025 | $1.01 | $0.99 | 0.02% |
| March 31, 2025 | $1.03 | $0.95 | 0.08% |
| Dec. 31, 2024 | $0.94 | $0.89 | 0.05% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| CVLT | $3.21B | 49.3 | 18.9% | 6.0% | 64.8% | 81.2% |
| S | — | -10.2 | 21.9% | -45.0% | -30.6% | 74.1% |
| GTLB | — | -103.1 | 25.8% | -5.9% | -6.3% | 87.4% |
| QLYS | $4.75B | 24.4 | 10.1% | 29.6% | 37.1% | 82.8% |
| NTSK | $0 | -4.7 | 31.7% | -95.8% | 325.4% | 68.1% |
| DLB | — | 27.6 | 5.9% | 18.9% | 10.0% | 88.1% |
| VRNS | $3.86B | -29.0 | 13.2% | -20.7% | -27.5% | 78.8% |
| TENB | — | -78.4 | 11.0% | -3.6% | -10.7% | 78.1% |
| ADEA | $1.88B | 17.4 | 17.9% | 25.1% | 25.3% | — |
| TDC | $2.82B | 22.5 | -5.0% | 7.8% | 64.0% | 59.4% |
| MSFT | $2.77T | 20.8 | 17.8% | 40.3% | 34.0% | 67.9% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 18
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.18B | $996M | $839M | $785M | $770M | $723M | $671M | $711M | $699M | $645M | $594M | $608M | |
| Cost of Revenue | $223M | $179M | $152M | $135M | $114M | $109M | $117M | $117M | $98M | $85M | $83M | $82M | |
| Gross Profit | $961M | $817M | $688M | $649M | $656M | $614M | $554M | $594M | $601M | $560M | $511M | $525M | |
| R&D Expense | $162M | $146M | $132M | $142M | $154M | $133M | $110M | $93M | $91M | $80M | $69M | $64M | |
| SG&A Expense | $163M | $138M | $114M | $104M | $103M | $92M | $92M | $101M | $91M | $89M | $79M | $78M | |
| Operating Expenses | $887M | $743M | $612M | $665M | $614M | $636M | $571M | $589M | $602M | $561M | $507M | $487M | |
| Operating Income | $74M | $74M | $75M | $-16M | $42M | $-22M | $-18M | $5M | $-946.0K | $-1M | $4M | $39M | |
| Interest Expense | · | · | $415.0K | $472.0K | $109.0K | $0 | $0 | · | · | · | · | · | |
| Interest Income | $22M | $7M | $5M | $1M | $656.0K | $1M | $5M | $6M | $2M | $1M | $862.0K | $773.0K | |
| Other Non-op | $119.0K | $1M | $3M | $-305.0K | $1M | $0 | $0 | · | · | · | · | · | |
| Pretax Income | $92M | $81M | $84M | $-15M | $43M | $-21M | $-13M | $10M | $-4M | $-2M | $4M | $39M | |
| Income Tax | $21M | $5M | $-85M | $20M | $10M | $10M | $-7M | $7M | $58M | $-1M | $2M | $13M | |
| Net Income | $71M | $76M | $169M | $-36M | $34M | $-31M | $-6M | $4M | $-62M | $-508.0K | $2M | $26M | |
| EPS (Basic) | $1.61 | $1.74 | $3.85 | $-0.80 | $0.74 | $-0.66 | $-0.12 | $0.08 | $-1.37 | $-0.01 | $0.04 | $0.56 | |
| EPS (Diluted) | $1.58 | $1.68 | $3.75 | $-0.80 | $0.71 | $-0.66 | $-0.12 | $0.07 | $-1.37 | $-0.01 | $0.04 | $0.54 | |
| Shares (Basic) | 43,976,000 | 43,850,000 | 43,885,000 | 44,664,000 | 45,443,000 | 46,652,000 | 45,793,000 | 45,827,000 | 45,242,000 | 44,700,000 | 45,159,000 | 45,464,000 | |
| Shares (Diluted) | 44,654,000 | 45,187,000 | 45,100,000 | 44,664,000 | 47,220,000 | 46,652,000 | 45,793,000 | 47,601,000 | 45,242,000 | 44,700,000 | 46,489,000 | 47,222,000 | |
| EBITDA | $84M | $83M | $82M | $-6M | $53M | $-6M | $-443.0K | $17M | $11M | $10M | $13M | $48M |
Balance Sheet 24
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $900M | $302M | $313M | $288M | $268M | $397M | $288M | $328M | $331M | $329M | $288M | $338M | |
| Short-term Investments | · | · | · | · | · | $0 | $44M | $130M | $132M | $121M | $99M | $50M | |
| Receivables | $330M | $252M | $223M | $210M | $194M | $188M | $147M | $177M | $162M | $140M | $113M | $118M | |
| Other Current Assets | $56M | $46M | $21M | $14M | $22M | $22M | $27M | $20M | $22M | $16M | $17M | $20M | |
| Current Assets | $1.29B | $635M | $595M | $551M | $484M | $608M | $514M | $655M | $647M | $606M | $517M | $525M | |
| PP&E (Net) | $10M | $8M | $8M | $8M | $107M | $113M | $115M | $123M | $129M | $132M | $136M | $140M | |
| PP&E (Gross) | $62M | $60M | $60M | $57M | $187M | $184M | $181M | $180M | $177M | $172M | $169M | $168M | |
| Accum. Depreciation | $53M | $52M | $52M | $49M | $80M | $71M | $66M | $58M | $48M | $40M | $33M | $28M | |
| Goodwill | $209M | $185M | $128M | $128M | $128M | $112M | $112M | $0 | · | · | · | · | |
| Intangibles | $20M | $21M | $1M | $2M | $4M | $0 | $46M | $0 | · | · | · | · | |
| Other Non-current Assets | $68M | $46M | $27M | $22M | $26M | $12M | $12M | $11M | $10M | $7M | $7M | $7M | |
| Total Assets | $1.89B | $1.12B | $944M | $783M | $816M | $904M | $845M | $822M | $819M | $830M | $715M | $713M | |
| Accounts Payable | $651.0K | $373.0K | $299.0K | $108.0K | $432.0K | $374.0K | $307.0K | $2M | $761.0K | $117.0K | $309.0K | $860.0K | |
