Skip to main content

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.

Institutional holdersQ3 2021: 275 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 heldQ3 2021: $2.98B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q2 2021.

Institutions holding BOX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Glenmede Trust Co NA18,560$439.0K0.00%−32−0.2%Reduced
Merrion Investment Management Co, LLC19,200$454.0K0.35%00.0%Unchanged
Kestra Advisory Services, LLC19,189$454.0K0.00%+8,241+75.3%Added
Blair William & Co19,300$457.0K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC20,000$473.0K0.05%00.0%Unchanged
Public Employees Retirement Association of Colorado20,050$475.0K0.00%00.0%Unchanged
Garde Capital, Inc.20,047$475.0K0.05%+634+3.3%Added
Two Sigma Securities, LLC20,440$484.0K0.10%+20,440New
Advisor Group Holdings, Inc.20,989$496.0K0.00%+430+2.1%Added
Victory Capital Management Inc21,817$516.0K0.00%−2,035−8.5%Reduced
Cutler Group LP22,959$543.0K0.04%+22,346+3,645.4%Added
Truvestments Capital LLC23,123$547.0K0.30%+631+2.8%Added
Karani Asset Management LLC23,155$548.0K0.27%−11,652−33.5%Reduced
Smith Group Asset Management, LLC23,592$558.0K0.03%+23,592New
Valmark Advisers, Inc.23,711$561.0K0.01%+23,711New
DuPont Capital Management Corp24,881$589.0K0.02%+24,881New
Keebeck Wealth Management, LLC25,000$592.0K0.12%−20,000−44.4%Reduced
Amalgamated Bank25,364$600.0K0.01%−2,447−8.8%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management25,495$603.0K0.03%+408+1.6%Added
Teacher Retirement System of Texas25,570$605.0K0.00%+5,547+27.7%Added
Handelsbanken Fonder AB26,353$624.0K0.00%00.0%Unchanged
PEAK6 Investments LLC27,096$641.0K0.01%−13,034−32.5%Reduced
LPL Financial LLC27,080$641.0K0.00%+3,778+16.2%Added
Royal Bank of Canada27,357$648.0K0.00%+443+1.6%Added
Malaga Cove Capital, LLC27,869$660.0K0.27%+800+3.0%Added
Triumph Capital Management27,907$661.0K0.31%+27,907New
Marshall Wace, LLP29,167$690.0K0.00%+17,859+157.9%Added
Principal Financial Group Inc29,891$708.0K0.00%+6,345+26.9%Added
Perigon Wealth Management, LLC30,058$711.0K0.06%+3,005+11.1%Added
Diversified Trust Co30,196$715.0K0.03%+4,293+16.6%Added
Pathstone Family Office, LLC30,800$729.0K0.02%+1,247+4.2%Added
Jane Street Group, LLC31,860$754.0K0.00%−521,165−94.2%Reduced
Boston Partners32,079$759.0K0.00%−4,623−12.6%Reduced
Nomura Holdings Inc32,000$793.0K0.01%−141,878−81.6%Reduced
Vontobel Holding Ltd.33,493$793.0K0.01%+596+1.8%Added
Walleye Trading LLC36,842$872.0K0.02%−7,100−16.2%Reduced
Metropolitan Life Insurance Co37,743$893.4K0.01%−3,272−8.0%Reduced
Amundi38,433$910.0K0.00%00.0%Unchanged
Engineers Gate Manager LP38,938$922.0K0.05%+21,801+127.2%Added
Green Alpha Advisors, LLC40,365$955.0K0.66%+1,035+2.6%Added
Janney Montgomery Scott LLC40,598$961.0K0.00%−7,580−15.7%Reduced
Employees Retirement System of Texas42,500$1.01M0.01%+42,500New
Millennium Management LLC44,336$1.05M0.00%−685,474−93.9%Reduced
Arizona State Retirement System44,310$1.05M0.01%+1,186+2.8%Added
Winton Group Ltd44,373$1.05M0.06%+9,238+26.3%Added
1492 Capital Management LLC47,005$1.11M0.57%−327−0.7%Reduced
MetLife Investment Management52,260$1.24M0.01%00.0%Unchanged
Stifel Financial Corp53,909$1.28M0.00%+6,042+12.6%Added
Renaissance Group LLC55,179$1.31M0.06%−1,349−2.4%Reduced
