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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.

Institutional holdersQ2 2023: 345 institutions
Q1 2021: 304 institutionsQ2 2021: 281 institutionsQ3 2021: 275 institutionsQ4 2021: 313 institutionsQ1 2022: 321 institutionsQ2 2022: 327 institutionsQ3 2022: 324 institutionsQ4 2022: 375 institutionsQ1 2023: 365 institutionsQ2 2023: 345 institutionsQ3 2023: 327 institutionsQ4 2023: 332 institutionsQ1 2024: 342 institutionsQ2 2024: 349 institutionsQ3 2024: 395 institutionsQ4 2024: 400 institutionsQ1 2025: 392 institutionsQ2 2025: 416 institutionsQ3 2025: 408 institutionsQ4 2025: 411 institutionsQ1 2026: 399 institutionsQ2 2026: 397 institutions
Value heldQ2 2023: $3.75B
Q1 2021: $3.08BQ2 2021: $3.31BQ3 2021: $2.98BQ4 2021: $3.29BQ1 2022: $3.54BQ2 2022: $3.10BQ3 2022: $3.01BQ4 2022: $3.90BQ1 2023: $3.38BQ2 2023: $3.75BQ3 2023: $3.04BQ4 2023: $3.19BQ1 2024: $4.01BQ2 2024: $3.68BQ3 2024: $4.66BQ4 2024: $4.64BQ1 2025: $4.53BQ2 2025: $5.31BQ3 2025: $4.84BQ4 2025: $4.33BQ1 2026: $3.31BQ2 2026: $3.72B
Institutions holding BOX and their total value by quarter
QuarterHoldersValue
Q2 2026397$3.72B
Q1 2026399$3.31B
Q4 2025411$4.33B
Q3 2025408$4.84B
Q2 2025416$5.31B
Q1 2025392$4.53B
Q4 2024400$4.64B
Q3 2024395$4.66B
Q2 2024349$3.68B
Q1 2024342$4.01B
Q4 2023332$3.19B
Q3 2023327$3.04B
Q2 2023345$3.75B
Q1 2023365$3.38B
Q4 2022375$3.90B
Q3 2022324$3.01B
Q2 2022327$3.10B
Q1 2022321$3.54B
Q4 2021313$3.29B
Q3 2021275$2.98B
Q2 2021281$3.31B
Q1 2021304$3.08B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q1 2023.

Institutions holding BOX in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Glenmede Trust Co NA47,596$1.28M0.01%00.0%Unchanged
Knights of Columbus Asset Advisors LLC44,801$1.32M0.12%+7,511+20.1%Added
Summit Trail Advisors, LLC47,744$1.40M0.05%−30−0.1%Reduced
Jefferies Financial Group Inc.47,800$1.40M0.03%+47,800New
Kiwi Wealth Investments Limited Partnership48,284$1.42M0.09%00.0%Unchanged
Virginia Retirement Systems Et Al49,800$1.46M0.01%+16,300+48.7%Added
Tealwood Asset Management Inc50,738$1.49M0.72%−1,756−3.3%Reduced
Martingale Asset Management L P51,271$1.51M0.03%+25,096+95.9%Added
Two Sigma Investments, LP51,600$1.52M0.00%−300,197−85.3%Reduced
Teacher Retirement System of Texas52,637$1.55M0.01%−10,989−17.3%Reduced
Millennium Management LLC52,750$1.55M0.00%−25,911−32.9%Reduced
Rafferty Asset Management, LLC53,599$1.57M0.01%−5,351−9.1%Reduced
Stifel Financial Corp54,066$1.59M0.00%−6,079−10.1%Reduced
Cyndeo Wealth Partners, LLC54,985$1.62M0.17%−6,245−10.2%Reduced
Dana Investment Advisors, Inc.56,817$1.67M0.08%+733+1.3%Added
Manufacturers Life Insurance Company, The57,271$1.68M0.00%+474+0.8%Added
Raymond James Financial Services Advisors, Inc.59,848$1.76M0.00%−3,945−6.2%Reduced
Westerly Capital Management, LLC60,000$1.76M1.14%+60,000New
Oppenheimer Asset Management Inc.60,373$1.77M0.03%−446−0.7%Reduced
Algert Global LLC63,167$1.86M0.08%−9,580−13.2%Reduced
Connectus Wealth, LLC63,248$1.86M0.04%+17,265+37.5%Added
EFG Asset Management (North America) Corp.63,767$1.87M0.40%+4,857+8.2%Added
Allspring Global Investments Holdings, LLC64,534$1.90M0.00%+5,236+8.8%Added
Janus Henderson Group PLC66,717$1.96M0.00%−68−0.1%Reduced
Commonwealth Equity Services, LLC67,080$1.97M0.00%−7,040−9.5%Reduced
Bailard, Inc.67,785$1.99M0.07%−21,900−24.4%Reduced
American International Group, Inc.67,902$1.99M0.01%+407+0.6%Added
Fifth Third Bancorp68,967$2.03M0.01%+3,381+5.2%Added
Renaissance Group LLC69,225$2.03M0.09%+3,304+5.0%Added
HighTower Advisors, LLC70,233$2.06M0.00%+32,979+88.5%Added
Paralel Advisors LLC70,576$2.07M0.11%+70,576New
Cubist Systematic Strategies, LLC73,430$2.16M0.02%−42,273−36.5%Reduced
Jane Street Group, LLC74,268$2.18M0.00%−43,714−37.1%Reduced
UBS Oconnor LLC75,000$2.20M0.05%+75,000New
MetLife Investment Management75,009$2.20M0.02%+797+1.1%Added
Jasper Ridge Partners, L.P.76,853$2.26M0.11%00.0%Unchanged
Wesbanco Bank Inc81,254$2.39M0.10%00.0%Unchanged
