Position in DBX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$80,734
+$13,756 QoQ
Shares Held
2,939
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#323
of 449 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DBX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $635,352,526 across 80 Software - Infrastructure names. DBX ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
999,760 | $372,930,475 | |
| 2 | PANW |
Palo Alto Networks Inc
|
222,654 | $75,929,467 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
319,916 | $61,035,174 | |
| 4 | ORCL |
Oracle Corp
|
233,556 | $34,227,631 | |
| 5 | CRWV |
CoreWeave, Inc.
|
305,710 | $30,430,373 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
207,382 | $24,195,257 | |
| 7 | SNPS |
Synopsys Inc
|
20,602 | $9,189,934 | |
| 8 | FTNT |
Fortinet, Inc.
|
52,532 | $8,069,965 |
All Filings in DBX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,734 | 2,939 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $66,978 | 2,948 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $83,594 | 3,007 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $103,922 | 3,440 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $12,180 | 479 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,763 | 479 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $20,266 | 834 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $32,428 | 1,100 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $40,845 | 1,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $40,005 | 1,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,620 | 1,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $30,213 | 1,350 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $27,972 | 1,350 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $28,336 | 1,350 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $31,387 | 1,350 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $33,129 | 1,350 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $84,475 | 2,891 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $87,626 | 2,891 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $80,353 | 3,014 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $61,044 | 2,751 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $59,628 | 3,096 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $61,805 | 2,839 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $47,060 | 2,600 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||