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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 7,647 | $238.1K | 0.10% | −12,579−62.2% | Reduced |
| TTP Investments, Inc. | 7,714 | $240.2K | 0.26% | +7,714 | New |
| Rosenberg Matthew Hamilton | 7,740 | $240.9K | 0.08% | 00.0% | Unchanged |
| Creative Planning | 7,821 | $243.5K | 0.00% | +7,821 | New |
| Royal Capital Wealth Management, LLC | 7,950 | $247.0K | 0.26% | +7,950 | New |
| Xponance, Inc. | 7,993 | $248.8K | 0.00% | +7,993 | New |
| Legato Capital Management LLC | 8,120 | $252.8K | 0.05% | +8,120 | New |
| Cahaba Wealth Management, Inc. | 8,439 | $262.7K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 8,500 | $264.6K | 0.00% | +8,500 | New |
| Erste Asset Management GmbH | 8,800 | $267.4K | 0.01% | +8,800 | New |
| Henshaw Capital LLC | 8,727 | $271.7K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 8,747 | $272.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 8,723 | $272.0K | 0.11% | +8,723 | New |
| Aspiriant, LLC | 8,800 | $273.9K | 0.01% | +214+2.5% | Added |
| Aigen Investment Management, LP | 8,806 | $274.1K | 0.04% | +8,806 | New |
| Metropolitan Life Insurance Co | 8,823 | $274.7K | 0.01% | +408+4.8% | Added |
| Rockefeller Capital Management L.P. | 8,847 | $275.0K | 0.00% | −44−0.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,924 | $277.8K | 0.05% | +172+2.0% | Added |
| Joule Financial, LLC | 9,005 | $280.3K | 0.19% | +9,005 | New |
| Intrust Bank NA | 9,066 | $282.2K | 0.04% | +9,066 | New |
| Counterpoint Mutual Funds LLC | 9,110 | $283.6K | 0.30% | +9,110 | New |
| ETF Managers Group, LLC | 9,351 | $291.1K | 0.01% | +1,320+16.4% | Added |
| FDx Advisors, Inc. | 9,560 | $298.0K | 0.01% | 00.0% | Unchanged |
| PVG Asset Management Corp | 9,653 | $300.5K | 1.33% | +9,653 | New |
| Cutler Group LP | 9,679 | $301.0K | 0.04% | +5,727+144.9% | Added |
| Clear Street Markets LLC | 9,677 | $301.0K | 0.06% | +9,677 | New |
| Vontobel Holding Ltd. | 10,479 | $326.2K | 0.00% | −5,354−33.8% | Reduced |
| Lazard Asset Management LLC | 10,532 | $327.0K | 0.00% | −382−3.5% | Reduced |
| Capital Advantage, Inc. | 10,564 | $328.9K | 0.07% | −3,928−27.1% | Reduced |
| Brown Brothers Harriman & Co | 10,630 | $330.9K | 0.00% | −630−5.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,715 | $333.6K | 0.01% | −504−4.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 10,798 | $336.1K | 0.10% | −492−4.4% | Reduced |
| Ameritas Investment Partners, Inc. | 10,964 | $345.7K | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 11,520 | $360.0K | 0.09% | 00.0% | Unchanged |
| Quantbot Technologies LP | 11,637 | $362.3K | 0.03% | +11,637 | New |
| Kestra Advisory Services, LLC | 11,786 | $366.9K | 0.00% | +1,089+10.2% | Added |
| Bridgefront Capital, LLC | 11,820 | $368.0K | 0.26% | +11,820 | New |
| HSBC Holdings PLC | 11,966 | $370.3K | 0.00% | −58,840−83.1% | Reduced |
| Truvestments Capital LLC | 11,924 | $371.2K | 0.21% | −8,646−42.0% | Reduced |
| Mercer Global Advisors Inc | 12,147 | $378.0K | 0.00% | −2,067−14.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,240 | $381.0K | 0.00% | −90,353−88.1% | Reduced |
| Shell Asset Management Co | 12,442 | $387.0K | 0.02% | −2,641−17.5% | Reduced |
| Atria Wealth Solutions, Inc. | 12,609 | $392.5K | 0.01% | −14−0.1% | Reduced |
| Pitcairn Co | 12,838 | $399.6K | 0.04% | +10.0% | Added |
| Winton Group Ltd | 12,955 | $403.3K | 0.03% | +12,955 | New |
| Cantor Fitzgerald, L. P. | 13,277 | $413.0K | 0.01% | +96+0.7% | Added |
| LPL Financial LLC | 13,344 | $415.4K | 0.00% | −74−0.6% | Reduced |
| STRS Ohio | 13,500 | $420.0K | 0.00% | +2,000+17.4% | Added |
| HAP Trading, LLC | 13,596 | $423.0K | 0.07% | +2,180+19.1% | Added |
| Karani Asset Management LLC | 13,779 | $428.9K | 0.50% | −118−0.8% | Reduced |
| Parallel Advisors, LLC | 13,877 | $432.0K | 0.02% | +1,839+15.3% | Added |
