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, Q1 2023
Institutional positions in Box Inc as of Mar 31, 2023. 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
- 365
- −5 vs. Q4 2022
- Shares held
- 125.9M
- +635.8K (+0.5%) vs. Q4 2022
- Total value
- $3.38B
- −$503.2M (−13.0%) vs. Q4 2022
- New holders
- 47
- 132 more added
- Sold out
- 52
- 128 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,707,982 | $394.0M | 0.01% | −242,718−1.6% | Reduced |
| BlackRock Inc. | 13,268,122 | $355.5M | 0.01% | −302,314−2.2% | Reduced |
| Earnest Partners LLC | 6,686,566 | $179.1M | 1.04% | +119,193+1.8% | Added |
| RGM Capital, LLC | 4,998,881 | $133.9M | 6.39% | +1,090,814+27.9% | Added |
| Macquarie Group Ltd | 3,379,511 | $90.5M | 0.11% | +158,270+4.9% | Added |
| State Street Corp | 3,051,147 | $81.7M | 0.00% | +82,813+2.8% | Added |
| Geode Capital Management, LLC | 2,644,197 | $70.8M | 0.01% | +119,823+4.7% | Added |
| Bank of America Corp | 2,603,589 | $69.8M | 0.01% | +30,353+1.2% | Added |
| Loomis Sayles & Co L P | 2,587,680 | $69.3M | 0.12% | +161,813+6.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,453,759 | $65.7M | 0.05% | +229,047+10.3% | Added |
| Morgan Stanley | 2,394,622 | $64.2M | 0.01% | −105,890−4.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,151,620 | $57.6M | 0.07% | +1,340,114+165.1% | Added |
| First Trust Advisors LP | 2,147,812 | $57.5M | 0.07% | −104,509−4.6% | Reduced |
| JPMorgan Chase & Co | 2,091,076 | $56.0M | 0.01% | +1,436,539+219.5% | Added |
| Dimensional Fund Advisors LP | 2,069,140 | $55.4M | 0.02% | +203,831+10.9% | Added |
| SEI Investments Co | 1,975,162 | $52.9M | 0.10% | −11,602−0.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,907,280 | $51.1M | 0.31% | +787,703+70.4% | Added |
| Schroder Investment Management Group | 1,795,301 | $48.1M | 0.07% | +524,189+41.2% | Added |
| Acadian Asset Management LLC | 1,607,594 | $43.0M | 0.19% | +631,177+64.6% | Added |
| Northern Trust Corp | 1,484,269 | $39.8M | 0.01% | +12,033+0.8% | Added |
| Price T Rowe Associates Inc | 1,468,334 | $39.3M | 0.01% | −8,236−0.6% | Reduced |
| Aristotle Capital Boston, LLC | 1,465,101 | $39.3M | 1.21% | +42,515+3.0% | Added |
| Deutsche Bank AG | 1,447,015 | $38.8M | 0.02% | +346,372+31.5% | Added |
| Freshford Capital Management, LLC | 1,425,008 | $38.2M | 6.97% | +86,736+6.5% | Added |
| Sunriver Management LLC | 1,343,435 | $36.0M | 7.51% | +386,605+40.4% | Added |
| Renaissance Technologies LLC | 1,319,000 | $35.3M | 0.05% | +354,300+36.7% | Added |
| Stephens Investment Management Group LLC | 1,316,170 | $35.3M | 0.59% | +9,426+0.7% | Added |
| Varma Mutual Pension Insurance Co | 1,260,817 | $33.8M | 0.41% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,229,793 | $32.9M | 0.01% | +254,288+26.1% | Added |
| Two Sigma Advisers, LP | 1,224,100 | $32.8M | 0.08% | −235,500−16.1% | Reduced |
