Position in BOX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,811,758
-$490,246 QoQ
Shares Held
369,697
-15.2% QoQ
Ownership
0.267%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#56
of 391 holders
Holding Since
Sep 2020
18 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, 2026SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC holds $436,616,369 across 38 Software - Infrastructure names. BOX ranks #15 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
183,132 | $68,311,898 | |
| 2 | XYZ |
Block, Inc.
|
442,561 | $33,634,636 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
143,540 | $27,385,278 | |
| 4 | GDDY |
GoDaddy Inc.
|
311,214 | $26,415,844 | |
| 5 | NTNX |
Nutanix, Inc.
|
502,238 | $25,594,048 | |
| 6 | CPAY |
Corpay, Inc.
|
75,654 | $25,213,208 | |
| 7 | TOST |
Toast, Inc.
|
879,896 | $24,478,706 | |
| 8 | ORCL |
Oracle Corp
|
159,214 | $23,332,811 |
All Filings in BOX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,811,758 | 369,697 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,302,004 | 435,787 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $4,830,044 | 149,676 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $228,939 | 6,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,278,794 | 73,843 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,682,411 | 116,532 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $5,613,635 | 212,316 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $5,256,588 | 185,614 | Shares | Defined | 2024-05-07 | |
| 2023-03-31 | $493,150 | 18,408 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $685,731 | 22,028 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,062,818 | 43,576 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $2,146,807 | 73,875 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,311,333 | 50,070 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,839,378 | 204,452 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,644,352 | 220,914 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $4,787,114 | 208,498 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,688,264 | 204,336 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $336,193 | 19,366 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||