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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,023 | $235.7K | 0.00% | +8,023 | New |
| Cambridge Investment Research Advisors, Inc. | 8,055 | $237.0K | 0.00% | −759−8.6% | Reduced |
| Mariner, LLC | 8,136 | $239.0K | 0.00% | +8,136 | New |
| Xponance, Inc. | 8,281 | $243.3K | 0.00% | +186+2.3% | Added |
| Cahaba Wealth Management, Inc. | 8,439 | $247.9K | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 8,471 | $248.9K | 0.01% | +8,471 | New |
| Convergence Investment Partners, LLC | 8,571 | $252.0K | 0.14% | +8,571 | New |
| Lazard Asset Management LLC | 8,679 | $254.0K | 0.00% | −259−2.9% | Reduced |
| Henshaw Capital LLC | 8,727 | $256.4K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 8,773 | $257.7K | 0.03% | +776+9.7% | Added |
| Aspiriant, LLC | 8,800 | $258.5K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,893 | $261.0K | 0.00% | +8,893 | New |
| Advisory Research Inc | 9,089 | $267.0K | 0.03% | −32,336−78.1% | Reduced |
| LPL Financial LLC | 9,668 | $284.0K | 0.00% | −3,676−27.5% | Reduced |
| Brown Brothers Harriman & Co | 9,728 | $285.8K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,780 | $287.3K | 0.00% | +221+2.3% | Added |
| Wolverine Trading, LLC | 10,081 | $296.1K | 0.00% | −923−8.4% | Reduced |
| DC Investments Management, LLC | 10,379 | $304.9K | 0.35% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 10,529 | $309.3K | 0.00% | −77−0.7% | Reduced |
| Sonoma Private Wealth LLC | 10,750 | $315.8K | 0.55% | +10,750 | New |
| FDx Advisors, Inc. | 10,840 | $318.0K | 0.02% | +1,280+13.4% | Added |
| Gotham Asset Management, LLC | 10,859 | $319.0K | 0.01% | −52,131−82.8% | Reduced |
| Aquatic Capital Management LLC | 11,100 | $326.0K | 0.02% | +11,100 | New |
| Cresset Asset Management, LLC | 11,463 | $336.8K | 0.00% | +11,463 | New |
| Occudo Quantitative Strategies LP | 11,525 | $338.6K | 0.04% | +11,525 | New |
| Two Sigma Securities, LLC | 11,543 | $339.1K | 0.03% | +11,543 | New |
| Ameritas Investment Partners, Inc. | 11,650 | $342.3K | 0.01% | +686+6.3% | Added |
| Vontobel Holding Ltd. | 11,687 | $343.4K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 11,869 | $348.7K | 0.00% | −564−4.5% | Reduced |
| GWM Advisors LLC | 12,174 | $357.7K | 0.00% | −13,918−53.3% | Reduced |
| Shell Asset Management Co | 12,328 | $362.0K | 0.01% | −70−0.6% | Reduced |
| Keebeck Alpha, LP | 12,333 | $362.3K | 0.36% | +12,333 | New |
| Pitcairn Co | 12,359 | $363.1K | 0.03% | −68−0.5% | Reduced |
| STRS Ohio | 12,400 | $364.0K | 0.00% | +2,000+19.2% | Added |
| SG Americas Securities, LLC | 12,584 | $370.0K | 0.00% | −164,586−92.9% | Reduced |
| Mercer Global Advisors Inc | 12,667 | $372.0K | 0.00% | −1,282−9.2% | Reduced |
| Cantor Fitzgerald, L. P. | 12,916 | $379.5K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 13,379 | $393.1K | 0.01% | +13,379 | New |
| Staley Capital Advisers Inc | 14,000 | $411.3K | 0.02% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 14,190 | $416.9K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 14,466 | $425.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 14,600 | $428.9K | 0.01% | −258−1.7% | Reduced |
| Ziegler Capital Management, LLC | 14,758 | $433.6K | 0.02% | +2,822+23.6% | Added |
| Integrated Investment Consultants, LLC | 14,995 | $440.6K | 0.14% | +48+0.3% | Added |
| Connable Office Inc | 15,134 | $444.6K | 0.06% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 15,174 | $445.8K | 0.08% | −13,758−47.6% | Reduced |
| Arkadios Wealth Advisors | 15,227 | $447.4K | 0.05% | +65+0.4% | Added |
| New York Life Investment Management LLC | 15,384 | $452.0K | 0.00% | −2,723−15.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 15,391 | $452.2K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 15,862 | $466.0K | 0.00% | −1,872−10.6% | Reduced |
| Prelude Capital Management, LLC | 15,993 | $469.9K | 0.04% | +15,993 | New |
