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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 33,425 | $1.04M | 0.05% | −13,572−28.9% | Reduced |
| Premier Fund Managers Ltd | 33,761 | $1.06M | 0.04% | −19,436−36.5% | Reduced |
| Jane Street Group, LLC | 34,868 | $1.09M | 0.00% | −20,943−37.5% | Reduced |
| Valmark Advisers, Inc. | 35,649 | $1.11M | 0.03% | −532−1.5% | Reduced |
| Susquehanna International Group, LLP | 35,662 | $1.11M | 0.00% | −11,980−25.1% | Reduced |
| Calamos Advisors LLC | 36,367 | $1.13M | 0.01% | −8,682−19.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 37,206 | $1.16M | 0.00% | −1,200−3.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 37,262 | $1.16M | 0.12% | +37,262 | New |
| Janney Montgomery Scott LLC | 38,039 | $1.18M | 0.00% | +3,275+9.4% | Added |
| Captrust Financial Advisors | 38,231 | $1.19M | 0.01% | +369+1.0% | Added |
| Glenmede Trust Co NA | 39,524 | $1.23M | 0.01% | −1,021−2.5% | Reduced |
| Cornercap Investment Counsel Inc | 40,122 | $1.25M | 0.22% | −7,196−15.2% | Reduced |
| Arizona State Retirement System | 40,649 | $1.27M | 0.01% | +1,674+4.3% | Added |
| HighTower Advisors, LLC | 41,423 | $1.28M | 0.00% | +991+2.5% | Added |
| Advisor Group Holdings, Inc. | 42,107 | $1.31M | 0.00% | +1,291+3.2% | Added |
| AFS Financial Group, LLC | 42,553 | $1.32M | 0.94% | +42,553 | New |
| State Board of Administration of Florida Retirement System | 43,110 | $1.34M | 0.00% | −600−1.4% | Reduced |
| Virginia Retirement Systems Et Al | 43,900 | $1.37M | 0.01% | −8,400−16.1% | Reduced |
| Amundi | 49,242 | $1.41M | 0.00% | +17,210+53.7% | Added |
| Centaurus Financial, Inc. | 45,981 | $1.43M | 0.13% | +41,833+1,008.5% | Added |
| 1492 Capital Management LLC | 46,531 | $1.45M | 0.94% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 46,870 | $1.46M | 0.01% | +4,910+11.7% | Added |
| Summit Trail Advisors, LLC | 47,514 | $1.48M | 0.07% | −60.0% | Reduced |
| AQR Capital Management LLC | 47,571 | $1.48M | 0.00% | −3,719−7.3% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 48,284 | $1.50M | 0.10% | +48,284 | New |
| Principal Financial Group Inc | 50,771 | $1.58M | 0.00% | −21,378−29.6% | Reduced |
| CenterBook Partners LP | 51,714 | $1.61M | 0.27% | −105,960−67.2% | Reduced |
| Tealwood Asset Management Inc | 53,121 | $1.65M | 0.86% | −5,545−9.5% | Reduced |
| Dana Investment Advisors, Inc. | 53,973 | $1.68M | 0.09% | +4,272+8.6% | Added |
| Martingale Asset Management L P | 55,480 | $1.73M | 0.03% | −194−0.3% | Reduced |
| EAM Investors, LLC | 56,091 | $1.75M | 0.36% | +56,091 | New |
| Manufacturers Life Insurance Company, The | 56,470 | $1.76M | 0.00% | +4,406+8.5% | Added |
| Royal Bank of Canada | 57,700 | $1.80M | 0.00% | +29,177+102.3% | Added |
| Allspring Global Investments Holdings, LLC | 57,832 | $1.80M | 0.00% | +561+1.0% | Added |
| Oppenheimer Asset Management Inc. | 60,927 | $1.90M | 0.03% | −2,055−3.3% | Reduced |
| Renaissance Group LLC | 60,956 | $1.90M | 0.09% | +974+1.6% | Added |
| SG Americas Securities, LLC | 61,101 | $1.90M | 0.03% | +61,101 | New |
| Fifth Third Bancorp | 61,366 | $1.91M | 0.01% | +7,530+14.0% | Added |
| Nicholas Investment Partners, LP | 62,767 | $1.95M | 0.17% | +62,767 | New |
| Ensign Peak Advisors, Inc | 63,712 | $1.98M | 0.00% | −12,658−16.6% | Reduced |
| Stifel Financial Corp | 64,157 | $2.00M | 0.00% | +7,287+12.8% | Added |
| Teacher Retirement System of Texas | 64,430 | $2.01M | 0.01% | −6,617−9.3% | Reduced |
| Great Lakes Advisors, LLC | 655,462 | $2.04M | 0.12% | −11,890−1.8% | Reduced |
| American International Group, Inc. | 66,151 | $2.06M | 0.01% | −241−0.4% | Reduced |
| Bailard, Inc. | 67,100 | $2.09M | 0.08% | +67,100 | New |
| Fisher Asset Management, LLC | 67,787 | $2.11M | 0.00% | +77+0.1% | Added |
| Cyndeo Wealth Partners, LLC | 68,512 | $2.13M | 0.25% | +68,512 | New |
| Ergoteles LLC | 68,678 | $2.14M | 0.08% | +68,678 | New |
| Rafferty Asset Management, LLC | 69,137 | $2.15M | 0.02% | +2,401+3.6% | Added |
| Verition Fund Management LLC | 70,098 | $2.18M | 0.04% | +58,911+526.6% | Added |
| EFG Asset Management (North America) Corp. | 70,715 | $2.22M | 0.50% | −10,967−13.4% | Reduced |
| MetLife Investment Management | 74,212 | $2.31M | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 74,358 | $2.31M | 0.05% | +74,358 | New |
| Roubaix Capital, LLC | 74,513 | $2.32M | 1.88% | +74,513 | New |
| Jasper Ridge Partners, L.P. | 76,853 | $2.39M | 0.14% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 79,925 | $2.49M | 0.02% | +79,925 | New |
| Wesbanco Bank Inc | 81,735 | $2.54M | 0.11% | +81,735 | New |
| Commonwealth Equity Services, LLC | 84,992 | $2.65M | 0.01% | −6,247−6.8% | Reduced |
| State of New Jersey Common Pension Fund D | 85,628 | $2.67M | 0.01% | 00.0% | Unchanged |
| APG Asset Management N.V. | 86,100 | $2.68M | 0.01% | +49,300+134.0% | Added |
| Natixis Advisors, L.P. | 89,939 | $2.80M | 0.01% | +30,017+50.1% | Added |
| Liontrust Investment Partners LLP | 90,000 | $2.80M | 0.05% | 00.0% | Unchanged |
| Advisory Research Inc | 90,565 | $2.82M | 0.27% | +1,178+1.3% | Added |
| Nisa Investment Advisors, LLC | 98,442 | $3.06M | 0.02% | +94,000+2,116.2% | Added |
| Jump Financial, LLC | 99,075 | $3.08M | 0.16% | −3,835−3.7% | Reduced |
| Balyasny Asset Management LLC | 99,611 | $3.10M | 0.01% | +99,611 | New |
| Allianz Asset Management GmbH | 101,951 | $3.17M | 0.01% | +590+0.6% | Added |
| AXA S.A. | 112,990 | $3.52M | 0.01% | +4,090+3.8% | Added |
| Citigroup Inc | 115,788 | $3.60M | 0.01% | −23,117−16.6% | Reduced |
| Raymond James & Associates | 118,095 | $3.68M | 0.00% | +38,620+48.6% | Added |
| Barclays PLC | 120,117 | $3.74M | 0.00% | −32,301−21.2% | Reduced |
| Colony Group LLC | 121,987 | $3.80M | 0.05% | +2,352+2.0% | Added |
| Canada Pension Plan Investment Board | 123,500 | $3.84M | 0.01% | +83,200+206.5% | Added |
| Legal & General Group Plc | 125,746 | $3.91M | 0.00% | −949−0.7% | Reduced |
| Citadel Advisors LLC | 128,084 | $3.99M | 0.00% | +128,084 | New |
| Weil Company, Inc. | 133,989 | $4.17M | 1.90% | +13,659+11.4% | Added |
| ClariVest Asset Management LLC | 140,334 | $4.37M | 0.21% | −16,121−10.3% | Reduced |
| Lisanti Capital Growth, LLC | 141,210 | $4.40M | 0.60% | −94,185−40.0% | Reduced |
| Envestnet Asset Management Inc | 142,701 | $4.44M | 0.00% | +15,491+12.2% | Added |
| State of Wisconsin Investment Board | 143,858 | $4.48M | 0.01% | −8,762−5.7% | Reduced |
| Mackenzie Financial Corp | 148,642 | $4.63M | 0.01% | +5,994+4.2% | Added |
| Westpac Banking Corp | 148,698 | $4.63M | 0.07% | +148,698 | New |
| Trexquant Investment LP | 149,244 | $4.65M | 0.13% | +149,244 | New |
| Artemis Investment Management LLP | 148,640 | $4.65M | 0.05% | −80,717−35.2% | Reduced |
| BNP Paribas Arbitrage, SA | 159,573 | $4.97M | 0.01% | +159,573 | New |
| UBS Asset Management Americas Inc | 166,874 | $5.19M | 0.00% | +5,344+3.3% | Added |
| Great West Life Assurance Co | 169,594 | $5.28M | 0.01% | −2,711−1.6% | Reduced |
| Bank of Montreal | 176,219 | $5.50M | 0.00% | −5,013−2.8% | Reduced |
| UBS Group AG | 177,584 | $5.53M | 0.00% | +57,306+47.6% | Added |
| Silvercrest Asset Management Group LLC | 178,207 | $5.55M | 0.04% | −1,672−0.9% | Reduced |
| California State Teachers Retirement System | 181,166 | $5.64M | 0.01% | +2,529+1.4% | Added |
| Algert Global LLC | 185,344 | $5.77M | 0.32% | +1,742+0.9% | Added |
| Peloton Wealth Strategists | 191,975 | $5.98M | 2.88% | −750−0.4% | Reduced |
| Rhumbline Advisers | 198,242 | $6.17M | 0.01% | +18,575+10.3% | Added |
| Blair William & Co | 211,601 | $6.59M | 0.03% | +1,741+0.8% | Added |
| Segall Bryant & Hamill, LLC | 216,952 | $6.75M | 0.08% | +216,952 | New |
| Hillsdale Investment Management Inc. | 219,200 | $6.82M | 0.58% | −2,200−1.0% | Reduced |
| HRT Financial LP | 241,527 | $7.52M | 0.11% | +241,527 | New |
| Capital Fund Management S.A. | 242,075 | $7.54M | 0.17% | −147,659−37.9% | Reduced |
| Prudential Financial Inc | 259,248 | $8.07M | 0.01% | −901−0.3% | Reduced |