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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 19,197 | $490.0K | 0.03% | +19,197 | New |
| Blair William & Co | 19,300 | $493.0K | 0.00% | −8,350−30.2% | Reduced |
| Garde Capital, Inc. | 19,413 | $496.0K | 0.05% | −100−0.5% | Reduced |
| DCF Advisers, LLC | 20,000 | $511.0K | 0.26% | −20,000−50.0% | Reduced |
| Boardman Bay Capital Management LLC | 20,000 | $511.0K | 0.83% | −10,000−33.3% | Reduced |
| BDO Wealth Advisors, LLC | 20,000 | $511.0K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 20,050 | $512.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 20,023 | $512.0K | 0.00% | +3,066+18.1% | Added |
| Qube Research & Technologies Ltd | 20,228 | $517.0K | 0.01% | +20,228 | New |
| XTX Topco Ltd | 20,245 | $517.0K | 0.17% | +20,245 | New |
| Advisor Group Holdings, Inc. | 20,559 | $527.0K | 0.00% | +2,435+13.4% | Added |
| HighTower Advisors, LLC | 20,931 | $534.0K | 0.00% | −752−3.5% | Reduced |
| Ergoteles LLC | 22,026 | $563.0K | 0.01% | +22,026 | New |
| Prudential Financial Inc | 22,304 | $570.0K | 0.00% | −36,576−62.1% | Reduced |
| Truvestments Capital LLC | 22,492 | $575.0K | 0.32% | −194−0.9% | Reduced |
| LPL Financial LLC | 23,302 | $595.0K | 0.00% | −1,522−6.1% | Reduced |
| Principal Financial Group Inc | 23,546 | $602.0K | 0.00% | −7,038−23.0% | Reduced |
| Victory Capital Management Inc | 23,852 | $609.0K | 0.00% | −376−1.6% | Reduced |
| Smith Asset Management Group LP | 23,971 | $612.0K | 0.03% | −230−1.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 25,087 | $641.0K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 25,903 | $662.0K | 0.02% | −893−3.3% | Reduced |
| Handelsbanken Fonder AB | 26,353 | $673.0K | 0.00% | −200−0.8% | Reduced |
| Royal Bank of Canada | 26,914 | $688.0K | 0.00% | −3,231−10.7% | Reduced |
| Perigon Wealth Management, LLC | 27,053 | $691.0K | 0.06% | −5,237−16.2% | Reduced |
| Malaga Cove Capital, LLC | 27,069 | $692.0K | 0.30% | −162−0.6% | Reduced |
| Amalgamated Bank | 27,811 | $711.0K | 0.01% | +7,397+36.2% | Added |
| Pathstone Family Office, LLC | 29,553 | $755.0K | 0.02% | +5,701+23.9% | Added |
| Blueshift Asset Management, LLC | 30,796 | $787.0K | 0.04% | −11,771−27.7% | Reduced |
| Duality Advisers, LP | 31,606 | $808.0K | 0.07% | +31,606 | New |
| Globeflex Capital L P | 32,128 | $821.0K | 0.15% | 00.0% | Unchanged |
| Burney Co | 32,894 | $840.0K | 0.04% | +32,894 | New |
| Vontobel Holding Ltd. | 32,897 | $841.0K | 0.01% | −12,612−27.7% | Reduced |
| Factorial Partners, LLC | 34,000 | $869.0K | 0.59% | +34,000 | New |
| Alphasimplex Group, LLC | 34,410 | $879.0K | 0.44% | −5,275−13.3% | Reduced |
| Karani Asset Management LLC | 34,807 | $889.0K | 0.46% | +317+0.9% | Added |
| CSS LLC | 34,949 | $893.0K | 0.05% | +34,949 | New |
| Winton Group Ltd | 35,135 | $898.0K | 0.05% | +10,405+42.1% | Added |
| Gotham Asset Management, LLC | 35,781 | $914.0K | 0.04% | +25,423+245.4% | Added |
| Tower Research Capital LLC (TRC) | 36,598 | $935.0K | 0.02% | +24,925+213.5% | Added |
| Boston Partners | 36,702 | $938.0K | 0.00% | −685−1.8% | Reduced |
| Frontier Wealth Management LLC | 37,200 | $950.0K | 0.07% | −1,640−4.2% | Reduced |
| HAP Trading, LLC | 37,584 | $960.0K | 0.06% | −5,313−12.4% | Reduced |
| Amundi | 38,433 | $982.0K | 0.00% | +38,433 | New |
| ProShare Advisors LLC | 38,461 | $983.0K | 0.00% | −197−0.5% | Reduced |
| Green Alpha Advisors, LLC | 39,330 | $1.00M | 0.68% | +11,975+43.8% | Added |
| PEAK6 Investments LLC | 40,130 | $1.02M | 0.03% | −164,281−80.4% | Reduced |
| Metropolitan Life Insurance Co | 41,015 | $1.05M | 0.01% | +2,654+6.9% | Added |
| Susquehanna International Group, LLP | 41,239 | $1.05M | 0.00% | −105,479−71.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 42,000 | $1.07M | 0.01% | +2,200+5.5% | Added |
| Arizona State Retirement System | 43,124 | $1.10M | 0.01% | −2,446−5.4% | Reduced |
| Walleye Trading LLC | 43,942 | $1.12M | 0.03% | −523,919−92.3% | Reduced |
