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, Q4 2021
Institutional positions in Box Inc as of Dec 31, 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
- 313
- +39 vs. Q3 2021
- Shares held
- 125.5M
- −640.2K (−0.5%) vs. Q3 2021
- Total value
- $3.29B
- +$301.3M (+10.1%) vs. Q3 2021
- New holders
- 77
- 103 more added
- Sold out
- 38
- 87 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 19 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $0 | 0.00% | +19 | New |
| Cornerstone Advisory, LLC | 5 | $0 | 0.00% | +5 | New |
| Retirement Planning Co of New England, Inc. | 30 | $0 | 0.00% | +30 | New |
| Schubert & Co | 14 | $0 | 0.00% | +14 | New |
| Antonetti Capital Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 36 | $1.00K | 0.00% | +36 | New |
| Elequin Capital LP | 44 | $1.00K | 0.00% | +44 | New |
| TD Waterhouse Canada Inc. | 44 | $1.47K | 0.00% | +44 | New |
| McDonald Partners LLC | 74 | $1.94K | 0.00% | +74 | New |
| Absolute Capital Management, LLC | 74 | $1.94K | 0.00% | +74 | New |
| Clearstead Advisors, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 60 | $2.00K | 0.00% | +60 | New |
| Confluence Wealth Services, Inc. | 110 | $2.00K | 0.00% | +110 | New |
| Spire Wealth Management | 100 | $3.00K | 0.00% | −425−81.0% | Reduced |
| Key Financial Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 111 | $3.00K | 0.00% | +19+20.7% | Added |
| CWM, LLC | 130 | $3.00K | 0.00% | +130 | New |
| Snowden Capital Advisors LLC | 150 | $3.00K | 0.00% | +150 | New |
| Financial Avengers, Inc. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 137 | $4.00K | 0.00% | +137 | New |
| Community Bank, N.A. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $5.00K | 0.00% | +200 | New |
| Cullen/Frost Bankers, Inc. | 217 | $6.00K | 0.00% | +17+8.5% | Added |
| Hanseatic Management Services Inc | 253 | $7.00K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Markston International LLC | 315 | $8.00K | 0.01% | −35−10.0% | Reduced |
| National Bank of Canada | 300 | $8.00K | 0.00% | +300 | New |
| American Portfolios Advisors | 362 | $9.48K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 474 | $12.0K | 0.00% | −295−38.4% | Reduced |
| Geneos Wealth Management Inc. | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 548 | $14.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 523 | $14.0K | 0.00% | +47+9.9% | Added |
| Amplius Wealth Advisors, LLC | 536 | $14.0K | 0.00% | +536 | New |
| Hexagon Capital Partners LLC | 700 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 711 | $18.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 697 | $18.0K | 0.02% | +697 | New |
| Harbor Investment Advisory, LLC | 792 | $21.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 829 | $22.0K | 0.00% | −98−10.6% | Reduced |
| North Star Investment Management Corp. | 1,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 979 | $26.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,042 | $27.0K | 0.00% | −1,157−52.6% | Reduced |
| Signaturefd, LLC | 1,062 | $28.0K | 0.00% | +877+474.1% | Added |
| FMR LLC | 1,114 | $29.0K | 0.00% | +1,030+1,226.2% | Added |
| Signet Financial Management, LLC | 1,131 | $30.0K | 0.00% | +1,131 | New |
| Newbridge Financial Services Group, Inc. | 1,534 | $40.0K | 0.02% | −740−32.5% | Reduced |
| Trust Co of Vermont | 1,600 | $42.0K | 0.00% | +1,600 | New |
| Banque Cantonale Vaudoise | 1,649 | $43.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,633 | $43.0K | 0.03% | +177+12.2% | Added |
