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, Q4 2022
Institutional positions in Box Inc as of Dec 31, 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
- 375
- +53 vs. Q3 2022
- Shares held
- 125.8M
- +2.66M (+2.2%) vs. Q3 2022
- Total value
- $3.90B
- +$893.6M (+29.7%) vs. Q3 2022
- New holders
- 80
- 108 more added
- Sold out
- 27
- 126 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 24 | $0 | 0.00% | +24 | New |
| Sofos Investments, Inc. | 31 | $49 | 0.00% | +31 | New |
| Quadrant Capital Group LLC | 10 | $311 | 0.00% | +10 | New |
| Tfo-TDC, LLC | 11 | $443 | 0.00% | +11 | New |
| Allworth Financial LP | 16 | $498 | 0.00% | +16 | New |
| Disciplined Investments, LLC | 19 | $591 | 0.00% | +1+5.6% | Added |
| Emfo, LLC | 21 | $654 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 23 | $716 | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 24 | $747 | 0.00% | +12+100.0% | Added |
| Harvest Group Wealth Management, LLC | 27 | $841 | 0.00% | −12−30.8% | Reduced |
| Massmutual Trust Co FSB | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Accel Wealth Management | 34 | $1.06K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $1.25K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 40 | $1.25K | 0.00% | +7+21.2% | Added |
| Fortis Capital Advisors, LLC | 40 | $1.25K | 0.00% | +40 | New |
| Northwestern Mutual Wealth Management Co | 45 | $1.40K | 0.00% | −155−77.5% | Reduced |
| TD Waterhouse Canada Inc. | 38 | $1.63K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 55 | $1.71K | 0.00% | +5+10.0% | Added |
| Clearstead Advisors, LLC | 60 | $1.87K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $1.99K | 0.00% | −6−8.6% | Reduced |
| Anchor Investment Management, LLC | 75 | $2.33K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.44K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 87 | $2.71K | 0.00% | +32+58.2% | Added |
| Bell Investment Advisors, Inc | 90 | $2.80K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 111 | $3.46K | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 120 | $3.74K | 0.00% | +120 | New |
| Financial Avengers, Inc. | 150 | $4.67K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 155 | $4.83K | 0.00% | +74+91.4% | Added |
| Global Retirement Partners, LLC | 165 | $5.14K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $5.45K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 187 | $5.82K | 0.00% | +50+36.5% | Added |
| Hantz Financial Services, Inc. | 197 | $6.00K | 0.00% | −100−33.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 200 | $6.23K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $6.23K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $6.23K | 0.00% | +200 | New |
| Column Capital Advisors, LLC | 250 | $7.78K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 253 | $8.00K | 0.02% | 00.0% | Unchanged |
| Globeflex Capital L P | 269 | $8.37K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 300 | $9.33K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 300 | $9.34K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 318 | $9.90K | 0.01% | +318 | New |
| Umb Bank N A | 414 | $13.0K | 0.00% | −40−8.8% | Reduced |
| CWM, LLC | 497 | $15.0K | 0.00% | +150+43.2% | Added |
| Belpointe Asset Management LLC | 521 | $16.2K | 0.00% | +521 | New |
| DuPont Capital Management Corp | 531 | $16.5K | 0.00% | −4,095−88.5% | Reduced |
| TCI Wealth Advisors, Inc. | 543 | $16.9K | 0.00% | +1+0.2% | Added |
| Syverson Strege & Co | 548 | $17.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 560 | $17.4K | 0.00% | +560 | New |
| Migdal Insurance & Financial Holdings Ltd. | 643 | $20.0K | 0.00% | −86−11.8% | Reduced |
| Money Concepts Capital Corp | 700 | $21.8K | 0.00% | +700 | New |
| Huntington National Bank | 708 | $22.0K | 0.00% | −51−6.7% | Reduced |
| US Bancorp | 724 | $22.5K | 0.00% | −31−4.1% | Reduced |
| James Investment Research Inc | 858 | $27.0K | 0.00% | +858 | New |
| Dark Forest Capital Management LP | 878 | $27.3K | 0.01% | +253+40.5% | Added |
| Tower Research Capital LLC (TRC) | 914 | $28.0K | 0.00% | −17,241−95.0% | Reduced |
| Baillie Gifford & Co | 924 | $28.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $31.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,051 | $32.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,100 | $34.0K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,292 | $40.2K | 0.29% | +1,292 | New |
| Signaturefd, LLC | 1,330 | $41.4K | 0.00% | −23−1.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,400 | $43.6K | 0.02% | +1,400 | New |
| IFP Advisors, Inc | 1,597 | $44.0K | 0.00% | +95+6.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,500 | $46.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,600 | $49.8K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,649 | $51.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,687 | $52.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,830 | $57.0K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,826 | $57.0K | 0.00% | +1,289+240.0% | Added |
| FNY Investment Advisers, LLC | 1,886 | $58.0K | 0.08% | +1,886 | New |
| Bartlett & Co. LLC | 2,000 | $62.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $62.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,061 | $64.0K | 0.02% | +2,061 | New |
| Point72 Middle East FZE | 2,186 | $68.0K | 0.01% | +2,186 | New |
| Advisors Asset Management, Inc. | 2,246 | $69.9K | 0.00% | +27+1.2% | Added |
| Neo Ivy Capital Management | 2,244 | $70.0K | 0.05% | −414−15.6% | Reduced |
| Whittier Trust Co | 2,410 | $75.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,728 | $116.1K | 0.07% | +889+31.3% | Added |
| Leonteq Securities AG | 3,962 | $123.3K | 0.01% | −853−17.7% | Reduced |
| Essex Investment Management Co LLC | 4,047 | $126.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,196 | $130.6K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,479 | $139.4K | 0.00% | +4,479 | New |
| Covestor Ltd | 4,674 | $146.0K | 0.12% | −1,751−27.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,821 | $150.1K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,635 | $176.4K | 0.00% | −1,422−20.2% | Reduced |
| State of Tennessee, Treasury Department | 6,138 | $191.0K | 0.00% | −12,633−67.3% | Reduced |
| Proequities, Inc. | 6,215 | $193.5K | 0.02% | +91+1.5% | Added |
| Stephens Inc | 6,302 | $196.2K | 0.00% | −109−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,587 | $205.0K | 0.00% | +6,587 | New |
| Moors & Cabot, Inc. | 6,604 | $205.6K | 0.01% | +6,604 | New |
| Dakota Wealth Management | 6,711 | $208.9K | 0.01% | +6,711 | New |
| Ronald Blue Trust, Inc. | 8,620 | $210.0K | 0.00% | +4,174+93.9% | Added |
| GWM Advisors LLC | 6,901 | $214.8K | 0.01% | +6,901 | New |
| Truist Financial Corp | 6,965 | $216.8K | 0.00% | +6,965 | New |
| Tennessee Valley Asset Management Partners | 7,318 | $227.8K | 0.08% | +7,318 | New |
| Ziegler Capital Management, LLC | 7,534 | $234.5K | 0.01% | +7,534 | New |
| MML Investors Services, LLC | 7,545 | $235.0K | 0.00% | +7,545 | New |