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 |
|---|---|---|---|---|---|
| Stephens Investment Management Group LLC | 1,307,391 | $31.9M | 0.60% | +278,525+27.1% | Added |
| Neuberger Berman Group LLC | 1,307,382 | $31.9M | 0.03% | +57,046+4.6% | Added |
| Invesco Ltd. | 1,318,415 | $32.2M | 0.01% | +680,997+106.8% | Added |
| Aristotle Capital Boston, LLC | 1,460,763 | $35.6M | 1.20% | −134,426−8.4% | Reduced |
| Price T Rowe Associates Inc | 1,469,583 | $35.8M | 0.01% | +10,263+0.7% | Added |
| Northern Trust Corp | 1,470,509 | $35.9M | 0.01% | +40,230+2.8% | Added |
| Sunriver Management LLC | 1,503,309 | $36.7M | 6.31% | −197,196−11.6% | Reduced |
| Voya Investment Management LLC | 1,641,230 | $40.0M | 0.05% | +1,258,623+329.0% | Added |
| Dimensional Fund Advisors LP | 1,710,752 | $41.7M | 0.02% | +293,034+20.7% | Added |
| Two Sigma Advisers, LP | 1,778,500 | $43.4M | 0.13% | −377,500−17.5% | Reduced |
| Freshford Capital Management, LLC | 1,785,223 | $43.5M | 7.37% | −264,558−12.9% | Reduced |
| SEI Investments Co | 1,840,311 | $44.9M | 0.10% | +56,493+3.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,080,803 | $50.8M | 0.04% | +508,869+32.4% | Added |
| Morgan Stanley | 2,370,055 | $57.8M | 0.01% | −13,388−0.6% | Reduced |
| Loomis Sayles & Co L P | 2,438,990 | $59.5M | 0.12% | +694,577+39.8% | Added |
| Geode Capital Management, LLC | 2,454,604 | $59.9M | 0.01% | +124,958+5.4% | Added |
| Bank of America Corp | 2,610,327 | $63.7M | 0.01% | +139,830+5.7% | Added |
| First Trust Advisors LP | 2,664,405 | $65.0M | 0.08% | −179,249−6.3% | Reduced |
| State Street Corp | 2,937,091 | $71.6M | 0.00% | +101,231+3.6% | Added |
| Macquarie Group Ltd | 3,133,894 | $76.5M | 0.09% | +243,529+8.4% | Added |
| RGM Capital, LLC | 3,738,306 | $91.2M | 5.89% | −1,705,408−31.3% | Reduced |
| Earnest Partners LLC | 6,634,858 | $161.8M | 1.09% | +138,055+2.1% | Added |
| BlackRock Inc. | 13,540,512 | $330.3M | 0.01% | +2,422,958+21.8% | Added |
| Vanguard Group Inc | 14,922,747 | $364.0M | 0.01% | +48,626+0.3% | Added |
| FIL Ltd | 0 | $0 | 0.00% | −481,464−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −359,994−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −279,900−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −260,244−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −217,941−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −97,889−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −81,786−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −76,754−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −63,232−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −63,200−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −56,697−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −52,312−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −45,900−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −36,300−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −24,158−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −21,396−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −19,700−100.0% | Sold out |
| Merrion Investment Management Co, LLC | 0 | $0 | 0.00% | −19,200−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −16,548−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −14,282−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −11,905−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,261−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,606−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −8,769−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −8,495−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −5,004−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,988−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,661−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| AO Asset Management, LP | – | – | – | – | Not filed |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |