Position in BOX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$32,613,038
+$2,010,138 QoQ
Shares Held
1,228,826
-5.1% QoQ
Ownership
0.888%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 390 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 87%
Shared 6%
None 7%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $10,474,306,673 across 27 Software - Infrastructure names. BOX ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
20,441,967 | $7,625,262,525 | |
| 2 | CHKP |
Check Point Software Technologies Ltd
|
8,569,897 | $1,126,341,557 | |
| 3 | MDB |
MongoDB, Inc.
|
1,263,690 | $424,473,469 | |
| 4 | OKTA |
Okta, Inc.
|
3,060,676 | $417,629,235 | |
| 5 | NET |
Cloudflare, Inc.
|
1,578,485 | $387,170,798 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
815,400 | $128,042,258 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
410,568 | $78,330,213 | |
| 8 | ACIW |
Aci Worldwide, Inc.
|
777,849 | $39,118,026 |
All Filings in BOX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,613,038 | 1,228,826 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $30,602,900 | 1,294,539 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $24,090,919 | 805,447 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $19,724,617 | 611,237 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $3,206,388 | 101,468 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,920,465 | 89,229 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,233,201 | 84,463 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,497,820 | 335,375 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,091,863 | 472,154 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $15,623,439 | 645,330 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $17,658,849 | 601,050 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,558,884 | 468,790 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,817,923 | 347,508 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,543,777 | 309,298 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,381,914 | 253,855 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $8,936,967 | 307,535 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $7,955,867 | 303,775 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $7,334,504 | 309,865 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,617,681 | 298,148 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,713,228 | 205,280 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $44,334,752 | 2,456,219 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $51,513,473 | 2,967,366 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $54,103,445 | 2,606,139 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $23,347,172 | 1,662,904 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||