Position in DBX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$119,679,015
+$10,549,834 QoQ
Shares Held
4,356,717
-9.3% QoQ
Ownership
1.93%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#11
of 449 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in DBX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $2,464,904,588 across 33 Software - Infrastructure names. DBX ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,737,693 | $648,194,242 | |
| 2 | FTNT |
Fortinet, Inc.
|
2,564,536 | $393,964,020 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,928,504 | $367,929,635 | |
| 4 | VRSN |
Verisign Inc/Ca
|
921,158 | $231,726,506 | |
| 5 | SNPS |
Synopsys Inc
|
448,092 | $199,880,398 | |
| 6 | VRNS |
Varonis Systems Inc
|
3,331,623 | $139,794,901 | |
| 7 | DBX |
Dropbox, Inc.
This page
|
4,356,717 | $119,679,015 | |
| 8 | NTNX |
Nutanix, Inc.
|
1,962,593 | $100,013,739 |
All Filings in DBX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,679,015 | 4,356,717 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $109,129,181 | 4,803,221 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $141,733,212 | 5,098,317 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $153,934,601 | 5,095,485 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $143,704,074 | 5,024,618 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $152,753,608 | 5,718,967 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $184,258,691 | 6,133,778 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $158,670,306 | 6,239,493 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $131,979,792 | 5,873,600 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $113,484,669 | 4,670,151 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $136,715,003 | 4,637,551 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $120,327,382 | 4,418,927 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $111,781,810 | 4,191,294 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $82,542,652 | 3,817,884 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $65,678,675 | 2,934,704 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $52,399,326 | 2,528,925 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $52,957,455 | 2,522,985 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $60,860,943 | 2,617,675 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $47,037,707 | 1,916,777 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $56,113,065 | 1,920,365 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $56,180,403 | 1,853,527 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $53,374,306 | 2,002,037 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $42,569,162 | 1,918,394 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $38,315,420 | 1,989,378 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $43,367,646 | 1,992,083 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $38,516,546 | 2,127,986 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||