Position in BOX
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$2,346,772
+$536,090 QoQ
Shares Held
88,424
+15.4% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#113
of 390 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $1,249,192,487 across 83 Software - Infrastructure names. BOX ranks #27 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,166,180 | $808,028,463 | |
| 2 | ORCL |
Oracle Corp
|
580,555 | $85,080,335 | |
| 3 | PANW |
Palo Alto Networks Inc
|
225,680 | $76,961,393 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
385,533 | $44,980,135 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
152,248 | $29,046,634 | |
| 6 | FTNT |
Fortinet, Inc.
|
155,864 | $23,943,827 | |
| 7 | VRSN |
Verisign Inc/Ca
|
71,469 | $17,978,741 | |
| 8 | SNPS |
Synopsys Inc
|
31,444 | $14,026,225 |
All Filings in BOX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,346,772 | 88,424 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,810,682 | 76,594 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,947,828 | 65,123 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,220,143 | 68,799 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,363,914 | 69,181 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,302,865 | 74,623 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,503,415 | 79,222 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,685,496 | 82,050 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,213,424 | 83,715 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $344,909 | 12,179 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $433,116 | 16,912 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $701,508 | 28,976 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $372,156 | 12,667 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $373,693 | 13,949 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $378,136 | 12,147 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $346,679 | 14,214 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $321,414 | 12,785 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $201,153 | 6,922 | Shares | Sole | 2022-05-10 | |
| 2020-03-31 | $146,016 | 10,400 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||