| Credit Suisse AG | 1,217,751 | $32.6M | 0.03% | +206,012+20.4% | Added |
| Charles Schwab Investment Management Inc | 1,205,858 | $32.3M | 0.01% | +2,980+0.2% | Added |
| Westfield Capital Management Co LP | 973,699 | $26.1M | 0.18% | +973,699 | New |
| Neuberger Berman Group LLC | 943,016 | $25.2M | 0.02% | +4,466+0.5% | Added |
| American Century Companies Inc | 928,731 | $24.8M | 0.02% | −188,680−16.9% | Reduced |
| Bank of New York Mellon Corp | 924,199 | $24.8M | 0.01% | −52,859−5.4% | Reduced |
| Ophir Asset Management Pty Ltd | 899,601 | $24.1M | 4.48% | +92,526+11.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 882,764 | $23.6M | 0.06% | +12,085+1.4% | Added |
| New York State Common Retirement Fund | 860,133 | $23.0M | 0.03% | −23,961−2.7% | Reduced |
| Nuveen Asset Management, LLC | 809,632 | $21.7M | 0.01% | −259,463−24.3% | Reduced |
| Summit Creek Advisors LLC | 795,099 | $21.3M | 2.77% | −150,020−15.9% | Reduced |
| D. E. Shaw & Co., Inc. | 774,240 | $20.7M | 0.03% | +58,733+8.2% | Added |
| Victory Capital Management Inc | 762,646 | $20.4M | 0.02% | −487,542−39.0% | Reduced |
| Ameriprise Financial Inc | 757,623 | $20.3M | 0.01% | +138,224+22.3% | Added |
| Fort Washington Investment Advisors Inc | 716,329 | $19.2M | 0.14% | −175,237−19.7% | Reduced |
| California Public Employees Retirement System | 698,582 | $18.7M | 0.02% | +222,058+46.6% | Added |
| ExodusPoint Capital Management, LP | 677,379 | $18.1M | 0.21% | +324,246+91.8% | Added |
| Russell Investments Group, Ltd. | 675,387 | $18.0M | 0.04% | +72,835+12.1% | Added |
| Peregrine Capital Management LLC | 566,095 | $15.2M | 0.44% | +16,172+2.9% | Added |
| Burney Co | 553,122 | $14.8M | 0.73% | −27,049−4.7% | Reduced |
| Goldman Sachs Group Inc | 546,550 | $14.6M | 0.00% | −23,682−4.2% | Reduced |
| Norges Bank | 538,860 | $14.4M | 0.00% | −83,500−13.4% | Reduced |
| Citadel Advisors LLC | 529,797 | $14.2M | 0.02% | +401,713+313.6% | Added |
| Susquehanna International Group, LLP | 517,995 | $13.9M | 0.02% | +482,333+1,352.5% | Added |
| Cornerstone Capital, Inc. | 485,530 | $13.0M | 1.57% | −3,875−0.8% | Reduced |
| Massachusetts Financial Services Co | 468,790 | $12.6M | 0.00% | +121,282+34.9% | Added |
| Great Lakes Advisors, LLC | 467,932 | $12.5M | 0.11% | −187,530−28.6% | Reduced |
| Nordea Investment Management AB | 449,327 | $11.8M | 0.02% | −11,460−2.5% | Reduced |
| Divisar Capital Management LLC | 420,527 | $11.3M | 2.59% | +65,000+18.3% | Added |
| FMR LLC | 417,564 | $11.2M | 0.00% | −593,188−58.7% | Reduced |
| Man Group plc | – | $10.9M | 0.04% | – | – |
| Wellington Management Group LLP | 388,765 | $10.4M | 0.00% | −8,995−2.3% | Reduced |
| Scout Investments, Inc. | 375,398 | $10.1M | 0.20% | −4,271−1.1% | Reduced |
| Jupiter Asset Management Ltd | 364,700 | $9.77M | 0.13% | +364,700 | New |
