Box Inc

BOX

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001372612

SEC filings (opens in a new tab)

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

Q1 2023 vs. Q4 2022

How the institutions holding Box Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023 All holders in Q4 2022

13F holders of BOX: Q4 2022 compared with Q1 2023
Measure	Q4 2022	Of which not filed for Q1 2023	Q1 2023	Change
Holders	375	5	365	−5
Shares	125.8M	538.2K	125.9M	+635.8K (+0.5%)
Value	$3.90B	$16.8M	$3.38B	−$503.2M (−13.0%)

5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held Box Inc at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to BOX in Q1 2023
Institution	Shares	Value	% of portfolio
Westfield Capital Management Co LP	973,699	$26.1M	0.18%
Jupiter Asset Management Ltd	364,700	$9.77M	0.13%
We Are One Seven, LLC	185,815	$4.98M	0.32%
TCWP LLC	185,815	$4.98M	0.94%
Qube Research & Technologies Ltd	177,734	$4.76M	0.03%
Assenagon Asset Management S.A.	126,084	$3.38M	0.01%
Twinbeech Capital LP	110,808	$2.97M	0.06%
Tudor Investment Corp Et Al	73,317	$1.96M	0.04%
Connectus Wealth, LLC	45,983	$1.23M	0.03%
Maverick Capital LtdSuperinvestorMaverick Capital	39,193	$1.05M	0.03%
Duality Advisers, LP	35,901	$961.8K	0.11%
Walleye Trading LLC	29,006	$777.1K	0.03%
Quantamental Technologies LLC	25,325	$678.5K	0.37%
CSS LLC	23,549	$630.9K	0.05%
Prudential PLC	20,308	$544.1K	0.01%
Petrus Trust Company, LTA	19,544	$523.6K	0.06%
Arkadios Wealth Advisors	15,162	$406.2K	0.05%
Pearl River Capital, LLC	12,697	$340.2K	0.05%
Level Four Advisory Services, LLC	12,354	$331.0K	0.02%
PEAK6 Investments LLC	10,900	$292.0K	0.02%
Mutual Advisors, LLC	10,875	$291.3K	0.01%
Wolverine Trading, LLC	11,004	$286.0K	0.01%
DC Investments Management, LLC	10,379	$278.1K	0.33%
Seven Eight Capital, LP	9,929	$266.0K	0.06%
Wedge Capital Management L L P	9,645	$258.4K	0.00%
Nebula Research & Development LLC	8,629	$231.2K	0.41%
Systematic Financial Management LP	8,581	$229.9K	0.01%
Bellecapital International Ltd.	8,364	$224.1K	0.06%
Kapitalo Investimentos Ltda	7,453	$199.7K	0.07%
Group One Trading, L.P.	7,211	$193.2K	0.01%
Robeco Institutional Asset Management B.V.	6,286	$168.4K	0.00%
Credit Agricole S A	4,760	$127.5K	0.01%
Ameritas Advisory Services, LLC	4,486	$119.9K	0.01%
Exchange Traded Concepts, LLC	1,710	$45.8K	0.00%
Farther Finance Advisors, LLC	1,496	$40.1K	0.01%
Altshuler Shaham Ltd	1,118	$30.0K	0.00%
WealthPLAN Partners, LLC	507	$13.6K	0.00%
Sageworth Trust Co	313	$8.38K	0.00%
Bessemer Group Inc	212	$6.00K	0.00%
HHM Wealth Advisors, LLC	206	$5.52K	0.00%
Point72 Asset Management, L.P.	146	$3.91K	0.00%
Bokf, NA	138	$3.70K	0.00%
Clearview Wealth Advisors LLC	60	$1.61K	0.00%
USA Financial Portformulas Corp	52	$1.39K	0.00%
Morton Brown Family Wealth, LLC	52	$1.39K	0.00%
Sunbelt Securities, Inc.	30	$780	0.00%
EverSource Wealth Advisors, LLC	18	$482	0.00%

Sold out (52)

Institutions that held Box Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of BOX in Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Braun Stacey Associates Inc	594,148	$18.5M
Kennedy Lewis Management LP	300,000	$9.34M
Artemis Investment Management LLP	148,640	$4.65M
Westpac Banking Corp	148,698	$4.63M
Lisanti Capital Growth, LLC	141,210	$4.40M
Balyasny Asset Management LLC	99,611	$3.10M
Jump Financial, LLC	99,075	$3.08M
Liontrust Investment Partners LLP	90,000	$2.80M
APG Asset Management N.V.	86,100	$2.68M
Squarepoint Ops LLC	79,925	$2.49M
Penserra Capital Management LLC	74,358	$2.31M
EAM Investors, LLC	56,091	$1.75M
Schonfeld Strategic Advisors LLC	46,870	$1.46M
Calamos Advisors LLC	36,367	$1.13M
Premier Fund Managers Ltd	33,761	$1.06M
BDO Wealth Advisors, LLC	20,000	$622.6K
Toth Financial Advisory Corp	19,000	$591.5K
Brainard Capital Management LLC	16,094	$501.0K
RBF Capital, LLC	15,000	$471.0K
Prosperity Wealth Management, Inc.	14,825	$461.5K
Main Street Research LLC	14,282	$444.6K
HAP Trading, LLC	13,596	$423.0K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	12,240	$381.0K
Quantbot Technologies LP	11,637	$362.3K
Radnor Capital Management, LLC	11,520	$360.0K
Independent Solutions Wealth Management, LLC	10,798	$336.1K
Capital Advantage, Inc.	10,564	$328.9K
Clear Street Markets LLC	9,677	$301.0K
PVG Asset Management Corp	9,653	$300.5K
Counterpoint Mutual Funds LLC	9,110	$283.6K
Joule Financial, LLC	9,005	$280.3K
Pinnacle Wealth Planning Services, Inc.	8,924	$277.8K
Aigen Investment Management, LP	8,806	$274.1K
Creative Planning	7,821	$243.5K
TTP Investments, Inc.	7,714	$240.2K
Fox Run Management, L.L.C.	7,647	$238.1K
MML Investors Services, LLC	7,545	$235.0K
Tennessee Valley Asset Management Partners	7,318	$227.8K
Moors & Cabot, Inc.	6,604	$205.6K
State of Tennessee, Treasury Department	6,138	$191.0K
Whittier Trust Co of Nevada Inc	4,821	$150.1K
Jefferies Financial Group Inc.	4,479	$139.4K
FNY Investment Advisers, LLC	1,886	$58.0K
Banque Cantonale Vaudoise	1,649	$51.0K
Money Concepts Capital Corp	700	$21.8K
DuPont Capital Management Corp	531	$16.5K
Hanseatic Management Services Inc	253	$8.00K
Affiance Financial, LLC	120	$3.74K
Fortis Capital Advisors, LLC	40	$1.25K
GW&K Investment Management, LLC	22	$1.00K
Allworth Financial LP	16	$498
Sofos Investments, Inc.	31	$49

Not filed for Q1 2023 yet (5)

Institutions that held Box Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BOX in Q4 2022 that haven't filed for Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Rothschild & Co Asset Management US Inc.	525,296	$16.4M
Alpha Paradigm Partners, LLC	8,723	$272.0K
Neo Ivy Capital Management	2,244	$70.0K
Glass Jacobson Investment Advisors llc	1,400	$43.6K
CoreCap Advisors, LLC	560	$17.4K