Smith Group Asset Management, LLC

Position in BOX — Box Inc

CIK 1893134 DALLAS, TX

Position in BOX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$710,051

+$87,303 QoQ

Shares Held

26,754

+1.6% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#184

of 391 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

Smith Group Asset Management, LLC holds $131,135,549 across 11 Software - Infrastructure names. BOX ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	186,902	$69,718,184
2	OKTA	Okta, Inc.	406,370	$55,449,186
3	RBRK	Rubrik, Inc.	13,247	$1,063,469
4	QLYS	Qualys, Inc.	6,289	$864,674
5	BOX	Box Inc This page	26,754	$710,051
6	AVPT	AvePoint, Inc.	62,638	$702,171
7	FTNT	Fortinet, Inc.	4,052	$622,468
8	PLTR	Palantir Technologies Inc.	5,025	$586,266

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$710,051	26,754	+1.6%	Shares	Sole	2026-08-03
2026-03-31	$622,748	26,343	+33.4%	Shares	Sole	2026-05-18
2025-12-31	$590,662	19,748	+2.4%	Shares	Sole	2026-02-10
2025-09-30	$622,101	19,278	+3.0%	Shares	Sole	2025-11-13
2025-06-30	$639,525	18,716	0.0%	Shares	Sole	2025-07-31
2025-03-31	$577,575	18,716	+0.4%	Shares	Sole	2025-04-28
2024-12-31	$589,182	18,645	+14.8%	Shares	Sole	2025-01-23
2024-09-30	$531,469	16,238	+25.1%	Shares	Sole	2024-10-25
2024-06-30	$343,323	12,985	+0.6%	Shares	Sole	2024-07-31
2024-03-31	$365,497	12,906	0.0%	Shares	Sole	2024-04-30
2023-12-31	$330,522	12,906	-2.8%	Shares	Sole	2024-02-12
2022-03-31	$385,829	13,277	-42.3%	Shares	Sole	2022-05-05
2021-12-31	$602,422	23,002	-2.5%	Shares	Sole	2022-02-02
2021-09-30	$558,422	23,592	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.