Public record / Tickers / CVLT

CVLT — COMMVAULT SYSTEMS INC

Both disclosure regimes on one name: who in Congress filed about CVLT, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
11
all PTR rows naming CVLT
Members · 12m
2
3 buys · 1 sells · by trade date
Latest PTR
01-14
filed 2026-01-14
13F holders
363
top-363 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Josh Gottheimer · $1.0K–$15.0K

Sale · traded 2025-12-05 → filed 2026-01-14. Ranked over every CVLT row by the provable lower bound, never a point estimate.

2 members · 3 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

7 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CVLT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CVLT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-14Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 2025-12-05 +40d$1K–$15K
2025-11-18Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-03 +15d$1K–$15K
2025-11-18Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 10-03 LATE·46d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-10-15Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 09-23 +22d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in CVLT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CVLT in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-312$2.0K to $30.0K2
Josh Gottheimer D–NJ-52−$14.0K to $14.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · CVLT

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $444K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · COMMVAULT SYS INC

Merged timeline of congressional filings and notable-manager moves on CVLT
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fnew+5,700 sh
2026-05-15Soros Fund Management 13Fexit−70,000 sh
2026-05-15Moore Capital Management 13Fexit−2,009 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CVLT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$463M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$281M1
3VANGUARD CAPITAL MANAGEMENT LLC$155M1
4STATE STREET CORP$130M1
5Pictet Asset Management Holding SA$96.4M1
6TWO SIGMA INVESTMENTS, LP$87.5M1
7RENAISSANCE TECHNOLOGIES LLC$85.5M1
8AQR CAPITAL MANAGEMENT LLC$79.1M1
9FIRST TRUST ADVISORS LP$77.5M1
10MORGAN STANLEY$66.7M1
11D. E. Shaw & Co., Inc.$58.1M1
12UBS Group AG$46.5M1
13SCHRODER INVESTMENT MANAGEMENT GROUP$46.0M1
14Nuveen, LLC$45.9M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$45.5M1
16NORTHERN TRUST CORP$44.5M1
17MACKENZIE FINANCIAL CORP$37.5M1
18MANUFACTURERS LIFE INSURANCE COMPANY, THE$35.6M1
19DIMENSIONAL FUND ADVISORS LP$33.4M1
20MILLENNIUM MANAGEMENT LLC$32.1M1
21Champlain Investment Partners, LLC$30.5M1
22Global Alpha Capital Management Ltd.$28.7M1
23TD ASSET MANAGEMENT INC$26.7M1
24VANGUARD FIDUCIARY TRUST CO$23.8M1
25JACOBS LEVY EQUITY MANAGEMENT, INC$21.9M1
26BANK OF AMERICA CORP /DE/$20.3M1
27WELLINGTON MANAGEMENT GROUP LLP$19.9M1
28Qube Research & Technologies Ltd$18.9M1
29FMR LLC$16.9M1
30CITADEL ADVISORS LLC$16.1M1
31Epoch Investment Partners, Inc.$15.6M1
32ROYAL BANK OF CANADA$15.0M1
33WELLS FARGO & COMPANY/MN$14.7M1
34VICTORY CAPITAL MANAGEMENT INC$13.8M1
35Fisher Asset Management, LLC$12.6M1
36FRONTIER CAPITAL MANAGEMENT CO LLC$12.5M1
37Point72 Asset Management, L.P.$11.9M1
38SEI INVESTMENTS CO$11.3M1
39ALLIANCEBERNSTEIN L.P.$11.2M1
40BANK OF MONTREAL /CAN/$10.7M1
41PINNACLE ASSOCIATES LTD$10.3M1
42RAYMOND JAMES FINANCIAL INC$10.2M1
43ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9.9M1
44DEUTSCHE BANK AG\$9.4M1
45UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8.9M1
46BNP Paribas Asset Management Holding S.A.$8.2M1
47MIZUHO MARKETS AMERICAS LLC$8.0M1
48PRINCIPAL FINANCIAL GROUP INC$7.8M1
49Woodline Partners LP$7.8M1
50Invesco Ltd.$7.3M1
51Man Group plc$7.2M1
52Allianz Asset Management GmbH$7.2M1
53Aquatic Capital Management LLC$7.0M1
54Swiss National Bank$6.8M1
55OSAIC HOLDINGS, INC.$6.7M1
56Quantinno Capital Management LP$6.3M1
57Engineers Gate Manager LP$6.1M1
58OCCUDO QUANTITATIVE STRATEGIES LP$5.0M1
59Legal & General Group Plc$4.9M1
60Y-Intercept (Hong Kong) Ltd$4.8M1
61ZACKS INVESTMENT MANAGEMENT$4.3M1
62Retirement Systems of Alabama$4.2M1
63CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$4.1M1
64INTECH INVESTMENT MANAGEMENT LLC$4.0M1
65LAZARD ASSET MANAGEMENT LLC$4.0M1
66Clearline Capital LP$4.0M1
67ENVESTNET ASSET MANAGEMENT INC$3.8M1
68FRANKLIN RESOURCES INC$3.8M1
69Edgestream Partners, L.P.$3.8M1
70Schonfeld Strategic Advisors LLC$3.5M1
71Tidal Investments LLC$3.4M1
72HARBER ASSET MANAGEMENT LLC$3.2M1
73VANGUARD ASSET MANAGEMENT, Ltd$3.2M1
74Vontobel Holding Ltd.$3.2M1
75Amundi$3.1M1
76Universal- Beteiligungs- und Servicegesellschaft mbH$3.1M1
77Creative Planning$3.0M1
78FORA Capital, LLC$2.9M1
79Corient Private Wealth LLC$2.9M1
80Pathstone Holdings, LLC$2.4M1
81BARCLAYS PLC$2.3M1
82PRUDENTIAL FINANCIAL INC$2.2M1
83STATE OF WISCONSIN INVESTMENT BOARD$2.2M1
84SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.1M1
85Zurcher Kantonalbank (Zurich Cantonalbank)$2.1M1
86FOX RUN MANAGEMENT, L.L.C.$2.0M1
87State of New Jersey Common Pension Fund D$1.9M1
88Cerity Partners LLC$1.9M1
89Brevan Howard Capital Management LP$1.8M1
90Elo Mutual Pension Insurance Co$1.7M1
91Tejara Capital Ltd$1.7M1
92Walleye Capital LLC$1.7M1
93FIFTH THIRD BANCORP$1.6M1
94MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.6M1
95Vision Capital Management, Inc.$1.6M1
96Janus Henderson Group Ltd.$1.5M1
97AMERICAN CENTURY COMPANIES INC$1.5M1
98Inspire Investing, LLC$1.4M1
99Vanguard Global Advisers, LLC$1.4M1
100BOOTHBAY FUND MANAGEMENT, LLC$1.4M1
101MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.3M1
102Connor, Clark & Lunn Investment Management Ltd.$1.3M1
103DIVERSIFY WEALTH MANAGEMENT, LLC$1.3M1
104Boston Partners$1.2M1
105LPL Financial LLC$1.2M1
106Mariner, LLC$1.2M1
107VARCOV Co.$1.1M1
108STIFEL FINANCIAL CORP$1.1M1
109WINTON GROUP Ltd$1.1M1
110TWINBEECH CAPITAL LP$1.1M1
111Dynamic Technology Lab Private Ltd$1.0M1
112CWM, LLC$1.0M1
113CANADA PENSION PLAN INVESTMENT BOARD$997K1
114VOYA INVESTMENT MANAGEMENT LLC$988K1
115Quadrature Capital Ltd$965K1
116Arizona State Retirement System$943K1
117Ameritas Investment Partners, Inc.$912K1
118STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$900K1
