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, Q2 2021
Institutional positions in Box Inc as of Jun 30, 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
- 281
- −21 vs. Q1 2021
- Shares held
- 129.4M
- −4.56M (−3.4%) vs. Q1 2021
- Total value
- $3.31B
- +$230.0M (+7.5%) vs. Q1 2021
- New holders
- 35
- 96 more added
- Sold out
- 56
- 106 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 397 | $3.72B |
| Q1 2026 | 399 | $3.31B |
| Q4 2025 | 411 | $4.33B |
| Q3 2025 | 408 | $4.84B |
| Q2 2025 | 416 | $5.31B |
| Q1 2025 | 392 | $4.53B |
| Q4 2024 | 400 | $4.64B |
| Q3 2024 | 395 | $4.66B |
| Q2 2024 | 349 | $3.68B |
| Q1 2024 | 342 | $4.01B |
| Q4 2023 | 332 | $3.19B |
| Q3 2023 | 327 | $3.04B |
| Q2 2023 | 345 | $3.75B |
| Q1 2023 | 365 | $3.38B |
| Q4 2022 | 375 | $3.90B |
| Q3 2022 | 324 | $3.01B |
| Q2 2022 | 327 | $3.10B |
| Q1 2022 | 321 | $3.54B |
| Q4 2021 | 313 | $3.29B |
| Q3 2021 | 275 | $2.98B |
| Q2 2021 | 281 | $3.31B |
| Q1 2021 | 304 | $3.08B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 16,202 | $0 | 0.00% | −16,902−51.1% | Reduced |
| IFP Advisors, Inc | 7 | $0 | 0.00% | −2,780−99.7% | Reduced |
| Massmutual Trust Co FSB | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $1.00K | 0.00% | +40 | New |
| Emfo, LLC | 21 | $1.00K | 0.00% | +21 | New |
| FinTrust Capital Advisors, LLC | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 75 | $2.00K | 0.00% | −25−25.0% | Reduced |
| Clearstead Advisors, LLC | 60 | $2.00K | 0.00% | +40+200.0% | Added |
| Spire Wealth Management | 125 | $3.00K | 0.00% | −200−61.5% | Reduced |
| CWM, LLC | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 126 | $3.00K | 0.00% | +18+16.7% | Added |
| Permanens Capital L.P. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 165 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 144 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 211 | $5.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 253 | $6.00K | 0.01% | +253 | New |
| Column Capital Advisors, LLC | 250 | $6.00K | 0.00% | +250 | New |
| Centiva Capital, LP | 277 | $7.00K | 0.00% | −12,223−97.8% | Reduced |
| Harbour Investments, Inc. | 296 | $8.00K | 0.00% | +211+248.2% | Added |
| Markston International LLC | 350 | $9.00K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 362 | $9.25K | 0.00% | −300−45.3% | Reduced |
| Westside Investment Management, Inc. | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 405 | $10.0K | 0.00% | +40+11.0% | Added |
| Captrust Financial Advisors | 437 | $11.0K | 0.00% | +373+582.8% | Added |
| Eubel Brady & Suttman Asset Management Inc | 489 | $11.0K | 0.00% | +489 | New |
| Geneos Wealth Management Inc. | 500 | $13.0K | 0.00% | −400−44.4% | Reduced |
| Syverson Strege & Co | 548 | $14.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 552 | $14.0K | 0.00% | +86+18.5% | Added |
| Cutler Group LP | 613 | $15.0K | 0.00% | −39,388−98.5% | Reduced |
| Rockefeller Capital Management L.P. | 649 | $16.0K | 0.00% | +649 | New |
| Hexagon Capital Partners LLC | 700 | $18.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 769 | $20.0K | 0.00% | −24,934−97.0% | Reduced |
| Harbor Investment Advisory, LLC | 792 | $20.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 927 | $24.0K | 0.00% | −427−31.5% | Reduced |
| Baillie Gifford & Co | 979 | $25.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $26.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,600 | $41.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,509 | $41.0K | 0.03% | +1,509 | New |
| Banque Cantonale Vaudoise | 1,649 | $42.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,874 | $48.0K | 0.00% | +449+31.5% | Added |
