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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 78,366 | $8 | 0.00% | +78,366 | New |
| Sofos Investments, Inc. | 29 | $46 | 0.00% | +29 | New |
| Tfo-TDC, LLC | 3 | $88 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7 | $184 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $529 | 0.00% | −1−5.3% | Reduced |
| EverSource Wealth Advisors, LLC | 18 | $529 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 18 | $529 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $558 | 0.00% | +2+11.8% | Added |
| AdvisorNet Financial, Inc | 19 | $558 | 0.00% | +5+35.7% | Added |
| Emfo, LLC | 21 | $617 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 23 | $676 | 0.00% | −484−95.5% | Reduced |
| Sunbelt Securities, Inc. | 30 | $881 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $970 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $1.18K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 45 | $1.32K | 0.00% | −3−6.3% | Reduced |
| USA Financial Portformulas Corp | 52 | $1.53K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 60 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $2.09K | 0.00% | −19−21.1% | Reduced |
| JFS Wealth Advisors, LLC | 71 | $2.09K | 0.00% | −7−9.0% | Reduced |
| Anchor Investment Management, LLC | 75 | $2.20K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 95 | $2.79K | 0.00% | +95 | New |
| Key Financial Inc | 100 | $2.94K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 114 | $3.35K | 0.00% | −20−14.9% | Reduced |
| Bokf, NA | 138 | $4.05K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $4.41K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 165 | $4.85K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $5.14K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 186 | $5.46K | 0.00% | −1,144−86.0% | Reduced |
| SOA Wealth Advisors, LLC. | 200 | $5.88K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $5.88K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 206 | $6.05K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 237 | $6.96K | 0.00% | +55+30.2% | Added |
| Column Capital Advisors, LLC | 250 | $7.34K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 268 | $7.87K | 0.00% | +68+34.0% | Added |
| Globeflex Capital L P | 269 | $7.90K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 264 | $8.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 300 | $8.81K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 300 | $8.81K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 312 | $9.17K | 0.00% | −36−10.3% | Reduced |
| TD Waterhouse Canada Inc. | 253 | $9.85K | 0.00% | +215+565.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 328 | $10.0K | 0.00% | −19−5.5% | Reduced |
| CWM, LLC | 325 | $10.0K | 0.00% | −12−3.6% | Reduced |
| Umb Bank N A | 397 | $11.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 449 | $13.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 615 | $18.1K | 0.01% | +615 | New |
| Migdal Insurance & Financial Holdings Ltd. | 631 | $19.0K | 0.00% | −673−51.6% | Reduced |
| Huntington National Bank | 792 | $23.3K | 0.00% | +1+0.1% | Added |
| Ronald Blue Trust, Inc. | 893 | $24.0K | 0.00% | −10,397−92.1% | Reduced |
| Advisors Asset Management, Inc. | 866 | $25.4K | 0.00% | −89−9.3% | Reduced |
| US Bancorp | 912 | $26.8K | 0.00% | +188+26.0% | Added |
| North Star Investment Management Corp. | 1,000 | $29.4K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,000 | $29.4K | 0.01% | +1,000 | New |
| FinTrust Capital Advisors, LLC | 1,051 | $32.7K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,232 | $36.2K | 0.00% | +1,232 | New |
| Virtus Fund Advisers, LLC | 1,292 | $38.0K | 0.27% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,326 | $39.0K | 0.00% | −349−20.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,400 | $41.1K | 0.02% | +1,400 | New |
| Federation des caisses Desjardins du Quebec | 1,500 | $44.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,600 | $47.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,677 | $49.3K | 0.00% | −33−1.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,687 | $49.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,805 | $53.0K | 0.03% | −25−1.4% | Reduced |
| Spire Wealth Management | 1,887 | $55.4K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,934 | $56.8K | 0.00% | +1,934 | New |
| Farther Finance Advisors, LLC | 1,971 | $57.9K | 0.01% | +475+31.8% | Added |
| Bartlett & Co. Wealth Management LLC | 2,000 | $58.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,000 | $59.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,041 | $60.0K | 0.00% | +2,041 | New |
| Park Place Capital Corp | 2,061 | $60.6K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 2,200 | $64.0K | 0.02% | +2,147+4,050.9% | Added |
| Whittier Trust Co | 2,410 | $70.8K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2,600 | $76.4K | 0.04% | +2,600 | New |
| Eagle Bay Advisors LLC | 2,997 | $88.0K | 0.05% | −290−8.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,097 | $91.0K | 0.00% | +343+12.5% | Added |
| Neo Ivy Capital Management | 3,183 | $94.0K | 0.05% | +3,183 | New |
| Covestor Ltd | 4,037 | $119.0K | 0.09% | +543+15.5% | Added |
| Nisa Investment Advisors, LLC | 4,182 | $122.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,196 | $123.3K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 4,319 | $126.9K | 0.12% | +4,319 | New |
| Credit Agricole S A | 4,760 | $139.8K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 5,092 | $149.6K | 0.11% | +5,092 | New |
| Leonteq Securities AG | 5,209 | $153.0K | 0.02% | +963+22.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,713 | $167.8K | 0.00% | −510−8.2% | Reduced |
| Proequities, Inc. | 6,237 | $183.2K | 0.01% | +393+6.7% | Added |
| Stephens Inc | 6,307 | $185.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,796 | $199.7K | 0.01% | −1,477−17.9% | Reduced |
| Moors & Cabot, Inc. | 6,890 | $202.4K | 0.01% | +6,890 | New |
| TTP Investments, Inc. | 7,253 | $213.1K | 0.14% | +7,253 | New |
| Tennessee Valley Asset Management Partners | 7,318 | $215.0K | 0.07% | +7,318 | New |
| CSS LLC | 7,349 | $215.9K | 0.02% | −16,200−68.8% | Reduced |
| Rockefeller Capital Management L.P. | 7,461 | $219.2K | 0.00% | −1,514−16.9% | Reduced |
| Truvestments Capital LLC | 7,588 | $222.9K | 0.11% | −760−9.1% | Reduced |
| Guggenheim Capital LLC | 7,592 | $223.1K | 0.00% | +7,592 | New |
| Dakota Wealth Management | 7,602 | $223.3K | 0.01% | +86+1.1% | Added |
| Metropolitan Life Insurance Co | 7,674 | $225.5K | 0.01% | +158+2.1% | Added |
| Truist Financial Corp | 7,687 | $225.8K | 0.00% | +4+0.1% | Added |
| Rosenberg Matthew Hamilton | 7,741 | $227.4K | 0.08% | +10.0% | Added |
| Royal Capital Wealth Management, LLC | 7,950 | $233.6K | 0.22% | 00.0% | Unchanged |