| Two Sigma Investments, LP | 351,797 | $9.42M | 0.03% | −921,959−72.4% | Reduced |
| Invesco Ltd. | 326,117 | $8.74M | 0.00% | −1,312,566−80.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 323,139 | $8.66M | 0.05% | −155,479−32.5% | Reduced |
| Swiss National Bank | 307,200 | $8.23M | 0.01% | −40,600−11.7% | Reduced |
| Alliancebernstein L.P. | 302,992 | $8.12M | 0.00% | −22,086−6.8% | Reduced |
| Segall Bryant & Hamill, LLC | 278,913 | $7.47M | 0.08% | +61,961+28.6% | Added |
| BNP Paribas Arbitrage, SA | 234,615 | $6.29M | 0.01% | +75,042+47.0% | Added |
| Castleark Management LLC | 227,950 | $6.11M | 0.30% | −51,610−18.5% | Reduced |
| CenterBook Partners LP | 225,818 | $6.05M | 0.86% | +174,104+336.7% | Added |
| Prudential Financial Inc | 224,802 | $6.02M | 0.01% | −34,446−13.3% | Reduced |
| Bank of Montreal | 220,310 | $5.90M | 0.00% | +44,091+25.0% | Added |
| Hillsdale Investment Management Inc. | 219,450 | $5.88M | 0.50% | +250+0.1% | Added |
| Voya Investment Management LLC | 214,459 | $5.75M | 0.01% | −1,396,011−86.7% | Reduced |
| Rhumbline Advisers | 203,960 | $5.46M | 0.01% | +5,718+2.9% | Added |
| Capital Fund Management S.A. | 203,149 | $5.44M | 0.11% | −38,926−16.1% | Reduced |
| Peloton Wealth Strategists | 192,075 | $5.15M | 2.35% | +100+0.1% | Added |
| Madison Asset Management, LLC | 190,924 | $5.11M | 0.08% | −75,855−28.4% | Reduced |
| Blair William & Co | 188,322 | $5.05M | 0.02% | −23,279−11.0% | Reduced |
| UBS Asset Management Americas Inc | 186,667 | $5.00M | 0.00% | +19,793+11.9% | Added |
| We Are One Seven, LLC | 185,815 | $4.98M | 0.32% | +185,815 | New |
| TCWP LLC | 185,815 | $4.98M | 0.94% | +185,815 | New |
| Barclays PLC | 184,272 | $4.94M | 0.01% | +64,155+53.4% | Added |
| Weil Company, Inc. | 180,716 | $4.84M | 2.20% | +46,727+34.9% | Added |
| Silvercrest Asset Management Group LLC | 178,207 | $4.77M | 0.04% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 177,734 | $4.76M | 0.03% | +177,734 | New |
| SG Americas Securities, LLC | 177,170 | $4.75M | 0.06% | +116,069+190.0% | Added |
| California State Teachers Retirement System | 177,057 | $4.74M | 0.01% | −4,109−2.3% | Reduced |
| Citigroup Inc | 158,202 | $4.24M | 0.01% | +42,414+36.6% | Added |
| Great West Life Assurance Co | 157,578 | $4.22M | 0.01% | −12,016−7.1% | Reduced |
| Mackenzie Financial Corp | 151,591 | $4.06M | 0.01% | +2,949+2.0% | Added |
| ClariVest Asset Management LLC | 140,426 | $3.76M | 0.17% | +92+0.1% | Added |
| Legal & General Group Plc | 134,244 | $3.60M | 0.00% | +8,498+6.8% | Added |
| Canada Pension Plan Investment Board | 131,100 | $3.51M | 0.01% | +7,600+6.2% | Added |
| Envestnet Asset Management Inc | 332,063 | $3.49M | 0.00% | +189,362+132.7% | Added |
| State of Wisconsin Investment Board | 129,066 | $3.46M | 0.01% | −14,792−10.3% | Reduced |
| Assenagon Asset Management S.A. | 126,084 | $3.38M | 0.01% | +126,084 | New |