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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 15,083 | $368.0K | 0.01% | −3,933−20.7% | Reduced |
| Jefferies Group LLC | 15,000 | $365.9K | 0.01% | −5,668−27.4% | Reduced |
| Integrated Investment Consultants, LLC | 14,671 | $358.0K | 0.14% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 14,492 | $353.0K | 0.08% | −4,321−23.0% | Reduced |
| Federated Hermes, Inc. | 14,405 | $351.0K | 0.00% | −28,890−66.7% | Reduced |
| Main Street Research LLC | 14,282 | $348.0K | 0.08% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,214 | $347.0K | 0.00% | +1,429+11.2% | Added |
| Yarbrough Capital, LLC | 14,190 | $346.0K | 0.03% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 14,000 | $341.0K | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 13,927 | $339.0K | 0.00% | +13,927 | New |
| Karani Asset Management LLC | 13,897 | $339.0K | 0.34% | +13,897 | New |
| Gyon Technologies Capital Management, LP | 13,609 | $332.0K | 0.10% | +13,609 | New |
| LPL Financial LLC | 13,418 | $327.0K | 0.00% | −537−3.8% | Reduced |
| Cantor Fitzgerald, L. P. | 13,181 | $321.0K | 0.01% | −96−0.7% | Reduced |
| Pitcairn Co | 12,837 | $313.0K | 0.03% | +12,837 | New |
| Atria Wealth Solutions, Inc. | 12,623 | $308.0K | 0.01% | +12,623 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,096 | $295.0K | 0.01% | +12,096 | New |
| Parallel Advisors, LLC | 12,038 | $294.0K | 0.01% | +3,336+38.3% | Added |
| Radnor Capital Management, LLC | 11,520 | $281.0K | 0.08% | −270−2.3% | Reduced |
| STRS Ohio | 11,500 | $280.0K | 0.00% | +2,700+30.7% | Added |
| HAP Trading, LLC | 11,416 | $278.0K | 0.04% | +486+4.4% | Added |
| Independent Solutions Wealth Management, LLC | 11,290 | $275.4K | 0.09% | −1,623−12.6% | Reduced |
| Brown Brothers Harriman & Co | 11,260 | $275.0K | 0.00% | +630+5.9% | Added |
| O'Shaughnessy Asset Management, LLC | 11,219 | $274.0K | 0.01% | +1,555+16.1% | 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 |
| Ameritas Investment Partners, Inc. | 10,964 | $267.0K | 0.01% | +1,281+13.2% | Added |
| Lazard Asset Management LLC | 10,914 | $266.0K | 0.00% | +1,672+18.1% | Added |
| Kestra Advisory Services, LLC | 10,697 | $261.0K | 0.00% | −3,864−26.5% | Reduced |
| MQS Management LLC | 10,307 | $251.0K | 0.16% | +10,307 | New |
| FDx Advisors, Inc. | 9,560 | $233.0K | 0.01% | −369−3.7% | Reduced |
| Pictet Asset Management SA | 9,472 | $231.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,891 | $216.0K | 0.00% | −17−0.2% | Reduced |
| 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 |
| Henshaw Capital LLC | 8,727 | $212.9K | 0.02% | +8,727 | New |
| Aspiriant, LLC | 8,586 | $209.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,415 | $205.2K | 0.01% | +630+8.1% | Added |
| Cahaba Wealth Management, Inc. | 8,439 | $205.0K | 0.03% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 8,031 | $196.0K | 0.01% | −741−8.4% | Reduced |
| Rosenberg Matthew Hamilton | 7,740 | $189.0K | 0.07% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,057 | $172.0K | 0.00% | +615+9.5% | Added |
| Covestor Ltd | 6,425 | $157.0K | 0.14% | +354+5.8% | Added |
| Stephens Inc | 6,411 | $156.0K | 0.00% | −68−1.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 6,286 | $153.0K | 0.00% | −2,149−25.5% | Reduced |
| Proequities, Inc. | 6,124 | $149.0K | 0.01% | −175−2.8% | Reduced |
| Nisa Investment Advisors, LLC | 4,442 | $129.0K | 0.00% | +92+2.1% | Added |
| Whittier Trust Co of Nevada Inc | 4,821 | $118.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,815 | $117.4K | 0.01% | −1,765−26.8% | Reduced |
| DuPont Capital Management Corp | 4,626 | $113.0K | 0.01% | −1,797−28.0% | Reduced |
| Ronald Blue Trust, Inc. | 4,446 | $112.0K | 0.00% | +957+27.4% | Added |
| Steward Partners Investment Advisory, LLC | 4,196 | $102.0K | 0.00% | +203+5.1% | Added |
| Centaurus Financial, Inc. | 4,148 | $101.0K | 0.01% | +4,148 | New |
| Essex Investment Management Co LLC | 4,047 | $99.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 3,952 | $96.0K | 0.01% | −11,085−73.7% | Reduced |
| Eagle Bay Advisors LLC | 2,839 | $69.0K | 0.04% | +100+3.7% | Added |
| Evoke Wealth, LLC | 2,703 | $66.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,658 | $65.0K | 0.17% | −2,917−52.3% | Reduced |
| Whittier Trust Co | 2,410 | $59.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,219 | $54.0K | 0.00% | −1,003−31.1% | Reduced |
| Bartlett & Co. LLC | 2,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $48.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,830 | $45.0K | 0.03% | 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 |
| Banque Cantonale Vaudoise | 1,649 | $40.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,600 | $39.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,500 | $36.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,353 | $33.0K | 0.00% | −17−1.2% | Reduced |
| Altshuler Shaham Ltd | 1,280 | $32.0K | 0.00% | −170−11.7% | Reduced |
| FinTrust Capital Advisors, LLC | 1,051 | $29.0K | 0.01% | +46+4.6% | Added |
| Spire Wealth Management | 1,100 | $27.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Baillie Gifford & Co | 924 | $23.0K | 0.00% | −55−5.6% | Reduced |
| Huntington National Bank | 759 | $19.0K | 0.00% | +759 | New |
| 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 |
| Hudock, Inc. | 711 | $17.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 625 | $15.0K | 0.00% | +625 | 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 |
| Umb Bank N A | 454 | $11.0K | 0.00% | +454 | New |
| EverSource Wealth Advisors, LLC | 403 | $10.0K | 0.00% | +403 | New |
| CWM, LLC | 347 | $8.00K | 0.00% | +217+166.9% | Added |
| Fairfield Financial Advisors, LTD | 300 | $7.32K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Carolinas Wealth Consulting LLC | 137 | $3.00K | 0.00% | 00.0% | Unchanged |