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 |
|---|---|---|---|---|---|
| Ardevora Asset Management LLP | 19,800 | $530.0K | 0.01% | −1,293,642−98.5% | Reduced |
| Petrus Trust Company, LTA | 19,544 | $523.6K | 0.06% | +19,544 | New |
| Franklin Resources Inc | 19,130 | $512.5K | 0.00% | +243+1.3% | Added |
| Advisory Services Network, LLC | 18,935 | $507.3K | 0.01% | −65−0.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 18,408 | $493.1K | 0.01% | −3,620−16.4% | Reduced |
| Los Angeles Capital Management LLC | 18,283 | $489.8K | 0.00% | −1,602−8.1% | Reduced |
| Garde Capital, Inc. | 18,241 | $489.0K | 0.05% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 18,222 | $488.2K | 0.15% | +3,063+20.2% | Added |
| New York Life Investment Management LLC | 18,107 | $485.1K | 0.01% | −1,415−7.2% | Reduced |
| Pictet Asset Management SA | 17,734 | $475.1K | 0.00% | +1,037+6.2% | Added |
| ProShare Advisors LLC | 17,499 | $468.8K | 0.00% | −757−4.1% | Reduced |
| Point72 Middle East FZE | 16,121 | $431.9K | 0.02% | +13,935+637.5% | Added |
| Verition Fund Management LLC | 16,052 | $430.0K | 0.01% | −54,046−77.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 16,000 | $428.6K | 0.02% | +700+4.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 15,391 | $412.3K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 15,162 | $406.2K | 0.05% | +15,162 | New |
| Connable Office Inc | 15,134 | $405.4K | 0.06% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 14,947 | $400.4K | 0.13% | +49+0.3% | Added |
| Pathstone Family Office, LLC | 14,858 | $398.1K | 0.01% | −9,579−39.2% | Reduced |
| Coldstream Capital Management Inc | 14,466 | $387.5K | 0.01% | −1,939−11.8% | Reduced |
| Yarbrough Capital, LLC | 14,190 | $380.1K | 0.03% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 14,000 | $375.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 13,949 | $374.0K | 0.00% | +1,802+14.8% | Added |
| Karani Asset Management LLC | 13,779 | $369.1K | 0.39% | 00.0% | Unchanged |
| LPL Financial LLC | 13,344 | $357.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 11,290 | $351.0K | 0.01% | +2,670+31.0% | Added |
| Cantor Fitzgerald, L. P. | 12,916 | $346.0K | 0.01% | −361−2.7% | Reduced |
| Pearl River Capital, LLC | 12,697 | $340.2K | 0.05% | +12,697 | New |
| Atria Wealth Solutions, Inc. | 12,433 | $333.1K | 0.00% | −176−1.4% | Reduced |
| Pitcairn Co | 12,427 | $332.9K | 0.03% | −411−3.2% | Reduced |
| Shell Asset Management Co | 12,398 | $332.0K | 0.01% | −44−0.4% | Reduced |
| Level Four Advisory Services, LLC | 12,354 | $331.0K | 0.02% | +12,354 | New |
| Legato Capital Management LLC | 12,289 | $329.2K | 0.06% | +4,169+51.3% | Added |
| Ziegler Capital Management, LLC | 11,936 | $319.8K | 0.01% | +4,402+58.4% | Added |
| Vontobel Holding Ltd. | 11,687 | $313.1K | 0.00% | +1,208+11.5% | Added |
| FDx Advisors, Inc. | 9,560 | $298.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,964 | $293.7K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 10,900 | $292.0K | 0.02% | +10,900 | New |
| Mutual Advisors, LLC | 10,875 | $291.3K | 0.01% | +10,875 | New |
| Diversified Trust Co | 10,836 | $290.3K | 0.01% | +2,089+23.9% | Added |
| Wolverine Trading, LLC | 11,004 | $286.0K | 0.01% | +11,004 | New |
| O'Shaughnessy Asset Management, LLC | 10,606 | $284.1K | 0.00% | −109−1.0% | Reduced |
| DC Investments Management, LLC | 10,379 | $278.1K | 0.33% | +10,379 | New |
| STRS Ohio | 10,400 | $278.0K | 0.00% | −3,100−23.0% | Reduced |
| Gladius Capital Management LP | 10,187 | $272.9K | 0.08% | −13,569−57.1% | Reduced |
| Seven Eight Capital, LP | 9,929 | $266.0K | 0.06% | +9,929 | New |
| Bridgefront Capital, LLC | 9,773 | $261.8K | 0.16% | −2,047−17.3% | Reduced |
| Brown Brothers Harriman & Co | 9,728 | $260.6K | 0.00% | −902−8.5% | Reduced |
