Position in BOX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,270
+$1,450 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#312
of 390 holders
Holding Since
Mar 2020
21 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, 2026NewEdge Advisors, LLC holds $969,757,045 across 71 Software - Infrastructure names. BOX ranks #56 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,661,376 | $619,726,475 | |
| 2 | PANW |
Palo Alto Networks Inc
|
467,364 | $159,380,471 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
548,759 | $64,023,712 | |
| 4 | ORCL |
Oracle Corp
|
409,753 | $60,049,302 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
116,140 | $22,157,769 | |
| 6 | CRWV |
CoreWeave, Inc.
|
77,332 | $7,697,627 | |
| 7 | NET |
Cloudflare, Inc.
|
28,475 | $6,984,348 | |
| 8 | SNPS |
Synopsys Inc
|
8,556 | $3,816,574 |
All Filings in BOX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,270 | 500 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,820 | 500 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $14,955 | 500 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $16,135 | 500 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $17,085 | 500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,430 | 500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,800 | 500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,365 | 500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,220 | 500 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $396,366 | 13,996 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $404,638 | 15,800 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $335,235 | 13,847 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $357,672 | 12,174 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $699,004 | 26,092 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $214,828 | 6,901 | Shares | Sole | 2023-02-14 | |
| 2021-06-30 | $259,204 | 10,145 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $240,620 | 10,480 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $239,433 | 13,265 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $277,777 | 16,001 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $369,548 | 17,801 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $265,468 | 18,908 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||