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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 37,254 | $1.00M | 0.00% | −4,169−10.1% | Reduced |
| Valmark Advisers, Inc. | 37,932 | $1.02M | 0.02% | +2,283+6.4% | Added |
| Janney Montgomery Scott LLC | 38,289 | $1.03M | 0.00% | +250+0.7% | Added |
| AFS Financial Group, LLC | 38,566 | $1.03M | 0.69% | −3,987−9.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 39,193 | $1.05M | 0.03% | +39,193 | New |
| Arizona State Retirement System | 41,238 | $1.10M | 0.01% | +589+1.4% | Added |
| Advisory Research Inc | 41,425 | $1.11M | 0.18% | −49,140−54.3% | Reduced |
| Advisor Group Holdings, Inc. | 42,015 | $1.13M | 0.00% | −92−0.2% | Reduced |
| Federated Hermes, Inc. | 42,083 | $1.13M | 0.00% | +14,521+52.7% | Added |
| State Board of Administration of Florida Retirement System | 43,110 | $1.15M | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 43,700 | $1.17M | 0.00% | −7,071−13.9% | Reduced |
| Connectus Wealth, LLC | 45,983 | $1.23M | 0.03% | +45,983 | New |
| Royal Bank of Canada | 45,997 | $1.23M | 0.00% | −11,703−20.3% | Reduced |
| 1492 Capital Management LLC | 46,516 | $1.25M | 0.77% | −150.0% | Reduced |
| Centaurus Financial, Inc. | 46,678 | $1.25M | 0.10% | +697+1.5% | Added |
| Glenmede Trust Co NA | 47,596 | $1.28M | 0.01% | +8,072+20.4% | Added |
| Summit Trail Advisors, LLC | 47,774 | $1.28M | 0.05% | +260+0.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 48,284 | $1.29M | 0.08% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 52,494 | $1.41M | 0.72% | −627−1.2% | Reduced |
| Amundi | 53,634 | $1.44M | 0.00% | +4,392+8.9% | Added |
| Ergoteles LLC | 54,241 | $1.45M | 0.06% | −14,437−21.0% | Reduced |
| Dana Investment Advisors, Inc. | 56,084 | $1.50M | 0.08% | +2,111+3.9% | Added |
| Manufacturers Life Insurance Company, The | 56,797 | $1.52M | 0.00% | +327+0.6% | Added |
| Engineers Gate Manager LP | 58,137 | $1.56M | 0.07% | +40,457+228.8% | Added |
| EFG Asset Management (North America) Corp. | 58,910 | $1.58M | 0.35% | −11,805−16.7% | Reduced |
| Rafferty Asset Management, LLC | 58,950 | $1.58M | 0.01% | −10,187−14.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 59,298 | $1.59M | 0.00% | +1,466+2.5% | Added |
| Roubaix Capital, LLC | 59,416 | $1.59M | 1.21% | −15,097−20.3% | Reduced |
| Stifel Financial Corp | 60,145 | $1.61M | 0.00% | −4,012−6.3% | Reduced |
| Oppenheimer Asset Management Inc. | 60,819 | $1.63M | 0.03% | −108−0.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 61,230 | $1.64M | 0.18% | −7,282−10.6% | Reduced |
| Gotham Asset Management, LLC | 62,990 | $1.69M | 0.04% | +30,193+92.1% | Added |
| Teacher Retirement System of Texas | 63,626 | $1.71M | 0.01% | −804−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 63,793 | $1.71M | 0.00% | +26,587+71.5% | Added |
| Dark Forest Capital Management LP | 64,770 | $1.74M | 0.42% | +63,892+7,277.0% | Added |
| Fifth Third Bancorp | 65,586 | $1.76M | 0.01% | +4,220+6.9% | Added |
| Renaissance Group LLC | 65,921 | $1.77M | 0.08% | +4,965+8.1% | Added |
| Janus Henderson Group PLC | 66,785 | $1.79M | 0.00% | +40,785+156.9% | Added |
| American International Group, Inc. | 67,495 | $1.81M | 0.01% | +1,344+2.0% | Added |
| Fisher Asset Management, LLC | 68,008 | $1.82M | 0.00% | +221+0.3% | Added |
| Algert Global LLC | 72,747 | $1.95M | 0.09% | −112,597−60.8% | Reduced |
| Tudor Investment Corp Et Al | 73,317 | $1.96M | 0.04% | +73,317 | New |
| Commonwealth Equity Services, LLC | 74,120 | $1.99M | 0.00% | −10,872−12.8% | Reduced |
| MetLife Investment Management | 74,212 | $1.99M | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 75,715 | $2.03M | 0.19% | +43,606+135.8% | Added |
| Jasper Ridge Partners, L.P. | 76,853 | $2.06M | 0.10% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 78,304 | $2.10M | 0.01% | −7,324−8.6% | Reduced |
| Millennium Management LLC | 78,661 | $2.11M | 0.00% | −940,383−92.3% | Reduced |
| UBS Group AG | 78,843 | $2.11M | 0.00% | −98,741−55.6% | Reduced |
| Wesbanco Bank Inc | 81,254 | $2.18M | 0.09% | −481−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 84,795 | $2.27M | 0.00% | +21,083+33.1% | Added |
| Trexquant Investment LP | 86,268 | $2.31M | 0.06% | −62,976−42.2% | Reduced |
| AQR Capital Management LLC | 86,336 | $2.31M | 0.01% | +38,765+81.5% | Added |
| Bailard, Inc. | 89,685 | $2.40M | 0.09% | +22,585+33.7% | Added |
| Allianz Asset Management GmbH | 90,634 | $2.43M | 0.01% | −11,317−11.1% | Reduced |
| Natixis Advisors, L.P. | 91,339 | $2.45M | 0.01% | +1,400+1.6% | Added |
| HSBC Holdings PLC | 92,287 | $2.46M | 0.00% | +80,321+671.2% | Added |
| Portolan Capital Management, LLC | 92,561 | $2.48M | 0.24% | −217,764−70.2% | Reduced |
| AXA S.A. | 95,162 | $2.55M | 0.01% | −17,828−15.8% | Reduced |
| Nicholas Investment Partners, LP | 96,751 | $2.59M | 0.20% | +33,984+54.1% | Added |
| Raymond James & Associates | 106,058 | $2.84M | 0.00% | −12,037−10.2% | Reduced |
| Colony Group LLC | 106,978 | $2.87M | 0.04% | −15,009−12.3% | Reduced |
| Twinbeech Capital LP | 110,808 | $2.97M | 0.06% | +110,808 | New |
| Cubist Systematic Strategies, LLC | 115,703 | $3.10M | 0.03% | −177,425−60.5% | Reduced |
| Jane Street Group, LLC | 117,982 | $3.16M | 0.01% | +83,114+238.4% | Added |
| Assenagon Asset Management S.A. | 126,084 | $3.38M | 0.01% | +126,084 | New |
| State of Wisconsin Investment Board | 129,066 | $3.46M | 0.01% | −14,792−10.3% | Reduced |
| Envestnet Asset Management Inc | 332,063 | $3.49M | 0.00% | +189,362+132.7% | Added |
| Canada Pension Plan Investment Board | 131,100 | $3.51M | 0.01% | +7,600+6.2% | Added |
| Legal & General Group Plc | 134,244 | $3.60M | 0.00% | +8,498+6.8% | Added |
| ClariVest Asset Management LLC | 140,426 | $3.76M | 0.17% | +92+0.1% | Added |
| Mackenzie Financial Corp | 151,591 | $4.06M | 0.01% | +2,949+2.0% | Added |
| Great West Life Assurance Co | 157,578 | $4.22M | 0.01% | −12,016−7.1% | Reduced |
| Citigroup Inc | 158,202 | $4.24M | 0.01% | +42,414+36.6% | Added |
| California State Teachers Retirement System | 177,057 | $4.74M | 0.01% | −4,109−2.3% | Reduced |
| SG Americas Securities, LLC | 177,170 | $4.75M | 0.06% | +116,069+190.0% | Added |
| Qube Research & Technologies Ltd | 177,734 | $4.76M | 0.03% | +177,734 | New |
| Silvercrest Asset Management Group LLC | 178,207 | $4.77M | 0.04% | 00.0% | Unchanged |
| Weil Company, Inc. | 180,716 | $4.84M | 2.20% | +46,727+34.9% | Added |
| Barclays PLC | 184,272 | $4.94M | 0.01% | +64,155+53.4% | 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 |
| UBS Asset Management Americas Inc | 186,667 | $5.00M | 0.00% | +19,793+11.9% | Added |
| Blair William & Co | 188,322 | $5.05M | 0.02% | −23,279−11.0% | Reduced |
| Madison Asset Management, LLC | 190,924 | $5.11M | 0.08% | −75,855−28.4% | Reduced |
| Peloton Wealth Strategists | 192,075 | $5.15M | 2.35% | +100+0.1% | Added |
| Capital Fund Management S.A. | 203,149 | $5.44M | 0.11% | −38,926−16.1% | Reduced |
| Rhumbline Advisers | 203,960 | $5.46M | 0.01% | +5,718+2.9% | Added |
| Voya Investment Management LLC | 214,459 | $5.75M | 0.01% | −1,396,011−86.7% | Reduced |
| Hillsdale Investment Management Inc. | 219,450 | $5.88M | 0.50% | +250+0.1% | Added |
| Bank of Montreal | 220,310 | $5.90M | 0.00% | +44,091+25.0% | Added |
| Prudential Financial Inc | 224,802 | $6.02M | 0.01% | −34,446−13.3% | Reduced |
| CenterBook Partners LP | 225,818 | $6.05M | 0.86% | +174,104+336.7% | Added |
| Castleark Management LLC | 227,950 | $6.11M | 0.30% | −51,610−18.5% | Reduced |
| BNP Paribas Arbitrage, SA | 234,615 | $6.29M | 0.01% | +75,042+47.0% | Added |
| Segall Bryant & Hamill, LLC | 278,913 | $7.47M | 0.08% | +61,961+28.6% | Added |
| Alliancebernstein L.P. | 302,992 | $8.12M | 0.00% | −22,086−6.8% | Reduced |
| Swiss National Bank | 307,200 | $8.23M | 0.01% | −40,600−11.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 323,139 | $8.66M | 0.05% | −155,479−32.5% | Reduced |
| Invesco Ltd. | 326,117 | $8.74M | 0.00% | −1,312,566−80.1% | Reduced |