| Accrued Liabilities | $166M | $147M | $117M | $98M | $122M | $112M | $87M | $86M | $82M | $79M | $70M | $73M | |
| Current Liabilities | $658M | $555M | $485M | $410M | $394M | $373M | $329M | $326M | $324M | $288M | $265M | $258M | |
| Capital Leases | $30M | $6M | $7M | $8M | $11M | $15M | $9M | · | · | · | · | · | |
| Deferred Tax | $2M | $1M | $2M | $134.0K | $808.0K | $761.0K | $849.0K | $3M | · | · | · | · | |
| Other Non-current Liabilities | $15M | $7M | $4M | $4M | $4M | $2M | $2M | $3M | $3M | $4M | $3M | $3M | |
| Common Stock | $412.0K | $441.0K | $435.0K | $440.0K | $443.0K | $463.0K | $458.0K | $454.0K | $450.0K | $447.0K | $440.0K | $451.0K | |
| Retained Earnings | $-1.47B | $-1.13B | $-1.06B | $-1.06B | $-899M | $-666M | $-554M | $-485M | $-374M | $-216M | $-198M | $-126M | |
| AOCI | $-16M | $-16M | $-16M | $-16M | $-12M | $-10M | $-13M | $-12M | $-5M | $-12M | $-9M | $-8M | |
| Stockholders' Equity | $7M | $325M | $278M | $186M | $256M | $394M | $412M | $391M | $404M | $467M | $422M | $431M | |
| Liabilities + Equity | $1.89B | $1.12B | $944M | $783M | $816M | $904M | $845M | $822M | $819M | $830M | $715M | $713M | |
| Shares Outstanding | 41,255,000 | 44,104,000 | 43,548,000 | 44,140,000 | 44,511,000 | 46,482,000 | 46,011,000 | 45,582,000 | 45,118,000 | 44,816,000 | 44,134,000 | 45,122,000 |
Cash Flow 16
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $9M | $6M | $10M | $11M | $16M | $17M | $12M | $12M | $10M | $11M | $9M | |
| Stock-based Comp | $123M | $113M | $95M | $106M | $105M | $85M | $66M | $80M | $74M | $74M | $64M | $61M | |
| Deferred Tax | $8M | $-23M | $-110M | $-674.0K | $49.0K | $-92.0K | $-2M | $164.0K | $54M | $-11M | $-9M | $4M | |
| Amort. of Intangibles | $5M | $4M | $1M | $1M | $208.0K | $6M | $6M | · | · | · | · | · | |
| Restructuring | $32M | $10M | $5M | $15M | $6M | $23M | $21M | $15M | $0 | · | · | · | |
| Other Non-cash | $33M | $32M | $43M | $91M | $27M | $54M | $13M | $14M | $6M | $26M | $18M | $24M | |
| Operating Cash Flow | $245M | $207M | $204M | $170M | $177M | $124M | $88M | $110M | $84M | $100M | $84M | $124M | |
| CapEx | $8M | $4M | $4M | $3M | $4M | $8M | $3M | $7M | $7M | $6M | $6M | $6M | |
| Investing Cash Flow | $-5M | $-70M | $-6M | $-5M | $-24M | $35M | $-74M | $-5M | $-18M | $-28M | $-62M | $-90M | |
| Stock Repurchased | $446M | $165M | $184M | $151M | $305M | $95M | $77M | $133M | $112M | $50M | $91M | $155M | |
| Net Stock Activity | $-446M | $-165M | $-184M | $-151M | $-305M | $-95M | $-77M | $-133M | $-112M | $-50M | $-91M | $-155M | |
| Financing Cash Flow | $345M | $-148M | $-171M | $-136M | $-276M | $-75M | $-39M | $-91M | $-82M | $-22M | $-70M | $-134M | |
| Net Change in Cash | $598M | $-11M | $25M | $20M | $-130M | $101M | $-32M | $-3M | $1M | $41M | $-50M | $-120M | |
| Taxes Paid | $14M | $42M | $20M | $15M | $-1M | $3M | $6M | · | · | · | · | · | |
| Free Cash Flow | $237M | $204M | $200M | $167M | $173M | $116M | $85M | $104M | $77M | $94M | $78M | $118M | |
| Levered FCF | · | · | $199M | $166M | $173M | · | · | · | · | · | · | · |
Profitability 8
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 81.2% | 82.0% | 81.9% | 82.7% | 85.2% | 84.9% | 82.5% | 83.5% | 86.0% | 86.9% | 86.1% | 86.5% | |
| Operating Margin | 6.2% | 7.4% | 9.0% | -2.0% | 5.4% | -3.1% | -2.6% | 0.69% | -0.14% | 0.04% | 0.34% | 6.4% | |
| Net Margin | 6.0% | 7.6% | 20.1% | -4.6% | 4.4% | -4.3% | -0.84% | 0.50% | -8.8% | 0.08% | 0.02% | 4.2% | |
| Pretax Margin | 7.8% | 8.1% | 10.0% | -2.0% | 5.6% | -2.9% | -1.9% | 1.5% | -0.50% | -0.08% | 0.31% | 6.4% | |
| EBITDA Margin | 7.1% | 8.3% | 9.8% | -0.71% | 6.8% | -0.88% | -0.07% | 2.4% | 1.6% | 1.6% | 2.2% | 7.9% | |
| ROA | 4.7% | 7.4% | 19.6% | -4.5% | 3.9% | -3.5% | -0.68% | 0.43% | -7.5% | 0.07% | 0.02% | 3.5% | |
| ROE | 64.8% | 24.8% | 74.6% | -16.0% | 13.2% | -7.7% | -1.4% | 0.91% | -15.5% | 0.12% | 0.03% | 5.9% | |
| ROIC | 757.2% | 21.3% | 54.7% | -19.9% | 12.6% | -8.2% | -1.9% | 0.43% | -4.1% | -0.05% | 0.04% | 6.3% |
Liquidity & Solvency 3
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.1 | 1.2 | 1.3 | 1.2 | 1.6 | 1.6 | 2.0 | 2.0 | 2.1 | 2.0 | 2.1 | |
| Quick Ratio | 1.9 | 1.0 | 1.1 | 1.2 | 1.2 | 1.6 | 1.5 | 1.9 | 1.9 | 2.0 | 1.9 | 2.0 | |
| Interest Coverage | · | · | 181.6 | -33.7 | 381.3 | · | · | · | · | · | · | · |
Efficiency 2
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 1.0 | 1.0 | 1.0 | 0.9 | 0.8 | 0.8 | 0.9 | 0.8 | 0.9 | 0.8 | 0.8 | |
