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 |
|---|---|---|---|---|---|
| Potrero Capital Research LLC | 201,292 | $4.76M | 1.25% | −248,596−55.3% | Reduced |
| Susquehanna International Group, LLP | 202,481 | $4.79M | 0.01% | +161,242+391.0% | Added |
| Susquehanna Fundamental Investments, LLC | 204,452 | $4.84M | 0.09% | −16,462−7.5% | Reduced |
| California State Teachers Retirement System | 210,163 | $4.97M | 0.01% | +7,222+3.6% | Added |
| Capital Fund Management S.A. | 210,323 | $4.98M | 0.13% | +210,323 | New |
| Divisar Capital Management LLC | 217,448 | $5.15M | 1.76% | +40,000+22.5% | Added |
| Peloton Wealth Strategists | 221,060 | $5.23M | 2.14% | +7,100+3.3% | Added |
| Canada Pension Plan Investment Board | 223,627 | $5.29M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 247,893 | $5.87M | 0.00% | −1,920,746−88.6% | Reduced |
| Alliancebernstein L.P. | 270,100 | $6.39M | 0.00% | −1,800−0.7% | Reduced |
| Castleark Management LLC | 271,350 | $6.42M | 0.25% | +271,350 | New |
| CastleArk Alternatives, LLC | 271,350 | $6.42M | 0.25% | +271,350 | New |
| Man Group plc | 272,582 | $6.45M | 0.02% | +20,101+8.0% | Added |
| Madison Asset Management, LLC | 282,188 | $6.68M | 0.09% | +1,649+0.6% | Added |
| Silvercrest Asset Management Group LLC | 285,700 | $6.76M | 0.05% | −6,543−2.2% | Reduced |
| 13D Management LLC | 294,012 | $6.96M | 2.59% | −210,500−41.7% | Reduced |
| Massachusetts Financial Services Co | 309,865 | $7.33M | 0.00% | +11,717+3.9% | Added |
| Jacobs Levy Equity Management, Inc | 328,556 | $7.78M | 0.05% | +107,043+48.3% | Added |
| Nordea Investment Management AB | 334,174 | $7.96M | 0.01% | −6,294−1.8% | Reduced |
| Swiss National Bank | 359,400 | $8.51M | 0.01% | +9,700+2.8% | Added |
| Bank of America Corp | 404,710 | $9.58M | 0.00% | +97,102+31.6% | Added |
| Cornerstone Capital, Inc. | 412,280 | $9.76M | 1.12% | +11,675+2.9% | Added |
| Barclays PLC | 413,115 | $9.78M | 0.01% | +238,987+137.2% | Added |
| New York State Common Retirement Fund | 416,468 | $9.86M | 0.01% | +287,465+222.8% | Added |
| Scout Investments, Inc. | 446,964 | $10.6M | 0.16% | −4,965−1.1% | Reduced |
| Great West Life Assurance Co | 457,534 | $10.9M | 0.03% | −278,770−37.9% | Reduced |
| Wellington Management Group LLP | 485,287 | $11.5M | 0.00% | −46,392−8.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 508,471 | $12.0M | 0.06% | +508,471 | New |
| D. E. Shaw & Co., Inc. | 511,854 | $12.1M | 0.02% | +402,336+367.4% | Added |
| Great Lakes Advisors, LLC | 556,585 | $13.2M | 0.21% | +556,585 | New |
| Ameriprise Financial Inc | 556,797 | $13.2M | 0.00% | +3,320+0.6% | Added |
| Voya Investment Management LLC | 596,272 | $14.1M | 0.03% | +149,243+33.4% | Added |
| Panagora Asset Management Inc | 680,331 | $16.1M | 0.09% | −89,288−11.6% | Reduced |
| Renaissance Technologies LLC | 737,200 | $17.4M | 0.02% | −309,000−29.5% | Reduced |
| Peregrine Capital Management LLC | 776,086 | $18.4M | 0.38% | −149,405−16.1% | Reduced |
| SEI Investments Co | 835,682 | $19.8M | 0.04% | +224,726+36.8% | Added |
| Rothschild & Co Asset Management US Inc. | 859,218 | $20.3M | 0.25% | −97,024−10.1% | Reduced |
| Bank of Montreal | 832,154 | $20.5M | 0.01% | +640,046+333.2% | Added |
| Dimensional Fund Advisors LP | 878,749 | $20.8M | 0.01% | +456,957+108.3% | Added |
| Fort Washington Investment Advisors Inc | 882,843 | $20.9M | 0.13% | +150,248+20.5% | Added |
| AO Asset Management, LP | 893,313 | $21.1M | 1.56% | −38,300−4.1% | Reduced |
| Deutsche Bank AG | 931,208 | $22.0M | 0.01% | +171,769+22.6% | Added |
| Summit Creek Advisors LLC | 952,591 | $22.5M | 2.38% | +177,812+23.0% | Added |
| Citigroup Inc | 980,026 | $23.2M | 0.02% | +540,914+123.2% | Added |
| Arrowstreet Capital, Limited Partnership | 981,624 | $23.2M | 0.03% | +981,624 | New |