| NorthCrest Asset Manangement, LLC | 16,000 | $470.1K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 16,336 | $480.0K | 0.01% | +16,336 | New |
| The PNC Financial Services Group, Inc. | 16,380 | $481.2K | 0.00% | −16,645−50.4% | Reduced |
| Principal Financial Group Inc | 16,652 | $489.2K | 0.00% | −27,048−61.9% | Reduced |
| Left Brain Wealth Management, LLC | 16,983 | $499.0K | 0.30% | −3,405−16.7% | Reduced |
| Legato Capital Management LLC | 18,172 | $533.9K | 0.07% | +5,883+47.9% | Added |
| Garde Capital, Inc. | 18,231 | $536.0K | 0.04% | −10−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 18,798 | $552.0K | 0.00% | −1,061−5.3% | Reduced |
| ProShare Advisors LLC | 19,285 | $566.6K | 0.00% | +1,786+10.2% | Added |
| Bessemer Group Inc | 19,422 | $570.0K | 0.00% | +19,210+9,061.3% | Added |
| Petrus Trust Company, LTA | 19,544 | $574.2K | 0.06% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 19,705 | $578.9K | 0.00% | −158,029−88.9% | Reduced |
| Crossmark Global Holdings, Inc. | 18,855 | $584.0K | 0.01% | −1,337−6.6% | Reduced |
| Prudential PLC | 19,938 | $585.8K | 0.01% | −370−1.8% | Reduced |
| Franklin Resources Inc | 21,121 | $620.5K | 0.00% | +1,991+10.4% | Added |
| Advisory Services Network, LLC | 21,264 | $624.7K | 0.02% | +2,329+12.3% | Added |
| Los Angeles Capital Management LLC | 21,387 | $628.4K | 0.00% | +3,104+17.0% | Added |
| Amalgamated Bank | 21,427 | $630.0K | 0.01% | +1,603+8.1% | Added |
| Myecfo, LLC | 23,371 | $686.6K | 0.50% | +66+0.3% | Added |
| Green Alpha Advisors, LLC | 23,590 | $693.1K | 0.45% | −5,606−19.2% | Reduced |
| Erste Asset Management GmbH | 23,900 | $694.3K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 23,784 | $698.8K | 0.47% | 00.0% | Unchanged |
| Gladius Capital Management LP | 25,653 | $753.7K | 0.38% | +15,466+151.8% | Added |
| Handelsbanken Fonder AB | 26,353 | $774.0K | 0.00% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 27,089 | $795.9K | 0.37% | 00.0% | Unchanged |
| Boston Partners | 28,054 | $824.2K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 28,220 | $829.1K | 0.04% | +2,353+9.1% | Added |
| Verition Fund Management LLC | 28,957 | $850.8K | 0.01% | +12,905+80.4% | Added |
| Holocene Advisors, LP | 29,372 | $862.9K | 0.00% | +29,372 | New |
| Capital Impact Advisors, LLC | 29,542 | $867.9K | 0.95% | +939+3.3% | Added |
| Captrust Financial Advisors | 29,907 | $878.7K | 0.00% | −2,881−8.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,469 | $895.2K | 0.00% | +1,206+4.1% | Added |
| HSBC Holdings PLC | 30,462 | $900.2K | 0.00% | −61,825−67.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,102 | $913.8K | 0.04% | +370+1.2% | Added |
| TrimTabs Asset Management, LLC | 31,992 | $939.9K | 0.47% | −210−0.7% | Reduced |
| AFS Financial Group, LLC | 32,049 | $941.6K | 0.61% | −6,517−16.9% | Reduced |
| Royal Bank of Canada | 34,422 | $1.01M | 0.00% | −11,575−25.2% | Reduced |
| Dark Forest Capital Management LP | 35,686 | $1.05M | 0.11% | −29,084−44.9% | Reduced |
| Cornercap Investment Counsel Inc | 35,959 | $1.06M | 0.18% | 00.0% | Unchanged |
| Diversified Trust Co | 37,336 | $1.10M | 0.04% | +26,500+244.6% | Added |
| Dynamic Technology Lab Private Ltd | 37,706 | $1.11M | 0.14% | −38,009−50.2% | Reduced |
| Harbor Capital Advisors, Inc. | 38,569 | $1.13M | 0.23% | +38,569 | New |
| Beverly Hills Private Wealth, LLC | 37,273 | $1.14M | 0.19% | +19,051+104.5% | Added |
| State Board of Administration of Florida Retirement System | 40,050 | $1.18M | 0.00% | −3,060−7.1% | Reduced |
| Janney Montgomery Scott LLC | 40,093 | $1.18M | 0.00% | +1,804+4.7% | Added |
| Valmark Advisers, Inc. | 40,398 | $1.19M | 0.02% | +2,466+6.5% | Added |
| Arizona State Retirement System | 40,531 | $1.19M | 0.01% | −707−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 42,012 | $1.23M | 0.00% | −30.0% | Reduced |
| Centaurus Financial, Inc. | 43,175 | $1.27M | 0.11% | −3,503−7.5% | Reduced |