Position in BOX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$70,812,115
+$7,577,884 QoQ
Shares Held
2,668,128
-0.3% QoQ
Ownership
1.93%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 390 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 90%
Shared 5%
None 5%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $20,001,956,160 across 85 Software - Infrastructure names. BOX ranks #32 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
30,610,857 | $11,418,461,876 | |
| 2 | ORCL |
Oracle Corp
|
8,911,911 | $1,306,040,554 | |
| 3 | FTNT |
Fortinet, Inc.
|
4,285,254 | $658,300,717 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,960,053 | $462,019,381 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,310,622 | $446,948,312 | |
| 6 | NTAP |
NetApp, Inc.
|
2,220,548 | $343,652,007 | |
| 7 | AKAM |
Akamai Technologies Inc
|
2,597,753 | $307,080,379 | |
| 8 | TWLO |
Twilio Inc
|
1,435,153 | $296,115,117 |
All Filings in BOX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,812,115 | 2,668,128 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $63,234,231 | 2,674,883 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $79,587,516 | 2,660,900 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $85,569,259 | 2,651,666 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $90,422,325 | 2,646,249 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $86,024,686 | 2,787,579 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $82,490,219 | 2,610,450 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $85,067,690 | 2,599,074 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $67,809,819 | 2,564,668 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $66,137,223 | 2,335,354 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $56,521,524 | 2,207,010 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $52,288,513 | 2,159,790 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $64,005,415 | 2,178,537 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $55,432,257 | 2,069,140 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $58,067,067 | 1,865,309 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $41,725,238 | 1,710,752 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $35,641,428 | 1,417,718 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $31,712,393 | 1,091,273 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $24,103,285 | 920,324 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $20,799,988 | 878,749 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $10,776,785 | 421,792 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,293,519 | 230,554 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||