| First Bank & Trust | 1,647 | $44.0K | 0.02% | +1,647 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,718 | $46.0K | 0.00% | −332−16.2% | Reduced |
| PrairieView Partners, LLC | 1,809 | $47.0K | 0.01% | +1,809 | New |
| Federation des caisses Desjardins du Quebec | 2,250 | $58.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,410 | $63.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,703 | $71.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,290 | $86.0K | 0.00% | −910−21.7% | Reduced |
| Aquatic Capital Management LLC | 3,700 | $97.0K | 0.19% | +3,700 | New |
| Lazard Asset Management LLC | 4,038 | $105.0K | 0.00% | +698+20.9% | Added |
| Tower Research Capital LLC (TRC) | 4,264 | $112.0K | 0.00% | +1,539+56.5% | Added |
| Whittier Trust Co of Nevada Inc | 4,821 | $126.0K | 0.00% | 00.0% | Unchanged |
| SG3 Management, LLC | 5,000 | $131.0K | 0.01% | +5,000 | New |
| Neo Ivy Capital Management | 5,217 | $137.0K | 0.20% | −2,903−35.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,351 | $140.0K | 0.00% | +158+3.0% | Added |
| Proequities, Inc. | 5,362 | $140.0K | 0.01% | +4,681+687.4% | Added |
| Covestor Ltd | 6,598 | $173.0K | 0.24% | +6,598 | New |
| The PNC Financial Services Group, Inc. | 6,756 | $177.0K | 0.00% | +6,479+2,339.0% | Added |
| STRS Ohio | 7,000 | $183.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7,740 | $203.0K | 0.07% | +944+13.9% | Added |
| State of Wyoming | 7,861 | $206.0K | 0.10% | +7,861 | New |
| Royal Capital Wealth Management, LLC | 7,950 | $208.0K | 0.20% | +7,950 | New |
| Shay Capital LLC | 7,970 | $209.0K | 0.08% | +7,970 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,089 | $212.0K | 0.00% | −64,017−88.8% | Reduced |
| Graham Capital Management, L.P. | 8,118 | $212.0K | 0.01% | +8,118 | New |
| PEAK6 Investments LLC | 8,253 | $216.0K | 0.01% | −18,843−69.5% | Reduced |
| Pearl River Capital, LLC | 8,326 | $218.0K | 0.06% | −2,022−19.5% | Reduced |
| FDx Advisors, Inc. | 8,416 | $220.0K | 0.01% | +8,416 | New |
| Cahaba Wealth Management, Inc. | 8,439 | $221.0K | 0.03% | +8,439 | New |
| Robeco Institutional Asset Management B.V. | 8,435 | $222.0K | 0.00% | +326+4.0% | Added |
| Aspiriant, LLC | 8,586 | $225.0K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,613 | $226.0K | 0.01% | +8,613 | New |
| Pictet Asset Management SA | 8,680 | $227.0K | 0.00% | −1,938−18.3% | Reduced |
| Parallel Advisors, LLC | 8,654 | $227.0K | 0.01% | +899+11.6% | Added |
| Point72 Hong Kong Ltd | 8,980 | $235.0K | 0.02% | +8,390+1,422.0% | Added |
| Quantamental Technologies LLC | 9,083 | $238.0K | 0.12% | −4,522−33.2% | Reduced |
| Moors & Cabot, Inc. | 9,302 | $244.0K | 0.02% | +1,059+12.8% | Added |
| Brown Brothers Harriman & Co | 9,728 | $255.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,774 | $256.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 10,045 | $263.0K | 0.10% | +10,045 | New |
| Leonteq Securities AG | 10,183 | $266.7K | 0.01% | +3,561+53.8% | Added |
| Ameritas Investment Partners, Inc. | 10,927 | $286.0K | 0.01% | 00.0% | Unchanged |
| Tatro Capital, LLC | 10,983 | $288.0K | 0.21% | +10,983 | New |
| Prudential Financial Inc | 11,610 | $304.0K | 0.00% | −1,000−7.9% | Reduced |
| Stratos Wealth Partners, LTD. | 11,591 | $304.0K | 0.01% | +11,591 | New |
| ETF Managers Group, LLC | 12,664 | $339.0K | 0.01% | −1,791−12.4% | Reduced |
| Wolverine Trading, LLC | 12,984 | $348.0K | 0.00% | +12,984 | New |
| Staley Capital Advisers Inc | 14,000 | $367.0K | 0.02% | 00.0% | Unchanged |