| Receivables Turnover | 4.1 | 4.2 | 3.9 | 3.9 | 4.0 | 4.3 | 4.1 | 4.2 | 4.6 | 5.3 | 5.1 | 5.1 |
Growth Rates 7
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 18.9% | 18.6% | 7.0% | 1.9% | 6.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 14.7% | 9.0% | 5.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -5.9% | -55.2% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 33.3% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -7.2% | -54.9% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 31.3% | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 10
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.18B | $996M | $839M | $785M | $770M | $723M | $671M | $711M | $699M | $645M | $594M | $608M | |
| Net Income TTM | $71M | $76M | $169M | $-36M | $34M | $-31M | $-6M | $4M | $-62M | $-508.0K | $2M | $26M | |
| Market Cap | $3.21B | $6.96B | $4.42B | $2.50B | $2.95B | $3.00B | $1.86B | $2.95B | $2.58B | $2.28B | $1.91B | $1.97B | |
| P/E | 49.3 | 93.9 | 27.0 | -70.9 | 93.5 | -97.7 | -337.3 | 924.9 | -41.8 | -5080.0 | 1079.2 | 80.9 | |
| P/S | 2.7 | 7.0 | 5.3 | 3.2 | 3.8 | 4.1 | 2.8 | 4.2 | 3.7 | 3.5 | 3.2 | 3.2 | |
| P/B | 428.8 | 21.4 | 15.9 | 13.5 | 11.5 | 7.6 | 4.5 | 7.5 | 6.4 | 5.1 | 4.8 | 4.8 | |
| P / Tangible Book | · | 58.4 | 29.6 | 44.7 | 23.7 | 10.6 | · | · | · | · | · | · | |
| P / Cash Flow | 13.1 | 33.6 | 21.7 | 14.7 | 16.7 | 24.2 | 21.1 | 26.8 | 30.7 | 22.8 | 22.6 | 15.9 | |
| P / FCF | 13.5 | 34.2 | 22.1 | 15.0 | 17.0 | 25.9 | 21.8 | 28.5 | 33.5 | 24.3 | 24.4 | 16.7 | |
| Earnings Yield | 2.0% | 1.1% | 3.7% | -1.4% | 1.1% | -1.0% | -0.30% | 0.11% | -2.4% | -0.02% | 0.09% | 1.2% |
Income Statement 18
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $314M | $312M | $314M | $276M | $282M | $275M | $263M | $233M | $225M | $223M | $217M | $201M | $198M | $203M | $195M | $188M | |
| Cost of Revenue | $58M | $58M | $59M | $55M | $51M | $48M | $49M | $43M | $40M | $39M | $39M | $38M | $36M | $35M | $35M | $32M | |
| Gross Profit | $257M | $254M | $255M | $221M | $231M | $227M | $214M | $190M | $185M | $184M | $178M | $163M | $163M | $169M | $161M | $156M | |
| R&D Expense | $40M | $40M | $42M | $40M | $40M | $39M | $40M | $34M | $33M | $35M | $34M | $31M | $31M | $32M | $33M | $37M | |
| SG&A Expense | $47M | $40M | $39M | $43M | $41M | $38M | $35M | $34M | $31M | $30M | $29M | $28M | $27M | $28M | $24M | $26M | |
| Operating Expenses | $231M | $237M | $235M | $209M | $206M | $201M | $200M | $175M | $166M | $166M | $157M | $146M | $144M | $206M | $156M | $146M | |
| Operating Income | $26M | $17M | $20M | $12M | $25M | $27M | $14M | $15M | $18M | $18M | $21M | $18M | $18M | $-38M | $5M | $9M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $103.0K | $112.0K | $96.0K | · | $105.0K | $105.0K | |
| Interest Income | $8M | $8M | $8M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $780.0K | $384.0K | $364.0K | $291.0K | |
| Other Non-op | $269.0K | $-403.0K | $302.0K | $159.0K | $61.0K | $453.0K | $31.0K | $65.0K | $528.0K | $3M | $-13.0K | $-154.0K | $341.0K | $-193.0K | $123.0K | $154.0K | |
| Pretax Income | $32M | $23M | $27M | $15M | $27M | $29M | $15M | $17M | $21M | $23M | $22M | $19M | $20M | $-38M | $5M | $10M | |
| Income Tax | $11M | $8M | $9M | $370.0K | $3M | $-2M | $4M | $1M | $2M | $-103M | $5M | $6M | $7M | $6M | $6M | $5M | |
| Net Income | $21M | $15M | $18M | $15M | $23M | $31M | $11M | $16M | $19M | $126M | $17M | $13M | $13M | $-43M | $-310.0K | $5M | |
| EPS (Basic) | $0.51 | $0.35 | $0.40 | $0.33 | $0.53 | $0.71 | $0.25 | $0.36 | $0.42 | $2.87 | $0.39 | $0.30 | $0.29 | $-0.97 | $-0.01 | $0.10 | |
| EPS (Diluted) | $0.50 | $0.33 | $0.40 | $0.33 | $0.52 | $0.68 | $0.24 | $0.35 | $0.41 | $2.80 | $0.38 | $0.29 | $0.28 | $-0.97 | $-0.01 | $0.10 | |
| Shares (Basic) | 41,345,000 | -88,867,000 | 44,111,000 | 44,406,000 | 44,326,000 | -87,487,000 | 43,889,000 | 43,770,000 | 43,678,000 | -87,983,000 | 43,862,000 | 43,949,000 | 44,057,000 | -89,550,000 | 44,712,000 | 44,759,000 | |
| Shares (Diluted) | 41,869,000 | -90,437,000 | 44,613,000 | 45,195,000 | 45,283,000 | -90,097,000 | 45,184,000 | 45,114,000 | 44,986,000 | -89,577,000 | 44,799,000 | 44,903,000 | 44,975,000 | -91,453,000 | 44,712,000 | 45,540,000 | |
| EBITDA | $28M | · | $20M | $12M | $28M | · | $14M | $15M | $20M | · | $21M | $18M | $20M | · | $5M | $9M |
Balance Sheet 23
