Position in BOX
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$750,309
-$199,004 QoQ
Shares Held
31,739
0.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Jones Kertz & Associates, Inc. holds $17,321,326 across 3 Software - Infrastructure names.
All Filings in BOX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $750,309 | 31,739 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $949,313 | 31,739 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||