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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 17,205 | $500.0K | 0.01% | +1,920+12.6% | Added |
| Yarbrough Capital, LLC | 17,146 | $498.0K | 0.03% | +17,146 | New |
| Baird Financial Group, Inc. | 16,570 | $482.0K | 0.00% | −476−2.8% | Reduced |
| DuPont Capital Management Corp | 16,342 | $475.0K | 0.02% | −1,446−8.1% | Reduced |
| Connable Office Inc | 15,784 | $459.0K | 0.06% | 00.0% | Unchanged |
| Prudential Financial Inc | 15,379 | $447.0K | 0.00% | +3,769+32.5% | Added |
| Shell Asset Management Co | 15,313 | $445.0K | 0.01% | −2,267−12.9% | Reduced |
| 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 |
| Integrated Investment Consultants, LLC | 15,130 | $440.0K | 0.12% | +354+2.4% | Added |
| SG Americas Securities, LLC | 15,053 | $437.0K | 0.00% | −180,678−92.3% | Reduced |
| Coldstream Capital Management Inc | 14,608 | $425.0K | 0.01% | −1,700−10.4% | Reduced |
| Aigen Investment Management, LP | 14,475 | $421.0K | 0.07% | +14,475 | New |
| Tennessee Valley Asset Management Partners | 14,395 | $418.0K | 0.14% | −1,400−8.9% | Reduced |
| Staley Capital Advisers Inc | 14,000 | $407.0K | 0.02% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 13,957 | $406.0K | 0.01% | +13,957 | New |
| LPL Financial LLC | 13,942 | $405.0K | 0.00% | −13,077−48.4% | Reduced |
| Smith Group Asset Management, LLC | 13,277 | $386.0K | 0.02% | −9,725−42.3% | Reduced |
| Diversified Trust Co | 13,131 | $382.0K | 0.01% | −19,492−59.7% | Reduced |
| Convergence Investment Partners, LLC | 12,543 | $364.0K | 0.19% | −2,327−15.6% | Reduced |
| Radnor Capital Management, LLC | 11,990 | $348.0K | 0.09% | +11,990 | New |
| Keebeck Alpha, LP | 11,260 | $327.0K | 0.10% | +1,215+12.1% | Added |
| State of Tennessee, Treasury Department | 11,213 | $326.0K | 0.00% | +11,213 | New |
| Ameritas Investment Partners, Inc. | 10,595 | $308.0K | 0.01% | −332−3.0% | Reduced |
| 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 |
| Brown Brothers Harriman & Co | 9,728 | $283.0K | 0.00% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 9,662 | $282.0K | 0.01% | −3,002−23.7% | Reduced |
| Parallel Advisors, LLC | 9,488 | $277.0K | 0.01% | +834+9.6% | Added |
| Pictet Asset Management SA | 9,472 | $275.0K | 0.00% | +792+9.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,383 | $273.0K | 0.00% | +9,383 | New |
| FDx Advisors, Inc. | 9,287 | $270.0K | 0.01% | +871+10.3% | Added |
| Rockefeller Capital Management L.P. | 9,089 | $264.0K | 0.00% | −14,796−61.9% | Reduced |
| 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 |
| Cahaba Wealth Management, Inc. | 8,439 | $258.0K | 0.04% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 8,769 | $255.0K | 0.00% | +8,769 | New |
| Aspiriant, LLC | 8,586 | $250.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,437 | $245.2K | 0.01% | −26,954−76.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 8,435 | $245.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 8,300 | $241.0K | 0.00% | +1,300+18.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,135 | $236.0K | 0.04% | +8,135 | New |
| Royal Capital Wealth Management, LLC | 7,950 | $231.0K | 0.23% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7,740 | $225.0K | 0.08% | 00.0% | Unchanged |
| TTP Investments, Inc. | 7,265 | $211.0K | 0.21% | +7,265 | New |
| Creative Planning | 7,200 | $209.0K | 0.00% | +7,200 | New |
| Cambridge Investment Research Advisors, Inc. | 7,095 | $206.0K | 0.00% | +7,095 | New |
| Mercer Global Advisors Inc | 6,922 | $201.0K | 0.00% | +6,922 | New |
| Covestor Ltd | 6,076 | $177.0K | 0.12% | −522−7.9% | Reduced |
| Proequities, Inc. | 5,806 | $169.0K | 0.01% | +444+8.3% | Added |
| Steward Partners Investment Advisory, LLC | 5,193 | $151.0K | 0.00% | −158−3.0% | Reduced |
| SG3 Management, LLC | 5,000 | $145.0K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,910 | $142.7K | 0.01% | −5,273−51.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,821 | $140.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 4,788 | $139.0K | 0.04% | +3,141+190.7% | Added |
| Nisa Investment Advisors, LLC | 4,350 | $126.0K | 0.00% | +1,060+32.2% | Added |
| The PNC Financial Services Group, Inc. | 4,134 | $120.0K | 0.00% | −2,622−38.8% | Reduced |
| Evoke Wealth, LLC | 2,703 | $79.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,584 | $76.0K | 0.00% | −1,680−39.4% | Reduced |
| Whittier Trust Co | 2,410 | $70.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,330 | $68.0K | 0.05% | +2,330 | New |
| Newbridge Financial Services Group, Inc. | 2,064 | $60.0K | 0.03% | +530+34.6% | Added |
| Bartlett & Co. Wealth Management LLC | 2,000 | $58.1K | 0.00% | +2,000 | New |
| Bartlett & Co. LLC | 2,000 | $58.0K | 0.00% | +2,000 | New |
| Altshuler Shaham Ltd | 1,823 | $53.0K | 0.00% | +1,823 | New |
| Federation des caisses Desjardins du Quebec | 1,750 | $50.9K | 0.00% | −500−22.2% | Reduced |
| Banque Cantonale Vaudoise | 1,649 | $48.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,612 | $47.0K | 0.02% | −6,249−79.5% | Reduced |
| Signaturefd, LLC | 1,422 | $41.0K | 0.00% | +360+33.9% | Added |
| IFP Advisors, Inc | 1,470 | $40.0K | 0.00% | +1,463+20,900.0% | Added |
| Eagle Bay Advisors LLC | 1,254 | $36.0K | 0.03% | −379−23.2% | Reduced |
| Spire Wealth Management | 1,100 | $32.0K | 0.00% | +1,000+1,000.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,054 | $31.0K | 0.00% | +225+27.1% | Added |
| North Star Investment Management Corp. | 1,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 979 | $28.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 865 | $25.0K | 0.00% | −853−49.7% | Reduced |
| FinTrust Capital Advisors, LLC | 838 | $24.0K | 0.01% | +838 | New |
| 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 |
| US Bancorp | 701 | $21.0K | 0.00% | −341−32.7% | Reduced |
| 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 |
| TCI Wealth Advisors, Inc. | 537 | $16.0K | 0.00% | +14+2.7% | Added |
| Syverson Strege & Co | 548 | $16.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 474 | $14.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 419 | $12.0K | 0.00% | +419 | New |
| American Portfolios Advisors | 362 | $10.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 300 | $8.72K | 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 |
| Prospera Financial Services Inc | 253 | $7.00K | 0.00% | +253 | New |
| Cullen/Frost Bankers, Inc. | 217 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 202 | $6.00K | 0.00% | +72+55.4% | Added |
| Sandy Spring Bank | 175 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $5.00K | 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 |