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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | −5−55.6% | Reduced |
| Tfo-TDC, LLC | 3 | $80 | 0.00% | −8−72.7% | Reduced |
| IFP Advisors, Inc | 7 | $184 | 0.00% | −1,590−99.6% | Reduced |
| AdvisorNet Financial, Inc | 14 | $375 | 0.00% | −9−39.1% | Reduced |
| Disciplined Investments, LLC | 17 | $455 | 0.00% | −2−10.5% | Reduced |
| Lindbrook Capital, LLC | 18 | $482 | 0.00% | −137−88.4% | Reduced |
| EverSource Wealth Advisors, LLC | 18 | $482 | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 19 | $510 | 0.00% | −5−20.8% | Reduced |
| Emfo, LLC | 21 | $563 | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 27 | $723 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30 | $780 | 0.00% | +30 | New |
| Ellevest, Inc. | 31 | $830 | 0.00% | −56−64.4% | Reduced |
| Massmutual Trust Co FSB | 33 | $884 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 34 | $911 | 0.00% | −6−15.0% | Reduced |
| Accel Wealth Management | 34 | $911 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 53 | $1.00K | 0.00% | −9,626−99.5% | Reduced |
| RE Dickinson Investment Advisors, LLC | 45 | $1.00K | 0.00% | −45−50.0% | Reduced |
| Sound Income Strategies, LLC | 40 | $1.07K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 48 | $1.29K | 0.00% | −7−12.7% | Reduced |
| TD Waterhouse Canada Inc. | 38 | $1.35K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 52 | $1.39K | 0.00% | +52 | New |
| Morton Brown Family Wealth, LLC | 52 | $1.39K | 0.00% | +52 | New |
| Clearview Wealth Advisors LLC | 60 | $1.61K | 0.00% | +60 | New |
| Clearstead Advisors, LLC | 60 | $1.61K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 75 | $2.00K | 0.00% | +51+212.5% | Added |
| Anchor Investment Management, LLC | 75 | $2.01K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $2.09K | 0.00% | +14+21.9% | Added |
| Bell Investment Advisors, Inc | 90 | $2.41K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.68K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 134 | $3.59K | 0.00% | −53−28.3% | Reduced |
| Bokf, NA | 138 | $3.70K | 0.00% | +138 | New |
| Point72 Asset Management, L.P. | 146 | $3.91K | 0.00% | +146 | New |
| Financial Avengers, Inc. | 150 | $4.02K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 165 | $4.30K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $4.69K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 182 | $4.88K | 0.00% | +137+304.4% | Added |
| Cullen/Frost Bankers, Inc. | 200 | $5.36K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $5.36K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $5.36K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 206 | $5.52K | 0.00% | +206 | New |
| Bessemer Group Inc | 212 | $6.00K | 0.00% | +212 | New |
| Column Capital Advisors, LLC | 250 | $6.70K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 264 | $7.00K | 0.00% | +67+34.0% | Added |
| Globeflex Capital L P | 269 | $7.21K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 300 | $7.80K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 300 | $8.03K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 313 | $8.38K | 0.00% | +313 | New |
| Harel Insurance Investments & Financial Services Ltd. | 347 | $9.00K | 0.00% | −1,479−81.0% | Reduced |
| CWM, LLC | 337 | $9.00K | 0.00% | −160−32.2% | Reduced |
| Quadrant Capital Group LLC | 348 | $9.32K | 0.00% | +338+3,380.0% | Added |
| Umb Bank N A | 397 | $10.6K | 0.00% | −17−4.1% | Reduced |
| First Horizon Advisors, Inc. | 449 | $12.0K | 0.00% | +338+304.5% | Added |
| WealthPLAN Partners, LLC | 507 | $13.6K | 0.00% | +507 | New |
| Belpointe Asset Management LLC | 519 | $13.9K | 0.00% | −2−0.4% | Reduced |
| Syverson Strege & Co | 548 | $14.7K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 668 | $17.9K | 0.00% | +125+23.0% | Added |
| US Bancorp | 724 | $19.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 791 | $21.2K | 0.00% | +83+11.7% | Added |
| Advisors Asset Management, Inc. | 955 | $25.6K | 0.00% | −1,291−57.5% | Reduced |
| North Star Investment Management Corp. | 1,000 | $26.8K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 1,047 | $28.0K | 0.00% | +123+13.3% | Added |
| Altshuler Shaham Ltd | 1,118 | $30.0K | 0.00% | +1,118 | New |
| FinTrust Capital Advisors, LLC | 1,051 | $32.7K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,304 | $34.0K | 0.00% | +661+102.8% | Added |
| Virtus Fund Advisers, LLC | 1,292 | $34.6K | 0.24% | 00.0% | Unchanged |
| Quarry LP | 1,330 | $35.6K | 0.02% | +1,012+318.2% | Added |
| Farther Finance Advisors, LLC | 1,496 | $40.1K | 0.01% | +1,496 | New |
| Federation des caisses Desjardins du Quebec | 1,500 | $40.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,600 | $42.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,675 | $44.9K | 0.00% | +345+25.9% | Added |
| Harbor Investment Advisory, LLC | 1,687 | $45.2K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,710 | $45.8K | 0.00% | +1,710 | New |
| Newbridge Financial Services Group, Inc. | 1,830 | $49.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 1,887 | $50.6K | 0.00% | +787+71.5% | Added |
| Bartlett & Co. Wealth Management LLC | 2,000 | $53.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,000 | $54.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,061 | $55.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 2,410 | $64.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,754 | $74.0K | 0.00% | +1,840+201.3% | Added |
| James Investment Research Inc | 3,163 | $85.0K | 0.01% | +2,305+268.6% | Added |
| Eagle Bay Advisors LLC | 3,287 | $88.1K | 0.05% | −441−11.8% | Reduced |
| Covestor Ltd | 3,494 | $94.0K | 0.08% | −1,180−25.2% | Reduced |
| Essex Investment Management Co LLC | 4,000 | $107.2K | 0.02% | −47−1.2% | Reduced |
| Nisa Investment Advisors, LLC | 4,182 | $112.0K | 0.00% | −94,260−95.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,196 | $112.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,246 | $113.8K | 0.01% | +284+7.2% | Added |
| Ameritas Advisory Services, LLC | 4,486 | $119.9K | 0.01% | +4,486 | New |
| Credit Agricole S A | 4,760 | $127.5K | 0.01% | +4,760 | New |
| Proequities, Inc. | 5,844 | $156.6K | 0.01% | −371−6.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,223 | $166.7K | 0.00% | +588+10.4% | Added |
| Robeco Institutional Asset Management B.V. | 6,286 | $168.4K | 0.00% | +6,286 | New |
| Stephens Inc | 6,307 | $169.0K | 0.00% | +5+0.1% | Added |
| Group One Trading, L.P. | 7,211 | $193.2K | 0.01% | +7,211 | New |
| Kapitalo Investimentos Ltda | 7,453 | $199.7K | 0.07% | +7,453 | New |
| Metropolitan Life Insurance Co | 7,516 | $201.4K | 0.01% | −1,307−14.8% | Reduced |
| Dakota Wealth Management | 7,516 | $201.4K | 0.01% | +805+12.0% | Added |
| Truist Financial Corp | 7,683 | $205.8K | 0.00% | +718+10.3% | Added |
| Rosenberg Matthew Hamilton | 7,740 | $207.4K | 0.07% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 7,942 | $212.8K | 0.01% | −1,409−15.1% | Reduced |
| Royal Capital Wealth Management, LLC | 7,950 | $213.0K | 0.21% | 00.0% | Unchanged |