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, Q3 2021
Institutional positions in Box Inc as of Sep 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
- 275
- −2 vs. Q2 2021
- Shares held
- 126.1M
- −3.22M (−2.5%) vs. Q2 2021
- Total value
- $2.98B
- −$319.0M (−9.7%) vs. Q2 2021
- New holders
- 41
- 96 more added
- Sold out
- 43
- 86 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 31 | $0 | 0.00% | −10−24.4% | Reduced |
| Emfo, LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10 | $0 | 0.00% | +10 | New |
| Meridian Wealth Partners, LLC | 19 | $0 | 0.00% | +19 | New |
| Clearstead Advisors, LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 50 | $1.00K | 0.00% | +50 | New |
| Cordant, Inc. | 44 | $1.00K | 0.00% | +44 | New |
| FinTrust Capital Advisors, LLC | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 84 | $2.00K | 0.00% | +84 | New |
| Bell Investment Advisors, Inc | 92 | $2.00K | 0.00% | +92 | New |
| Atlas Private Wealth Advisors | 144 | $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 |
| Financial Avengers, Inc. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 185 | $4.00K | 0.00% | +59+46.8% | Added |
| Cahill Financial Advisors Inc | 163 | $4.00K | 0.00% | +163 | New |
| Jacobi Capital Management LLC | 225 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $5.00K | 0.00% | +200 | New |
| Hanseatic Management Services Inc | 253 | $6.00K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 312 | $7.00K | 0.00% | +16+5.4% | Added |
| The PNC Financial Services Group, Inc. | 277 | $7.00K | 0.00% | +27+10.8% | Added |
| Markston International LLC | 350 | $8.00K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 362 | $8.57K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 476 | $11.0K | 0.00% | +71+17.5% | Added |
| Geneos Wealth Management Inc. | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 525 | $12.0K | 0.00% | +400+320.0% | Added |
| Syverson Strege & Co | 548 | $13.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 590 | $14.0K | 0.00% | −18,607−96.9% | Reduced |
| Proequities, Inc. | 681 | $16.0K | 0.00% | +129+23.4% | Added |
| Hudock, Inc. | 711 | $16.0K | 0.00% | +500+237.0% | Added |
| Quantbot Technologies LP | 716 | $16.0K | 0.00% | +716 | New |
| Hexagon Capital Partners LLC | 700 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 720 | $17.0K | 0.00% | +720 | New |
| Hantz Financial Services, Inc. | 769 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 792 | $19.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 927 | $22.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 979 | $23.0K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,000 | $23.0K | 0.00% | +1,000 | New |
| North Star Investment Management Corp. | 1,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,011 | $24.0K | 0.00% | +574+131.4% | Added |
| Eagle Bay Advisors LLC | 1,456 | $34.0K | 0.02% | −53−3.5% | Reduced |
| Banque Cantonale Vaudoise | 1,649 | $39.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,000 | $47.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $47.3K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,050 | $49.0K | 0.00% | −155−7.0% | Reduced |
| US Bancorp | 2,199 | $52.0K | 0.00% | +325+17.3% | Added |
| Federation des caisses Desjardins du Quebec | 2,250 | $53.3K | 0.00% | −6,400−74.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,274 | $54.0K | 0.03% | −14−0.6% | Reduced |
| Whittier Trust Co | 2,410 | $57.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 2,608 | $62.0K | 0.00% | +322+14.1% | Added |
| Evoke Wealth, LLC | 2,703 | $63.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,725 | $65.0K | 0.00% | −33,873−92.6% | Reduced |
| Pacer Advisors, Inc. | 3,041 | $72.0K | 0.00% | +3,041 | New |
| Rockefeller Capital Management L.P. | 3,113 | $73.0K | 0.00% | +2,464+379.7% | Added |
| Creative Planning | 3,311 | $78.0K | 0.00% | +31+0.9% | Added |
| Lazard Asset Management LLC | 3,340 | $79.0K | 0.00% | +174+5.5% | Added |
| Nisa Investment Advisors, LLC | 4,200 | $99.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,821 | $114.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,193 | $123.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,622 | $156.7K | 0.01% | +6,622 | New |
| Rosenberg Matthew Hamilton | 6,796 | $161.0K | 0.06% | 00.0% | Unchanged |
| STRS Ohio | 7,000 | $165.0K | 0.00% | +500+7.7% | Added |
| Neo Ivy Capital Management | 8,120 | $169.0K | 0.19% | +975+13.6% | Added |
| Parallel Advisors, LLC | 7,755 | $184.0K | 0.01% | +3,433+79.4% | Added |
| Robeco Institutional Asset Management B.V. | 8,109 | $192.0K | 0.00% | +8,109 | New |
| Moors & Cabot, Inc. | 8,243 | $196.0K | 0.01% | +8,243 | New |
| Aspiriant, LLC | 8,586 | $203.0K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 9,266 | $219.0K | 0.03% | −200−2.1% | Reduced |
| Truist Financial Corp | 9,718 | $230.0K | 0.00% | −328−3.3% | Reduced |
| Brown Brothers Harriman & Co | 9,728 | $230.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,774 | $232.0K | 0.00% | −82−0.8% | Reduced |
| Pearl River Capital, LLC | 10,348 | $245.0K | 0.07% | +10,348 | New |
| Pictet Asset Management SA | 10,618 | $251.0K | 0.00% | +10,618 | New |
| Paloma Partners Management Co | 10,873 | $257.0K | 0.01% | −58,227−84.3% | Reduced |
| Ameritas Investment Partners, Inc. | 10,927 | $259.0K | 0.01% | −892−7.5% | Reduced |
| Convergence Investment Partners, LLC | 11,388 | $270.0K | 0.15% | +11,388 | New |
| Natixis Advisors, L.P. | 11,465 | $271.0K | 0.00% | −1,324−10.4% | Reduced |
| Prudential Financial Inc | 12,610 | $298.0K | 0.00% | −9,694−43.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,300 | $315.0K | 0.03% | −600−4.3% | Reduced |
| Quantamental Technologies LLC | 13,605 | $322.0K | 0.22% | +13,605 | New |
| Staley Capital Advisers Inc | 14,000 | $331.0K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,145 | $335.0K | 0.00% | +14,145 | New |
| Alphasimplex Group, LLC | 14,233 | $337.0K | 0.28% | −20,177−58.6% | Reduced |
| ETF Managers Group, LLC | 14,455 | $340.0K | 0.01% | −835−5.5% | Reduced |
| Capital Advantage, Inc. | 14,357 | $340.0K | 0.09% | −505−3.4% | Reduced |
| Envestnet Asset Management Inc | 15,348 | $363.0K | 0.00% | +2,287+17.5% | Added |
| Sciencast Management LP | 14,452 | $370.0K | 0.10% | +3,532+32.3% | Added |
| Janus Henderson Group PLC | 15,996 | $379.0K | 0.00% | +15,996 | New |
| Shell Asset Management Co | 17,499 | $414.0K | 0.01% | +6,594+60.5% | Added |
| Tennessee Valley Asset Management Partners | 17,515 | $415.0K | 0.16% | +1,313+8.1% | Added |
| Meeder Asset Management Inc | 18,378 | $436.0K | 0.02% | +18,378 | New |
| ProShare Advisors LLC | 18,513 | $438.0K | 0.00% | −19,948−51.9% | Reduced |
| DCF Advisers, LLC | 18,500 | $438.0K | 0.24% | −1,500−7.5% | Reduced |