Position in BOX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$178,003
+$20,514 QoQ
Shares Held
6,707
+0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 390 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $635,352,526 across 80 Software - Infrastructure names. BOX ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
999,760 | $372,930,475 | |
| 2 | PANW |
Palo Alto Networks Inc
|
222,654 | $75,929,467 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
319,916 | $61,035,174 | |
| 4 | ORCL |
Oracle Corp
|
233,556 | $34,227,631 | |
| 5 | CRWV |
CoreWeave, Inc.
|
305,710 | $30,430,373 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
207,382 | $24,195,257 | |
| 7 | SNPS |
Synopsys Inc
|
20,602 | $9,189,934 | |
| 8 | FTNT |
Fortinet, Inc.
|
52,532 | $8,069,965 |
All Filings in BOX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,003 | 6,707 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $157,489 | 6,662 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $311,662 | 10,420 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $337,737 | 10,466 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $359,810 | 10,530 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $614,607 | 19,916 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $629,345 | 19,916 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $654,829 | 20,007 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $551,115 | 20,844 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $591,349 | 20,881 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $58,288 | 2,276 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $54,859 | 2,266 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $123,278 | 4,196 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $112,410 | 4,196 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $130,621 | 4,196 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $102,340 | 4,196 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $100,384 | 3,993 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $150,908 | 5,193 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $140,142 | 5,351 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $122,918 | 5,193 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $132,681 | 5,193 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $135,303 | 5,893 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $109,978 | 6,093 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $149,868 | 8,633 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $114,346 | 5,508 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,194 | 370 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||