Position in BOX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$991,189
+$84,690 QoQ
Shares Held
37,347
-2.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#161
of 390 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $433,949,596 across 42 Software - Infrastructure names. BOX ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
738,401 | $275,438,341 | |
| 2 | ORCL |
Oracle Corp
|
172,605 | $25,295,262 | |
| 3 | PANW |
Palo Alto Networks Inc
|
74,030 | $25,245,710 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
214,070 | $24,975,546 | |
| 5 | FTNT |
Fortinet, Inc.
|
59,634 | $9,160,975 | |
| 6 | TWLO |
Twilio Inc
|
42,214 | $8,710,014 | |
| 7 | SNPS |
Synopsys Inc
|
17,893 | $7,981,530 | |
| 8 | OKTA |
Okta, Inc.
|
46,770 | $6,381,766 |
All Filings in BOX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $991,189 | 37,347 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $906,499 | 38,346 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,178,543 | 39,403 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,458,991 | 45,212 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,855,055 | 54,289 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,643,140 | 53,245 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,715,532 | 54,289 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,839,098 | 56,190 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,525,958 | 57,714 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,837,543 | 64,885 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||