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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| American Portfolios Advisors | 100 | $2.51K | 0.00% | −262−72.4% | 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 |
| TD Waterhouse Canada Inc. | 38 | $1.26K | 0.00% | −6−13.6% | Reduced |
| 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 |
| Raffa Wealth Management, LLC | 39 | $980 | 0.00% | 00.0% | Unchanged |
| 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 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −214,730−100.0% | Sold out |
| Echo45 Advisors LLC | 0 | $0 | 0.00% | −171,762−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −163,100−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −45,376−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −41,300−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −39,839−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −38,383−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −36,713−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −35,921−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −35,884−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −28,518−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −22,067−100.0% | Sold out |
| Jeneq Management, LP | 0 | $0 | 0.00% | −18,900−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −18,810−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −17,552−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,475−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −11,260−100.0% | Sold out |
| Royal Capital Wealth Management, LLC | 0 | $0 | 0.00% | −7,950−100.0% | Sold out |
| TTP Investments, Inc. | 0 | $0 | 0.00% | −7,265−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −7,095−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,330−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,612−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Antonetti Capital Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Lyon Street Capital, LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Smith Group Asset Management, LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |