Smith Group Asset Management, LLC

Position in BOX — Box Inc

CIK 1893134 DALLAS, TX

Position in BOX

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$622,748

+$32,086 QoQ

Shares Held

26,343

+33.4% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Smith Group Asset Management, LLC holds $98,315,899 across 9 Software - Infrastructure names. BOX ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	175,269	$64,879,325
2	OKTA	Okta, Inc.	377,105	$29,681,934
3	PLTR	Palantir Technologies Inc.	4,693	$686,492
4	BOX	Box Inc This page	26,343	$622,748
5	RBRK	Rubrik, Inc.	12,602	$617,119
6	AVPT	AvePoint, Inc.	62,120	$590,761
7	EVTC	EVERTEC, Inc.	17,697	$499,409
8	QLYS	Qualys, Inc.	4,819	$423,349

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.