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $930M | $900M | $1.03B | $1.06B | $363M | $302M | $244M | $303M | $288M | $313M | $284M | $283M | $275M | · | $273M | $262M | |
| Receivables | $272M | $330M | $362M | $235M | $255M | $252M | $271M | $195M | $203M | $223M | $224M | $196M | $177M | · | $215M | $170M | |
| Other Current Assets | $66M | $56M | $57M | $55M | $48M | $46M | $27M | $30M | $22M | $21M | $20M | $22M | $19M | · | $18M | $23M | |
| Current Assets | $1.27B | $1.29B | $1.45B | $1.35B | $667M | $635M | $577M | $563M | $551M | $595M | $567M | $540M | $508M | · | $507M | $456M | |
| PP&E (Net) | $10M | $10M | $11M | $10M | $10M | $8M | $7M | $8M | $8M | $8M | $8M | $7M | $8M | · | $101M | $103M | |
| PP&E (Gross) | · | $62M | · | · | · | $60M | · | · | · | $60M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $53M | · | · | · | $52M | · | · | · | $52M | · | · | · | · | · | · | |
| Goodwill | $209M | $209M | $211M | $210M | $185M | $185M | $186M | $150M | $150M | $128M | $128M | $128M | $128M | $128M | $128M | $128M | |
| Intangibles | $18M | $20M | $21M | $22M | $20M | $21M | $22M | $5M | $6M | $1M | $1M | $2M | $2M | · | $3M | $3M | |
| Other Non-current Assets | $91M | $68M | $66M | $56M | $53M | $46M | $35M | $34M | $29M | $27M | $28M | $24M | $25M | · | $23M | $26M | |
| Total Assets | $1.89B | $1.89B | $2.04B | $1.92B | $1.18B | $1.12B | $1.02B | $958M | $935M | $944M | $804M | $773M | $742M | · | $830M | $780M | |
| Accounts Payable | $156.0K | $651.0K | $268.0K | $359.0K | $50.0K | $373.0K | $88.0K | $92.0K | $427.0K | $299.0K | $214.0K | $136.0K | $284.0K | · | $459.0K | $200.0K | |
| Accrued Liabilities | $139M | $166M | $153M | $106M | $107M | $147M | $129M | $108M | $94M | $117M | $102M | $94M | $78M | · | $104M | $86M | |
| Current Liabilities | $620M | $658M | $617M | $535M | $536M | $555M | $512M | $468M | $447M | $485M | $433M | $404M | $386M | · | $391M | $349M | |
| Capital Leases | $29M | $30M | $32M | $24M | $24M | $6M | $7M | $7M | $7M | $7M | $8M | $9M | $8M | · | $8M | $9M | |
| Deferred Tax | $1M | $2M | $2M | $2M | $2M | $1M | $3M | $3M | $3M | $2M | $736.0K | $495.0K | $519.0K | · | $728.0K | $731.0K | |
| Other Non-current Liabilities | $15M | $15M | $15M | $14M | $8M | $7M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | · | $4M | $4M | |
| Common Stock | $414.0K | $412.0K | $440.0K | $440.0K | $445.0K | $441.0K | $440.0K | $437.0K | $437.0K | $435.0K | $436.0K | $438.0K | $438.0K | · | $446.0K | $444.0K | |
| Retained Earnings | $-1.46B | $-1.47B | $-1.25B | $-1.23B | $-1.12B | $-1.13B | $-1.14B | $-1.12B | $-1.08B | $-1.06B | $-1.14B | $-1.11B | $-1.09B | · | $-968M | $-940M | |
| AOCI | $-18M | $-16M | $-15M | $-15M | $-15M | $-16M | $-16M | $-16M | $-16M | $-16M | $-16M | $-17M | $-16M | · | $-16M | $-15M | |
| Stockholders' Equity | $52M | $7M | $217M | $210M | $365M | $325M | $288M | $278M | $282M | $278M | $175M | $182M | $172M | $186M | $260M | $265M | |
| Liabilities + Equity | $1.89B | $1.89B | $2.04B | $1.92B | $1.18B | $1.12B | $1.02B | $958M | $935M | $944M | $804M | $773M | $742M | · | $830M | $780M | |
| Shares Outstanding | 41,430,000 | 41,255,000 | 44,034,000 | 44,051,000 | 44,509,000 | 44,104,000 | 44,022,000 | 43,739,000 | 43,769,000 | 43,548,000 | 43,754,000 | 43,918,000 | 43,973,000 | 44,140,000 | 44,762,000 | 44,597,000 |
Cash Flow 15
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $893.0K | $4M | $3M | $3M | $2M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | |
| Stock-based Comp | $35M | $32M | $29M | $32M | $30M | $29M | $31M | $26M | $26M | $23M | $25M | $24M | $24M | $25M | $25M | $25M | |
| Deferred Tax | · | · | · | · | · | $-17M | $2M | $-4M | $-5M | $-110M | $0 | $0 | $0 | · | · | · | |
| Amort. of Intangibles | · | $1M | $1M | $1M | · | $1M | $1M | $573.0K | $573.0K | $312.0K | $312.0K | $312.0K | $314.0K | · | · | · | |
| Restructuring | $2M | $19M | $12M | $1M | $237.0K | $812.0K | $4M | $566.0K | $5M | $5M | $0 | $0 | $0 | $4M | $9M | $0 | |
| Other Non-cash | $-7M | · | · | · | $-25M | · | · | · | $3M | · | · | · | $1M | · | · | · | |
| Operating Cash Flow | $52M | $132M | $4M | $77M | $32M | $77M | $30M | $56M | $45M | $80M | $44M | $40M | $39M | $68M | $30M | $50M | |
| CapEx | $569.0K | $344.0K | $2M | $3M | $2M | $783.0K | $262.0K | $2M | $863.0K | $859.0K | $2M | $266.0K | $1M | $1M | $805.0K | $514.0K | |
| Investing Cash Flow | $-8M | $-313.0K | $-2M | $-30M | $27M | $-730.0K | $-45M | $-2M | $-22M | $-1M | $-2M | $-526.0K | $-1M | $-1M | $-973.0K | $-1M | |
