Position in BOX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,654
+$290 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#344
of 390 holders
Holding Since
Mar 2021
22 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, 2026Key Financial Inc holds $15,376,177 across 17 Software - Infrastructure names. BOX ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,910 | $10,784,008 | |
| 2 | ORCL |
Oracle Corp
|
14,220 | $2,083,941 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
17,849 | $2,082,442 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,048 | $145,378 | |
| 5 | AKAM |
Akamai Technologies Inc
|
1,003 | $118,564 | |
| 6 | FTNT |
Fortinet, Inc.
|
450 | $69,129 | |
| 7 | VRSN |
Verisign Inc/Ca
|
100 | $25,156 | |
| 8 | SNPS |
Synopsys Inc
|
47 | $20,965 |
All Filings in BOX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,654 | 100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,364 | 100 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,991 | 100 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,227 | 100 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,417 | 100 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,086 | 100 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,160 | 100 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,273 | 100 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,644 | 100 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,832 | 100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,561 | 100 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,421 | 100 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,938 | 100 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,679 | 100 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,113 | 100 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,439 | 100 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,514 | 100 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,906 | 100 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,619 | 100 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,367 | 100 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,555 | 100 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,296 | 100 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||