Position in BOX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$126,001
-$79,019 QoQ
Shares Held
5,330
-11.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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, 2026Corient IA LLC holds $5,335,140 across 6 Software - Infrastructure names.
All Filings in BOX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126,001 | 5,330 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $205,020 | 6,000 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||