| Stock Repurchased | $10M | $259M | $41M | $131M | $15M | $30M | $32M | $52M | $51M | $50M | $51M | $31M | $51M | $61M | $31M | $40M | |
| Net Stock Activity | $-10M | · | · | · | $-15M | · | · | · | $-51M | · | · | · | $-51M | · | · | · | |
| Financing Cash Flow | $-10M | $-252M | $-42M | $656M | $-17M | $-24M | $-32M | $-46M | $-46M | $-45M | $-50M | $-26M | $-50M | $-55M | $-29M | $-33M | |
| Net Change in Cash | $30M | $-126M | $-37M | $700M | $61M | $59M | $-59M | $15M | $-25M | $28M | $1M | $9M | $-13M | $14M | $11M | $4M | |
| Free Cash Flow | $51M | · | · | · | $30M | · | · | · | $44M | · | · | · | $38M | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | $38M | · | · | · |
Profitability 8
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 81.7% | · | 81.1% | 80.1% | 82.0% | · | 81.5% | 81.6% | 82.3% | · | 82.0% | 81.2% | 82.1% | · | 82.3% | 82.8% | |
| Operating Margin | 8.2% | · | 6.3% | 4.5% | 8.9% | · | 5.2% | 6.4% | 8.2% | · | 9.7% | 8.8% | 9.3% | · | 2.6% | 5.0% | |
| Net Margin | 6.7% | · | 5.7% | 5.3% | 8.3% | · | 4.2% | 6.7% | 8.2% | · | 7.9% | 6.5% | 6.4% | · | -0.16% | 2.4% | |
| Pretax Margin | 10.2% | · | 8.6% | 5.5% | 9.5% | · | 5.8% | 7.1% | 9.2% | · | 10.3% | 9.3% | 9.8% | · | 2.8% | 5.1% | |
| EBITDA Margin | 8.9% | · | 6.3% | 4.5% | 9.8% | · | 5.2% | 6.4% | 9.1% | · | 9.7% | 8.8% | 10.2% | · | 2.6% | 5.0% | |
| ROA | 1.4% | · | 1.2% | 1.0% | 2.2% | · | 1.2% | 1.8% | 2.2% | · | 2.1% | 1.7% | 1.7% | · | -0.04% | 0.58% | |
| ROE | 10.1% | · | 7.0% | 6.0% | 7.3% | · | 4.8% | 6.8% | 8.2% | · | 7.9% | 5.8% | 5.7% | · | -0.12% | 1.6% | |
| ROIC | 32.4% | · | 6.0% | 5.8% | 6.0% | · | 3.5% | 5.0% | 5.9% | · | 9.3% | 6.8% | 7.0% | · | -0.11% | 1.6% |
Liquidity & Solvency 3
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | · | 2.3 | 2.5 | 1.2 | · | 1.1 | 1.2 | 1.2 | · | 1.3 | 1.3 | 1.3 | · | 1.3 | 1.3 | |
| Quick Ratio | 1.9 | · | 2.3 | 2.4 | 1.2 | · | 1.0 | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.2 | · | 1.2 | 1.2 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | 204.4 | 157.4 | 192.5 | · | 47.8 | 88.7 |
Efficiency 2
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | · | 0.2 | 0.2 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.2 | 0.2 | |
| Receivables Turnover | 1.2 | · | 1.0 | 1.3 | 1.2 | · | 1.1 | 1.2 | 1.2 | · | 1.0 | 1.1 | 1.1 | · | 0.9 | 1.1 |
Valuation (TTM) 10
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.19B | · | $1.13B | $1.05B | $1.00B | · | $937M | $876M | $841M | · | $811M | $782M | $779M | · | $783M | $766M | |
| Net Income TTM | $77M | · | $67M | $65M | $69M | · | $62M | $64M | $61M | · | $42M | $30M | $20M | · | $18M | $20M | |
| Market Cap | $5.87B | · | $5.52B | $8.32B | $7.76B | · | $6.64B | $6.73B | $5.32B | · | $3.49B | $2.97B | $3.19B | · | $2.81B | $2.37B | |
| P/E | 81.0 | · | 84.1 | 131.1 | 114.7 | · | 109.4 | 107.6 | 89.4 | · | 84.9 | 102.4 | 161.4 | · | 165.4 | 123.3 | |
| P/S | 5.0 | · | 4.9 | 7.9 | 7.7 | · | 7.1 | 7.7 | 6.3 | · | 4.3 | 3.8 | 4.1 | · | 3.6 | 3.1 | |
| P/B | 112.8 | · | 25.5 | 39.5 | 21.3 | · | 23.1 | 24.2 | 18.9 | · | 20.0 | 16.4 | 18.6 | · | 10.8 | 8.9 | |
| P / Tangible Book | · | · | · | · | 48.6 | · | 83.5 | 54.9 | 42.2 | · | 76.8 | 57.0 | 75.6 | · | 21.7 | 17.6 | |
| P / Cash Flow | 113.6 | · | · | · | 244.9 | · | · | · | 119.1 | · | · | · | 81.8 | · | · | · | |
| P / FCF | 114.9 | · | · | · | 260.4 | · | · | · | 121.4 | · | · | · | 84.3 | · | · | · | |
| Earnings Yield | 1.2% | · | 1.2% | 0.76% | 0.87% | · | 0.91% | 0.93% | 1.1% | · | 1.2% | 0.98% | 0.62% | · | 0.60% | 0.81% |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Revenue | $1.18B | $996M | $839M | $785M | $770M |
| Gross Margin % | 81.2% | 82.0% | 81.9% | 82.7% | 85.2% |
| Operating Margin % | 6.2% | 7.4% | 9.0% | -2.0% | 5.4% |
| Net Income | $71M | $76M | $169M | $-36M | $34M |
| Diluted EPS | $1.58 | $1.68 | $3.75 | $-0.80 | $0.71 |
Balance Sheet
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.1 | 1.2 | 1.3 | 1.2 |
| Quick Ratio | 1.9 | 1.0 | 1.1 | 1.2 | 1.2 |
Cash Flow
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $237M | $204M | $200M | $167M | $173M |
Latest News Recent headlines mentioning this company
- CommVault Systems Q1 Earnings Call Highlights
- Microsoft Just Made Commvault a Native Azure Service. Here Is How to Play CVLT Stock.
- Commvault Systems' CFO Sold Over 4,500 Company Shares. What Does That Mean for Investors?
