Position in BOX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,026,143
-$169,847 QoQ
Shares Held
76,343
-17.8% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 391 holders
Holding Since
Mar 2021
16 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, 2026Gotham Asset Management, LLC holds $1,156,152,942 across 58 Software - Infrastructure names. BOX ranks #42 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
332,643 | $124,082,491 | |
| 2 | GEN |
Gen Digital Inc.
|
4,458,996 | $110,984,410 | |
| 3 | NTAP |
NetApp, Inc.
|
447,954 | $69,325,361 | |
| 4 | FFIV |
F5, Inc.
|
160,688 | $66,839,780 | |
| 5 | GDDY |
GoDaddy Inc.
|
745,244 | $63,256,310 | |
| 6 | DBX |
Dropbox, Inc.
|
2,238,153 | $61,482,062 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
505,520 | $58,979,018 | |
| 8 | TDC |
Teradata Corp /De/
|
1,574,768 | $54,565,711 |
All Filings in BOX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,026,143 | 76,343 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,195,990 | 92,893 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $307,468 | 9,730 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $1,721,614 | 65,114 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $583,873 | 20,617 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $361,891 | 14,948 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $319,037 | 10,859 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,687,502 | 62,990 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,020,970 | 32,797 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $699,724 | 28,689 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $321,792 | 12,800 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $259,011 | 8,913 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $740,077 | 28,258 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,386,835 | 100,838 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $914,204 | 35,781 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $237,819 | 10,358 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||