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 |
|---|---|---|---|---|---|
| Aspiriant, LLC | 8,586 | $203.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,243 | $196.0K | 0.01% | +8,243 | New |
| Robeco Institutional Asset Management B.V. | 8,109 | $192.0K | 0.00% | +8,109 | New |
| Parallel Advisors, LLC | 7,755 | $184.0K | 0.01% | +3,433+79.4% | Added |
| Neo Ivy Capital Management | 8,120 | $169.0K | 0.19% | +975+13.6% | Added |
| STRS Ohio | 7,000 | $165.0K | 0.00% | +500+7.7% | Added |
| Rosenberg Matthew Hamilton | 6,796 | $161.0K | 0.06% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,622 | $156.7K | 0.01% | +6,622 | New |
| Steward Partners Investment Advisory, LLC | 5,193 | $123.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,821 | $114.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,200 | $99.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,340 | $79.0K | 0.00% | +174+5.5% | Added |
| Creative Planning | 3,311 | $78.0K | 0.00% | +31+0.9% | Added |
| Rockefeller Capital Management L.P. | 3,113 | $73.0K | 0.00% | +2,464+379.7% | Added |
| Pacer Advisors, Inc. | 3,041 | $72.0K | 0.00% | +3,041 | New |
| Tower Research Capital LLC (TRC) | 2,725 | $65.0K | 0.00% | −33,873−92.6% | Reduced |
| Evoke Wealth, LLC | 2,703 | $63.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 2,608 | $62.0K | 0.00% | +322+14.1% | Added |
| Whittier Trust Co | 2,410 | $57.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,274 | $54.0K | 0.03% | −14−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,250 | $53.3K | 0.00% | −6,400−74.0% | Reduced |
| US Bancorp | 2,199 | $52.0K | 0.00% | +325+17.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,050 | $49.0K | 0.00% | −155−7.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,000 | $47.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,000 | $47.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,649 | $39.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,456 | $34.0K | 0.02% | −53−3.5% | Reduced |
| 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 |
| 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 |
| Migdal Insurance & Financial Holdings Ltd. | 927 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 792 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 769 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 700 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 720 | $17.0K | 0.00% | +720 | New |
| 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 |
| Point72 Hong Kong Ltd | 590 | $14.0K | 0.00% | −18,607−96.9% | Reduced |
| Syverson Strege & Co | 548 | $13.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 525 | $12.0K | 0.00% | +400+320.0% | Added |
| TCI Wealth Advisors, Inc. | 476 | $11.0K | 0.00% | +71+17.5% | Added |
| Westside Investment Management, Inc. | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 362 | $8.57K | 0.00% | 00.0% | Unchanged |
| Markston International LLC | 350 | $8.00K | 0.01% | 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 |
| Hanseatic Management Services Inc | 253 | $6.00K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Atlas Private Wealth Advisors | 144 | $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 |
| FMR LLC | 84 | $2.00K | 0.00% | +84 | New |
| Bell Investment Advisors, Inc | 92 | $2.00K | 0.00% | +92 | 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 |
| 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 |
| 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 |