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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 16,308 | $427.0K | 0.01% | +16,308 | New |
| Tennessee Valley Asset Management Partners | 15,795 | $414.0K | 0.14% | −1,720−9.8% | Reduced |
| Connable Office Inc | 15,784 | $413.0K | 0.05% | +15,784 | New |
| Versor Investments LP | 15,601 | $409.0K | 0.01% | +15,601 | New |
| Fifth Third Bancorp | 15,572 | $408.0K | 0.00% | +15,572 | New |
| Mackenzie Financial Corp | 15,400 | $403.0K | 0.00% | +1,255+8.9% | Added |
| Virtu Financial LLC | 15,295 | $401.0K | 0.04% | +15,295 | New |
| Crossmark Global Holdings, Inc. | 15,285 | $400.0K | 0.01% | +15,285 | New |
| Convergence Investment Partners, LLC | 14,870 | $389.0K | 0.20% | +3,482+30.6% | Added |
| NorthCrest Asset Manangement, LLC | 14,800 | $388.0K | 0.02% | +14,800 | New |
| Integrated Investment Consultants, LLC | 14,776 | $387.0K | 0.10% | +14,776 | New |
| Natixis Advisors, L.P. | 14,587 | $382.0K | 0.00% | +3,122+27.2% | Added |
| Staley Capital Advisers Inc | 14,000 | $367.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,984 | $348.0K | 0.00% | +12,984 | New |
| ETF Managers Group, LLC | 12,664 | $339.0K | 0.01% | −1,791−12.4% | Reduced |
| 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 |
| Tatro Capital, LLC | 10,983 | $288.0K | 0.21% | +10,983 | New |
| Ameritas Investment Partners, Inc. | 10,927 | $286.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 10,183 | $266.7K | 0.01% | +3,561+53.8% | Added |
| Keebeck Alpha, LP | 10,045 | $263.0K | 0.10% | +10,045 | New |
| O'Shaughnessy Asset Management, LLC | 9,774 | $256.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,728 | $255.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 9,302 | $244.0K | 0.02% | +1,059+12.8% | Added |
| Quantamental Technologies LLC | 9,083 | $238.0K | 0.12% | −4,522−33.2% | Reduced |
| Point72 Hong Kong Ltd | 8,980 | $235.0K | 0.02% | +8,390+1,422.0% | Added |
| 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 |
| Quadrature Capital Ltd | 8,613 | $226.0K | 0.01% | +8,613 | New |
| Aspiriant, LLC | 8,586 | $225.0K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 8,435 | $222.0K | 0.00% | +326+4.0% | Added |
| Cahaba Wealth Management, Inc. | 8,439 | $221.0K | 0.03% | +8,439 | New |
| FDx Advisors, Inc. | 8,416 | $220.0K | 0.01% | +8,416 | New |
| Pearl River Capital, LLC | 8,326 | $218.0K | 0.06% | −2,022−19.5% | Reduced |
| PEAK6 Investments LLC | 8,253 | $216.0K | 0.01% | −18,843−69.5% | Reduced |
| 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 |
| Shay Capital LLC | 7,970 | $209.0K | 0.08% | +7,970 | New |
| Royal Capital Wealth Management, LLC | 7,950 | $208.0K | 0.20% | +7,950 | New |
| State of Wyoming | 7,861 | $206.0K | 0.10% | +7,861 | New |
| Rosenberg Matthew Hamilton | 7,740 | $203.0K | 0.07% | +944+13.9% | Added |
| STRS Ohio | 7,000 | $183.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,756 | $177.0K | 0.00% | +6,479+2,339.0% | Added |
| Covestor Ltd | 6,598 | $173.0K | 0.24% | +6,598 | New |
| 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 |
| Neo Ivy Capital Management | 5,217 | $137.0K | 0.20% | −2,903−35.8% | Reduced |
| SG3 Management, LLC | 5,000 | $131.0K | 0.01% | +5,000 | New |
| Whittier Trust Co of Nevada Inc | 4,821 | $126.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,264 | $112.0K | 0.00% | +1,539+56.5% | Added |
| Lazard Asset Management LLC | 4,038 | $105.0K | 0.00% | +698+20.9% | Added |
| Aquatic Capital Management LLC | 3,700 | $97.0K | 0.19% | +3,700 | New |
| Nisa Investment Advisors, LLC | 3,290 | $86.0K | 0.00% | −910−21.7% | Reduced |
| Evoke Wealth, LLC | 2,703 | $71.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,410 | $63.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,250 | $58.9K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,809 | $47.0K | 0.01% | +1,809 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,718 | $46.0K | 0.00% | −332−16.2% | Reduced |
| First Bank & Trust | 1,647 | $44.0K | 0.02% | +1,647 | 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 |
| Trust Co of Vermont | 1,600 | $42.0K | 0.00% | +1,600 | New |
| Newbridge Financial Services Group, Inc. | 1,534 | $40.0K | 0.02% | −740−32.5% | Reduced |
| Signet Financial Management, LLC | 1,131 | $30.0K | 0.00% | +1,131 | New |
| FMR LLC | 1,114 | $29.0K | 0.00% | +1,030+1,226.2% | Added |
| Signaturefd, LLC | 1,062 | $28.0K | 0.00% | +877+474.1% | Added |
| US Bancorp | 1,042 | $27.0K | 0.00% | −1,157−52.6% | 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 |
| Migdal Insurance & Financial Holdings Ltd. | 829 | $22.0K | 0.00% | −98−10.6% | Reduced |
| Harbor Investment Advisory, LLC | 792 | $21.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Geneos Wealth Management Inc. | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 474 | $12.0K | 0.00% | −295−38.4% | Reduced |
| American Portfolios Advisors | 362 | $9.48K | 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 |
| Hanseatic Management Services Inc | 253 | $7.00K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 217 | $6.00K | 0.00% | +17+8.5% | Added |
| 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 |
| Financial Avengers, Inc. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 137 | $4.00K | 0.00% | +137 | 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 |
| 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 |
| McDonald Partners LLC | 74 | $1.94K | 0.00% | +74 | New |