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, Q1 2022
Institutional positions in Box Inc as of Mar 31, 2022. 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
- 321
- +10 vs. Q4 2021
- Shares held
- 122.0M
- −3.48M (−2.8%) vs. Q4 2021
- Total value
- $3.54B
- +$258.0M (+7.9%) vs. Q4 2021
- New holders
- 57
- 97 more added
- Sold out
- 47
- 119 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schubert & Co | 17 | $0 | 0.00% | +3+21.4% | Added |
| Glassman Wealth Services | 14 | $0 | 0.00% | +14 | New |
| Disciplined Investments, LLC | 16 | $0 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | 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 |
| Massmutual Trust Co FSB | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 39 | $1.00K | 0.00% | +39 | New |
| Lindbrook Capital, LLC | 29 | $1.00K | 0.00% | +29 | New |
| Cordant, Inc. | 34 | $1.00K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 39 | $1.13K | 0.00% | +39 | New |
| TD Waterhouse Canada Inc. | 44 | $1.59K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $2.00K | 0.00% | −400−80.0% | Reduced |
| Clearstead Advisors, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 86 | $2.00K | 0.00% | +50+138.9% | Added |
| Elequin Capital LP | 79 | $2.00K | 0.00% | +35+79.5% | Added |
| JFS Wealth Advisors, LLC | 58 | $2.00K | 0.00% | +39+205.3% | Added |
| Northwestern Mutual Wealth Management Co | 80 | $2.00K | 0.00% | +80 | New |
| Tucker Asset Management LLC | 100 | $2.91K | 0.00% | +100 | New |
| Key Financial Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 137 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 165 | $4.00K | 0.00% | +165 | New |
| Sandy Spring Bank | 175 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 217 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 202 | $6.00K | 0.00% | +72+55.4% | 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 |
| Prospera Financial Services Inc | 253 | $7.00K | 0.00% | +253 | New |
| Fairfield Financial Advisors, LTD | 300 | $8.72K | 0.00% | +300 | New |
| National Bank of Canada | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 362 | $10.5K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 419 | $12.0K | 0.00% | +419 | New |
| Hantz Financial Services, Inc. | 474 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 537 | $16.0K | 0.00% | +14+2.7% | Added |
| Syverson Strege & Co | 548 | $16.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 711 | $20.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 700 | $20.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 700 | $20.0K | 0.00% | +700 | New |
| US Bancorp | 701 | $21.0K | 0.00% | −341−32.7% | Reduced |
| Lazard Asset Management LLC | 811 | $23.0K | 0.00% | −3,227−79.9% | Reduced |
| Harbor Investment Advisory, LLC | 792 | $23.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 838 | $24.0K | 0.01% | +838 | New |
| Harel Insurance Investments & Financial Services Ltd. | 865 | $25.0K | 0.00% | −853−49.7% | Reduced |
| Baillie Gifford & Co | 979 | $28.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,054 | $31.0K | 0.00% | +225+27.1% | Added |
| Spire Wealth Management | 1,100 | $32.0K | 0.00% | +1,000+1,000.0% | Added |
| Eagle Bay Advisors LLC | 1,254 | $36.0K | 0.03% | −379−23.2% | Reduced |
| IFP Advisors, Inc | 1,470 | $40.0K | 0.00% | +1,463+20,900.0% | Added |
| Signaturefd, LLC | 1,422 | $41.0K | 0.00% | +360+33.9% | Added |
| State of Wyoming | 1,612 | $47.0K | 0.02% | −6,249−79.5% | Reduced |
| Banque Cantonale Vaudoise | 1,649 | $48.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,750 | $50.9K | 0.00% | −500−22.2% | Reduced |
| Altshuler Shaham Ltd | 1,823 | $53.0K | 0.00% | +1,823 | New |
| Bartlett & Co. LLC | 2,000 | $58.0K | 0.00% | +2,000 | New |
| Bartlett & Co. Wealth Management LLC | 2,000 | $58.1K | 0.00% | +2,000 | New |
| Newbridge Financial Services Group, Inc. | 2,064 | $60.0K | 0.03% | +530+34.6% | Added |
| Counterpoint Mutual Funds LLC | 2,330 | $68.0K | 0.05% | +2,330 | New |
| Whittier Trust Co | 2,410 | $70.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,584 | $76.0K | 0.00% | −1,680−39.4% | Reduced |
| Evoke Wealth, LLC | 2,703 | $79.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,134 | $120.0K | 0.00% | −2,622−38.8% | Reduced |
| Nisa Investment Advisors, LLC | 4,350 | $126.0K | 0.00% | +1,060+32.2% | Added |
| First Bank & Trust | 4,788 | $139.0K | 0.04% | +3,141+190.7% | Added |
| Whittier Trust Co of Nevada Inc | 4,821 | $140.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,910 | $142.7K | 0.01% | −5,273−51.8% | Reduced |
| SG3 Management, LLC | 5,000 | $145.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,193 | $151.0K | 0.00% | −158−3.0% | Reduced |
| Proequities, Inc. | 5,806 | $169.0K | 0.01% | +444+8.3% | Added |
| Covestor Ltd | 6,076 | $177.0K | 0.12% | −522−7.9% | Reduced |
| Mercer Global Advisors Inc | 6,922 | $201.0K | 0.00% | +6,922 | New |
| Cambridge Investment Research Advisors, Inc. | 7,095 | $206.0K | 0.00% | +7,095 | New |
| Creative Planning | 7,200 | $209.0K | 0.00% | +7,200 | New |
| TTP Investments, Inc. | 7,265 | $211.0K | 0.21% | +7,265 | New |
| Rosenberg Matthew Hamilton | 7,740 | $225.0K | 0.08% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 7,950 | $231.0K | 0.23% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 8,135 | $236.0K | 0.04% | +8,135 | New |
| STRS Ohio | 8,300 | $241.0K | 0.00% | +1,300+18.6% | Added |
| Robeco Institutional Asset Management B.V. | 8,435 | $245.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,437 | $245.2K | 0.01% | −26,954−76.2% | Reduced |
| Aspiriant, LLC | 8,586 | $250.0K | 0.01% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 8,769 | $255.0K | 0.00% | +8,769 | New |
| Cahaba Wealth Management, Inc. | 8,439 | $258.0K | 0.04% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 8,910 | $259.0K | 0.00% | −380,047−97.7% | Reduced |
| Gotham Asset Management, LLC | 8,913 | $259.0K | 0.01% | −19,345−68.5% | Reduced |
| Rockefeller Capital Management L.P. | 9,089 | $264.0K | 0.00% | −14,796−61.9% | Reduced |
| FDx Advisors, Inc. | 9,287 | $270.0K | 0.01% | +871+10.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,383 | $273.0K | 0.00% | +9,383 | New |
| Pictet Asset Management SA | 9,472 | $275.0K | 0.00% | +792+9.1% | Added |
| Parallel Advisors, LLC | 9,488 | $277.0K | 0.01% | +834+9.6% | Added |
| ETF Managers Group, LLC | 9,662 | $282.0K | 0.01% | −3,002−23.7% | Reduced |
| Brown Brothers Harriman & Co | 9,728 | $283.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,785 | $284.0K | 0.00% | +11+0.1% | Added |
| Prelude Capital Management, LLC | 9,757 | $284.0K | 0.01% | +9,757 | New |
| Ameritas Investment Partners, Inc. | 10,595 | $308.0K | 0.01% | −332−3.0% | Reduced |
| State of Tennessee, Treasury Department | 11,213 | $326.0K | 0.00% | +11,213 | New |
| Keebeck Alpha, LP | 11,260 | $327.0K | 0.10% | +1,215+12.1% | Added |