Position in BOX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$405,159
+$44,413 QoQ
Shares Held
15,266
+0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#212
of 390 holders
Holding Since
Mar 2020
22 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, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names. BOX ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in BOX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,159 | 15,266 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $360,746 | 15,260 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $451,222 | 15,086 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,356 | 135 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $3,041 | 89 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,363 | 109 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $253 | 0 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,507 | 57 | Shares | Sole | 2024-07-30 | |
| 2023-06-30 | $205 | 7 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $187 | 7 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $44 | 1,597 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $36,633 | 1,502 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $36,779 | 1,463 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $203 | 7 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $183 | 7 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $165 | 7 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $178 | 7 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $63,989 | 2,787 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $29,946 | 1,725 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||