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Box Inc

BOX
Exchange
NYSE
Industry
Services-Prepackaged Software
SEC CIK
0001372612

In the last 90 days, Box Inc insiders filed 0 open-market purchases and 8 sales; 397 institutions reported holding it in 13F filings for Q2 2026, worth $3.72B in total; no superinvestor holds it.

Other share classesBXCAP

13F holders, Q1 2021

Institutional positions in Box Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
304
No complete 13F data for Q4 2020
Shares held
134.1M
No complete 13F data for Q4 2020
Total value
$3.08B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting BOX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 304 institutions
Q1 2021: 304 institutionsQ2 2021: 281 institutionsQ3 2021: 275 institutionsQ4 2021: 313 institutionsQ1 2022: 321 institutionsQ2 2022: 327 institutionsQ3 2022: 324 institutionsQ4 2022: 375 institutionsQ1 2023: 365 institutionsQ2 2023: 345 institutionsQ3 2023: 327 institutionsQ4 2023: 332 institutionsQ1 2024: 342 institutionsQ2 2024: 349 institutionsQ3 2024: 395 institutionsQ4 2024: 400 institutionsQ1 2025: 392 institutionsQ2 2025: 416 institutionsQ3 2025: 408 institutionsQ4 2025: 411 institutionsQ1 2026: 399 institutionsQ2 2026: 397 institutions
Value heldQ1 2021: $3.08B
Q1 2021: $3.08BQ2 2021: $3.31BQ3 2021: $2.98BQ4 2021: $3.29BQ1 2022: $3.54BQ2 2022: $3.10BQ3 2022: $3.01BQ4 2022: $3.90BQ1 2023: $3.38BQ2 2023: $3.75BQ3 2023: $3.04BQ4 2023: $3.19BQ1 2024: $4.01BQ2 2024: $3.68BQ3 2024: $4.66BQ4 2024: $4.64BQ1 2025: $4.53BQ2 2025: $5.31BQ3 2025: $4.84BQ4 2025: $4.33BQ1 2026: $3.31BQ2 2026: $3.72B
Institutions holding BOX and their total value by quarter
QuarterHoldersValue
Q2 2026397$3.72B
Q1 2026399$3.31B
Q4 2025411$4.33B
Q3 2025408$4.84B
Q2 2025416$5.31B
Q1 2025392$4.53B
Q4 2024400$4.64B
Q3 2024395$4.66B
Q2 2024349$3.68B
Q1 2024342$4.01B
Q4 2023332$3.19B
Q3 2023327$3.04B
Q2 2023345$3.75B
Q1 2023365$3.38B
Q4 2022375$3.90B
Q3 2022324$3.01B
Q2 2022327$3.10B
Q1 2022321$3.54B
Q4 2021313$3.29B
Q3 2021275$2.98B
Q2 2021281$3.31B
Q1 2021304$3.08B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Box Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BOX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Clearstead Advisors, LLC20$00.00%––
Massmutual Trust Co FSB19$00.00%––
Meridian Wealth Partners, LLC19$00.00%––
Arkadios Wealth Advisors41$00.00%––
Alpha DNA Investment Management LLC39$00.00%––
Captrust Financial Advisors64$1.00K0.00%––
Edge Wealth Management LLC58$1.00K0.00%––
Lindbrook Capital, LLC43$1.00K0.00%––
Harbour Investments, Inc.85$2.00K0.00%––
Signaturefd, LLC108$2.00K0.00%––
Permanens Capital L.P.100$2.00K0.00%––
FinTrust Capital Advisors, LLC90$2.00K0.00%––
Key Financial Inc100$2.00K0.00%––
Prentice Wealth Management LLC100$2.00K0.00%––
CWM, LLC135$3.00K0.00%––
Valeo Financial Advisors, LLC150$3.00K0.00%––
Atlas Private Wealth Advisors144$3.00K0.00%––
Financial Avengers, Inc.150$3.00K0.00%––
Sandy Spring Bank175$4.00K0.00%––
Hudock, Inc.211$4.00K0.00%––
Global Retirement Partners, LLC165$4.00K0.00%––
Cullen/Frost Bankers, Inc.200$5.00K0.00%––
Jacobi Capital Management LLC225$5.00K0.00%––
Clearview Wealth Advisors LLC200$5.00K0.00%––
The PNC Financial Services Group, Inc.250$6.00K0.00%––
Spire Wealth Management325$7.00K0.00%––
Markston International LLC350$8.00K0.00%––
TCI Wealth Advisors, Inc.365$8.00K0.00%––