| Keebeck Wealth Management, LLC | 45,000 | $1.15M | 0.17% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 47,332 | $1.21M | 0.63% | +47,332 | New |
| Stifel Financial Corp | 47,867 | $1.22M | 0.00% | −15,863−24.9% | Reduced |
| Janney Montgomery Scott LLC | 48,178 | $1.23M | 0.01% | +10,688+28.5% | Added |
| Callodine Capital Management, LP | 50,000 | $1.28M | 0.48% | +50,000 | New |
| Raymond James & Associates | 50,319 | $1.29M | 0.00% | −17,287−25.6% | Reduced |
| Seven Eight Capital, LP | 51,050 | $1.30M | 0.18% | +51,050 | New |
| MetLife Investment Management | 52,260 | $1.34M | 0.01% | 00.0% | Unchanged |
| Renaissance Group LLC | 56,528 | $1.44M | 0.06% | +150.0% | Added |
| QS Investors, LLC | 56,543 | $1.45M | 0.02% | −200−0.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 57,413 | $1.47M | 0.01% | +44,481+344.0% | Added |
| State Board of Administration of Florida Retirement System | 58,465 | $1.49M | 0.00% | +356+0.6% | Added |
| UBS Group AG | 59,193 | $1.51M | 0.00% | +1,658+2.9% | Added |
| Simplex Trading, LLC | 59,888 | $1.53M | 0.06% | +56,277+1,558.5% | Added |
| Los Angeles Capital Management LLC | 61,487 | $1.57M | 0.01% | −38,052−38.2% | Reduced |
| Profund Advisors LLC | 62,927 | $1.61M | 0.05% | −2,545−3.9% | Reduced |
| Commonwealth Equity Services, LLC | 67,300 | $1.72M | 0.00% | −14,439−17.7% | Reduced |
| Parametric Portfolio Associates LLC | 67,891 | $1.74M | 0.00% | +4,423+7.0% | Added |
| Paloma Partners Management Co | 69,100 | $1.77M | 0.05% | +2,493+3.7% | Added |
| Redwood Investment Management, LLC | 69,850 | $1.78M | 0.29% | +7,010+11.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 71,600 | $1.83M | 0.00% | +39,500+123.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,787 | $1.83M | 0.01% | −3,300−4.4% | Reduced |
| Jasper Ridge Partners, L.P. | 78,285 | $2.00M | 0.10% | +1,432+1.9% | Added |
| Wesbanco Bank Inc | 81,254 | $2.08M | 0.08% | 00.0% | Unchanged |
| American International Group, Inc. | 82,519 | $2.11M | 0.01% | −1,052−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 82,501 | $2.11M | 0.00% | +1,725+2.1% | Added |
| Russell Investments Group, Ltd. | 84,111 | $2.15M | 0.00% | −327,894−79.6% | Reduced |
| Tudor Investment Corp Et Al | 84,960 | $2.17M | 0.04% | +84,960 | New |
| Weil Company, Inc. | 89,819 | $2.29M | 1.16% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 96,900 | $2.48M | 0.02% | −4,300−4.2% | Reduced |
| Legal & General Group Plc | 98,261 | $2.51M | 0.00% | +549+0.6% | Added |
| Clear Street Markets LLC | 98,300 | $2.51M | 0.53% | +89,300+992.2% | Added |
| AlphaCrest Capital Management LLC | 98,964 | $2.53M | 0.11% | +65,015+191.5% | Added |
| Algert Global LLC | 101,658 | $2.60M | 0.87% | +8,993+9.7% | Added |
| State of New Jersey Common Pension Fund D | 106,253 | $2.71M | 0.01% | −21,369−16.7% | Reduced |
| Eaton Vance Management | 106,499 | $2.72M | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 109,482 | $2.80M | 0.10% | +65,082+146.6% | Added |
| D. E. Shaw & Co., Inc. | 109,518 | $2.80M | 0.00% | +31,265+40.0% | Added |
| SG Americas Securities, LLC | 112,836 | $2.88M | 0.01% | +82,506+272.0% | Added |
| Marshall Wace North America L.P. | 113,284 | $2.89M | 0.01% | −200,931−63.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 114,916 | $2.94M | 0.01% | −13,440−10.5% | Reduced |
| Clayton Partners LLC | 116,558 | $2.98M | 2.54% | −28,666−19.7% | Reduced |
| AQR Capital Management LLC | 117,660 | $3.01M | 0.01% | −12,586−9.7% | Reduced |
| Invesco Ltd. | 127,930 | $3.27M | 0.00% | +20,366+18.9% | Added |
| New York State Common Retirement Fund | 129,003 | $3.30M | 0.00% | +91+0.1% | Added |
| Eidelman Virant Capital | 136,500 | $3.51M | 1.36% | −55,500−28.9% | Reduced |
| Federated Hermes, Inc. | 139,004 | $3.55M | 0.01% | −55,517−28.5% | Reduced |
| ExodusPoint Capital Management, LP | 144,218 | $3.69M | 0.06% | +11,088+8.3% | Added |
| Rhumbline Advisers | 156,629 | $4.00M | 0.01% | −9,550−5.7% | Reduced |