Assenagon Asset Management S.A.81,515$2.39M0.01%−44,569−35.3%Reduced
Fisher Asset Management, LLC83,192$2.44M0.00%+15,184+22.3%Added
New York State Common Retirement Fund83,553$2.45M0.00%−776,580−90.3%Reduced
State of New Jersey Common Pension Fund D85,049$2.50M0.01%+6,745+8.6%Added
BNP Paribas Arbitrage, SA99,708$2.93M0.01%−134,907−57.5%Reduced
Wedge Capital Management L L P100,038$2.94M0.05%+90,393+937.2%Added
Federated Hermes, Inc.102,428$3.01M0.01%+60,345+143.4%Added
Raymond James & Associates105,130$3.09M0.00%−928−0.9%Reduced
Colony Group LLC106,209$3.12M0.04%−769−0.7%Reduced
Amundi110,582$3.25M0.00%+56,948+106.2%Added
AQR Capital Management LLC119,537$3.51M0.01%+33,201+38.5%Added
Canada Pension Plan Investment Board121,800$3.58M0.01%−9,300−7.1%Reduced
ClariVest Asset Management LLC122,520$3.60M0.18%−17,906−12.8%Reduced
State of Wisconsin Investment Board122,547$3.60M0.01%−6,519−5.1%Reduced
Madison Asset Management, LLC123,595$3.63M0.05%−67,329−35.3%Reduced
Ensign Peak Advisors, Inc133,280$3.92M0.01%+48,485+57.2%Added
Nicholas Investment Partners, LP137,001$4.03M0.28%+40,250+41.6%Added
Natixis Advisors, L.P.138,124$4.06M0.01%+46,785+51.2%Added
Envestnet Asset Management Inc138,516$4.07M0.00%−193,547−58.3%Reduced
Legal & General Group Plc141,764$4.17M0.00%+7,520+5.6%Added
CenterBook Partners LP142,415$4.18M0.52%−83,403−36.9%Reduced
Susquehanna International Group, LLP148,341$4.36M0.01%−369,654−71.4%Reduced
Great West Life Assurance Co157,222$4.62M0.01%−356−0.2%Reduced
Weil Company, Inc.163,716$4.81M2.14%−17,000−9.4%Reduced
Balyasny Asset Management LLC167,199$4.91M0.01%+167,199New
FMR LLC169,797$4.99M0.00%−247,767−59.3%Reduced
UBS Asset Management Americas Inc186,667$5.00M0.00%00.0%Unchanged
California State Teachers Retirement System173,903$5.11M0.01%−3,154−1.8%Reduced
Barclays PLC174,614$5.13M0.00%−9,658−5.2%Reduced
Essex Investment Management Co LLC175,787$5.16M0.72%+171,787+4,294.7%Added
Peloton Wealth Strategists184,075$5.41M2.39%−8,000−4.2%Reduced
Blair William & Co186,199$5.47M0.02%−2,123−1.1%Reduced
Hillsdale Investment Management Inc.192,460$5.65M0.52%−26,990−12.3%Reduced
Two Sigma Advisers, LP194,000$5.70M0.01%−1,030,100−84.2%Reduced
Prudential Financial Inc198,876$5.84M0.01%−25,926−11.5%Reduced
Rhumbline Advisers204,514$6.01M0.01%+554+0.3%Added
UBS Group AG206,924$6.08M0.00%+128,081+162.5%Added
Invesco Ltd.207,374$6.09M0.00%−118,743−36.4%Reduced
Citigroup Inc213,930$6.29M0.01%+55,728+35.2%Added
Citadel Advisors LLC226,796$6.66M0.01%−303,001−57.2%Reduced
Bank of Montreal227,638$6.80M0.00%+7,328+3.3%Added
ExodusPoint Capital Management, LP238,454$7.01M0.08%−438,925−64.8%Reduced
Voya Investment Management LLC249,222$7.32M0.01%+34,763+16.2%Added
Burney Co249,537$7.33M0.34%−303,585−54.9%Reduced
Silvercrest Asset Management Group LLC258,712$7.60M0.05%+80,505+45.2%Added
Segall Bryant & Hamill, LLC280,298$8.24M0.09%+1,385+0.5%Added
Mackenzie Financial Corp288,339$8.47M0.01%+136,748+90.2%Added
Alliancebernstein L.P.299,956$8.81M0.00%−3,036−1.0%Reduced
Great Lakes Advisors, LLC302,206$8.88M0.09%−165,726−35.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.311,479$9.15M0.05%−11,660−3.6%Reduced
Swiss National Bank314,100$9.23M0.01%+6,900+2.2%Added
Kadensa Capital Ltd358,464$10.5M1.85%+358,464New
Scout Investments, Inc.364,489$11.3M0.23%−10,909−2.9%Reduced
Cornerstone Capital, Inc.403,270$11.8M1.37%−82,260−16.9%Reduced
Divisar Capital Management LLC420,527$12.4M2.60%00.0%Unchanged
Nordea Investment Management AB433,145$12.8M0.02%−16,182−3.6%Reduced
Nuveen Asset Management, LLC448,410$13.2M0.00%−361,222−44.6%Reduced
Wellington Management Group LLP466,865$13.7M0.00%+78,100+20.1%Added
Russell Investments Group, Ltd.509,913$15.0M0.03%−165,474−24.5%Reduced
Norges Bank538,860$15.8M0.00%00.0%Unchanged
Summit Creek Advisors LLC546,147$16.0M2.01%−248,952−31.3%Reduced
Man Group plc596,819$17.5M0.05%––
Massachusetts Financial Services Co601,050$17.7M0.01%+132,260+28.2%Added