| Wells Fargo & Company | 1,024,529 | $24.3M | 0.01% | −24,382−2.3% | Reduced |
| Citadel Advisors LLC | 1,065,570 | $25.2M | 0.03% | +642,690+152.0% | Added |
| Credit Suisse AG | 1,150,290 | $27.2M | 0.02% | −664,453−36.6% | Reduced |
| Macquarie Group Ltd | 1,186,168 | $28.1M | 0.02% | +8,449+0.7% | Added |
| Neuberger Berman Group LLC | 1,233,186 | $28.9M | 0.03% | +58,717+5.0% | Added |
| Two Sigma Advisers, LP | 1,257,200 | $29.8M | 0.08% | −698,200−35.7% | Reduced |
| P Schoenfeld Asset Management LP | 1,328,143 | $31.4M | 2.21% | −212,500−13.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,353,698 | $32.0M | 0.01% | +18,097+1.4% | Added |
| Goldman Sachs Group Inc | 1,378,688 | $32.6M | 0.01% | +853,705+162.6% | Added |
| Nuveen Asset Management, LLC | 1,484,827 | $34.0M | 0.01% | −57,939−3.8% | Reduced |
| Bank of New York Mellon Corp | 1,456,963 | $34.5M | 0.01% | −372,480−20.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,525,108 | $36.1M | 0.09% | −63,928−4.0% | Reduced |
| Norges Bank | 1,528,990 | $36.2M | 0.01% | +237,231+18.4% | Added |
| Aristotle Capital Boston, LLC | 1,529,582 | $36.2M | 0.85% | +17,156+1.1% | Added |
| Price T Rowe Associates Inc | 1,536,716 | $36.4M | 0.00% | +149,336+10.8% | Added |
| Northern Trust Corp | 1,685,454 | $39.9M | 0.01% | −66,904−3.8% | Reduced |
| Allianz Asset Management GmbH | 1,717,784 | $40.7M | 0.03% | −108,177−5.9% | Reduced |
| Sunriver Management LLC | 1,755,663 | $41.6M | 6.60% | +480,919+37.7% | Added |
| Earnest Partners LLC | 1,869,581 | $44.3M | 0.27% | +1,869,581 | New |
| Freshford Capital Management, LLC | 2,105,293 | $49.8M | 7.10% | −29,928−1.4% | Reduced |
| Morgan Stanley | 2,968,654 | $70.3M | 0.01% | +353,402+13.5% | Added |
| Geode Capital Management, LLC | 3,586,540 | $84.9M | 0.01% | +127,093+3.7% | Added |
| State Street Corp | 3,650,277 | $86.4M | 0.00% | −4970.0% | Reduced |
| RGM Capital, LLC | 4,678,947 | $110.8M | 5.43% | −157,780−3.3% | Reduced |
| First Trust Advisors LP | 4,844,628 | $114.7M | 0.12% | −54,146−1.1% | Reduced |
| FIL Ltd | 5,242,631 | $124.1M | 0.14% | −307,127−5.5% | Reduced |
| Starboard Value LPSuperinvestorStarboard Value | 12,213,663 | $289.1M | 5.30% | −800,000−6.1% | Reduced |
| BlackRock Inc. | 12,927,837 | $306.0M | 0.01% | −382,944−2.9% | Reduced |
| Vanguard Group Inc | 17,577,410 | $416.1M | 0.01% | −311,764−1.7% | Reduced |
| IFP Advisors, Inc | 7 | – | – | 00.0% | Unchanged |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,650,981−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −941,507−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −894,771−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −855,770−100.0% | Sold out |
| Lynrock Lake LP | 0 | $0 | 0.00% | −666,666−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −173,487−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −144,218−100.0% | Sold out |
| Clayton Partners LLC | 0 | $0 | 0.00% | −116,558−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −113,284−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −98,300−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −51,050−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −37,584−100.0% | Sold out |
| Frontier Wealth Management LLC | 0 | $0 | 0.00% | −37,200−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −34,949−100.0% | Sold out |
| Factorial Partners, LLC | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −32,894−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −32,128−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −31,606−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −30,796−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −22,026−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −20,228−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,245−100.0% | Sold out |
| Boardman Bay Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |