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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 19,522 | $607.7K | 0.01% | +2,203+12.7% | Added |
| 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 |
| Franklin Resources Inc | 18,887 | $588.0K | 0.00% | −18,254−49.1% | Reduced |
| ProShare Advisors LLC | 18,256 | $568.3K | 0.00% | +2,521+16.0% | Added |
| Garde Capital, Inc. | 18,241 | $568.0K | 0.07% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 17,838 | $555.3K | 0.42% | +17,838 | New |
| Engineers Gate Manager LP | 17,680 | $550.4K | 0.03% | −31,474−64.0% | Reduced |
| Pictet Asset Management SA | 16,697 | $520.0K | 0.00% | +7,225+76.3% | Added |
| Coldstream Capital Management Inc | 16,405 | $510.7K | 0.02% | +16,405 | New |
| Pathstone Family Office, LLC | 24,437 | $505.5K | 0.01% | −125−0.5% | Reduced |
| Brainard Capital Management LLC | 16,094 | $501.0K | 0.42% | +16,094 | New |
| XTX Topco Ltd | 15,672 | $487.9K | 0.10% | +15,672 | New |
| Mitsubishi UFJ Trust & Banking Corp | 15,391 | $479.1K | 0.00% | +15,391 | New |
| NorthCrest Asset Manangement, LLC | 15,300 | $476.0K | 0.03% | +100+0.7% | Added |
| Beverly Hills Private Wealth, LLC | 15,159 | $471.9K | 0.21% | +15,159 | New |
| Connable Office Inc | 15,134 | $471.0K | 0.07% | 00.0% | Unchanged |
| RBF Capital, LLC | 15,000 | $471.0K | 0.04% | +15,000 | New |
| Integrated Investment Consultants, LLC | 14,898 | $463.8K | 0.16% | +227+1.5% | Added |
| Prosperity Wealth Management, Inc. | 14,825 | $461.5K | 0.46% | +14,825 | New |
| Y-Intercept (Hong Kong) Ltd | 14,749 | $459.1K | 0.07% | −16,395−52.6% | Reduced |
| Main Street Research LLC | 14,282 | $444.6K | 0.11% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 14,190 | $441.7K | 0.04% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 14,000 | $436.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13,877 | $432.0K | 0.02% | +1,839+15.3% | Added |
| Karani Asset Management LLC | 13,779 | $428.9K | 0.50% | −118−0.8% | Reduced |
| HAP Trading, LLC | 13,596 | $423.0K | 0.07% | +2,180+19.1% | Added |
| STRS Ohio | 13,500 | $420.0K | 0.00% | +2,000+17.4% | Added |
| LPL Financial LLC | 13,344 | $415.4K | 0.00% | −74−0.6% | Reduced |
| Cantor Fitzgerald, L. P. | 13,277 | $413.0K | 0.01% | +96+0.7% | Added |
| Winton Group Ltd | 12,955 | $403.3K | 0.03% | +12,955 | New |
| Pitcairn Co | 12,838 | $399.6K | 0.04% | +10.0% | Added |
| Atria Wealth Solutions, Inc. | 12,609 | $392.5K | 0.01% | −14−0.1% | Reduced |
| Shell Asset Management Co | 12,442 | $387.0K | 0.02% | −2,641−17.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,240 | $381.0K | 0.00% | −90,353−88.1% | Reduced |
| Mercer Global Advisors Inc | 12,147 | $378.0K | 0.00% | −2,067−14.5% | Reduced |
| Truvestments Capital LLC | 11,924 | $371.2K | 0.21% | −8,646−42.0% | Reduced |
| HSBC Holdings PLC | 11,966 | $370.3K | 0.00% | −58,840−83.1% | Reduced |
| Bridgefront Capital, LLC | 11,820 | $368.0K | 0.26% | +11,820 | New |
| Kestra Advisory Services, LLC | 11,786 | $366.9K | 0.00% | +1,089+10.2% | Added |
| Quantbot Technologies LP | 11,637 | $362.3K | 0.03% | +11,637 | New |
| Radnor Capital Management, LLC | 11,520 | $360.0K | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,964 | $345.7K | 0.01% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 10,798 | $336.1K | 0.10% | −492−4.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,715 | $333.6K | 0.01% | −504−4.5% | Reduced |
| Brown Brothers Harriman & Co | 10,630 | $330.9K | 0.00% | −630−5.6% | Reduced |
| Capital Advantage, Inc. | 10,564 | $328.9K | 0.07% | −3,928−27.1% | Reduced |
| Lazard Asset Management LLC | 10,532 | $327.0K | 0.00% | −382−3.5% | Reduced |