119Diversified Trust Co$880K1
120ProShare Advisors LLC$860K1
121COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$858K1
122Headlands Technologies LLC$846K1
123CITIGROUP INC$841K1
124Vanguard Investments Australia, Ltd.$835K1
125STATE OF MICHIGAN RETIREMENT SYSTEM$827K1
126L2 Asset Management, LLC$799K1
127Gibbs Wealth Management$798K1
128PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$779K1
129NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$767K1
130CastleKnight Management LP$756K1
131Magnetar Financial LLC$749K1
132Federation des caisses Desjardins du Quebec$722K1
133Kestra Investment Management, LLC$720K1
134OREGON PUBLIC EMPLOYEES RETIREMENT FUND$705K1
135Vanguard Personalized Indexing Management, LLC$670K1
136XTX Topco Ltd$636K1
137Sivia Capital Partners, LLC$631K1
138AXA S.A.$585K1
139Palogic Value Management, L.P.$584K1
140Allspring Global Investments Holdings, LLC$573K1
141ExodusPoint Capital Management, LP$569K1
142New Age Alpha Advisors, LLC$565K1
143Cetera Investment Advisers$529K1
144Fieldview Capital Management, LLC$517K1
145AXQ CAPITAL, LP$513K1
146VIRTUS ADVISERS, LLC$509K1
147CIBC Bancorp USA Inc.$506K1
148XPONANCE LLC$499K1
149Blackstone Inc.$484K1
150Holocene Advisors, LP$478K1
151SummitTX Capital, L.P.$476K1
152&PARTNERS$470K1
153M&T BANK CORP$446K1
154Gotham Asset Management, LLC$444K1
155NorthCrest Asset Manangement, LLC$438K1
156Mirae Asset Global Investments Co., Ltd.$430K1
157US BANCORP \DE\$417K1
158Equitable Holdings, Inc.$416K1
159Kestra Advisory Services, LLC$413K1
160Portside Wealth Group, LLC$404K1
161Crossmark Global Holdings, Inc.$401K1
162Tower Research Capital LLC (TRC)$394K1
163Vise Technologies, Inc.$384K1
164ANGELES WEALTH MANAGEMENT, LLC$382K1
165Atria Investments, Inc$380K1
166WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$375K1
167MERCER GLOBAL ADVISORS INC /ADV$362K1
168CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$351K1
169GAGNON SECURITIES LLC$341K1
170F/m Investments LLC$331K1
171Dakota Wealth Management$331K1
172Graham Capital Management, L.P.$331K1
173Illinois Municipal Retirement Fund$296K1
174Centiva Capital, LP$296K1
175nVerses Capital, LLC$285K1
176FEDERATED HERMES, INC.$279K1
177GUGGENHEIM CAPITAL LLC$276K1
178Merit Financial Group, LLC$271K1
179EVOLVE PRIVATE WEALTH, LLC$262K1
180IMC-Chicago, LLC$256K1
181SECURIAN ASSET MANAGEMENT, INC$250K1
182ELEVATION POINT WEALTH PARTNERS, LLC$242K1
183Bridgefront Capital, LLC$238K1
184NewEdge Wealth, LLC$238K1
185Swiss Life Asset Management Ltd$237K1
186Callan Family Office, LLC$236K1
187FIDUCIARY TRUST CO$232K1
188COMMONWEALTH EQUITY SERVICES, LLC$230K1
189MIRABELLA FINANCIAL SERVICES LLP$225K1
190Ensign Peak Advisors, Inc$220K1
191IEQ CAPITAL, LLC$219K1
192Daiwa Securities Group Inc.$213K1
193Evanson Asset Management, LLC$210K1
194COMMERCE BANK$209K1
195HighTower Advisors, LLC$206K1
196Numerai GP LLC$206K1
197Alliance Wealth Advisors, LLC /UT$205K1
198Farringdon Capital, Ltd.$200K1
199TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$153K1
200Central Pacific Bank - Trust Division$141K1
