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 |
|---|---|---|---|---|---|
| Natixis Advisors, L.P. | 14,587 | $382.0K | 0.00% | +3,122+27.2% | Added |
| Integrated Investment Consultants, LLC | 14,776 | $387.0K | 0.10% | +14,776 | New |
| NorthCrest Asset Manangement, LLC | 14,800 | $388.0K | 0.02% | +14,800 | New |
| Convergence Investment Partners, LLC | 14,870 | $389.0K | 0.20% | +3,482+30.6% | Added |
| Crossmark Global Holdings, Inc. | 15,285 | $400.0K | 0.01% | +15,285 | New |
| Virtu Financial LLC | 15,295 | $401.0K | 0.04% | +15,295 | New |
| Mackenzie Financial Corp | 15,400 | $403.0K | 0.00% | +1,255+8.9% | Added |
| Fifth Third Bancorp | 15,572 | $408.0K | 0.00% | +15,572 | New |
| Versor Investments LP | 15,601 | $409.0K | 0.01% | +15,601 | New |
| Connable Office Inc | 15,784 | $413.0K | 0.05% | +15,784 | New |
| Tennessee Valley Asset Management Partners | 15,795 | $414.0K | 0.14% | −1,720−9.8% | Reduced |
| Coldstream Capital Management Inc | 16,308 | $427.0K | 0.01% | +16,308 | New |
| HRT Financial LP | 16,592 | $434.0K | 0.00% | +16,592 | New |
| Baird Financial Group, Inc. | 17,046 | $446.0K | 0.00% | +17,046 | New |
| Shell Asset Management Co | 17,580 | $460.0K | 0.01% | +81+0.5% | Added |
| DuPont Capital Management Corp | 17,788 | $466.0K | 0.02% | −7,093−28.5% | Reduced |
| DCF Advisers, LLC | 18,500 | $485.0K | 0.24% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 18,585 | $486.0K | 0.00% | +25+0.1% | Added |
| Kestra Advisory Services, LLC | 18,978 | $497.0K | 0.01% | −211−1.1% | Reduced |
| Merrion Investment Management Co, LLC | 19,200 | $502.0K | 0.37% | 00.0% | Unchanged |
| HAP Trading, LLC | 19,308 | $506.0K | 0.04% | +19,308 | New |
| Verition Fund Management LLC | 19,571 | $513.0K | 0.01% | +19,571 | New |
| BDO Wealth Advisors, LLC | 20,000 | $524.0K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 20,050 | $525.0K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20,047 | $525.0K | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 20,723 | $543.0K | 0.00% | −1,094−5.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,755 | $544.0K | 0.00% | −50,722−71.0% | Reduced |
| PDT Partners, LLC | 20,875 | $547.0K | 0.04% | +20,875 | New |
| HSBC Holdings PLC | 20,978 | $553.0K | 0.00% | +20,978 | New |
| AXA S.A. | 21,800 | $571.0K | 0.00% | +21,800 | New |
| ExodusPoint Capital Management, LP | 22,487 | $589.0K | 0.01% | +22,487 | New |
| Smith Group Asset Management, LLC | 23,002 | $602.0K | 0.03% | −590−2.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 23,127 | $606.0K | 0.01% | +23,127 | New |
| Capital Impact Advisors, LLC | 23,140 | $606.0K | 0.42% | +23,140 | New |
| Principal Financial Group Inc | 23,739 | $622.0K | 0.00% | −6,152−20.6% | Reduced |
| Truvestments Capital LLC | 23,852 | $625.0K | 0.31% | +729+3.2% | Added |
| Rockefeller Capital Management L.P. | 23,885 | $625.0K | 0.00% | +20,772+667.3% | Added |
| Amalgamated Bank | 24,727 | $648.0K | 0.00% | −637−2.5% | Reduced |
| Winton Group Ltd | 24,895 | $652.0K | 0.04% | −19,478−43.9% | Reduced |
| Keebeck Wealth Management, LLC | 25,000 | $655.0K | 0.12% | 00.0% | Unchanged |
| Sciencast Management LP | 26,052 | $667.0K | 0.12% | +11,600+80.3% | Added |
| Boston Partners | 26,077 | $683.0K | 0.00% | −6,002−18.7% | Reduced |
| Quantbot Technologies LP | 26,311 | $689.0K | 0.06% | +25,595+3,574.7% | Added |
| Handelsbanken Fonder AB | 26,353 | $690.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 26,753 | $701.0K | 0.05% | −3,305−11.0% | Reduced |
| LPL Financial LLC | 27,019 | $708.0K | 0.00% | −61−0.2% | Reduced |
| BIT Capital GmbH | 27,170 | $711.6K | 0.06% | +27,170 | New |
| Malaga Cove Capital, LLC | 27,869 | $730.0K | 0.29% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,061 | $735.0K | 0.04% | +2,566+10.1% | Added |
| AE Wealth Management LLC | 28,112 | $736.0K | 0.01% | +28,112 | New |
| Gotham Asset Management, LLC | 28,258 | $740.0K | 0.02% | −72,580−72.0% | Reduced |
| CenterBook Partners LP | 28,896 | $757.0K | 0.44% | +28,896 | New |
| Teacher Retirement System of Texas | 29,012 | $760.0K | 0.00% | +3,442+13.5% | Added |
| Pathstone Family Office, LLC | 29,834 | $782.0K | 0.02% | −966−3.1% | Reduced |
| ProShare Advisors LLC | 31,141 | $816.0K | 0.00% | +12,628+68.2% | Added |
| Squarepoint Ops LLC | 31,349 | $821.0K | 0.00% | +31,349 | New |
| Janus Henderson Group PLC | 32,143 | $842.0K | 0.00% | +16,147+100.9% | Added |
| Valmark Advisers, Inc. | 32,517 | $852.0K | 0.01% | +8,806+37.1% | Added |
| Diversified Trust Co | 32,623 | $854.0K | 0.03% | +2,427+8.0% | Added |
| Metropolitan Life Insurance Co | 35,391 | $926.9K | 0.01% | −2,352−6.2% | Reduced |
| Amundi | 37,757 | $958.0K | 0.00% | −676−1.8% | Reduced |
| Ensign Peak Advisors, Inc | 37,470 | $981.0K | 0.00% | +37,470 | New |
| Royal Bank of Canada | 37,599 | $986.0K | 0.00% | +10,242+37.4% | Added |
| APG Asset Management N.V. | 44,900 | $1.03M | 0.00% | −45,500−50.3% | Reduced |
| Advisor Group Holdings, Inc. | 39,688 | $1.04M | 0.00% | +18,699+89.1% | Added |
| Green Alpha Advisors, LLC | 40,364 | $1.06M | 0.71% | −10.0% | Reduced |
| Arizona State Retirement System | 41,088 | $1.08M | 0.01% | −3,222−7.3% | Reduced |
| Algert Global LLC | 41,982 | $1.10M | 0.14% | −40,117−48.9% | Reduced |
| Janney Montgomery Scott LLC | 42,889 | $1.12M | 0.00% | +2,291+5.6% | Added |
| Group One Trading, L.P. | 44,353 | $1.16M | 0.02% | +44,353 | New |
| Engineers Gate Manager LP | 45,600 | $1.19M | 0.05% | +6,662+17.1% | Added |
| Cornercap Investment Counsel Inc | 46,887 | $1.23M | 0.18% | +46,887 | New |
| 1492 Capital Management LLC | 46,992 | $1.23M | 0.61% | −130.0% | Reduced |
| Vontobel Holding Ltd. | 47,237 | $1.24M | 0.01% | +13,744+41.0% | Added |
| Susquehanna International Group, LLP | 47,573 | $1.25M | 0.00% | −154,908−76.5% | Reduced |
| MetLife Investment Management | 47,867 | $1.25M | 0.01% | −4,393−8.4% | Reduced |
| Cutler Group LP | 48,750 | $1.28M | 0.09% | +25,791+112.3% | Added |
| Captrust Financial Advisors | 49,244 | $1.29M | 0.01% | +48,233+4,770.8% | Added |
| Trexquant Investment LP | 49,399 | $1.29M | 0.08% | +49,399 | New |
| Susquehanna Fundamental Investments, LLC | 50,070 | $1.31M | 0.03% | −154,382−75.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 50,700 | $1.33M | 0.01% | +50,700 | New |
| Bayesian Capital Management, LP | 53,500 | $1.40M | 0.44% | +53,500 | New |
| Walleye Trading LLC | 53,656 | $1.41M | 0.02% | +16,814+45.6% | Added |
| NN Investment Partners Holdings N.V. | 53,800 | $1.41M | 0.01% | +53,800 | New |
| Profund Advisors LLC | 54,747 | $1.43M | 0.05% | −7,740−12.4% | Reduced |
| State Board of Administration of Florida Retirement System | 55,060 | $1.44M | 0.00% | −3,405−5.8% | Reduced |
| Sender Co & Partners, Inc. | 55,380 | $1.45M | 0.93% | +55,380 | New |
| Oppenheimer Asset Management Inc. | 57,124 | $1.50M | 0.02% | +57,124 | New |
| Alpha DNA Investment Management LLC | 57,162 | $1.50M | 0.96% | +57,162 | New |
| Renaissance Group LLC | 57,656 | $1.51M | 0.06% | +2,477+4.5% | Added |
| Blair William & Co | 60,068 | $1.57M | 0.00% | +40,768+211.2% | Added |
| HighTower Advisors, LLC | 59,955 | $1.58M | 0.00% | −1,748−2.8% | Reduced |
| Los Angeles Capital Management LLC | 60,751 | $1.59M | 0.01% | −721−1.2% | Reduced |
| Tealwood Asset Management Inc | 62,866 | $1.65M | 0.66% | −1,981−3.1% | Reduced |
| Commonwealth Equity Services, LLC | 65,562 | $1.72M | 0.00% | −4,073−5.8% | Reduced |
| Stifel Financial Corp | 66,895 | $1.75M | 0.00% | +12,986+24.1% | Added |
| Voya Investment Management LLC | 67,491 | $1.77M | 0.00% | −528,781−88.7% | Reduced |
| Franklin Resources Inc | 69,684 | $1.82M | 0.00% | +1,561+2.3% | Added |
| Allspring Global Investments Holdings, LLC | 70,936 | $1.86M | 0.00% | +70,936 | New |
| Manufacturers Life Insurance Company, The | 70,866 | $1.86M | 0.00% | −2,298−3.1% | Reduced |