| Wedge Capital Management L L P | 9,645 | $258.4K | 0.00% | +9,645 | New |
| Kestra Advisory Services, LLC | 9,559 | $256.1K | 0.00% | −2,227−18.9% | Reduced |
| Perigon Wealth Management, LLC | 9,330 | $250.0K | 0.01% | −10,881−53.8% | Reduced |
| Rockefeller Capital Management L.P. | 8,975 | $240.0K | 0.00% | +128+1.4% | Added |
| Lazard Asset Management LLC | 8,938 | $239.0K | 0.00% | −1,594−15.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,814 | $236.0K | 0.00% | +2,227+33.8% | Added |
| Aspiriant, LLC | 8,800 | $235.8K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 8,727 | $233.8K | 0.01% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 8,629 | $231.2K | 0.41% | +8,629 | New |
| CI Private Wealth, LLC | 8,625 | $231.1K | 0.00% | +125+1.5% | Added |
| Systematic Financial Management LP | 8,581 | $229.9K | 0.01% | +8,581 | New |
| Cahaba Wealth Management, Inc. | 8,439 | $226.1K | 0.03% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 8,364 | $224.1K | 0.06% | +8,364 | New |
| Truvestments Capital LLC | 8,348 | $223.6K | 0.12% | −3,576−30.0% | Reduced |
| Parallel Advisors, LLC | 8,273 | $221.6K | 0.01% | −5,604−40.4% | Reduced |
| Xponance, Inc. | 8,095 | $216.9K | 0.00% | +102+1.3% | Added |
| Intrust Bank NA | 7,997 | $214.2K | 0.03% | −1,069−11.8% | Reduced |
| Royal Capital Wealth Management, LLC | 7,950 | $213.0K | 0.21% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 7,942 | $212.8K | 0.01% | −1,409−15.1% | Reduced |
| Rosenberg Matthew Hamilton | 7,740 | $207.4K | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 7,683 | $205.8K | 0.00% | +718+10.3% | Added |
| 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 |
| Kapitalo Investimentos Ltda | 7,453 | $199.7K | 0.07% | +7,453 | New |
| Group One Trading, L.P. | 7,211 | $193.2K | 0.01% | +7,211 | New |
| Stephens Inc | 6,307 | $169.0K | 0.00% | +5+0.1% | Added |
| Robeco Institutional Asset Management B.V. | 6,286 | $168.4K | 0.00% | +6,286 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,223 | $166.7K | 0.00% | +588+10.4% | Added |
| Proequities, Inc. | 5,844 | $156.6K | 0.01% | −371−6.0% | Reduced |
| Credit Agricole S A | 4,760 | $127.5K | 0.01% | +4,760 | New |
| Ameritas Advisory Services, LLC | 4,486 | $119.9K | 0.01% | +4,486 | New |
| Leonteq Securities AG | 4,246 | $113.8K | 0.01% | +284+7.2% | Added |
| Steward Partners Investment Advisory, LLC | 4,196 | $112.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,182 | $112.0K | 0.00% | −94,260−95.8% | Reduced |
| Essex Investment Management Co LLC | 4,000 | $107.2K | 0.02% | −47−1.2% | Reduced |
| Covestor Ltd | 3,494 | $94.0K | 0.08% | −1,180−25.2% | Reduced |
| Eagle Bay Advisors LLC | 3,287 | $88.1K | 0.05% | −441−11.8% | Reduced |
| James Investment Research Inc | 3,163 | $85.0K | 0.01% | +2,305+268.6% | Added |
| Tower Research Capital LLC (TRC) | 2,754 | $74.0K | 0.00% | +1,840+201.3% | Added |
| Whittier Trust Co | 2,410 | $64.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,061 | $55.2K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,000 | $54.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $53.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,887 | $50.6K | 0.00% | +787+71.5% | Added |
| Newbridge Financial Services Group, Inc. | 1,830 | $49.0K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,710 | $45.8K | 0.00% | +1,710 | New |
| Harbor Investment Advisory, LLC | 1,687 | $45.2K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,675 | $44.9K | 0.00% | +345+25.9% | Added |
| Trust Co of Vermont | 1,600 | $42.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,500 | $40.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,496 | $40.1K | 0.01% | +1,496 | New |
| Quarry LP | 1,330 | $35.6K | 0.02% | +1,012+318.2% | Added |