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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 10,145 | $259.0K | 0.01% | −335−3.2% | Reduced |
| Truist Financial Corp | 10,046 | $257.0K | 0.00% | −5,008−33.3% | Reduced |
| Acadian Asset Management LLC | 9,973 | $255.0K | 0.00% | −618,331−98.4% | Reduced |
| 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 |
| Brown Brothers Harriman & Co | 9,728 | $249.0K | 0.00% | +30.0% | Added |
| Capula Management Ltd | 9,658 | $247.0K | 0.04% | +9,658 | New |
| StoneX Group Inc. | 9,466 | $242.0K | 0.04% | −450−4.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,650 | $221.0K | 0.00% | −29,940−77.6% | Reduced |
| CAPROCK Group, Inc. | 8,600 | $220.0K | 0.02% | +8,600 | New |
| Aspiriant, LLC | 8,586 | $219.0K | 0.01% | +8,586 | New |
| Bayesian Capital Management, LP | 8,224 | $210.0K | 0.05% | +8,224 | New |
| Xponance, Inc. | 8,081 | $206.0K | 0.00% | +8,081 | New |
| Cambridge Investment Research Advisors, Inc. | 7,922 | $202.0K | 0.00% | −2,671−25.2% | Reduced |
| Cahaba Wealth Management, Inc. | 8,439 | $201.0K | 0.03% | +8,439 | New |
| Neo Ivy Capital Management | 7,145 | $183.0K | 0.18% | +5,325+292.6% | Added |
| Rosenberg Matthew Hamilton | 6,796 | $174.0K | 0.09% | 00.0% | Unchanged |
| STRS Ohio | 6,500 | $166.0K | 0.00% | +4,800+282.4% | Added |
| Steward Partners Investment Advisory, LLC | 5,193 | $133.0K | 0.00% | −700−11.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,821 | $123.0K | 0.01% | +4,821 | New |
| Parallel Advisors, LLC | 4,322 | $110.0K | 0.00% | −1,056−19.6% | Reduced |
| Nisa Investment Advisors, LLC | 4,200 | $107.0K | 0.00% | −1,680−28.6% | Reduced |
| Creative Planning | 3,280 | $84.0K | 0.00% | −11,592−77.9% | Reduced |
| Lazard Asset Management LLC | 3,166 | $80.0K | 0.00% | +3,166 | New |
| Evoke Wealth, LLC | 2,703 | $69.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,410 | $62.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Harel Insurance Investments & Financial Services Ltd. | 2,205 | $56.0K | 0.00% | −3,709−62.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,000 | $51.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,874 | $48.0K | 0.00% | +449+31.5% | Added |
| Banque Cantonale Vaudoise | 1,649 | $42.0K | 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 |
| 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 |
| Baillie Gifford & Co | 979 | $25.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 927 | $24.0K | 0.00% | −427−31.5% | Reduced |
| 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 |
| Hexagon Capital Partners LLC | 700 | $18.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 649 | $16.0K | 0.00% | +649 | New |
| Cutler Group LP | 613 | $15.0K | 0.00% | −39,388−98.5% | Reduced |
| Syverson Strege & Co | 548 | $14.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 552 | $14.0K | 0.00% | +86+18.5% | Added |
| Geneos Wealth Management Inc. | 500 | $13.0K | 0.00% | −400−44.4% | Reduced |
| 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 |
| 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 |
| American Portfolios Advisors | 362 | $9.25K | 0.00% | −300−45.3% | Reduced |
| Markston International LLC | 350 | $9.00K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 296 | $8.00K | 0.00% | +211+248.2% | Added |
| Centiva Capital, LP | 277 | $7.00K | 0.00% | −12,223−97.8% | Reduced |
| 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 |
| Cullen/Frost Bankers, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 211 | $5.00K | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,488,963−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −1,272,616−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −1,245,583−100.0% | Sold out |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 0 | $0 | 0.00% | −1,244,000−100.0% | Sold out |
| Bares Capital Management, Inc. | 0 | $0 | 0.00% | −630,768−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −523,308−100.0% | Sold out |
| Indaba Capital Management, L.P. | 0 | $0 | 0.00% | −480,825−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −303,308−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −260,871−100.0% | Sold out |
| Harbert Fund Advisors, Inc. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Dendur Capital LP | 0 | $0 | 0.00% | −192,158−100.0% | Sold out |
| Tensile Capital Management LP | 0 | $0 | 0.00% | −185,787−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −134,919−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −127,487−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −100,220−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −98,289−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −92,049−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |