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, Q2 2022
Institutional positions in Box Inc as of Jun 30, 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
- 327
- +15 vs. Q1 2022
- Shares held
- 122.3M
- +809.6K (+0.7%) vs. Q1 2022
- Total value
- $3.10B
- −$427.8M (−12.1%) vs. Q1 2022
- New holders
- 45
- 98 more added
- Sold out
- 30
- 129 more reduced
9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $0 | 0.00% | +5+35.7% | Added |
| Disciplined Investments, LLC | 14 | $0 | 0.00% | −2−12.5% | Reduced |
| Raffa Wealth Management, LLC | 39 | $980 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $1.00K | 0.00% | −21−36.2% | Reduced |
| Ellevest, Inc. | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 33 | $1.00K | 0.00% | +4+13.8% | Added |
| Emfo, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 31 | $1.00K | 0.00% | +14+82.4% | Added |
| Harvest Group Wealth Management, LLC | 39 | $1.00K | 0.00% | +39 | New |
| Accel Wealth Management | 34 | $1.00K | 0.00% | +34 | New |
| TD Waterhouse Canada Inc. | 38 | $1.26K | 0.00% | −6−13.6% | Reduced |
| Clearstead Advisors, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 67 | $2.00K | 0.00% | −12−15.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 90 | $2.00K | 0.00% | +90 | New |
| Bell Investment Advisors, Inc | 90 | $2.00K | 0.00% | +90 | New |
| CoreCap Advisors, LLC | 60 | $2.00K | 0.00% | +60 | New |
| American Portfolios Advisors | 100 | $2.51K | 0.00% | −262−72.4% | Reduced |
| CWM, LLC | 130 | $3.00K | 0.00% | −72−35.6% | Reduced |
| Carolinas Wealth Consulting LLC | 137 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 121 | $3.00K | 0.00% | +41+51.2% | Added |
| Sandy Spring Bank | 175 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 165 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $5.00K | 0.00% | −17−7.8% | Reduced |
| SOA Wealth Advisors, LLC. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 253 | $6.00K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 269 | $7.00K | 0.00% | +183+212.8% | Added |
| Fairfield Financial Advisors, LTD | 300 | $7.54K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 403 | $10.0K | 0.00% | −71−15.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 572 | $14.0K | 0.00% | −293−33.9% | Reduced |
| TCI Wealth Advisors, Inc. | 537 | $14.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 548 | $14.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 541 | $14.0K | 0.01% | +541 | New |
| Hudock, Inc. | 711 | $17.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 701 | $18.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 793 | $20.0K | 0.00% | −261−24.8% | Reduced |
| North Star Investment Management Corp. | 1,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 979 | $25.0K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,000 | $25.0K | 0.01% | +1,000 | New |
| Spire Wealth Management | 1,100 | $28.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,005 | $28.0K | 0.01% | +167+19.9% | Added |
| Harbor Investment Advisory, LLC | 1,275 | $32.0K | 0.01% | +483+61.0% | Added |
| Signaturefd, LLC | 1,370 | $34.0K | 0.00% | −52−3.7% | Reduced |
| Altshuler Shaham Ltd | 1,450 | $36.0K | 0.00% | −373−20.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,500 | $37.7K | 0.00% | −250−14.3% | Reduced |
| IFP Advisors, Inc | 1,463 | $40.0K | 0.00% | −7−0.5% | Reduced |
| Trust Co of Vermont | 1,600 | $40.0K | 0.00% | +1,600 | New |
| Banque Cantonale Vaudoise | 1,649 | $41.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,830 | $46.0K | 0.03% | −234−11.3% | Reduced |
| Aquatic Capital Management LLC | 1,900 | $48.0K | 0.02% | +1,900 | New |
| Bartlett & Co. LLC | 2,000 | $50.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $50.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,410 | $61.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,661 | $67.0K | 0.01% | +2,661 | New |
| Evoke Wealth, LLC | 2,703 | $68.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,739 | $68.9K | 0.04% | +1,485+118.4% | Added |
| Advisors Asset Management, Inc. | 3,222 | $81.0K | 0.00% | +3,222 | New |
| Walleye Trading LLC | 3,256 | $82.0K | 0.00% | −32,422−90.9% | Reduced |
| SG Americas Securities, LLC | 3,988 | $100.0K | 0.00% | −11,065−73.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,993 | $100.0K | 0.00% | −1,200−23.1% | Reduced |
| Ronald Blue Trust, Inc. | 3,489 | $101.0K | 0.00% | +3,489 | New |
| Essex Investment Management Co LLC | 4,047 | $102.0K | 0.02% | +4,047 | New |
| Nisa Investment Advisors, LLC | 4,350 | $109.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,821 | $121.0K | 0.00% | 00.0% | Unchanged |
| SG3 Management, LLC | 5,000 | $126.0K | 0.24% | 00.0% | Unchanged |
| First Bank & Trust | 5,004 | $126.0K | 0.04% | +216+4.5% | Added |
| The PNC Financial Services Group, Inc. | 5,534 | $140.0K | 0.00% | +1,400+33.9% | Added |
| Neo Ivy Capital Management | 5,575 | $140.0K | 0.37% | +5,575 | New |
| Covestor Ltd | 6,071 | $153.0K | 0.13% | −5−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,167 | $155.0K | 0.00% | +3,583+138.7% | Added |
| Proequities, Inc. | 6,299 | $158.0K | 0.01% | +493+8.5% | Added |
| DuPont Capital Management Corp | 6,423 | $161.0K | 0.01% | −9,919−60.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,442 | $162.0K | 0.00% | −2,941−31.3% | Reduced |
| Stephens Inc | 6,479 | $163.0K | 0.00% | +6,479 | New |
| Leonteq Securities AG | 6,580 | $165.4K | 0.01% | +1,670+34.0% | Added |
| Metropolitan Life Insurance Co | 7,785 | $195.7K | 0.01% | −652−7.7% | Reduced |
| Rosenberg Matthew Hamilton | 7,740 | $200.0K | 0.08% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 8,439 | $212.0K | 0.03% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 8,435 | $212.0K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 8,495 | $214.0K | 0.08% | −5,900−41.0% | Reduced |
| Aspiriant, LLC | 8,586 | $216.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 8,632 | $217.0K | 0.04% | +497+6.1% | Added |
| Parallel Advisors, LLC | 8,702 | $219.0K | 0.01% | −786−8.3% | Reduced |
| Diversified Trust Co | 8,747 | $220.0K | 0.01% | −4,384−33.4% | Reduced |
| Alberta Investment Management Corp | 8,769 | $220.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 8,800 | $221.0K | 0.00% | +500+6.0% | Added |
| Rockefeller Capital Management L.P. | 8,908 | $223.0K | 0.00% | −181−2.0% | Reduced |
| ETF Managers Group, LLC | 8,772 | $230.0K | 0.01% | −890−9.2% | Reduced |
| Lazard Asset Management LLC | 9,242 | $232.0K | 0.00% | +8,431+1,039.6% | Added |
| Pictet Asset Management SA | 9,472 | $238.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 9,606 | $241.0K | 0.01% | −151−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 9,683 | $243.0K | 0.01% | −912−8.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,664 | $243.0K | 0.00% | −121−1.2% | Reduced |
| FDx Advisors, Inc. | 9,929 | $250.0K | 0.01% | +642+6.9% | Added |