- Why Commvault Systems (CVLT) Has Become a Live Takeover Candidate
- Here is What Could Unlock Valuation for Commvault Systems (CVLT)
- The Great Rotation Has Tech Investors Spooked. I'm Buying This Growth Stock Instead.
- This $19.8 Million Bet on Commvault Comes Amid a 51% Drop. Here’s What Investors Should Know
- DA Davidson Reaffirms Buy Rating for Commvault (CVLT)
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
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Institutional owners (13F) 476 filers · $4.0B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 122 (+31 vs prior Q) | 57 (-27 vs prior Q) | 145 (+13 vs prior Q) | 114 (-2 vs prior Q) | +7.9M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $515,274,155 | 3,635,604 | 13.02% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $264,100,958 | 1,863,409 | 6.67% | Shares |
| STATE STREET CORP | $238,796,740 | 1,684,474 | 6.03% | Shares |
| AMERIPRISE FINANCIAL INC | $233,985,529 | 1,650,559 | 5.91% | Shares |
| Pictet Asset Management Holding SA | $170,215,445 | 1,200,448 | 4.30% | Shares |
| FIRST TRUST ADVISORS LP | $154,727,349 | 1,091,705 | 3.91% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $144,195,765 | 1,017,211 | 3.64% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $131,042,282 | 924,591 | 3.31% | Shares |
| CONGRESS ASSET MANAGEMENT CO | $130,826,144 | 923,066 | 3.30% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $120,314,314 | 848,898 | 3.04% | Shares |
| ALLIANCEBERNSTEIN L.P. | $86,883,569 | 1,115,465 | 2.19% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $83,857,956 | 591,674 | 2.12% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $82,345,413 | 581,002 | 2.08% | Shares |
| Global Alpha Capital Management Ltd. | $70,081,658 | 494,473 | 1.77% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $65,764,988 | 464,016 | 1.66% | Shares |
| AMERICAN CAPITAL MANAGEMENT INC | $62,493,151 | 440,931 | 1.58% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $60,822,437 | 429,143 | 1.54% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $57,185,646 | 403,483 | 1.44% | Shares |
| Champlain Investment Partners, LLC | $48,410,574 | 341,569 | 1.22% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $46,103,777 | 325,293 | 1.16% | Shares |
| TD Asset Management Inc | $46,016,329 | 324,676 | 1.16% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $42,322,137 | 298,611 | 1.07% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $37,142,472 | 262,065 | 0.94% | Shares |
| FMR LLC | $33,905,926 | 239,229 | 0.86% | Shares |
| Fisher Asset Management, LLC | $32,782,006 | 231,299 | 0.83% | Shares |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $28,603,807 | 201,819 | 0.72% | Shares |
| EMERALD ADVISERS, LLC | $28,127,594 | 198,459 | 0.71% | Shares |
| WELLS FARGO & COMPANY/MN | $27,487,967 | 193,946 | 0.69% | Shares |
| Epoch Investment Partners, Inc. | $27,241,782 | 192,209 | 0.69% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $27,050,730 | 190,861 | 0.68% | Shares |
| MIZUHO MARKETS AMERICAS LLC | $26,308,206 | 185,622 | 0.66% | Shares |
| GOLDMAN SACHS GROUP INC | $25,012,510 | 176,480 | 0.63% | Shares |
| TWO SIGMA INVESTMENTS, LP | $24,393,717 | 172,114 | 0.62% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21,004,386 | 148,200 | 0.53% | Call option |
| Boston Trust Walden Corp | $20,794,059 | 146,716 | 0.53% | Shares |
| Schonfeld Strategic Advisors LLC | $20,035,660 | 141,365 | 0.51% | Shares |
| Bank of New York Mellon Corp | $19,836,531 | 139,960 | 0.50% | Shares |
| BANK OF AMERICA CORP /DE/ | $19,522,315 | 137,743 | 0.49% | Shares |
| RHUMBLINE ADVISERS | $18,990,932 | 133,994 | 0.48% | Shares |
| PINNACLE ASSOCIATES LTD | $18,078,654 | 127,557 | 0.46% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18,062,355 | 127,442 | 0.46% | Shares |
| EMERALD MUTUAL FUND ADVISERS TRUST | $17,875,838 | 126,126 | 0.45% | Shares |
| TWO SIGMA ADVISERS, LP | $17,580,110 | 140,237 | 0.44% | Shares |
| Congress Wealth Management LLC / DE / | $16,369,062 | 93,897 | 0.41% | Shares |
| Quantinno Capital Management LP | $16,214,337 | 114,403 | 0.41% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $15,353,582 | 108,330 | 0.39% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $13,211,221 | 93,214 | 0.33% | Shares |
| Swiss National Bank | $12,514,759 | 88,300 | 0.32% | Shares |
| Pier Capital, LLC | $11,753,385 | 82,928 | 0.30% | Shares |
| ROYCE & ASSOCIATES LP | $11,480,130 | 81,000 | 0.29% | Shares |
| Caption Management, LLC | $10,275,425 | 72,500 | 0.26% | Call option |
| California Public Employees Retirement System | $10,004,012 | 70,585 | 0.25% | Shares |
| Corient Private Wealth LP | $9,966,455 | 70,320 | 0.25% | Shares |
| Balyasny Asset Management L.P. | $9,963,619 | 70,300 | 0.25% | Call option |
| Clearbridge Investments, LLC | $9,720,199 | 68,583 | 0.25% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $9,688,663 | 68,360 | 0.24% | Shares |
| ZACKS INVESTMENT MANAGEMENT | $9,330,975 | 65,835 | 0.24% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $8,787,260 | 62,000 | 0.22% | Shares |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | $8,624,412 | 60,851 | 0.22% | Shares |
