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 |
|---|---|---|---|---|---|
| Virginia Retirement Systems Et Al | 72,800 | $1.91M | 0.02% | −1,700−2.3% | Reduced |
| Envestnet Asset Management Inc | 73,437 | $1.92M | 0.00% | +58,089+378.5% | Added |
| American International Group, Inc. | 74,192 | $1.94M | 0.01% | −3,826−4.9% | Reduced |
| Tudor Investment Corp Et Al | 76,057 | $1.99M | 0.04% | −54,544−41.8% | Reduced |
| Qube Research & Technologies Ltd | 77,308 | $2.02M | 0.02% | +77,308 | New |
| Jasper Ridge Partners, L.P. | 78,285 | $2.05M | 0.08% | 00.0% | Unchanged |
| Simplex Trading, LLC | 79,645 | $2.08M | 0.07% | +23,462+41.8% | Added |
| Wesbanco Bank Inc | 81,641 | $2.14M | 0.08% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 88,136 | $2.31M | 0.00% | −3,171−3.5% | Reduced |
| Paloma Partners Management Co | 88,986 | $2.33M | 0.07% | +78,113+718.4% | Added |
| Liontrust Investment Partners LLP | 90,000 | $2.36M | 0.03% | +20,000+28.6% | Added |
| EFG Asset Management (North America) Corp. | 91,236 | $2.39M | 0.31% | +91,236 | New |
| BNP Paribas Arbitrage, SA | 98,244 | $2.57M | 0.01% | +5,814+6.3% | Added |
| Voloridge Investment Management, LLC | 100,697 | $2.64M | 0.01% | +100,697 | New |
| Eaton Vance Management | 106,074 | $2.78M | 0.00% | 00.0% | Unchanged |
| Weil Company, Inc. | 108,962 | $2.85M | 1.33% | +19,143+21.3% | Added |
| Parametric Portfolio Associates LLC | 113,377 | $2.97M | 0.00% | +16,269+16.8% | Added |
| State of New Jersey Common Pension Fund D | 114,125 | $2.99M | 0.01% | +7,230+6.8% | Added |
| Occudo Quantitative Strategies LP | 114,158 | $2.99M | 0.26% | +37,957+49.8% | Added |
| AQR Capital Management LLC | 117,501 | $3.08M | 0.01% | +11,898+11.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 122,400 | $3.21M | 0.01% | −25,800−17.4% | Reduced |
| Legal & General Group Plc | 128,567 | $3.37M | 0.00% | −786−0.6% | Reduced |
| Jump Financial, LLC | 131,396 | $3.44M | 0.22% | +131,396 | New |
| AlphaCrest Capital Management LLC | 134,371 | $3.52M | 0.13% | +10,136+8.2% | Added |
| Jane Street Group, LLC | 143,039 | $3.75M | 0.01% | +111,179+349.0% | Added |
| Rafferty Asset Management, LLC | 150,096 | $3.93M | 0.02% | +14,927+11.0% | Added |
| Capital Fund Management S.A. | 152,782 | $4.00M | 0.10% | −57,541−27.4% | Reduced |
| Rhumbline Advisers | 155,670 | $4.08M | 0.00% | −4,174−2.6% | Reduced |
| American Century Companies Inc | 158,156 | $4.14M | 0.00% | +73,715+87.3% | Added |
| Citadel Advisors LLC | 158,948 | $4.16M | 0.00% | −906,622−85.1% | Reduced |
| Raymond James & Associates | 160,643 | $4.21M | 0.00% | +101,869+173.3% | Added |
| Hillsdale Investment Management Inc. | 173,300 | $4.54M | 0.30% | +5,000+3.0% | Added |
| Echo45 Advisors LLC | 176,162 | $4.61M | 3.69% | +176,162 | New |
| UBS Group AG | 179,201 | $4.69M | 0.00% | +123,376+221.0% | Added |
| Bank of Montreal | 187,266 | $5.02M | 0.00% | −644,888−77.5% | Reduced |
| State of Wisconsin Investment Board | 194,900 | $5.10M | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 195,731 | $5.13M | 0.03% | +34,851+21.7% | Added |
| UBS Asset Management Americas Inc | 196,483 | $5.15M | 0.00% | −2,475−1.2% | Reduced |
| California State Teachers Retirement System | 205,082 | $5.37M | 0.01% | −5,081−2.4% | Reduced |
| ClariVest Asset Management LLC | 210,599 | $5.51M | 0.17% | +210,599 | New |
| Peloton Wealth Strategists | 211,370 | $5.54M | 2.22% | −9,690−4.4% | Reduced |
| Divisar Capital Management LLC | 217,448 | $5.70M | 1.84% | 00.0% | Unchanged |
| Barclays PLC | 224,153 | $5.87M | 0.00% | −188,962−45.7% | Reduced |
| Citigroup Inc | 227,016 | $5.95M | 0.01% | −753,010−76.8% | Reduced |
| JPMorgan Chase & Co | 252,733 | $6.62M | 0.00% | +4,840+2.0% | Added |
| Russell Investments Group, Ltd. | 262,907 | $6.88M | 0.01% | +77,604+41.9% | Added |
| Acadian Asset Management LLC | 264,344 | $6.92M | 0.03% | +138,080+109.4% | Added |
| Alliancebernstein L.P. | 269,068 | $7.05M | 0.00% | −1,032−0.4% | Reduced |
| Man Group plc | 270,879 | $7.09M | 0.02% | −1,703−0.6% | Reduced |
| Castleark Management LLC | 271,130 | $7.10M | 0.26% | −220−0.1% | Reduced |