201Rockefeller Capital Management L.P.$130K1
202Advisors Asset Management, Inc.$121K1
203ACADIAN ASSET MANAGEMENT LLC$97.7K1
204Byrne Asset Management LLC$80.7K1
205UMB Bank, n.a.$66.5K1
206Steward Partners Investment Advisory, LLC$61.1K1
207Allworth Financial LP$56.2K1
208SIGNATUREFD, LLC$46.8K1
209NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$45.5K1
210NATIXIS$41.6K1
211State of Wyoming$40.4K1
212QUADRANT CAPITAL GROUP LLC$34.8K1
213Aster Capital Management (DIFC) Ltd$27.5K1
214ASSETMARK, INC$27.0K1
215Pinnacle Wealth Planning Services, Inc.$24.9K1
216Eurizon Capital SGR S.p.A.$21.3K1
217Kemnay Advisory Services Inc.$19.5K1
218MAI Capital Management$19.1K1
219Blue Trust, Inc.$16.4K1
220Banque Cantonale Vaudoise$16.0K1
221True Wealth Design, LLC$15.5K1
222Mitsubishi UFJ Asset Management Co., Ltd.$14.7K1
223CANADA LIFE ASSURANCE Co$14.2K1
224Crewe Advisors LLC$12.1K1
225Acumen Wealth Advisors, LLC$12.0K1
226Smartleaf Asset Management LLC$10.5K1
227Arax Advisory Partners$9.0K1
228SWAN Capital LLC$8.1K1
229Transamerica Financial Advisors, LLC$6.5K1
230Parkside Financial Bank & Trust$6.3K1
231SJS Investment Consulting Inc.$5.0K1
232AMERIFLEX GROUP, INC.$3.9K1
233Salomon & Ludwin, LLC$3.6K1
234THRIVENT FINANCIAL FOR LUTHERANS$3.6K1
235Larson Financial Group LLC$3.4K1
236BARROW HANLEY MEWHINNEY & STRAUSS LLC$2.9K1
237Bell Investment Advisors, Inc$2.7K1
238Private Wealth Management Group, LLC$2.5K1
239Financial Network Wealth Advisors LLC$1.9K1
240Prestige Wealth Management Group LLC$1.9K1
241Marquette Asset Management, LLC$1.7K1
242Elequin Capital, LP$1.7K1
243WealthCollab, LLC$1.7K1
244WPG Advisers, LLC$1.7K1
245JPL Wealth Management, LLC$1.4K1
246Kilter Group LLC$1.2K1
247Quarry LP$1.2K1
248TEALWOOD ASSET MANAGEMENT INC$1.2K1
249Rachor Investment Advisory Services, LLC$1.2K1
250Raleigh Capital Management Inc.$1.1K1
251TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.0K1
252Godfrey Financial Associates, Inc.$1.0K1
253Key FInancial Inc$9741
254State of Alaska, Department of Revenue$8001
255Clearstead Advisors, LLC$7791
256Glen Eagle Advisors, LLC$7791
257LORD, ABBETT & CO. LLC$7251
258CENTRAL TRUST Co$7021
259CVA Family Office, LLC$7011
260PICTON MAHONEY ASSET MANAGEMENT$6231
261Addison Advisors LLC$4681
262Physician Wealth Advisors, Inc.$3901
263Rakuten Securities, Inc.$3891
264GSA CAPITAL PARTNERS LLP$3441
265DekaBank Deutsche Girozentrale$3091
266Summit Global Investments$2641
267JFS WEALTH ADVISORS, LLC$2341
268MV CAPITAL MANAGEMENT, INC.$2341
269Vestcor Inc$2211
270American Capital Advisory, LLC$1561
271KBC Group NV$1191
272SHP Wealth Management$781
273TD Waterhouse Canada Inc.$781
274Atlantic Union Bankshares Corp$21
275Capital Advisors, Ltd. LLC$21
276VANGUARD GROUP INC$01
277FIL Ltd$01
278MML INVESTORS SERVICES, LLC$01
279TEACHER RETIREMENT SYSTEM OF TEXAS$01
280HARBOUR INVESTMENTS, INC.$01
281OPPENHEIMER & CO INC$01
282HSBC HOLDINGS PLC$01
283KORNITZER CAPITAL MANAGEMENT INC /KS$01
284COMERICA BANK$01
285BLAIR WILLIAM & CO/IL$01
286GROUP ONE TRADING LLC$01
287SHELTON CAPITAL MANAGEMENT$01
288VIRGINIA RETIREMENT SYSTEMS ET Al$01
