Position in BOX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$6,873
+$751 QoQ
Shares Held
259
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#324
of 390 holders
Holding Since
Sep 2024
8 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, 2026WOLFF WIESE MAGANA LLC holds $7,500,343 across 26 Software - Infrastructure names. BOX ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,195 | $4,548,978 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,524 | $1,883,794 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
7,896 | $376,609 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,738 | $202,772 | |
| 5 | ORCL |
Oracle Corp
|
1,236 | $181,135 | |
| 6 | TOST |
Toast, Inc.
|
3,025 | $84,155 | |
| 7 | NET |
Cloudflare, Inc.
|
245 | $60,093 | |
| 8 | TWLO |
Twilio Inc
|
243 | $50,138 |
All Filings in BOX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,873 | 259 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $6,122 | 259 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,746 | 259 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,357 | 259 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $8,850 | 259 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,992 | 259 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $22,973 | 727 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $23,794 | 727 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||