Position in BOX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,850
+$7,461 QoQ
Shares Held
861
+32.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#299
of 390 holders
Holding Since
Sep 2022
16 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, 2026UMB Bank, n.a. holds $290,860,455 across 54 Software - Infrastructure names. BOX ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
512,172 | $191,050,398 | |
| 2 | PANW |
Palo Alto Networks Inc
|
125,903 | $42,935,440 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
161,284 | $18,817,003 | |
| 4 | ORCL |
Oracle Corp
|
95,228 | $13,955,662 | |
| 5 | FTNT |
Fortinet, Inc.
|
68,514 | $10,525,120 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
50,880 | $9,707,140 | |
| 7 | NET |
Cloudflare, Inc.
|
2,460 | $603,388 | |
| 8 | TWLO |
Twilio Inc
|
2,025 | $417,817 |
All Filings in BOX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,850 | 861 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,389 | 651 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $16,809 | 562 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,878 | 616 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $16,401 | 480 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $15,615 | 506 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,680 | 338 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $10,408 | 318 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,728 | 141 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,642 | 58 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $10,167 | 397 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $10,942 | 452 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $11,663 | 397 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $10,635 | 397 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $12,887 | 414 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $11,073 | 454 | Shares | Defined | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||