Position in BOX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,237
-$9,032 QoQ
Shares Held
122
-76.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#337
of 390 holders
Holding Since
Mar 2024
8 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, 2026MATHER GROUP, LLC. holds $53,736,815 across 31 Software - Infrastructure names. BOX ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
108,006 | $40,288,398 | |
| 2 | ORCL |
Oracle Corp
|
23,643 | $3,464,881 | |
| 3 | PANW |
Palo Alto Networks Inc
|
7,541 | $2,571,631 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
20,309 | $2,369,451 | |
| 5 | SNPS |
Synopsys Inc
|
2,703 | $1,205,727 | |
| 6 | NTAP |
NetApp, Inc.
|
5,641 | $873,001 | |
| 7 | FTNT |
Fortinet, Inc.
|
4,153 | $637,983 | |
| 8 | FFIV |
F5, Inc.
|
1,332 | $554,058 |
All Filings in BOX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,237 | 122 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $12,269 | 519 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $16,748 | 519 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $16,016 | 519 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $16,400 | 519 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,993 | 122 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,225 | 122 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $3,455 | 122 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||