UBS Group AG55,825$1.32M0.00%−3,368−5.7%Reduced
State Board of Administration of Florida Retirement System58,465$1.38M0.00%00.0%Unchanged
Raymond James & Associates58,774$1.39M0.00%+8,455+16.8%Added
Caption Management, LLC60,000$1.42M0.09%+60,000New
HighTower Advisors, LLC61,703$1.45M0.00%+40,772+194.8%Added
Los Angeles Capital Management LLC61,472$1.46M0.01%−150.0%Reduced
Profund Advisors LLC62,487$1.48M0.05%−440−0.7%Reduced
Simplex Trading, LLC56,183$1.50M0.05%−3,705−6.2%Reduced
Tealwood Asset Management Inc64,847$1.53M0.62%+64,847New
Franklin Resources Inc68,123$1.61M0.00%+53,790+375.3%Added
Commonwealth Equity Services, LLC69,635$1.65M0.00%+2,335+3.5%Added
Liontrust Investment Partners LLP70,000$1.66M0.02%+70,000New
Zurcher Kantonalbank (Zurich Cantonalbank)71,477$1.69M0.01%−310−0.4%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital72,106$1.71M0.02%+14,693+25.6%Added
Eidelman Virant Capital72,500$1.72M0.66%−64,000−46.9%Reduced
Manufacturers Life Insurance Company, The73,164$1.73M0.00%−9,337−11.3%Reduced
Virginia Retirement Systems Et Al74,500$1.76M0.02%−22,400−23.1%Reduced
Occudo Quantitative Strategies LP76,201$1.80M0.22%+76,201New
APG Asset Management N.V.90,400$1.85M0.00%−101,800−53.0%Reduced
American International Group, Inc.78,018$1.85M0.01%−4,501−5.5%Reduced
Jasper Ridge Partners, L.P.78,285$1.85M0.08%00.0%Unchanged
Redwood Investment Management, LLC80,747$1.91M0.27%+10,897+15.6%Added
Wesbanco Bank Inc81,641$1.93M0.07%+387+0.5%Added
Algert Global LLC82,099$1.94M0.26%−19,559−19.2%Reduced
M&G Investment Management Ltd82,694$1.99M0.01%+82,694New
American Century Companies Inc84,441$2.00M0.00%−193,353−69.6%Reduced
Weil Company, Inc.89,819$2.13M1.11%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.91,307$2.16M0.00%−23,609−20.5%Reduced
Cubist Systematic Strategies, LLC91,847$2.17M0.03%−80,918−46.8%Reduced
BNP Paribas Arbitrage, SA92,430$2.19M0.01%−121,747−56.8%Reduced
Federated Hermes, Inc.93,806$2.22M0.00%−45,198−32.5%Reduced
Parametric Portfolio Associates LLC97,108$2.30M0.00%+29,217+43.0%Added
Gotham Asset Management, LLC100,838$2.39M0.10%+65,057+181.8%Added
AQR Capital Management LLC105,603$2.50M0.00%−12,057−10.2%Reduced
Eaton Vance Management106,074$2.51M0.00%−425−0.4%Reduced
Assenagon Asset Management S.A.106,856$2.53M0.01%+106,856New
State of New Jersey Common Pension Fund D106,895$2.53M0.01%+642+0.6%Added
Walleye Capital LLC112,371$2.66M0.08%+2,889+2.6%Added
AlphaCrest Capital Management LLC124,235$2.94M0.15%+25,271+25.5%Added
Acadian Asset Management LLC126,264$2.98M0.01%+116,291+1,166.1%Added
Legal & General Group Plc129,353$3.06M0.00%+31,092+31.6%Added
Tudor Investment Corp Et Al130,601$3.09M0.06%+45,641+53.7%Added
Rafferty Asset Management, LLC135,169$3.20M0.02%−30,240−18.3%Reduced
Invesco Ltd.138,395$3.28M0.00%+10,465+8.2%Added
Healthcare of Ontario Pension Plan Trust Fund148,200$3.51M0.01%+76,600+107.0%Added
Rhumbline Advisers159,844$3.78M0.01%+3,215+2.1%Added
SG Americas Securities, LLC160,880$3.81M0.02%+48,044+42.6%Added
Hillsdale Investment Management Inc.168,300$3.98M0.31%00.0%Unchanged
Russell Investments Group, Ltd.185,303$4.38M0.01%+101,192+120.3%Added
State of Wisconsin Investment Board194,900$4.61M0.01%00.0%Unchanged
UBS Asset Management Americas Inc198,958$4.71M0.00%+5,480+2.8%Added