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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 16,047 | $403.0K | 0.00% | +16,047 | New |
| Connable Office Inc | 15,784 | $397.0K | 0.06% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 15,200 | $382.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 15,037 | $378.0K | 0.05% | −31,920−68.0% | Reduced |
| ProShare Advisors LLC | 14,827 | $373.0K | 0.00% | −11,321−43.3% | Reduced |
| Integrated Investment Consultants, LLC | 14,671 | $369.0K | 0.13% | −459−3.0% | Reduced |
| Kestra Advisory Services, LLC | 14,561 | $366.0K | 0.00% | −4,345−23.0% | Reduced |
| De Burlo Group Inc | 14,282 | $359.0K | 0.10% | +14,282 | New |
| Main Street Research LLC | 14,282 | $359.0K | 0.09% | +14,282 | New |
| Yarbrough Capital, LLC | 14,190 | $357.0K | 0.03% | −2,956−17.2% | Reduced |
| Staley Capital Advisers Inc | 14,000 | $352.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 13,955 | $351.0K | 0.00% | +13+0.1% | Added |
| Cantor Fitzgerald, L. P. | 13,277 | $334.0K | 0.01% | +13,277 | New |
| Coldstream Capital Management Inc | 13,142 | $330.0K | 0.01% | −1,466−10.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 12,913 | $324.6K | 0.10% | +12,913 | New |
| Fox Run Management, L.L.C. | 12,874 | $324.0K | 0.16% | +12,874 | New |
| Gotham Asset Management, LLC | 12,800 | $322.0K | 0.01% | +3,887+43.6% | Added |
| Mercer Global Advisors Inc | 12,785 | $321.0K | 0.00% | +5,863+84.7% | Added |
| Parallax Volatility Advisers, L.P. | 12,671 | $319.0K | 0.00% | −10,693−45.8% | Reduced |
| Susquehanna International Group, LLP | 12,261 | $308.0K | 0.00% | −114,922−90.4% | Reduced |
| Convergence Investment Partners, LLC | 11,905 | $299.0K | 0.18% | −638−5.1% | Reduced |
| Radnor Capital Management, LLC | 11,790 | $296.0K | 0.08% | −200−1.7% | Reduced |
| State of Tennessee, Treasury Department | 11,213 | $282.0K | 0.00% | 00.0% | Unchanged |
| HAP Trading, LLC | 10,930 | $275.0K | 0.03% | +10,930 | New |
| Jump Financial, LLC | 10,631 | $268.0K | 0.01% | −124,389−92.1% | Reduced |
| Brown Brothers Harriman & Co | 10,630 | $267.0K | 0.00% | +902+9.3% | Added |
| Blueshift Asset Management, LLC | 10,261 | $258.0K | 0.04% | +10,261 | New |
| FDx Advisors, Inc. | 9,929 | $250.0K | 0.01% | +642+6.9% | Added |
| 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 |
| Prelude Capital Management, LLC | 9,606 | $241.0K | 0.01% | −151−1.5% | Reduced |
| Pictet Asset Management SA | 9,472 | $238.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,242 | $232.0K | 0.00% | +8,431+1,039.6% | Added |
| ETF Managers Group, LLC | 8,772 | $230.0K | 0.01% | −890−9.2% | Reduced |
| Rockefeller Capital Management L.P. | 8,908 | $223.0K | 0.00% | −181−2.0% | Reduced |
| STRS Ohio | 8,800 | $221.0K | 0.00% | +500+6.0% | Added |
| 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 |
| Parallel Advisors, LLC | 8,702 | $219.0K | 0.01% | −786−8.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,632 | $217.0K | 0.04% | +497+6.1% | Added |
| Aspiriant, LLC | 8,586 | $216.0K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 8,495 | $214.0K | 0.08% | −5,900−41.0% | Reduced |
| 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 |
| Rosenberg Matthew Hamilton | 7,740 | $200.0K | 0.08% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,785 | $195.7K | 0.01% | −652−7.7% | Reduced |
| Leonteq Securities AG | 6,580 | $165.4K | 0.01% | +1,670+34.0% | Added |
| Stephens Inc | 6,479 | $163.0K | 0.00% | +6,479 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,442 | $162.0K | 0.00% | −2,941−31.3% | Reduced |
| DuPont Capital Management Corp | 6,423 | $161.0K | 0.01% | −9,919−60.7% | Reduced |
| Proequities, Inc. | 6,299 | $158.0K | 0.01% | +493+8.5% | Added |
| Tower Research Capital LLC (TRC) | 6,167 | $155.0K | 0.00% | +3,583+138.7% | Added |
| Covestor Ltd | 6,071 | $153.0K | 0.13% | −5−0.1% | Reduced |
| 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 |
| 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 |
| Whittier Trust Co of Nevada Inc | 4,821 | $121.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,350 | $109.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 4,047 | $102.0K | 0.02% | +4,047 | New |
| Ronald Blue Trust, Inc. | 3,489 | $101.0K | 0.00% | +3,489 | New |
| 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 |
| Walleye Trading LLC | 3,256 | $82.0K | 0.00% | −32,422−90.9% | Reduced |
| Advisors Asset Management, Inc. | 3,222 | $81.0K | 0.00% | +3,222 | New |
| Eagle Bay Advisors LLC | 2,739 | $68.9K | 0.04% | +1,485+118.4% | Added |
| Evoke Wealth, LLC | 2,703 | $68.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,661 | $67.0K | 0.01% | +2,661 | New |
| Whittier Trust Co | 2,410 | $61.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $50.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,000 | $50.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,900 | $48.0K | 0.02% | +1,900 | New |
| Newbridge Financial Services Group, Inc. | 1,830 | $46.0K | 0.03% | −234−11.3% | Reduced |
| Banque Cantonale Vaudoise | 1,649 | $41.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Federation des caisses Desjardins du Quebec | 1,500 | $37.7K | 0.00% | −250−14.3% | Reduced |
| Altshuler Shaham Ltd | 1,450 | $36.0K | 0.00% | −373−20.5% | Reduced |
| Signaturefd, LLC | 1,370 | $34.0K | 0.00% | −52−3.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,275 | $32.0K | 0.01% | +483+61.0% | Added |
| 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 |
| 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 |
| Migdal Insurance & Financial Holdings Ltd. | 793 | $20.0K | 0.00% | −261−24.8% | Reduced |
| US Bancorp | 701 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 711 | $17.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Hantz Financial Services, Inc. | 403 | $10.0K | 0.00% | −71−15.0% | Reduced |
| National Bank of Canada | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 300 | $7.54K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 269 | $7.00K | 0.00% | +183+212.8% | Added |
| Hanseatic Management Services Inc | 253 | $6.00K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 250 | $6.00K | 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 |