Position in BOX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$696,382
-$468,850 QoQ
Shares Held
26,239
-32.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 390 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $4,131,120,429 across 56 Software - Infrastructure names. BOX ranks #40 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,433,235 | $2,399,725,316 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,108,508 | $719,043,395 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,370,232 | $261,419,708 | |
| 4 | ORCL |
Oracle Corp
|
1,154,283 | $169,160,170 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
955,741 | $111,506,300 | |
| 6 | FTNT |
Fortinet, Inc.
|
703,513 | $108,073,664 | |
| 7 | DOX |
Amdocs Ltd
|
1,359,637 | $68,716,051 | |
| 8 | NET |
Cloudflare, Inc.
|
157,370 | $38,599,712 |
All Filings in BOX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,382 | 26,239 | Shares | Defined | 2026-08-12 | |
| 2025-12-31 | $1,165,232 | 38,958 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,541,860 | 47,780 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,742,190 | 50,986 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,394,623 | 45,192 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,703,996 | 53,924 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,342,778 | 41,026 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $805,995 | 30,484 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,039,370 | 36,701 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,054,055 | 41,158 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,002,487 | 41,408 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,588,458 | 54,066 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,611,283 | 60,145 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,997,206 | 64,157 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,387,058 | 56,870 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,460,633 | 58,100 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,854,143 | 63,804 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,751,979 | 66,895 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,276,025 | 53,909 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,223,001 | 47,867 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,463,240 | 63,730 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $390,204 | 21,618 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $826,509 | 47,610 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $499,568 | 24,064 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $246,444 | 17,553 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||