Position in BOX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$498,553
+$170,099 QoQ
Shares Held
18,785
+35.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#199
of 391 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $2,390,075,504 across 76 Software - Infrastructure names. BOX ranks #47 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,623,847 | $1,351,767,407 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,217,668 | $415,249,141 | |
| 3 | VRSN |
Verisign Inc/Ca
|
682,683 | $171,735,735 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
578,848 | $110,435,515 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
893,038 | $104,190,743 | |
| 6 | ORCL |
Oracle Corp
|
428,059 | $62,732,046 | |
| 7 | FTNT |
Fortinet, Inc.
|
164,151 | $25,216,876 | |
| 8 | NET |
Cloudflare, Inc.
|
88,242 | $21,643,997 |
All Filings in BOX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,553 | 18,785 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $328,454 | 13,894 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $330,355 | 11,045 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $358,293 | 11,103 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $363,773 | 10,646 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $324,462 | 10,514 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $308,510 | 9,763 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $341,406 | 10,431 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $297,159 | 11,239 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $302,485 | 10,681 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $399,439 | 15,597 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $795,806 | 32,871 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $878,667 | 29,907 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $878,390 | 32,788 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,190,131 | 38,231 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $923,454 | 37,862 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $995,368 | 39,593 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,101,926 | 37,919 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,289,700 | 49,244 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $23,930 | 1,011 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $11,165 | 437 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,469 | 64 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $47,056 | 2,607 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $82,303 | 4,741 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $90,783 | 4,373 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||