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 |
|---|---|---|---|---|---|
| Radnor Capital Management, LLC | 11,990 | $348.0K | 0.09% | +11,990 | New |
| Convergence Investment Partners, LLC | 12,543 | $364.0K | 0.19% | −2,327−15.6% | Reduced |
| Diversified Trust Co | 13,131 | $382.0K | 0.01% | −19,492−59.7% | Reduced |
| Smith Group Asset Management, LLC | 13,277 | $386.0K | 0.02% | −9,725−42.3% | Reduced |
| LPL Financial LLC | 13,942 | $405.0K | 0.00% | −13,077−48.4% | Reduced |
| IndexIQ Advisors LLC | 13,957 | $406.0K | 0.01% | +13,957 | New |
| Staley Capital Advisers Inc | 14,000 | $407.0K | 0.02% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 14,395 | $418.0K | 0.14% | −1,400−8.9% | Reduced |
| Aigen Investment Management, LP | 14,475 | $421.0K | 0.07% | +14,475 | New |
| Coldstream Capital Management Inc | 14,608 | $425.0K | 0.01% | −1,700−10.4% | Reduced |
| SG Americas Securities, LLC | 15,053 | $437.0K | 0.00% | −180,678−92.3% | Reduced |
| Integrated Investment Consultants, LLC | 15,130 | $440.0K | 0.12% | +354+2.4% | Added |
| Mackenzie Financial Corp | 15,198 | $442.0K | 0.00% | −202−1.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 15,200 | $442.0K | 0.02% | +400+2.7% | Added |
| Shell Asset Management Co | 15,313 | $445.0K | 0.01% | −2,267−12.9% | Reduced |
| Prudential Financial Inc | 15,379 | $447.0K | 0.00% | +3,769+32.5% | Added |
| Connable Office Inc | 15,784 | $459.0K | 0.06% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 16,342 | $475.0K | 0.02% | −1,446−8.1% | Reduced |
| Baird Financial Group, Inc. | 16,570 | $482.0K | 0.00% | −476−2.8% | Reduced |
| Yarbrough Capital, LLC | 17,146 | $498.0K | 0.03% | +17,146 | New |
| Crossmark Global Holdings, Inc. | 17,205 | $500.0K | 0.01% | +1,920+12.6% | Added |
| Pearl River Capital, LLC | 17,552 | $510.0K | 0.14% | +9,226+110.8% | Added |
| Steel Peak Wealth Management LLC | 17,624 | $512.0K | 0.03% | +17,624 | New |
| Glenmede Trust Co NA | 18,585 | $539.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 18,810 | $548.0K | 0.02% | +5,826+44.9% | Added |
| Kestra Advisory Services, LLC | 18,906 | $549.0K | 0.01% | −72−0.4% | Reduced |
| Jeneq Management, LP | 18,900 | $549.0K | 0.14% | +18,900 | New |
| Merrion Investment Management Co, LLC | 19,200 | $557.0K | 0.41% | 00.0% | Unchanged |
| Fifth Third Bancorp | 19,629 | $570.0K | 0.00% | +4,057+26.1% | Added |
| Public Employees Retirement Association of Colorado | 19,859 | $577.0K | 0.00% | −191−1.0% | Reduced |
| Garde Capital, Inc. | 19,941 | $579.0K | 0.06% | −106−0.5% | Reduced |
| BDO Wealth Advisors, LLC | 20,000 | $581.0K | 0.06% | 00.0% | Unchanged |
| Victory Capital Management Inc | 19,506 | $597.0K | 0.00% | −1,217−5.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,755 | $603.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 20,862 | $606.0K | 0.02% | +20,862 | New |
| Perigon Wealth Management, LLC | 21,494 | $625.0K | 0.04% | −5,259−19.7% | Reduced |
| AXA S.A. | 21,800 | $633.5K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 22,067 | $643.0K | 0.12% | +22,067 | New |
| Amalgamated Bank | 22,312 | $648.0K | 0.01% | −2,415−9.8% | Reduced |
| Amalgamated Financial Corp. | 22,312 | $648.0K | 0.01% | +22,312 | New |
| Versor Investments LP | 22,400 | $651.0K | 0.02% | +6,799+43.6% | Added |
| Truvestments Capital LLC | 22,491 | $654.0K | 0.36% | −1,361−5.7% | Reduced |
| Natixis Advisors, L.P. | 22,540 | $655.0K | 0.00% | +7,953+54.5% | Added |
| Parallax Volatility Advisers, L.P. | 23,364 | $679.0K | 0.02% | +237+1.0% | Added |
| Principal Financial Group Inc | 24,806 | $721.0K | 0.00% | +1,067+4.5% | Added |
| Keebeck Wealth Management, LLC | 25,000 | $727.0K | 0.12% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 25,218 | $733.0K | 0.25% | +25,218 | New |
| ProShare Advisors LLC | 26,148 | $759.0K | 0.00% | −4,993−16.0% | Reduced |
| Handelsbanken Fonder AB | 26,353 | $766.0K | 0.00% | 00.0% | Unchanged |
| Boston Partners | 26,858 | $780.0K | 0.00% | +781+3.0% | Added |