289HBK INVESTMENTS L P$01
290Granahan Investment Management, LLC$01
291SOROS FUND MANAGEMENT LLC$01
292OAK RIDGE INVESTMENTS LLC$01
293CIBC WORLD MARKETS CORP$01
294WCM INVESTMENT MANAGEMENT, LLC$01
295COLDSTREAM CAPITAL MANAGEMENT INC$01
296MOODY NATIONAL BANK TRUST DIVISION$01
297FORMULA GROWTH LTD$01
298AXIOM INVESTORS LLC /DE$01
299PROFUND ADVISORS LLC$01
300NEW YORK LIFE INVESTMENT MANAGEMENT LLC$01
301WESTFIELD CAPITAL MANAGEMENT CO LP$01
302BALYASNY ASSET MANAGEMENT L.P.$01
303CIBC Private Wealth Group LLC$01
304AMI ASSET MANAGEMENT CORP$01
305NORGES BANK$01
306Laurion Capital Management LP$01
307Employees Retirement System of Texas$01
308Robeco Institutional Asset Management B.V.$01
309Capital Research Global Investors$01
310O'SHAUGHNESSY ASSET MANAGEMENT, LLC$01
311MOORE CAPITAL MANAGEMENT, LP$01
312BENJAMIN EDWARDS INC$01
313Alyeska Investment Group, L.P.$01
314Verition Fund Management LLC$01
315TWO SIGMA ADVISERS, LP$01
316SIMPLEX TRADING, LLC$01
317Focus Partners Wealth$01
318PDT Partners, LLC$01
319LMR Partners LLP$01
320JANE STREET GROUP, LLC$01
321Avior Wealth Management, LLC$01
322Versor Investments LP$01
323Sender Co & Partners, Inc.$01
324Farmers & Merchants Trust Co of Chambersburg PA$01
325Measured Wealth Private Client Group, LLC$01
326DV Trading LLC$01
327Atom Investors LP$01
328Vident Advisory, LLC$01
329Global Retirement Partners, LLC$01
330Qsemble Capital Management, LP$01
331Qtron Investments LLC$01
332Cinctive Capital Management LP$01
333Avion Wealth$01
334Marks Group Wealth Management, Inc$01
335TFC Financial Management, Inc.$01
336Ardmore Road Asset Management LP$01
337Mach-1 Financial Group, LLC$01
338B. Metzler seel. Sohn & Co. AG$01
339Spire Wealth Management$01
340AlphaQuest LLC$01
341SageView Advisory Group, LLC$01
342Quantum Private Wealth, LLC$01
343Dunhill Financial, LLC$01
344Caitong International Asset Management Co., Ltd$01
345Polymer Capital Management (US) LLC$01
346Frank, Rimerman Advisors LLC$01
347NORDEN GROUP LLC$01
348DiNuzzo Private Wealth, Inc.$01
349Financiere des Professionnels - Fonds d'investissement inc.$01
350Freestone Grove Partners LP$01
351Turning Point Benefit Group, Inc.$01
352Scientech Research LLC$01
353Diversify Advisory Services, LLC$01
354Jain Global LLC$01
355City Center Advisors, LLC$01
356Reyes Financial Architecture, Inc.$01
357Rialto Wealth Management, LLC$01
358HFM Investment Advisors, LLC$01
359OPTIMA CAPITAL LLC$01
360Keating Financial Advisory Services, Inc.$01
361EFG International AG$01
362Fideuram Asset Management (Ireland) dac$01
363Greenline Wealth Management LLC$01
Truncated by Public Filings. The published aggregate ranks the top 363 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 1 sell
Congress net ($ bound)−$12.0K to $44.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CVLT

RETAINED WINDOW · ACTIVE HITS

Zero hits on CVLT in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CVLT · financials and macro

Financials — as filed PLANNED

CVLT's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CVLT on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing