Position in DBX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$301,648
-$251,220 QoQ
Shares Held
10,981
-54.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#271
of 449 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DBX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names. DBX ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in DBX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,648 | 10,981 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $552,868 | 24,334 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $728,304 | 26,198 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $809,748 | 26,804 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $238,238 | 8,330 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $115,600 | 4,328 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $99,792 | 3,322 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $15,741 | 619 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $13,122 | 584 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $17,398 | 716 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $19,250 | 653 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $16,474 | 605 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $21,620 | 1,000 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $94 | 3,204 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $90,442 | 4,365 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $157,089 | 7,484 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $53,870 | 2,317 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $7,730 | 315 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $9,876 | 338 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $92,809 | 3,062 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $25,780 | 967 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $411,358 | 18,538 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $86,862 | 4,510 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $33,852 | 1,555 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,520 | 305 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||