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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 2,000 | $62.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,000 | $62.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,886 | $58.0K | 0.08% | +1,886 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,826 | $57.0K | 0.00% | +1,289+240.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,830 | $57.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,687 | $52.5K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,649 | $51.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,600 | $49.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,500 | $46.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,597 | $44.0K | 0.00% | +95+6.3% | Added |
| Glass Jacobson Investment Advisors llc | 1,400 | $43.6K | 0.02% | +1,400 | New |
| Signaturefd, LLC | 1,330 | $41.4K | 0.00% | −23−1.7% | Reduced |
| Virtus Fund Advisers, LLC | 1,292 | $40.2K | 0.29% | +1,292 | New |
| Spire Wealth Management | 1,100 | $34.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,051 | $32.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $31.1K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 924 | $28.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 914 | $28.0K | 0.00% | −17,241−95.0% | Reduced |
| Dark Forest Capital Management LP | 878 | $27.3K | 0.01% | +253+40.5% | Added |
| James Investment Research Inc | 858 | $27.0K | 0.00% | +858 | New |
| US Bancorp | 724 | $22.5K | 0.00% | −31−4.1% | Reduced |
| Huntington National Bank | 708 | $22.0K | 0.00% | −51−6.7% | Reduced |
| Money Concepts Capital Corp | 700 | $21.8K | 0.00% | +700 | New |
| Migdal Insurance & Financial Holdings Ltd. | 643 | $20.0K | 0.00% | −86−11.8% | Reduced |
| CoreCap Advisors, LLC | 560 | $17.4K | 0.00% | +560 | New |
| Syverson Strege & Co | 548 | $17.1K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 543 | $16.9K | 0.00% | +1+0.2% | Added |
| DuPont Capital Management Corp | 531 | $16.5K | 0.00% | −4,095−88.5% | Reduced |
| Belpointe Asset Management LLC | 521 | $16.2K | 0.00% | +521 | New |
| CWM, LLC | 497 | $15.0K | 0.00% | +150+43.2% | Added |
| Umb Bank N A | 414 | $13.0K | 0.00% | −40−8.8% | Reduced |
| Quarry LP | 318 | $9.90K | 0.01% | +318 | New |
| Fairfield Financial Advisors, LTD | 300 | $9.34K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 300 | $9.33K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 269 | $8.37K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 253 | $8.00K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 250 | $7.78K | 0.00% | 00.0% | Unchanged |
| 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 |
| Hantz Financial Services, Inc. | 197 | $6.00K | 0.00% | −100−33.7% | Reduced |
| Carolinas Wealth Consulting LLC | 187 | $5.82K | 0.00% | +50+36.5% | Added |
| Sandy Spring Bank | 175 | $5.45K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 165 | $5.14K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 155 | $4.83K | 0.00% | +74+91.4% | Added |
| Financial Avengers, Inc. | 150 | $4.67K | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 120 | $3.74K | 0.00% | +120 | New |
| First Horizon Advisors, Inc. | 111 | $3.46K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $2.80K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 87 | $2.71K | 0.00% | +32+58.2% | Added |
| Key Financial Inc | 100 | $2.44K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $2.33K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $1.99K | 0.00% | −6−8.6% | Reduced |
| Clearstead Advisors, LLC | 60 | $1.87K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 55 | $1.71K | 0.00% | +5+10.0% | Added |
| TD Waterhouse Canada Inc. | 38 | $1.63K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 45 | $1.40K | 0.00% | −155−77.5% | Reduced |
| 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 |
| Accel Wealth Management | 34 | $1.06K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Harvest Group Wealth Management, LLC | 27 | $841 | 0.00% | −12−30.8% | Reduced |
| SJS Investment Consulting Inc. | 24 | $747 | 0.00% | +12+100.0% | Added |
| AdvisorNet Financial, Inc | 23 | $716 | 0.00% | +23 | New |
| Emfo, LLC | 21 | $654 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $591 | 0.00% | +1+5.6% | Added |
| Allworth Financial LP | 16 | $498 | 0.00% | +16 | New |
| Tfo-TDC, LLC | 11 | $443 | 0.00% | +11 | New |
| Quadrant Capital Group LLC | 10 | $311 | 0.00% | +10 | New |
| Sofos Investments, Inc. | 31 | $49 | 0.00% | +31 | New |
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 24 | $0 | 0.00% | +24 | New |
| NZS Capital, LLC | 0 | $0 | 0.00% | −253,275−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −175,405−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −119,169−100.0% | Sold out |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −96,800−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −29,284−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −26,613−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −20,118−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −18,184−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −17,835−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,927−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −13,609−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −12,096−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −10,307−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −6,286−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −2,703−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |