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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 7,997 | $214.2K | 0.03% | −1,069−11.8% | Reduced |
| Xponance, Inc. | 8,095 | $216.9K | 0.00% | +102+1.3% | Added |
| Parallel Advisors, LLC | 8,273 | $221.6K | 0.01% | −5,604−40.4% | Reduced |
| Truvestments Capital LLC | 8,348 | $223.6K | 0.12% | −3,576−30.0% | Reduced |
| Bellecapital International Ltd. | 8,364 | $224.1K | 0.06% | +8,364 | New |
| Cahaba Wealth Management, Inc. | 8,439 | $226.1K | 0.03% | 00.0% | Unchanged |
| Systematic Financial Management LP | 8,581 | $229.9K | 0.01% | +8,581 | New |
| CI Private Wealth, LLC | 8,625 | $231.1K | 0.00% | +125+1.5% | Added |
| Nebula Research & Development LLC | 8,629 | $231.2K | 0.41% | +8,629 | New |
| Henshaw Capital LLC | 8,727 | $233.8K | 0.01% | 00.0% | Unchanged |
| Aspiriant, LLC | 8,800 | $235.8K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 8,814 | $236.0K | 0.00% | +2,227+33.8% | Added |
| Lazard Asset Management LLC | 8,938 | $239.0K | 0.00% | −1,594−15.1% | Reduced |
| Rockefeller Capital Management L.P. | 8,975 | $240.0K | 0.00% | +128+1.4% | Added |
| Perigon Wealth Management, LLC | 9,330 | $250.0K | 0.01% | −10,881−53.8% | Reduced |
| Kestra Advisory Services, LLC | 9,559 | $256.1K | 0.00% | −2,227−18.9% | Reduced |
| Wedge Capital Management L L P | 9,645 | $258.4K | 0.00% | +9,645 | New |
| Brown Brothers Harriman & Co | 9,728 | $260.6K | 0.00% | −902−8.5% | Reduced |
| Bridgefront Capital, LLC | 9,773 | $261.8K | 0.16% | −2,047−17.3% | Reduced |
| Seven Eight Capital, LP | 9,929 | $266.0K | 0.06% | +9,929 | New |
| Gladius Capital Management LP | 10,187 | $272.9K | 0.08% | −13,569−57.1% | Reduced |
| STRS Ohio | 10,400 | $278.0K | 0.00% | −3,100−23.0% | Reduced |
| DC Investments Management, LLC | 10,379 | $278.1K | 0.33% | +10,379 | New |
| O'Shaughnessy Asset Management, LLC | 10,606 | $284.1K | 0.00% | −109−1.0% | Reduced |
| Wolverine Trading, LLC | 11,004 | $286.0K | 0.01% | +11,004 | New |
| Diversified Trust Co | 10,836 | $290.3K | 0.01% | +2,089+23.9% | Added |
| Mutual Advisors, LLC | 10,875 | $291.3K | 0.01% | +10,875 | New |
| PEAK6 Investments LLC | 10,900 | $292.0K | 0.02% | +10,900 | New |
| Ameritas Investment Partners, Inc. | 10,964 | $293.7K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 9,560 | $298.0K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 11,687 | $313.1K | 0.00% | +1,208+11.5% | Added |
| Ziegler Capital Management, LLC | 11,936 | $319.8K | 0.01% | +4,402+58.4% | Added |
| Legato Capital Management LLC | 12,289 | $329.2K | 0.06% | +4,169+51.3% | Added |
| Level Four Advisory Services, LLC | 12,354 | $331.0K | 0.02% | +12,354 | New |
| Shell Asset Management Co | 12,398 | $332.0K | 0.01% | −44−0.4% | Reduced |
| Pitcairn Co | 12,427 | $332.9K | 0.03% | −411−3.2% | Reduced |
| Atria Wealth Solutions, Inc. | 12,433 | $333.1K | 0.00% | −176−1.4% | Reduced |
| Pearl River Capital, LLC | 12,697 | $340.2K | 0.05% | +12,697 | New |
| Cantor Fitzgerald, L. P. | 12,916 | $346.0K | 0.01% | −361−2.7% | Reduced |
| Ronald Blue Trust, Inc. | 11,290 | $351.0K | 0.01% | +2,670+31.0% | Added |
| LPL Financial LLC | 13,344 | $357.5K | 0.00% | 00.0% | Unchanged |
| Karani Asset Management LLC | 13,779 | $369.1K | 0.39% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 13,949 | $374.0K | 0.00% | +1,802+14.8% | Added |
| Staley Capital Advisers Inc | 14,000 | $375.0K | 0.02% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 14,190 | $380.1K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 14,466 | $387.5K | 0.01% | −1,939−11.8% | Reduced |
| Pathstone Family Office, LLC | 14,858 | $398.1K | 0.01% | −9,579−39.2% | Reduced |
| Integrated Investment Consultants, LLC | 14,947 | $400.4K | 0.13% | +49+0.3% | Added |
| Connable Office Inc | 15,134 | $405.4K | 0.06% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 15,162 | $406.2K | 0.05% | +15,162 | New |
| Mitsubishi UFJ Trust & Banking Corp | 15,391 | $412.3K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 16,000 | $428.6K | 0.02% | +700+4.6% | Added |
| Verition Fund Management LLC | 16,052 | $430.0K | 0.01% | −54,046−77.1% | Reduced |
| Point72 Middle East FZE | 16,121 | $431.9K | 0.02% | +13,935+637.5% | Added |
| ProShare Advisors LLC | 17,499 | $468.8K | 0.00% | −757−4.1% | Reduced |
| Pictet Asset Management SA | 17,734 | $475.1K | 0.00% | +1,037+6.2% | Added |
| New York Life Investment Management LLC | 18,107 | $485.1K | 0.01% | −1,415−7.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 18,222 | $488.2K | 0.15% | +3,063+20.2% | Added |
| Garde Capital, Inc. | 18,241 | $489.0K | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 18,283 | $489.8K | 0.00% | −1,602−8.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 18,408 | $493.1K | 0.01% | −3,620−16.4% | Reduced |
| Advisory Services Network, LLC | 18,935 | $507.3K | 0.01% | −65−0.3% | Reduced |
| Franklin Resources Inc | 19,130 | $512.5K | 0.00% | +243+1.3% | Added |
| Petrus Trust Company, LTA | 19,544 | $523.6K | 0.06% | +19,544 | New |
| Ardevora Asset Management LLP | 19,800 | $530.0K | 0.01% | −1,293,642−98.5% | Reduced |
| Amalgamated Bank | 19,824 | $531.0K | 0.00% | −3,148−13.7% | Reduced |
| Public Employees Retirement Association of Colorado | 19,859 | $532.0K | 0.00% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 20,388 | $539.5K | 0.37% | +2,550+14.3% | Added |
| Crossmark Global Holdings, Inc. | 20,192 | $541.0K | 0.01% | +14+0.1% | Added |
| Prudential PLC | 20,308 | $544.1K | 0.01% | +20,308 | New |
| Winton Group Ltd | 20,550 | $550.5K | 0.03% | +7,595+58.6% | Added |
| Simplex Trading, LLC | 21,658 | $580.0K | 0.03% | −11,767−35.2% | Reduced |
| Erste Asset Management GmbH | 23,900 | $623.6K | 0.01% | +15,100+171.6% | Added |
| Myecfo, LLC | 23,305 | $624.3K | 0.47% | −1,506−6.1% | Reduced |
| CSS LLC | 23,549 | $630.9K | 0.05% | +23,549 | New |
| Virtus Investment Advisers, Inc. | 23,784 | $637.2K | 0.45% | +566+2.4% | Added |
| Quantamental Technologies LLC | 25,325 | $678.5K | 0.37% | +25,325 | New |
| Profund Advisors LLC | 25,867 | $693.0K | 0.04% | +420+1.7% | Added |
| GWM Advisors LLC | 26,092 | $699.0K | 0.01% | +19,191+278.1% | Added |
| Martingale Asset Management L P | 26,175 | $701.2K | 0.01% | −29,305−52.8% | Reduced |
| Handelsbanken Fonder AB | 26,353 | $706.0K | 0.00% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 27,089 | $725.7K | 0.36% | −89−0.3% | Reduced |
| XTX Topco Ltd | 27,145 | $727.2K | 0.15% | +11,473+73.2% | Added |
| HRT Financial LP | 27,460 | $735.0K | 0.01% | −214,067−88.6% | Reduced |
| Boston Partners | 28,054 | $751.6K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 28,603 | $766.3K | 0.94% | −2,233−7.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 28,932 | $775.1K | 0.14% | −2,822−8.9% | Reduced |
| Walleye Trading LLC | 29,006 | $777.1K | 0.03% | +29,006 | New |
| Green Alpha Advisors, LLC | 29,196 | $782.2K | 0.55% | −299−1.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,263 | $784.0K | 0.00% | +3,169+12.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 30,732 | $823.3K | 0.04% | +148+0.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 30,791 | $824.9K | 0.10% | +16,042+108.8% | Added |
| TrimTabs Asset Management, LLC | 32,202 | $862.7K | 0.46% | +4,200+15.0% | Added |
| Captrust Financial Advisors | 32,788 | $878.4K | 0.00% | −5,443−14.2% | Reduced |
| The PNC Financial Services Group, Inc. | 33,025 | $884.7K | 0.00% | +7,032+27.1% | Added |
| Virginia Retirement Systems Et Al | 33,500 | $897.5K | 0.01% | −10,400−23.7% | Reduced |
| Panagora Asset Management Inc | 33,685 | $902.4K | 0.01% | −466,444−93.3% | Reduced |
| Duality Advisers, LP | 35,901 | $961.8K | 0.11% | +35,901 | New |
| Cornercap Investment Counsel Inc | 35,959 | $963.3K | 0.17% | −4,163−10.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 37,290 | $999.0K | 0.10% | +28+0.1% | Added |