| RENAISSANCE GROUP LLC | $8,298,433 | 58,551 | 0.21% | Shares |
| Nuveen Asset Management, LLC | $8,212,975 | 54,423 | 0.21% | Shares |
| CITADEL ADVISORS LLC | $7,681,766 | 54,200 | 0.19% | Call option |
| BlackRock, Inc. | $7,431,046 | 52,431 | 0.19% | Shares |
| CITIGROUP INC | $7,268,765 | 51,286 | 0.18% | Shares |
| Allianz Asset Management GmbH | $7,168,996 | 92,040 | 0.18% | Shares |
| Lisanti Capital Growth, LLC | $7,035,477 | 49,640 | 0.18% | Shares |
| IEQ CAPITAL, LLC | $6,940,952 | 48,973 | 0.18% | Shares |
| NORGES BANK | $6,755,560 | 47,665 | 0.17% | Shares |
| MetLife Investment Management, LLC | $6,413,141 | 45,249 | 0.16% | Shares |
| Mariner, LLC | $6,383,036 | 45,032 | 0.16% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6,321,158 | 44,600 | 0.16% | Put option |
| CAPITAL FUND MANAGEMENT S.A. | $6,107,996 | 43,096 | 0.15% | Shares |
| Retirement Systems of Alabama | $6,046,910 | 42,665 | 0.15% | Shares |
| Trexquant Investment LP | $5,880,236 | 41,489 | 0.15% | Shares |
| AMERICAN CENTURY COMPANIES INC | $5,850,331 | 41,278 | 0.15% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $5,763,025 | 40,662 | 0.15% | Shares |
| JANE STREET GROUP, LLC | $5,740,065 | 40,500 | 0.15% | Call option |
| EFG Asset Management (North America) Corp. | $5,720,685 | 30,285 | 0.14% | Shares |
| WOLVERINE TRADING, LLC | $5,539,961 | 28,700 | 0.14% | Call option |
| INTECH INVESTMENT MANAGEMENT LLC | $5,188,168 | 36,606 | 0.13% | Shares |
| Russell Investments Group, Ltd. | $4,960,691 | 35,001 | 0.13% | Shares |
| Vontobel Holding Ltd. | $4,931,212 | 34,793 | 0.12% | Shares |
| Madison Asset Management, LLC | $4,717,341 | 33,284 | 0.12% | Shares |
| D. E. Shaw & Co., Inc. | $4,354,796 | 30,726 | 0.11% | Shares |
| Paralel Advisors LLC | $4,204,279 | 29,664 | 0.11% | Shares |
| Jain Global LLC | $4,161,193 | 29,360 | 0.11% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4,021,461 | 51,630 | 0.10% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $3,820,616 | 26,957 | 0.10% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3,647,280 | 25,734 | 0.09% | Shares |
| FIFTH THIRD BANCORP | $3,640,802 | 25,688 | 0.09% | Shares |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $3,631,690 | 25,624 | 0.09% | Shares |
| Madison Investment Advisors, LLC | $3,611,729 | 23,933 | 0.09% | Shares |
| PRUDENTIAL FINANCIAL INC | $3,579,958 | 25,259 | 0.09% | Shares |
| Man Group plc | $3,575,848 | 25,230 | 0.09% | Shares |
| K.J. Harrison & Partners Inc | $3,543,250 | 25,000 | 0.09% | Shares |
| Toroso Investments, LLC | $3,515,094 | 28,040 | 0.09% | Shares |
| Legal & General Group Plc | $3,450,701 | 24,347 | 0.09% | Shares |
| Federation des caisses Desjardins du Quebec | $3,272,134 | 23,083 | 0.08% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $3,175,744 | 22,407 | 0.08% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2,840,694 | 20,043 | 0.07% | Shares |
Company insiders 34 insiders · 13 officers · 13 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Sanjay Mirchandani | President & CEO | June 11, 2026 G | 40,734 | 0 | 0 | $0 |
| Robert N Hammer | Chairman, President & CEO | Feb. 14, 2019 F | 2,615,862 | 0 | 0 | $0 |
| Jennifer Leigh Dirico | Chief Financial Officer | May 16, 2025 A | 71,203 | 0 | 0 | $0 |
| Brian Carolan | VP Finance and CFO | May 25, 2022 F | 92,150 | 0 | 0 | $0 |
| Danielle Nicole Abrahamsen | Chief Accounting Officer | July 2, 2026 S | 13,156 | 0 | 1 | $-38,100 |
| Gary Merrill | Chief Commercial Officer | May 27, 2025 S | 89,709 | 0 | 0 | $0 |
| Riccardo Di Blasio | Chief Revenue Officer | Nov. 20, 2023 S | 84,416 | 0 | 0 | $0 |
| James J. Whalen | Chief Accounting Officer | Aug. 18, 2023 S | 19,366 | 0 | 0 | $0 |
| Ronald L Miiller | SVP, Worldwide Sales | Feb. 14, 2019 F | 88,194 | 0 | 0 | $0 |
| Louis Miceli | Senior VP of Finance | Jan. 3, 2014 F | 69,834 | 0 | 0 | $0 |
| Steven Rose | Vice President, EMEA | Oct. 4, 2011 F | 14,121 | 0 | 0 | $0 |
| Suresh P Reddy | VP Svcs-Supp EMEA/ASEA & India | Dec. 21, 2009 M | 39,902 | 0 | 0 | $0 |
| Anand Prahlad | Senior VP, Product Development | Dec. 21, 2009 S | 73,949 | 0 | 0 | $0 |
| Allison Pickens | Director | March 3, 2025 S | 4,667 | 0 | 0 | $0 |
| Arlen Shenkman | Director | Aug. 8, 2024 A | 15,620 | 0 | 0 | $0 |
| David F Walker | Director | May 17, 2023 M | 54,767 | 0 | 0 | $0 |
| Gary B Smith | Director | Aug. 5, 2021 M | 49,207 | 0 | 0 | $0 |
| Frank J Fanzilli | Director | June 5, 2020 M | 121,144 | 0 | 0 | $0 |
| Bunte AL | Director | May 18, 2020 F | 54,626 | 0 | 0 | $0 |
| Dan Pulver | Director | Jan. 21, 2020 M | 115,564 | 0 | 0 | $0 |
| Robert F Kurlimsky | Director | March 1, 2018 M | 54,839 | 0 | 0 | $0 |
| Armando Geday | Director | Feb. 16, 2018 M | 72,046 | 0 | 0 | $0 |
| Joseph F Eazor | Director | Aug. 24, 2017 A | 12,045 | 0 | 0 | $0 |
| Thomas Barry | Director | Sept. 27, 2006 C | 63,496 | 0 | 0 | $0 |
| CREDIT SUISSE/ | 10% owner | Sept. 13, 2007 J | 4,004,214 | 0 | 0 | $0 |
| William Geoffrey Haydon | — | Aug. 10, 2026 S | 65,254 | 0 | 1 | $-42,590 |
| Shane A Sanders | — | Aug. 10, 2026 S | 8,696 | 0 | 1 | $-63,874 |
| Vivie Lee | — | Aug. 10, 2026 S | 15,140 | 0 | 1 | $-79,843 |
| Nicola Adamo | — | Aug. 6, 2026 A | 19,128 | 0 | 0 | $0 |