| Malaga Cove Capital, LLC | 27,690 | $805.0K | 0.37% | −179−0.6% | Reduced |
| Royal Bank of Canada | 28,016 | $814.0K | 0.00% | −9,583−25.5% | Reduced |
| Advisory Research Inc | 28,015 | $814.0K | 0.07% | +28,015 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,061 | $815.0K | 0.04% | 00.0% | Unchanged |
| CenterBook Partners LP | 28,400 | $825.0K | 0.29% | −496−1.7% | Reduced |
| Two Sigma Securities, LLC | 28,518 | $829.0K | 0.12% | +28,518 | New |
| Pathstone Family Office, LLC | 29,749 | $865.0K | 0.02% | −85−0.3% | Reduced |
| Lyon Street Capital, LLC | 30,510 | $887.0K | 1.32% | +30,510 | New |
| Capital Impact Advisors, LLC | 30,690 | $892.0K | 0.65% | +7,550+32.6% | Added |
| Teacher Retirement System of Texas | 31,065 | $903.0K | 0.00% | +2,053+7.1% | Added |
| Janus Henderson Group PLC | 32,129 | $934.0K | 0.00% | −140.0% | Reduced |
| Valmark Advisers, Inc. | 33,373 | $970.0K | 0.02% | +856+2.6% | Added |
| Vontobel Holding Ltd. | 33,628 | $977.0K | 0.01% | −13,609−28.8% | Reduced |
| Walleye Trading LLC | 35,678 | $1.04M | 0.02% | −17,978−33.5% | Reduced |
| Gsa Capital Partners LLP | 35,884 | $1.04M | 0.14% | +35,884 | New |
| PDT Partners, LLC | 35,921 | $1.04M | 0.09% | +15,046+72.1% | Added |
| Campbell & CO Investment Adviser LLC | 36,713 | $1.07M | 0.29% | +36,713 | New |
| Amundi | 37,757 | $1.09M | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 37,919 | $1.10M | 0.01% | −11,325−23.0% | Reduced |
| Dakota Wealth Management | 38,383 | $1.11M | 0.09% | +38,383 | New |
| Raymond James Financial Services Advisors, Inc. | 38,789 | $1.13M | 0.00% | −49,347−56.0% | Reduced |
| Ensign Peak Advisors, Inc | 39,550 | $1.15M | 0.00% | +2,080+5.6% | Added |
| HighTower Advisors, LLC | 39,769 | $1.15M | 0.00% | −20,186−33.7% | Reduced |
| Graham Capital Management, L.P. | 39,839 | $1.16M | 0.05% | +31,721+390.7% | Added |
| Green Alpha Advisors, LLC | 40,713 | $1.18M | 0.80% | +349+0.9% | Added |
| Arizona State Retirement System | 40,965 | $1.19M | 0.01% | −123−0.3% | Reduced |
| Profund Advisors LLC | 41,307 | $1.20M | 0.05% | −13,440−24.5% | Reduced |
| Caption Management, LLC | 41,300 | $1.20M | 0.08% | +41,300 | New |
| Janney Montgomery Scott LLC | 41,583 | $1.21M | 0.01% | −1,306−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 41,871 | $1.22M | 0.00% | +2,183+5.5% | Added |
| State Board of Administration of Florida Retirement System | 43,710 | $1.27M | 0.00% | −11,350−20.6% | Reduced |
| Martingale Asset Management L P | 44,795 | $1.30M | 0.02% | +44,795 | New |
| Jackson Creek Investment Advisors LLC | 45,376 | $1.32M | 0.48% | +45,376 | New |
| 1492 Capital Management LLC | 46,472 | $1.35M | 0.72% | −520−1.1% | Reduced |
| Cutler Group LP | 46,957 | $1.36M | 0.13% | −1,793−3.7% | Reduced |
| Cornercap Investment Counsel Inc | 46,950 | $1.36M | 0.15% | +63+0.1% | Added |
| NN Investment Partners Holdings N.V. | 52,500 | $1.53M | 0.01% | −1,300−2.4% | Reduced |
| ExodusPoint Capital Management, LP | 52,903 | $1.54M | 0.02% | +30,416+135.3% | Added |
| Virginia Retirement Systems Et Al | 55,300 | $1.61M | 0.02% | −17,500−24.0% | Reduced |
| Oppenheimer Asset Management Inc. | 57,268 | $1.66M | 0.02% | +144+0.3% | Added |
| Los Angeles Capital Management LLC | 59,959 | $1.74M | 0.01% | −792−1.3% | Reduced |
| Barclays PLC | 60,833 | $1.77M | 0.00% | −163,320−72.9% | Reduced |
| Renaissance Group LLC | 61,269 | $1.78M | 0.08% | +3,613+6.3% | Added |
| Tealwood Asset Management Inc | 61,313 | $1.78M | 0.76% | −1,553−2.5% | Reduced |
| Stifel Financial Corp | 63,804 | $1.85M | 0.00% | −3,091−4.6% | Reduced |
| Manufacturers Life Insurance Company, The | 64,177 | $1.87M | 0.00% | −6,689−9.4% | Reduced |
| Jane Street Group, LLC | 65,367 | $1.90M | 0.00% | −77,672−54.3% | Reduced |
| Algert Global LLC | 65,550 | $1.91M | 0.12% | +23,568+56.1% | Added |
| Franklin Resources Inc | 65,939 | $1.92M | 0.00% | −3,745−5.4% | Reduced |
| American International Group, Inc. | 67,829 | $1.97M | 0.01% | −6,363−8.6% | Reduced |