Number of Shares
2,305.00
Current Holdings Value*
$363,640.00
% of Portfolio
2.03%
Total Estimate Gain
$748,348.00
% of Total Estimate Gain
44.00%

Lisanti Small Cap Growth Fund's CommVault Systems Inc Holding Summary

As of 2025-03-31, FORUM FUNDS held 2,305.00 shares of CommVault Systems Inc(CVLT), totaling $363,640.00. This investment constitutes 2.03% of their stock portfolio, and FORUM FUNDS now holds 0.01% of the outstanding CommVault Systems Inc(CVLT) stock.

The initial trade took place in 2021Q1. And since then Lisanti Small Cap Growth Fund has made 5 purchases of CVLT, at an average price of $70.42, for a total of 24,155.00 shares. In addition, there have been 3 sales at an average price of $94.68 for 21,850.00 shares. Based on historical transaction data and CVLT's current price of $165.05, Lisanti Small Cap Growth Fund's estimated gain on his CVLT holdings is $748,348.00, reflecting a 44.00% gain to date.

Lisanti Small Cap Growth Fund CVLT ($165.05) Holding Chart

Lisanti Small Cap Growth Fund CVLT ($165.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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