| Madison Asset Management, LLC | 284,051 | $7.44M | 0.10% | +1,863+0.7% | Added |
| Silvercrest Asset Management Group LLC | 285,700 | $7.48M | 0.05% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 303,775 | $7.96M | 0.00% | −6,090−2.0% | Reduced |
| Federated Hermes, Inc. | 309,401 | $8.10M | 0.02% | +215,595+229.8% | Added |
| Renaissance Technologies LLC | 315,400 | $8.26M | 0.01% | −421,800−57.2% | Reduced |
| Assenagon Asset Management S.A. | 327,447 | $8.58M | 0.03% | +220,591+206.4% | Added |
| Swiss National Bank | 335,900 | $8.80M | 0.01% | −23,500−6.5% | Reduced |
| Nordea Investment Management AB | 334,043 | $8.94M | 0.01% | −1310.0% | Reduced |
| Canada Pension Plan Investment Board | 388,957 | $10.2M | 0.01% | +165,330+73.9% | Added |
| Cubist Systematic Strategies, LLC | 433,652 | $11.4M | 0.11% | +341,805+372.1% | Added |
| Scout Investments, Inc. | 437,138 | $11.4M | 0.17% | −9,826−2.2% | Reduced |
| Cornerstone Capital, Inc. | 438,080 | $11.5M | 1.22% | +25,800+6.3% | Added |
| Great West Life Assurance Co | 460,667 | $12.1M | 0.02% | +3,133+0.7% | Added |
| Balyasny Asset Management LLC | 473,839 | $12.4M | 0.05% | +473,839 | New |
| Wellington Management Group LLP | 514,347 | $13.5M | 0.00% | +29,060+6.0% | Added |
| Great Lakes Advisors, LLC | 559,423 | $14.7M | 0.22% | +2,838+0.5% | Added |
| Ameriprise Financial Inc | 563,619 | $14.7M | 0.00% | +6,822+1.2% | Added |
| Invesco Ltd. | 573,283 | $15.0M | 0.00% | +434,888+314.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 601,698 | $15.8M | 0.08% | +93,227+18.3% | Added |
| Panagora Asset Management Inc | 671,830 | $17.6M | 0.09% | −8,501−1.2% | Reduced |
| P Schoenfeld Asset Management LP | 690,504 | $18.1M | 0.98% | −637,639−48.0% | Reduced |
| Deutsche Bank AG | 726,601 | $19.0M | 0.01% | −204,607−22.0% | Reduced |
| Goldman Sachs Group Inc | 786,486 | $20.6M | 0.01% | −592,202−43.0% | Reduced |
| Peregrine Capital Management LLC | 798,438 | $20.9M | 0.42% | +22,352+2.9% | Added |
| D. E. Shaw & Co., Inc. | 801,604 | $21.0M | 0.03% | +289,750+56.6% | Added |
| Rothschild & Co Asset Management US Inc. | 827,980 | $21.7M | 0.25% | −31,238−3.6% | Reduced |
| Millennium Management LLC | 828,031 | $21.7M | 0.02% | +783,695+1,767.6% | Added |
| New York State Common Retirement Fund | 889,222 | $23.3M | 0.02% | +472,754+113.5% | Added |
| Dimensional Fund Advisors LP | 920,324 | $24.1M | 0.01% | +41,575+4.7% | Added |
| Jacobs Levy Equity Management, Inc | 925,922 | $24.3M | 0.16% | +597,366+181.8% | Added |
| AO Asset Management, LP | 1,020,413 | $26.7M | 2.60% | +127,100+14.2% | Added |
| Fort Washington Investment Advisors Inc | 1,067,083 | $27.9M | 0.17% | +184,240+20.9% | Added |
| Summit Creek Advisors LLC | 1,076,764 | $28.2M | 2.83% | +124,173+13.0% | Added |
| Credit Suisse AG | 1,099,320 | $28.8M | 0.02% | −50,970−4.4% | Reduced |
| Wells Fargo & Company | 1,136,174 | $29.8M | 0.01% | +111,645+10.9% | Added |
| Neuberger Berman Group LLC | 1,237,254 | $32.1M | 0.03% | +4,068+0.3% | Added |
| Charles Schwab Investment Management Inc | 1,230,447 | $32.2M | 0.01% | −123,251−9.1% | Reduced |
| Nuveen Asset Management, LLC | 1,308,089 | $34.3M | 0.01% | −176,738−11.9% | Reduced |
| SEI Investments Co | 1,411,535 | $37.0M | 0.07% | +575,853+68.9% | Added |
| Price T Rowe Associates Inc | 1,470,626 | $38.5M | 0.00% | −66,090−4.3% | Reduced |
| Aristotle Capital Boston, LLC | 1,493,523 | $39.1M | 0.92% | −36,059−2.4% | Reduced |
| Bank of New York Mellon Corp | 1,516,264 | $39.7M | 0.01% | +59,301+4.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,566,691 | $41.0M | 0.09% | +41,583+2.7% | Added |
| Northern Trust Corp | 1,641,273 | $43.0M | 0.01% | −44,181−2.6% | Reduced |
| Macquarie Group Ltd | 1,644,592 | $43.1M | 0.04% | +458,424+38.6% | Added |
| Two Sigma Investments, LP | 1,674,643 | $43.9M | 0.11% | +1,674,643 | New |
| Sunriver Management LLC | 1,694,176 | $44.4M | 7.00% | −61,487−3.5% | Reduced |
| Norges Bank | 1,806,819 | $47.3M | 0.01% | +277,829+18.2% | Added |
| Arrowstreet Capital, Limited Partnership | 1,871,306 | $49.0M | 0.06% | +889,682+90.6% | Added |
| Allianz Asset Management GmbH | 2,088,072 | $54.7M | 0.04% | +370,288+21.6% | Added |