Position in BOX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$817,936
+$92,141 QoQ
Shares Held
30,819
+0.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#175
of 390 holders
Holding Since
Sep 2023
12 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, 2026Linden Thomas Advisory Services, LLC holds $65,130,991 across 20 Software - Infrastructure names. BOX ranks #13 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
38,340 | $13,074,706 | |
| 2 | MSFT |
Microsoft Corp
|
27,747 | $10,350,185 | |
| 3 | FFIV |
F5, Inc.
|
23,286 | $9,686,044 | |
| 4 | FTNT |
Fortinet, Inc.
|
53,077 | $8,153,688 | |
| 5 | OKTA |
Okta, Inc.
|
32,429 | $4,424,937 | |
| 6 | ORCL |
Oracle Corp
|
22,069 | $3,234,211 | |
| 7 | NTAP |
NetApp, Inc.
|
20,872 | $3,230,150 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
24,405 | $2,847,331 |
All Filings in BOX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,936 | 30,819 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $725,795 | 30,702 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $816,094 | 27,285 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $867,998 | 26,898 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $845,502 | 24,744 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $763,908 | 24,754 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $764,151 | 24,182 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $795,011 | 24,290 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $646,986 | 24,470 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,491,302 | 52,659 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,333,205 | 52,058 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,270,177 | 52,465 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||