| Bartlett & Co. LLC | 2,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $51.1K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,205 | $56.0K | 0.00% | −3,709−62.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,288 | $58.0K | 0.04% | +324+16.5% | Added |
| BBVA USA | 2,286 | $58.0K | 0.00% | +2,286 | New |
| Whittier Trust Co | 2,410 | $62.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,703 | $69.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,166 | $80.0K | 0.00% | +3,166 | New |
| Creative Planning | 3,280 | $84.0K | 0.00% | −11,592−77.9% | Reduced |
| Nisa Investment Advisors, LLC | 4,200 | $107.0K | 0.00% | −1,680−28.6% | Reduced |
| Parallel Advisors, LLC | 4,322 | $110.0K | 0.00% | −1,056−19.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,821 | $123.0K | 0.01% | +4,821 | New |
| Steward Partners Investment Advisory, LLC | 5,193 | $133.0K | 0.00% | −700−11.9% | Reduced |
| STRS Ohio | 6,500 | $166.0K | 0.00% | +4,800+282.4% | Added |
| Rosenberg Matthew Hamilton | 6,796 | $174.0K | 0.09% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 7,145 | $183.0K | 0.18% | +5,325+292.6% | Added |
| Cahaba Wealth Management, Inc. | 8,439 | $201.0K | 0.03% | +8,439 | New |
| Cambridge Investment Research Advisors, Inc. | 7,922 | $202.0K | 0.00% | −2,671−25.2% | Reduced |
| Xponance, Inc. | 8,081 | $206.0K | 0.00% | +8,081 | New |
| Bayesian Capital Management, LP | 8,224 | $210.0K | 0.05% | +8,224 | New |
| Aspiriant, LLC | 8,586 | $219.0K | 0.01% | +8,586 | New |
| CAPROCK Group, Inc. | 8,600 | $220.0K | 0.02% | +8,600 | New |
| Federation des caisses Desjardins du Quebec | 8,650 | $221.0K | 0.00% | −29,940−77.6% | Reduced |
| StoneX Group Inc. | 9,466 | $242.0K | 0.04% | −450−4.5% | Reduced |
| Capula Management Ltd | 9,658 | $247.0K | 0.04% | +9,658 | New |
| Brown Brothers Harriman & Co | 9,728 | $249.0K | 0.00% | +30.0% | Added |
| Cornerstone Investment Partners, LLC | 9,875 | $252.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,856 | $252.0K | 0.01% | +839+9.3% | Added |
| Acadian Asset Management LLC | 9,973 | $255.0K | 0.00% | −618,331−98.4% | Reduced |
| Truist Financial Corp | 10,046 | $257.0K | 0.00% | −5,008−33.3% | Reduced |
| GWM Advisors LLC | 10,145 | $259.0K | 0.01% | −335−3.2% | Reduced |
| Virtu Financial LLC | 10,345 | $264.0K | 0.03% | +10,345 | New |
| Pictet Asset Management Ltd | 10,618 | $271.0K | 0.00% | −2,482−18.9% | Reduced |
| Sciencast Management LP | 10,920 | $273.0K | 0.06% | −20,731−65.5% | Reduced |
| Shell Asset Management Co | 10,905 | $279.0K | 0.01% | +590+5.7% | Added |
| Kestra Advisory Services, LLC | 10,948 | $280.0K | 0.00% | +2,000+22.4% | Added |
| Marshall Wace, LLP | 11,308 | $289.0K | 0.00% | −178,609−94.0% | Reduced |
| Ameritas Investment Partners, Inc. | 11,819 | $302.0K | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 12,789 | $327.0K | 0.00% | +12,789 | New |
| Envestnet Asset Management Inc | 13,061 | $334.0K | 0.00% | +1,206+10.2% | Added |
| Tokio Marine Asset Management Co Ltd | 13,900 | $355.0K | 0.03% | +800+6.1% | Added |
| Staley Capital Advisers Inc | 14,000 | $358.0K | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 14,333 | $366.0K | 0.00% | +1,985+16.1% | Added |
| Parallax Volatility Advisers, L.P. | 14,617 | $373.0K | 0.00% | +12,646+641.6% | Added |
| Capital Advantage, Inc. | 14,862 | $380.0K | 0.10% | +14,862 | New |
| ETF Managers Group, LLC | 15,290 | $392.0K | 0.01% | −1,224−7.4% | Reduced |
| Wolverine Trading, LLC | 15,408 | $395.0K | 0.01% | −8,328−35.1% | Reduced |
| Engineers Gate Manager LP | 17,137 | $438.0K | 0.03% | +17,137 | New |
| Glenmede Trust Co NA | 18,592 | $474.0K | 0.00% | +32+0.2% | Added |
| Merrion Investment Management Co, LLC | 19,200 | $490.0K | 0.37% | −300−1.5% | Reduced |