Position in BOX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$417,819
+$47,192 QoQ
Shares Held
15,743
+0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#210
of 390 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Diversified Trust Co holds $152,307,063 across 36 Software - Infrastructure names. BOX ranks #31 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
225,992 | $84,299,535 | |
| 2 | NTAP |
NetApp, Inc.
|
41,902 | $6,484,753 | |
| 3 | PANW |
Palo Alto Networks Inc
|
16,247 | $5,540,551 | |
| 4 | ORCL |
Oracle Corp
|
35,842 | $5,252,644 | |
| 5 | DOX |
Amdocs Ltd
|
99,247 | $5,015,943 | |
| 6 | FTNT |
Fortinet, Inc.
|
30,938 | $4,752,695 | |
| 7 | NTNX |
Nutanix, Inc.
|
92,633 | $4,720,577 | |
| 8 | GEN |
Gen Digital Inc.
|
137,113 | $3,412,742 |
All Filings in BOX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,819 | 15,743 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $370,627 | 15,678 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $414,971 | 13,874 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $418,219 | 12,960 | Shares | Sole | 2025-10-20 | |
| 2024-09-30 | $432,199 | 13,205 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $713,351 | 26,980 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $742,323 | 26,212 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,108,682 | 43,291 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $800,842 | 33,079 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $1,096,931 | 37,336 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $290,296 | 10,836 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $272,294 | 8,747 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $213,339 | 8,747 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $219,899 | 8,747 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $381,586 | 13,131 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $854,396 | 32,623 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $714,739 | 30,196 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $661,821 | 25,903 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $615,236 | 26,796 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $578,484 | 32,049 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $341,141 | 19,651 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $417,587 | 20,115 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||