Westside Investment Management, Inc.400$9.00K0.00%––
Proequities, Inc.466$11.0K0.00%––
Syverson Strege & Co548$13.0K0.01%––
American Portfolios Advisors662$15.2K0.00%––
Hexagon Capital Partners LLC700$16.0K0.00%––
Harbor Investment Advisory, LLC792$18.0K0.00%––
International Assets Investment Management, LLC975$18.0K0.00%––
Geneos Wealth Management Inc.900$19.0K0.00%––
Baillie Gifford & Co979$22.0K0.00%––
Optimum Investment Advisors1,000$23.0K0.01%––
North Star Investment Management Corp.1,000$23.0K0.00%––
Quantbot Technologies LP1,200$27.0K0.00%––
MPS Loria Financial Planners, LLC1,252$28.0K0.01%––
Migdal Insurance & Financial Holdings Ltd.1,354$31.0K0.00%––
US Bancorp1,425$32.0K0.00%––
FMR LLC1,520$35.0K0.00%––
Trust Co of Vermont1,600$37.0K0.00%––
Banque Cantonale Vaudoise1,649$38.0K0.00%––
STRS Ohio1,700$39.0K0.00%––
Advisors Asset Management, Inc.1,791$41.1K0.00%––
Neo Ivy Capital Management1,820$42.0K0.05%––
Parallax Volatility Advisers, L.P.1,971$45.0K0.00%––
Newbridge Financial Services Group, Inc.1,964$45.0K0.03%––
Bartlett & Co. Wealth Management LLC2,000$45.9K0.00%––
Bartlett & Co. LLC2,000$46.0K0.00%––
Whittier Trust Co2,410$55.0K0.00%––
Shay Capital LLC2,500$57.0K0.02%––
Sowell Financial Services LLC2,789$58.0K0.00%––
Evoke Wealth, LLC2,703$62.0K0.00%––
IFP Advisors, Inc2,787$63.0K0.00%––
Simplex Trading, LLC3,611$82.0K0.00%––
Ameritas Investment Company, LLC4,500$103.3K0.01%––
Parallel Advisors, LLC5,378$123.0K0.01%––
Nisa Investment Advisors, LLC5,880$135.0K0.00%––
Steward Partners Investment Advisory, LLC5,893$135.3K0.00%––
Credential Qtrade Securities Inc.6,608$151.7K0.01%––
Rosenberg Matthew Hamilton6,796$156.0K0.09%––
Benjamin F. Edwards & Company, Inc.6,883$158.0K0.01%––
Spirit of America Management Corp7,200$165.0K0.04%––
Kestra Advisory Services, LLC8,948$205.0K0.00%––
O'Shaughnessy Asset Management, LLC9,017$207.0K0.00%––
Clear Street Markets LLC9,000$207.0K0.06%––
Brown Brothers Harriman & Co9,725$223.0K0.00%––
Cornerstone Investment Partners, LLC9,875$227.0K0.01%––
StoneX Group Inc.9,916$228.0K0.04%––
BTG Pactual Global Asset Management Ltd10,000$230.0K0.12%––
Y-Intercept (Hong Kong) Ltd10,087$232.0K0.06%––
Shell Asset Management Co10,315$237.0K0.00%––
Gotham Asset Management, LLC10,358$238.0K0.01%––
GWM Advisors LLC10,480$241.0K0.01%––
Cambridge Investment Research Advisors, Inc.10,593$243.0K0.00%––
Prelude Capital Management, LLC11,456$263.0K0.02%––
Tower Research Capital LLC (TRC)11,673$268.0K0.00%––
Ameritas Investment Partners, Inc.11,819$271.0K0.01%––
Envestnet Asset Management Inc11,855$272.0K0.00%––
Guggenheim Capital LLC12,126$278.0K0.00%––
Franklin Resources Inc12,348$284.0K0.00%––
Centiva Capital, LP12,500$287.0K0.04%––
Jane Street Group, LLC12,626$290.0K0.00%––
Harel Insurance Investments & Financial Services Ltd.5,914$295.0K0.01%––
Maverick Capital LtdSuperinvestorMaverick Capital12,932$297.0K0.00%––
Pictet Asset Management Ltd13,100$301.0K0.00%––
Tokio Marine Asset Management Co Ltd13,100$301.0K0.03%––
Staley Capital Advisers Inc14,000$321.0K0.02%––
PDT Partners, LLC13,990$321.0K0.02%––
Robeco Institutional Asset Management B.V.14,586$335.0K0.00%––
Creative Planning14,872$341.0K0.00%––
O'Neil Global Advisors, Inc.15,000$344.0K0.33%––
Truist Financial Corp15,054$346.0K0.00%––
Mackay Shields LLC16,400$376.0K0.00%––
ETF Managers Group, LLC16,514$380.0K0.01%––
Teacher Retirement System of Texas16,957$389.0K0.00%––