| Vontobel Holding Ltd. | 10,479 | $326.2K | 0.00% | −5,354−33.8% | Reduced |
| 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 |
| PVG Asset Management Corp | 9,653 | $300.5K | 1.33% | +9,653 | New |
| FDx Advisors, Inc. | 9,560 | $298.0K | 0.01% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 9,351 | $291.1K | 0.01% | +1,320+16.4% | Added |
| Counterpoint Mutual Funds LLC | 9,110 | $283.6K | 0.30% | +9,110 | New |
| Intrust Bank NA | 9,066 | $282.2K | 0.04% | +9,066 | New |
| Joule Financial, LLC | 9,005 | $280.3K | 0.19% | +9,005 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,924 | $277.8K | 0.05% | +172+2.0% | Added |
| Rockefeller Capital Management L.P. | 8,847 | $275.0K | 0.00% | −44−0.5% | Reduced |
| Metropolitan Life Insurance Co | 8,823 | $274.7K | 0.01% | +408+4.8% | Added |
| Aigen Investment Management, LP | 8,806 | $274.1K | 0.04% | +8,806 | New |
| Aspiriant, LLC | 8,800 | $273.9K | 0.01% | +214+2.5% | Added |
| 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 |
| Henshaw Capital LLC | 8,727 | $271.7K | 0.02% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 8,800 | $267.4K | 0.01% | +8,800 | New |
| CI Private Wealth, LLC | 8,500 | $264.6K | 0.00% | +8,500 | New |
| Cahaba Wealth Management, Inc. | 8,439 | $262.7K | 0.03% | 00.0% | Unchanged |
| Legato Capital Management LLC | 8,120 | $252.8K | 0.05% | +8,120 | New |
| Xponance, Inc. | 7,993 | $248.8K | 0.00% | +7,993 | New |
| Royal Capital Wealth Management, LLC | 7,950 | $247.0K | 0.26% | +7,950 | New |
| Creative Planning | 7,821 | $243.5K | 0.00% | +7,821 | New |
| Rosenberg Matthew Hamilton | 7,740 | $240.9K | 0.08% | 00.0% | Unchanged |
| TTP Investments, Inc. | 7,714 | $240.2K | 0.26% | +7,714 | New |
| Fox Run Management, L.L.C. | 7,647 | $238.1K | 0.10% | −12,579−62.2% | Reduced |
| MML Investors Services, LLC | 7,545 | $235.0K | 0.00% | +7,545 | New |
| Ziegler Capital Management, LLC | 7,534 | $234.5K | 0.01% | +7,534 | New |
| Tennessee Valley Asset Management Partners | 7,318 | $227.8K | 0.08% | +7,318 | New |
| Truist Financial Corp | 6,965 | $216.8K | 0.00% | +6,965 | New |
| GWM Advisors LLC | 6,901 | $214.8K | 0.01% | +6,901 | New |
| Ronald Blue Trust, Inc. | 8,620 | $210.0K | 0.00% | +4,174+93.9% | Added |
| Dakota Wealth Management | 6,711 | $208.9K | 0.01% | +6,711 | New |
| Moors & Cabot, Inc. | 6,604 | $205.6K | 0.01% | +6,604 | New |
| Cambridge Investment Research Advisors, Inc. | 6,587 | $205.0K | 0.00% | +6,587 | New |
| Stephens Inc | 6,302 | $196.2K | 0.00% | −109−1.7% | Reduced |
| Proequities, Inc. | 6,215 | $193.5K | 0.02% | +91+1.5% | Added |
| State of Tennessee, Treasury Department | 6,138 | $191.0K | 0.00% | −12,633−67.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,635 | $176.4K | 0.00% | −1,422−20.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,821 | $150.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 4,674 | $146.0K | 0.12% | −1,751−27.3% | Reduced |
| Jefferies Financial Group Inc. | 4,479 | $139.4K | 0.00% | +4,479 | New |
| Steward Partners Investment Advisory, LLC | 4,196 | $130.6K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 4,047 | $126.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,962 | $123.3K | 0.01% | −853−17.7% | Reduced |
| Eagle Bay Advisors LLC | 3,728 | $116.1K | 0.07% | +889+31.3% | Added |
| Whittier Trust Co | 2,410 | $75.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,244 | $70.0K | 0.05% | −414−15.6% | Reduced |
| Advisors Asset Management, Inc. | 2,246 | $69.9K | 0.00% | +27+1.2% | Added |
| Point72 Middle East FZE | 2,186 | $68.0K | 0.01% | +2,186 | New |
| Park Place Capital Corp | 2,061 | $64.0K | 0.02% | +2,061 | New |