| Staley Capital Advisers Inc | 14,000 | $436.0K | 0.03% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 14,190 | $441.7K | 0.04% | 00.0% | Unchanged |
| Main Street Research LLC | 14,282 | $444.6K | 0.11% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 14,749 | $459.1K | 0.07% | −16,395−52.6% | Reduced |
| Prosperity Wealth Management, Inc. | 14,825 | $461.5K | 0.46% | +14,825 | New |
| Integrated Investment Consultants, LLC | 14,898 | $463.8K | 0.16% | +227+1.5% | Added |
| Connable Office Inc | 15,134 | $471.0K | 0.07% | 00.0% | Unchanged |
| RBF Capital, LLC | 15,000 | $471.0K | 0.04% | +15,000 | New |
| Beverly Hills Private Wealth, LLC | 15,159 | $471.9K | 0.21% | +15,159 | New |
| NorthCrest Asset Manangement, LLC | 15,300 | $476.0K | 0.03% | +100+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 15,391 | $479.1K | 0.00% | +15,391 | New |
| XTX Topco Ltd | 15,672 | $487.9K | 0.10% | +15,672 | New |
| Brainard Capital Management LLC | 16,094 | $501.0K | 0.42% | +16,094 | New |
| Pathstone Family Office, LLC | 24,437 | $505.5K | 0.01% | −125−0.5% | Reduced |
| Coldstream Capital Management Inc | 16,405 | $510.7K | 0.02% | +16,405 | New |
| Pictet Asset Management SA | 16,697 | $520.0K | 0.00% | +7,225+76.3% | Added |
| Engineers Gate Manager LP | 17,680 | $550.4K | 0.03% | −31,474−64.0% | Reduced |
| Left Brain Wealth Management, LLC | 17,838 | $555.3K | 0.42% | +17,838 | New |
| Garde Capital, Inc. | 18,241 | $568.0K | 0.07% | 00.0% | Unchanged |
| ProShare Advisors LLC | 18,256 | $568.3K | 0.00% | +2,521+16.0% | Added |
| Franklin Resources Inc | 18,887 | $588.0K | 0.00% | −18,254−49.1% | Reduced |
| Advisory Services Network, LLC | 19,000 | $591.5K | 0.02% | −2,073−9.8% | Reduced |
| Toth Financial Advisory Corp | 19,000 | $591.5K | 0.10% | +19,000 | New |
| New York Life Investment Management LLC | 19,522 | $607.7K | 0.01% | +2,203+12.7% | Added |
| Public Employees Retirement Association of Colorado | 19,859 | $618.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 19,885 | $619.0K | 0.00% | +19,885 | New |
| BDO Wealth Advisors, LLC | 20,000 | $622.6K | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 20,178 | $628.0K | 0.02% | +1,670+9.0% | Added |
| Perigon Wealth Management, LLC | 20,211 | $629.2K | 0.04% | −1,046−4.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 22,028 | $685.7K | 0.01% | −21,548−49.4% | Reduced |
| Amalgamated Bank | 22,972 | $715.0K | 0.01% | +345+1.5% | Added |
| Virtus Investment Advisers, Inc. | 23,218 | $722.8K | 0.48% | 00.0% | Unchanged |
| Gladius Capital Management LP | 23,756 | $739.5K | 0.23% | −12,446−34.4% | Reduced |
| Myecfo, LLC | 24,811 | $755.0K | 0.62% | +24,811 | New |
| Profund Advisors LLC | 25,447 | $792.2K | 0.05% | −2,974−10.5% | Reduced |
| Janus Henderson Group PLC | 26,000 | $809.1K | 0.00% | −20.0% | Reduced |
| The PNC Financial Services Group, Inc. | 25,993 | $809.2K | 0.00% | +2,297+9.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,094 | $812.3K | 0.00% | +6,851+35.6% | Added |
| Handelsbanken Fonder AB | 26,353 | $820.0K | 0.01% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 27,178 | $846.1K | 0.46% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 27,562 | $858.0K | 0.00% | +13,157+91.3% | Added |
| TrimTabs Asset Management, LLC | 28,002 | $871.7K | 0.57% | −630−2.2% | Reduced |
| Boston Partners | 28,054 | $873.3K | 0.00% | +651+2.4% | Added |
| Green Alpha Advisors, LLC | 29,495 | $918.0K | 0.76% | −106−0.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 30,584 | $952.1K | 0.04% | +2,213+7.8% | Added |
| Capital Impact Advisors, LLC | 30,836 | $959.9K | 0.94% | +3,330+12.1% | Added |
| Campbell & CO Investment Adviser LLC | 31,754 | $988.5K | 0.24% | +14,465+83.7% | Added |
| Dynamic Technology Lab Private Ltd | 32,109 | $1.00M | 0.10% | −3,340−9.4% | Reduced |
| Gotham Asset Management, LLC | 32,797 | $1.02M | 0.03% | +4,108+14.3% | Added |