Position in BOX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,424,192
+$926,025 QoQ
Shares Held
242,057
+4.1% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 390 holders
Holding Since
Mar 2021
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $6,577,302,767 across 71 Software - Infrastructure names. BOX ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,497,807 | $4,288,911,967 | |
| 2 | ORCL |
Oracle Corp
|
2,807,230 | $411,399,556 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,010,228 | $344,507,952 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,596,688 | $304,624,120 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,228,011 | $143,272,043 | |
| 6 | SNPS |
Synopsys Inc
|
315,493 | $140,731,962 | |
| 7 | VRSN |
Verisign Inc/Ca
|
531,550 | $133,716,718 | |
| 8 | FTNT |
Fortinet, Inc.
|
570,526 | $87,644,204 |
All Filings in BOX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,424,192 | 242,057 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,498,167 | 232,579 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,874,375 | 263,269 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,985,288 | 340,418 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $12,185,158 | 356,604 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $11,108,026 | 359,949 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,630,538 | 368,055 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,150,587 | 371,237 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,774,695 | 331,872 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,283,769 | 292,506 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,343,206 | 286,732 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,198,353 | 338,635 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,069,600 | 138,516 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,895,967 | 332,063 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,442,282 | 142,701 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,102,651 | 127,210 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,508,117 | 99,766 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,520,460 | 86,733 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,923,315 | 73,437 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $363,287 | 15,348 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $333,708 | 13,061 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $272,190 | 11,855 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||