Position in BOX
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$398,570
-$85,523 QoQ
Shares Held
16,860
+4.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Janney Montgomery Scott LLC holds $1,286,166,732 across 43 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,289,585 | $854,060,996 | |
| 2 | PANW |
Palo Alto Networks Inc
|
393,652 | $134,243,205 | |
| 3 | ORCL |
Oracle Corp
|
421,145 | $61,718,799 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
440,180 | $51,355,800 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
224,432 | $42,818,259 | |
| 6 | FTNT |
Fortinet, Inc.
|
235,620 | $36,195,944 | |
| 7 | NTAP |
NetApp, Inc.
|
141,634 | $21,919,277 | |
| 8 | SNPS |
Synopsys Inc
|
45,732 | $20,399,673 |
All Filings in BOX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $398,570 | 16,860 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $484,093 | 16,185 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $603,545 | 18,703 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $274,282 | 8,027 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $250,860 | 8,129 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $246,701 | 7,807 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $242,725 | 7,416 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $726,057 | 29,990 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,177,932 | 40,093 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,025,762 | 38,289 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,184,154 | 38,039 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $847,893 | 34,764 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $890,307 | 35,414 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,208,401 | 41,583 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,123,262 | 42,889 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $960,954 | 40,598 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,230,947 | 48,178 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $860,770 | 37,490 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $742,757 | 41,150 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $745,959 | 42,970 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $853,443 | 41,110 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $521,024 | 37,110 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||