Position in BOX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,136,578
-$9,061,038 QoQ
Shares Held
193,541
-67.8% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#81
of 390 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Point72 Asset Management, L.P. holds $2,394,989,303 across 54 Software - Infrastructure names. BOX ranks #32 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORCL |
Oracle Corp
|
3,410,580 | $499,820,499 | |
| 2 | XYZ |
Block, Inc.
|
4,470,306 | $339,743,256 | |
| 3 | AKAM |
Akamai Technologies Inc
|
2,575,659 | $304,468,650 | |
| 4 | OKTA |
Okta, Inc.
|
1,851,774 | $252,674,562 | |
| 5 | FFIV |
F5, Inc.
|
242,125 | $100,714,315 | |
| 6 | VRSN |
Verisign Inc/Ca
|
379,395 | $95,440,606 | |
| 7 | GTLB |
Gitlab Inc.
|
2,351,909 | $71,803,781 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
456,866 | $71,741,667 |
All Filings in BOX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,136,578 | 193,541 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $14,197,616 | 600,576 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $33,805,687 | 1,130,247 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $24,690,680 | 765,128 | Shares | Defined | 2025-11-14 | |
| 2023-12-31 | $2,097,459 | 81,900 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $3,911 | 146 | Shares | Defined | 2023-05-15 | |
| 2020-09-30 | $770,037 | 44,357 | Shares | Defined | 2020-11-16 | |
| 2020-03-31 | $1,213,041 | 86,399 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||