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, Q3 2022
Institutional positions in Box Inc as of Sep 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
- 324
- −1 vs. Q2 2022
- Shares held
- 123.3M
- +1.16M (+0.9%) vs. Q2 2022
- Total value
- $3.01B
- −$89.3M (−2.9%) vs. Q2 2022
- New holders
- 38
- 124 more added
- Sold out
- 39
- 107 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 18 | $0 | 0.00% | +4+28.6% | Added |
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 12 | $0 | 0.00% | +12 | New |
| Clearstead Advisors, LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 55 | $1.00K | 0.00% | +16+41.0% | Added |
| Harvest Group Wealth Management, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 33 | $1.00K | 0.00% | +2+6.5% | Added |
| Massmutual Trust Co FSB | 33 | $1.00K | 0.00% | +14+73.7% | Added |
| Glassman Wealth Services | 50 | $1.00K | 0.00% | +31+163.2% | Added |
| Asset Dedication, LLC | 57 | $1.00K | 0.00% | +57 | New |
| Stonebridge Capital Advisors LLC | 39 | $1.00K | 0.00% | +39 | New |
| TD Waterhouse Canada Inc. | 38 | $1.38K | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 70 | $1.72K | 0.00% | +70 | New |
| Anchor Investment Management, LLC | 75 | $1.83K | 0.00% | +75 | New |
| Key Financial Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $2.00K | 0.00% | +33+89.2% | Added |
| Lindbrook Capital, LLC | 81 | $2.00K | 0.00% | +48+145.5% | Added |
| Meeder Asset Management Inc | 67 | $2.00K | 0.00% | +67 | New |
| First Horizon Advisors, Inc. | 111 | $2.00K | 0.00% | +111 | New |
| Carolinas Wealth Consulting LLC | 137 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $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% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 165 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 200 | $5.00K | 0.00% | +79+65.3% | Added |
| Hanseatic Management Services Inc | 253 | $6.00K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 241 | $6.00K | 0.00% | +241 | New |
| Hantz Financial Services, Inc. | 297 | $7.00K | 0.00% | −106−26.3% | Reduced |
| National Bank of Canada | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 269 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 300 | $7.32K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 347 | $8.00K | 0.00% | +217+166.9% | Added |
| EverSource Wealth Advisors, LLC | 403 | $10.0K | 0.00% | +403 | New |
| Umb Bank N A | 454 | $11.0K | 0.00% | +454 | New |
| Harel Insurance Investments & Financial Services Ltd. | 537 | $13.0K | 0.00% | −35−6.1% | Reduced |
| TCI Wealth Advisors, Inc. | 542 | $13.0K | 0.00% | +5+0.9% | Added |
| Syverson Strege & Co | 548 | $13.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 625 | $15.0K | 0.00% | +625 | New |
| Hudock, Inc. | 711 | $17.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 729 | $18.0K | 0.00% | −64−8.1% | Reduced |
| US Bancorp | 755 | $18.0K | 0.00% | +54+7.7% | Added |
| Huntington National Bank | 759 | $19.0K | 0.00% | +759 | New |
| Baillie Gifford & Co | 924 | $23.0K | 0.00% | −55−5.6% | Reduced |
| North Star Investment Management Corp. | 1,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,000 | $24.0K | 0.00% | +1,000 | New |
| Spire Wealth Management | 1,100 | $27.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,051 | $29.0K | 0.01% | +46+4.6% | Added |
| Altshuler Shaham Ltd | 1,280 | $32.0K | 0.00% | −170−11.7% | Reduced |
| Signaturefd, LLC | 1,353 | $33.0K | 0.00% | −17−1.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,500 | $36.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,600 | $39.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,649 | $40.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,502 | $41.0K | 0.00% | +39+2.7% | Added |
| Harbor Investment Advisory, LLC | 1,687 | $41.0K | 0.01% | +412+32.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,830 | $45.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $48.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,219 | $54.0K | 0.00% | −1,003−31.1% | Reduced |
| Whittier Trust Co | 2,410 | $59.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,658 | $65.0K | 0.17% | −2,917−52.3% | Reduced |
| Evoke Wealth, LLC | 2,703 | $66.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,839 | $69.0K | 0.04% | +100+3.7% | Added |
| Cutler Group LP | 3,952 | $96.0K | 0.01% | −11,085−73.7% | Reduced |
| Essex Investment Management Co LLC | 4,047 | $99.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,148 | $101.0K | 0.01% | +4,148 | New |
| Steward Partners Investment Advisory, LLC | 4,196 | $102.0K | 0.00% | +203+5.1% | Added |
| Ronald Blue Trust, Inc. | 4,446 | $112.0K | 0.00% | +957+27.4% | Added |
| DuPont Capital Management Corp | 4,626 | $113.0K | 0.01% | −1,797−28.0% | Reduced |
| Leonteq Securities AG | 4,815 | $117.4K | 0.01% | −1,765−26.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,821 | $118.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,442 | $129.0K | 0.00% | +92+2.1% | Added |
| Proequities, Inc. | 6,124 | $149.0K | 0.01% | −175−2.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 6,286 | $153.0K | 0.00% | −2,149−25.5% | Reduced |
| Stephens Inc | 6,411 | $156.0K | 0.00% | −68−1.0% | Reduced |
| Covestor Ltd | 6,425 | $157.0K | 0.14% | +354+5.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,057 | $172.0K | 0.00% | +615+9.5% | Added |
| Rosenberg Matthew Hamilton | 7,740 | $189.0K | 0.07% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 8,031 | $196.0K | 0.01% | −741−8.4% | Reduced |
| Cahaba Wealth Management, Inc. | 8,439 | $205.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,415 | $205.2K | 0.01% | +630+8.1% | Added |
| Aspiriant, LLC | 8,586 | $209.0K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 8,727 | $212.9K | 0.02% | +8,727 | New |
| Diversified Trust Co | 8,747 | $213.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 8,752 | $213.0K | 0.04% | +120+1.4% | Added |
| Rockefeller Capital Management L.P. | 8,891 | $216.0K | 0.00% | −17−0.2% | Reduced |
| Pictet Asset Management SA | 9,472 | $231.0K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 9,560 | $233.0K | 0.01% | −369−3.7% | Reduced |
| MQS Management LLC | 10,307 | $251.0K | 0.16% | +10,307 | New |
| Kestra Advisory Services, LLC | 10,697 | $261.0K | 0.00% | −3,864−26.5% | Reduced |
| Lazard Asset Management LLC | 10,914 | $266.0K | 0.00% | +1,672+18.1% | Added |
| Ameritas Investment Partners, Inc. | 10,964 | $267.0K | 0.01% | +1,281+13.2% | Added |
| Verition Fund Management LLC | 11,187 | $273.0K | 0.00% | −11,780−51.3% | Reduced |
| New York State Teachers Retirement System | 11,200 | $273.0K | 0.00% | +11,200 | New |