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, Q2 2023
Institutional positions in Box Inc as of Jun 30, 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
- 345
- −18 vs. Q1 2023
- Shares held
- 127.7M
- +1.84M (+1.5%) vs. Q1 2023
- Total value
- $3.75B
- +$373.1M (+11.0%) vs. Q1 2023
- New holders
- 40
- 111 more added
- Sold out
- 58
- 122 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,818,859 | $435.4M | 0.01% | +110,877+0.8% | Added |
| BlackRock Inc. | 13,898,933 | $408.4M | 0.01% | +630,811+4.8% | Added |
| Earnest Partners LLC | 6,062,256 | $178.1M | 1.00% | −624,310−9.3% | Reduced |
| RGM Capital, LLC | 5,099,911 | $149.8M | 6.68% | +101,030+2.0% | Added |
| Champlain Investment Partners, LLC | 3,601,000 | $105.8M | 0.65% | +3,601,000 | New |
| Macquarie Group Ltd | 3,449,630 | $101.3M | 0.12% | +70,119+2.1% | Added |
| JPMorgan Chase & Co | 3,215,354 | $94.5M | 0.01% | +1,124,278+53.8% | Added |
| State Street Corp | 3,174,174 | $93.3M | 0.00% | +123,027+4.0% | Added |
| Geode Capital Management, LLC | 2,763,732 | $81.2M | 0.01% | +119,535+4.5% | Added |
| First Trust Advisors LP | 2,588,327 | $76.0M | 0.09% | +440,515+20.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,559,390 | $75.2M | 0.06% | +105,631+4.3% | Added |
| Bank of America Corp | 2,541,322 | $74.7M | 0.01% | −62,267−2.4% | Reduced |
| Loomis Sayles & Co L P | 2,527,591 | $74.3M | 0.12% | −60,089−2.3% | Reduced |
| Morgan Stanley | 2,356,647 | $69.2M | 0.01% | −37,975−1.6% | Reduced |
| Acadian Asset Management LLC | 2,207,817 | $64.8M | 0.27% | +600,223+37.3% | Added |
| Dimensional Fund Advisors LP | 2,178,537 | $64.0M | 0.02% | +109,397+5.3% | Added |
| Deutsche Bank AG | 2,122,675 | $62.4M | 0.03% | +675,660+46.7% | Added |
| Arrowstreet Capital, Limited Partnership | 2,095,272 | $61.6M | 0.07% | −56,348−2.6% | Reduced |
| SEI Investments Co | 1,979,632 | $58.2M | 0.10% | +4,470+0.2% | Added |
| Jacobs Levy Equity Management, Inc | 1,951,276 | $57.3M | 0.33% | +43,996+2.3% | Added |
| Schroder Investment Management Group | 1,614,215 | $47.4M | 0.07% | −181,086−10.1% | Reduced |
| Northern Trust Corp | 1,533,710 | $45.1M | 0.01% | +49,441+3.3% | Added |
| Price T Rowe Associates Inc | 1,507,071 | $44.3M | 0.01% | +38,737+2.6% | Added |
| Aristotle Capital Boston, LLC | 1,499,867 | $44.1M | 1.32% | +34,766+2.4% | Added |
| Freshford Capital Management, LLC | 1,442,894 | $42.4M | 6.48% | +17,886+1.3% | Added |
| Renaissance Technologies LLC | 1,394,700 | $41.0M | 0.06% | +75,700+5.7% | Added |
| Stephens Investment Management Group LLC | 1,348,923 | $39.6M | 0.62% | +32,753+2.5% | Added |
| Sunriver Management LLC | 1,316,087 | $38.7M | 7.80% | −27,348−2.0% | Reduced |
| Credit Suisse AG | 1,251,202 | $36.8M | 0.04% | +33,451+2.7% | Added |
| Wells Fargo & Company | 1,239,165 | $36.4M | 0.01% | +9,372+0.8% | Added |
| Charles Schwab Investment Management Inc | 1,237,581 | $36.4M | 0.01% | +31,723+2.6% | Added |
| Varma Mutual Pension Insurance Co | 1,176,313 | $34.6M | 0.41% | −84,504−6.7% | Reduced |
| Westfield Capital Management Co LP | 1,059,557 | $31.1M | 0.20% | +85,858+8.8% | Added |
| Bank of New York Mellon Corp | 959,907 | $28.2M | 0.01% | +35,708+3.9% | Added |
| Neuberger Berman Group LLC | 952,258 | $28.0M | 0.03% | +9,242+1.0% | Added |
| American Century Companies Inc | 919,454 | $27.0M | 0.02% | −9,277−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 889,413 | $26.1M | 0.06% | +6,649+0.8% | Added |
| Goldman Sachs Group Inc | 854,852 | $25.1M | 0.01% | +308,302+56.4% | Added |
| Ophir Asset Management Pty Ltd | 839,402 | $24.7M | 5.14% | −60,199−6.7% | Reduced |
| Fort Washington Investment Advisors Inc | 837,563 | $24.6M | 0.18% | +121,234+16.9% | Added |
| California Public Employees Retirement System | 828,640 | $24.3M | 0.02% | +130,058+18.6% | Added |
| Victory Capital Management Inc | 819,315 | $24.1M | 0.03% | +56,669+7.4% | Added |
| Ameriprise Financial Inc | 657,228 | $19.3M | 0.01% | −100,395−13.3% | Reduced |
| D. E. Shaw & Co., Inc. | 627,965 | $18.4M | 0.03% | −146,275−18.9% | Reduced |
| Peregrine Capital Management LLC | 622,127 | $18.3M | 0.50% | +56,032+9.9% | Added |
| Massachusetts Financial Services Co | 601,050 | $17.7M | 0.01% | +132,260+28.2% | Added |
| Man Group plc | 596,819 | $17.5M | 0.05% | – | – |
| Summit Creek Advisors LLC | 546,147 | $16.0M | 2.01% | −248,952−31.3% | Reduced |
| Norges Bank | 538,860 | $15.8M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 509,913 | $15.0M | 0.03% | −165,474−24.5% | Reduced |
| Wellington Management Group LLP | 466,865 | $13.7M | 0.00% | +78,100+20.1% | Added |
| Nuveen Asset Management, LLC | 448,410 | $13.2M | 0.00% | −361,222−44.6% | Reduced |
| Nordea Investment Management AB | 433,145 | $12.8M | 0.02% | −16,182−3.6% | Reduced |
| Divisar Capital Management LLC | 420,527 | $12.4M | 2.60% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 403,270 | $11.8M | 1.37% | −82,260−16.9% | Reduced |
| Scout Investments, Inc. | 364,489 | $11.3M | 0.23% | −10,909−2.9% | Reduced |
| Kadensa Capital Ltd | 358,464 | $10.5M | 1.85% | +358,464 | New |
| Swiss National Bank | 314,100 | $9.23M | 0.01% | +6,900+2.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 311,479 | $9.15M | 0.05% | −11,660−3.6% | Reduced |
| Great Lakes Advisors, LLC | 302,206 | $8.88M | 0.09% | −165,726−35.4% | Reduced |
| Alliancebernstein L.P. | 299,956 | $8.81M | 0.00% | −3,036−1.0% | Reduced |
| Mackenzie Financial Corp | 288,339 | $8.47M | 0.01% | +136,748+90.2% | Added |
| Segall Bryant & Hamill, LLC | 280,298 | $8.24M | 0.09% | +1,385+0.5% | Added |
| Silvercrest Asset Management Group LLC | 258,712 | $7.60M | 0.05% | +80,505+45.2% | Added |
| Burney Co | 249,537 | $7.33M | 0.34% | −303,585−54.9% | Reduced |
| Voya Investment Management LLC | 249,222 | $7.32M | 0.01% | +34,763+16.2% | Added |
| ExodusPoint Capital Management, LP | 238,454 | $7.01M | 0.08% | −438,925−64.8% | Reduced |
| Bank of Montreal | 227,638 | $6.80M | 0.00% | +7,328+3.3% | Added |
| Citadel Advisors LLC | 226,796 | $6.66M | 0.01% | −303,001−57.2% | Reduced |
| Citigroup Inc | 213,930 | $6.29M | 0.01% | +55,728+35.2% | Added |
| Invesco Ltd. | 207,374 | $6.09M | 0.00% | −118,743−36.4% | Reduced |
| UBS Group AG | 206,924 | $6.08M | 0.00% | +128,081+162.5% | Added |
| Rhumbline Advisers | 204,514 | $6.01M | 0.01% | +554+0.3% | Added |
| Prudential Financial Inc | 198,876 | $5.84M | 0.01% | −25,926−11.5% | Reduced |
| Two Sigma Advisers, LP | 194,000 | $5.70M | 0.01% | −1,030,100−84.2% | Reduced |
| Hillsdale Investment Management Inc. | 192,460 | $5.65M | 0.52% | −26,990−12.3% | Reduced |
| Blair William & Co | 186,199 | $5.47M | 0.02% | −2,123−1.1% | Reduced |
| Peloton Wealth Strategists | 184,075 | $5.41M | 2.39% | −8,000−4.2% | Reduced |
| Essex Investment Management Co LLC | 175,787 | $5.16M | 0.72% | +171,787+4,294.7% | Added |
| Barclays PLC | 174,614 | $5.13M | 0.00% | −9,658−5.2% | Reduced |
| California State Teachers Retirement System | 173,903 | $5.11M | 0.01% | −3,154−1.8% | Reduced |
| UBS Asset Management Americas Inc | 186,667 | $5.00M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 169,797 | $4.99M | 0.00% | −247,767−59.3% | Reduced |
| Balyasny Asset Management LLC | 167,199 | $4.91M | 0.01% | +167,199 | New |
| Weil Company, Inc. | 163,716 | $4.81M | 2.14% | −17,000−9.4% | Reduced |
| Great West Life Assurance Co | 157,222 | $4.62M | 0.01% | −356−0.2% | Reduced |
| Susquehanna International Group, LLP | 148,341 | $4.36M | 0.01% | −369,654−71.4% | Reduced |
| CenterBook Partners LP | 142,415 | $4.18M | 0.52% | −83,403−36.9% | Reduced |
| Legal & General Group Plc | 141,764 | $4.17M | 0.00% | +7,520+5.6% | Added |
| Envestnet Asset Management Inc | 138,516 | $4.07M | 0.00% | −193,547−58.3% | Reduced |
| Natixis Advisors, L.P. | 138,124 | $4.06M | 0.01% | +46,785+51.2% | Added |
| Nicholas Investment Partners, LP | 137,001 | $4.03M | 0.28% | +40,250+41.6% | Added |
| Ensign Peak Advisors, Inc | 133,280 | $3.92M | 0.01% | +48,485+57.2% | Added |
| Madison Asset Management, LLC | 123,595 | $3.63M | 0.05% | −67,329−35.3% | Reduced |
| State of Wisconsin Investment Board | 122,547 | $3.60M | 0.01% | −6,519−5.1% | Reduced |
| ClariVest Asset Management LLC | 122,520 | $3.60M | 0.18% | −17,906−12.8% | Reduced |
| Canada Pension Plan Investment Board | 121,800 | $3.58M | 0.01% | −9,300−7.1% | Reduced |
| AQR Capital Management LLC | 119,537 | $3.51M | 0.01% | +33,201+38.5% | Added |
| Amundi | 110,582 | $3.25M | 0.00% | +56,948+106.2% | Added |
| Colony Group LLC | 106,209 | $3.12M | 0.04% | −769−0.7% | Reduced |