Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in BOX — Box Inc
CIK 1510434
Seattle, WA
Position in BOX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,133,337
+$137,857 QoQ
Shares Held
42,703
+1.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#149
of 391 holders
Holding Since
Mar 2020
26 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $120,590,670 across 25 Software - Infrastructure names. BOX ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
229,490 | $85,604,359 | |
| 2 | ORCL |
Oracle Corp
|
52,606 | $7,709,408 | |
| 3 | PANW |
Palo Alto Networks Inc
|
14,167 | $4,831,230 | |
| 4 | NTCT |
Netscout Systems Inc
|
94,629 | $4,121,092 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
27,800 | $3,243,425 | |
| 6 | RELY |
Remitly Global, Inc.
|
107,889 | $2,417,792 | |
| 7 | TWLO |
Twilio Inc
|
9,074 | $1,872,237 | |
| 8 | BOX |
Box Inc
This page
|
42,703 | $1,133,337 |
All Filings in BOX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,133,337 | 42,703 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $995,480 | 42,110 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,249,191 | 41,765 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,328,878 | 41,180 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,391,094 | 40,711 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,242,115 | 40,250 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,256,668 | 39,768 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,284,521 | 39,246 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,023,836 | 38,723 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,083,041 | 38,243 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $969,927 | 37,873 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $762,857 | 31,510 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $913,776 | 31,102 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $823,310 | 30,732 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $952,079 | 30,584 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $691,968 | 28,371 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $709,149 | 28,208 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $815,452 | 28,061 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $734,917 | 28,061 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $603,466 | 25,495 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $640,972 | 25,087 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $575,997 | 25,087 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $468,090 | 25,933 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $443,114 | 25,525 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $521,428 | 25,117 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $347,855 | 24,776 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||