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 |
|---|---|---|---|---|---|
| Virtus Fund Advisers, LLC | 1,292 | $34.6K | 0.24% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,304 | $34.0K | 0.00% | +661+102.8% | Added |
| FinTrust Capital Advisors, LLC | 1,051 | $32.7K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,118 | $30.0K | 0.00% | +1,118 | New |
| Baillie Gifford & Co | 1,047 | $28.0K | 0.00% | +123+13.3% | Added |
| North Star Investment Management Corp. | 1,000 | $26.8K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 955 | $25.6K | 0.00% | −1,291−57.5% | Reduced |
| Huntington National Bank | 791 | $21.2K | 0.00% | +83+11.7% | Added |
| US Bancorp | 724 | $19.4K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 668 | $17.9K | 0.00% | +125+23.0% | Added |
| Syverson Strege & Co | 548 | $14.7K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 519 | $13.9K | 0.00% | −2−0.4% | Reduced |
| WealthPLAN Partners, LLC | 507 | $13.6K | 0.00% | +507 | New |
| First Horizon Advisors, Inc. | 449 | $12.0K | 0.00% | +338+304.5% | Added |
| Umb Bank N A | 397 | $10.6K | 0.00% | −17−4.1% | Reduced |
| Quadrant Capital Group LLC | 348 | $9.32K | 0.00% | +338+3,380.0% | Added |
| 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 |
| Sageworth Trust Co | 313 | $8.38K | 0.00% | +313 | New |
| National Bank of Canada | 300 | $8.03K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 300 | $7.80K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 269 | $7.21K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 264 | $7.00K | 0.00% | +67+34.0% | Added |
| Column Capital Advisors, LLC | 250 | $6.70K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 212 | $6.00K | 0.00% | +212 | New |
| HHM Wealth Advisors, LLC | 206 | $5.52K | 0.00% | +206 | New |
| 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 |
| Northwestern Mutual Wealth Management Co | 182 | $4.88K | 0.00% | +137+304.4% | Added |
| Sandy Spring Bank | 175 | $4.69K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 165 | $4.30K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $4.02K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 146 | $3.91K | 0.00% | +146 | New |
| Bokf, NA | 138 | $3.70K | 0.00% | +138 | New |
| Carolinas Wealth Consulting LLC | 134 | $3.59K | 0.00% | −53−28.3% | Reduced |
| Key Financial Inc | 100 | $2.68K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $2.41K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $2.09K | 0.00% | +14+21.9% | Added |
| Anchor Investment Management, LLC | 75 | $2.01K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 75 | $2.00K | 0.00% | +51+212.5% | Added |
| Clearstead Advisors, LLC | 60 | $1.61K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 60 | $1.61K | 0.00% | +60 | New |
| USA Financial Portformulas Corp | 52 | $1.39K | 0.00% | +52 | New |
| Morton Brown Family Wealth, LLC | 52 | $1.39K | 0.00% | +52 | New |
| TD Waterhouse Canada Inc. | 38 | $1.35K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 48 | $1.29K | 0.00% | −7−12.7% | Reduced |
| Sound Income Strategies, LLC | 40 | $1.07K | 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 |
| Schubert & Co | 34 | $911 | 0.00% | −6−15.0% | Reduced |
| Accel Wealth Management | 34 | $911 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $884 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 31 | $830 | 0.00% | −56−64.4% | Reduced |
| Sunbelt Securities, Inc. | 30 | $780 | 0.00% | +30 | New |
| Harvest Group Wealth Management, LLC | 27 | $723 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 21 | $563 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $510 | 0.00% | −5−20.8% | Reduced |
| Lindbrook Capital, LLC | 18 | $482 | 0.00% | −137−88.4% | Reduced |
| EverSource Wealth Advisors, LLC | 18 | $482 | 0.00% | +18 | New |
| Disciplined Investments, LLC | 17 | $455 | 0.00% | −2−10.5% | Reduced |
| AdvisorNet Financial, Inc | 14 | $375 | 0.00% | −9−39.1% | Reduced |
| IFP Advisors, Inc | 7 | $184 | 0.00% | −1,590−99.6% | Reduced |
| Tfo-TDC, LLC | 3 | $80 | 0.00% | −8−72.7% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | −5−55.6% | Reduced |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −594,148−100.0% | Sold out |
| Kennedy Lewis Management LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −148,640−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −148,698−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −141,210−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −99,611−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −99,075−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −86,100−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −79,925−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −74,358−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −56,091−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −46,870−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −36,367−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −33,761−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Brainard Capital Management LLC | 0 | $0 | 0.00% | −16,094−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −14,825−100.0% | Sold out |
| Main Street Research LLC | 0 | $0 | 0.00% | −14,282−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −13,596−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −12,240−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,637−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −11,520−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −10,798−100.0% | Sold out |
| Capital Advantage, Inc. | 0 | $0 | 0.00% | −10,564−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −9,677−100.0% | Sold out |
| PVG Asset Management Corp | 0 | $0 | 0.00% | −9,653−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −9,110−100.0% | Sold out |
| Joule Financial, LLC | 0 | $0 | 0.00% | −9,005−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −8,924−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,806−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −7,821−100.0% | Sold out |
| TTP Investments, Inc. | 0 | $0 | 0.00% | −7,714−100.0% | Sold out |