| Martha Helena Bejar | — | Aug. 6, 2026 A | 8,797 | 0 | 0 | $0 |
| Charles E Moran | — | Aug. 6, 2026 A | 15,447 | 0 | 0 | $0 |
| Keith Geeslin | — | Aug. 6, 2026 A | 35,941 | 0 | 0 | $0 |
| Richard Todd Bradley | — | Aug. 24, 2022 A | 10,953 | 0 | 0 | $0 |
| David R West | — | Jan. 3, 2014 F | 43,690 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 5 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| STARBOARD VALUE LP, STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD, STARBOARD VALUE AND OPPORTUNITY S LLC, STARBOARD VALUE AND OPPORTUNITY C LP, STARBOARD VALUE R LP, STARBOARD VALUE R GP LLC, STARBOARD VALUE AND OPPORTUNITY MASTER FUND L LP, STARBOARD VALUE L LP, STARBOARD X MASTER FUND LTD, STARBOARD VALUE GP LLC, STARBOARD PRINCIPAL CO LP, STARBOARD PRINCIPAL CO GP LLC, JEFFREY C. SMITH, PETER A. FELD ×7 filings | Dec. 2, 2022 | — | Initial filing | — | SEC |
| Elliott Associates, L.P., Elliott International, L.P., Elliott International Capital Advisors Inc. ×4 filings | Feb. 22, 2019 | — | Initial filing | — | SEC |
| Credit Suisse AG | Dec. 2, 2010 | — | Initial filing | Passive investment | SEC |
| Credit Suisse ×3 filings | Nov. 14, 2008 | — | Initial filing | — | SEC |
| Credit Suisse, on behalf of the Investment Banking division | Nov. 13, 2006 | — | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 91 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| DAT · ProShares Trust | 4.87% | 2,277 NS | May 31, 2026 | N-PORT |
| BUG · Global X Funds | 4.01% | 396,968 NS | May 31, 2026 | N-PORT |
| SRHQ · Elevation Series Trust | 1.52% | 29,664 NS | April 30, 2026 | N-PORT |
| SPIT · RBB Fund, Inc. | 1.50% | 4,346 NS | April 30, 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 1.31% | 130 NS | April 30, 2026 | N-PORT |
| CSMD · Professionally Managed Portfolios | 1.14% | 50,095 NS | April 30, 2026 | N-PORT |
| SMIZ · Zacks Trust | 1.05% | 22,775 NS | May 31, 2026 | N-PORT |
| AIS · Tidal Trust III | 1.00% | 58,618 NS | May 31, 2026 | N-PORT |
| QQQS · Invesco Exchange-Traded Fund Trust … | 0.56% | 943 SH | Aug. 8, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.47% | 15,688 SH | Aug. 8, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.37% | 47,945 SH | Aug. 8, 2026 | Daily |
| IWO · iShares Trust | 0.37% | 406,709 SH | Aug. 8, 2026 | Daily |
| NUSC · Nushares ETF Trust | 0.35% | 46,063 NS | April 30, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.24% | 3,104 NS | April 30, 2026 | N-PORT |
| ESSC · Strategy Shares | 0.24% | 623 NS | April 30, 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0.21% | 59 NS | May 29, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.20% | 43,370 SH | Aug. 8, 2026 | Daily |
| AFSM · First Trust Exchange-Traded Fund VI… | 0.20% | 1,656 NS | May 31, 2026 | N-PORT |
| ANEW · ProShares Trust | 0.20% | 129 NS | May 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.20% | 1,595 NS | April 30, 2026 | N-PORT |
| IGV · iShares Trust | 0.19% | 201,280 SH | Aug. 8, 2026 | Daily |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.19% | 24,829 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.19% | 257,765 SH | Aug. 8, 2026 | Daily |
| IWM · iShares Trust | 0.19% | 1,135,687 SH | Aug. 8, 2026 | Daily |
| IJK · iShares Trust | 0.18% | 147,345 SH | Aug. 8, 2026 | Daily |
| GSSC · Goldman Sachs ETF Trust | 0.18% | 14,700 NS | May 31, 2026 | N-PORT |
| XJH · iShares Trust | 0.17% | 5,582 SH | Aug. 8, 2026 | Daily |
| PKW · Invesco Exchange-Traded Fund Trust | 0.16% | 21,304 SH | Aug. 8, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | 0.16% | 546,282 SH | Aug. 8, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.16% | 66,574 SH | Aug. 8, 2026 | Daily |
| IJH · iShares Trust | 0.15% | 1,423,427 SH | Aug. 8, 2026 | Daily |
| ESML · iShares Trust | 0.14% | 31,324 SH | Aug. 8, 2026 | Daily |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 8,391 NS | April 30, 2026 | N-PORT |
| RSSL · Global X Funds | 0.13% | 19,148 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.13% | 2,082 NS | May 31, 2026 | N-PORT |
| SMLF · iShares Trust | 0.13% | 41,960 SH | Aug. 8, 2026 | Daily |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.13% | 13,826 SH | Aug. 8, 2026 | Daily |
| FSMD · FIDELITY COVINGTON TRUST | 0.13% | 30,531 NS | April 30, 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0.13% | 5,044 NS | April 30, 2026 | N-PORT |
| IJJ · iShares Trust | 0.12% | 81,559 SH | Aug. 8, 2026 | Daily |
| MVV · ProShares Trust | 0.11% | 1,520 NS | May 31, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.11% | 211,351 NS | May 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.10% | 7,285 SH | Aug. 8, 2026 | Daily |
| SCHM · SCHWAB STRATEGIC TRUST | 0.10% | 119,105 NS | May 31, 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0.10% | 1,295 NS | May 31, 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 0.09% | 5,838 NS | April 30, 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0.09% | 1,033,508 SH | Aug. 8, 2026 | Daily |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.09% | 17,728 NS | April 30, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.09% | 728 NS | April 30, 2026 | N-PORT |
| ISCB · iShares Trust | 0.08% | 1,828 SH | Aug. 8, 2026 | Daily |