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 |
|---|---|---|---|---|---|
| Connable Office Inc | 15,134 | $444.6K | 0.06% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 14,995 | $440.6K | 0.14% | +48+0.3% | Added |
| Ziegler Capital Management, LLC | 14,758 | $433.6K | 0.02% | +2,822+23.6% | Added |
| Pathstone Family Office, LLC | 14,600 | $428.9K | 0.01% | −258−1.7% | Reduced |
| Coldstream Capital Management Inc | 14,466 | $425.0K | 0.01% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 14,190 | $416.9K | 0.02% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 14,000 | $411.3K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 13,379 | $393.1K | 0.01% | +13,379 | New |
| Cantor Fitzgerald, L. P. | 12,916 | $379.5K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,667 | $372.0K | 0.00% | −1,282−9.2% | Reduced |
| SG Americas Securities, LLC | 12,584 | $370.0K | 0.00% | −164,586−92.9% | Reduced |
| STRS Ohio | 12,400 | $364.0K | 0.00% | +2,000+19.2% | Added |
| Pitcairn Co | 12,359 | $363.1K | 0.03% | −68−0.5% | Reduced |
| Keebeck Alpha, LP | 12,333 | $362.3K | 0.36% | +12,333 | New |
| Shell Asset Management Co | 12,328 | $362.0K | 0.01% | −70−0.6% | Reduced |
| GWM Advisors LLC | 12,174 | $357.7K | 0.00% | −13,918−53.3% | Reduced |
| Atria Wealth Solutions, Inc. | 11,869 | $348.7K | 0.00% | −564−4.5% | Reduced |
| Vontobel Holding Ltd. | 11,687 | $343.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,650 | $342.3K | 0.01% | +686+6.3% | Added |
| Two Sigma Securities, LLC | 11,543 | $339.1K | 0.03% | +11,543 | New |
| Occudo Quantitative Strategies LP | 11,525 | $338.6K | 0.04% | +11,525 | New |
| Cresset Asset Management, LLC | 11,463 | $336.8K | 0.00% | +11,463 | New |
| Aquatic Capital Management LLC | 11,100 | $326.0K | 0.02% | +11,100 | New |
| Gotham Asset Management, LLC | 10,859 | $319.0K | 0.01% | −52,131−82.8% | Reduced |
| FDx Advisors, Inc. | 10,840 | $318.0K | 0.02% | +1,280+13.4% | Added |
| Sonoma Private Wealth LLC | 10,750 | $315.8K | 0.55% | +10,750 | New |
| O'Shaughnessy Asset Management, LLC | 10,529 | $309.3K | 0.00% | −77−0.7% | Reduced |
| DC Investments Management, LLC | 10,379 | $304.9K | 0.35% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,081 | $296.1K | 0.00% | −923−8.4% | Reduced |
| Kestra Advisory Services, LLC | 9,780 | $287.3K | 0.00% | +221+2.3% | Added |
| Brown Brothers Harriman & Co | 9,728 | $285.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 9,668 | $284.0K | 0.00% | −3,676−27.5% | Reduced |
| Advisory Research Inc | 9,089 | $267.0K | 0.03% | −32,336−78.1% | Reduced |
| MML Investors Services, LLC | 8,893 | $261.0K | 0.00% | +8,893 | New |
| Aspiriant, LLC | 8,800 | $258.5K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 8,773 | $257.7K | 0.03% | +776+9.7% | Added |
| Henshaw Capital LLC | 8,727 | $256.4K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8,679 | $254.0K | 0.00% | −259−2.9% | Reduced |
| Convergence Investment Partners, LLC | 8,571 | $252.0K | 0.14% | +8,571 | New |
| First Hawaiian Bank | 8,471 | $248.9K | 0.01% | +8,471 | New |
| Cahaba Wealth Management, Inc. | 8,439 | $247.9K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 8,281 | $243.3K | 0.00% | +186+2.3% | Added |
| Mariner, LLC | 8,136 | $239.0K | 0.00% | +8,136 | New |
| Cambridge Investment Research Advisors, Inc. | 8,055 | $237.0K | 0.00% | −759−8.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,023 | $235.7K | 0.00% | +8,023 | New |
| Royal Capital Wealth Management, LLC | 7,950 | $233.6K | 0.22% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7,741 | $227.4K | 0.08% | +10.0% | Added |
| Truist Financial Corp | 7,687 | $225.8K | 0.00% | +4+0.1% | Added |
| Metropolitan Life Insurance Co | 7,674 | $225.5K | 0.01% | +158+2.1% | Added |
| Dakota Wealth Management | 7,602 | $223.3K | 0.01% | +86+1.1% | Added |
| Guggenheim Capital LLC | 7,592 | $223.1K | 0.00% | +7,592 | New |
| Truvestments Capital LLC | 7,588 | $222.9K | 0.11% | −760−9.1% | Reduced |
| Rockefeller Capital Management L.P. | 7,461 | $219.2K | 0.00% | −1,514−16.9% | Reduced |
| CSS LLC | 7,349 | $215.9K | 0.02% | −16,200−68.8% | Reduced |
| Tennessee Valley Asset Management Partners | 7,318 | $215.0K | 0.07% | +7,318 | New |
| TTP Investments, Inc. | 7,253 | $213.1K | 0.14% | +7,253 | New |
| Moors & Cabot, Inc. | 6,890 | $202.4K | 0.01% | +6,890 | New |
| Parallel Advisors, LLC | 6,796 | $199.7K | 0.01% | −1,477−17.9% | Reduced |
| Stephens Inc | 6,307 | $185.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 6,237 | $183.2K | 0.01% | +393+6.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,713 | $167.8K | 0.00% | −510−8.2% | Reduced |
| Leonteq Securities AG | 5,209 | $153.0K | 0.02% | +963+22.7% | Added |
| West Tower Group, LLC | 5,092 | $149.6K | 0.11% | +5,092 | New |
| Credit Agricole S A | 4,760 | $139.8K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 4,319 | $126.9K | 0.12% | +4,319 | New |
| Steward Partners Investment Advisory, LLC | 4,196 | $123.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,182 | $122.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4,037 | $119.0K | 0.09% | +543+15.5% | Added |
| Neo Ivy Capital Management | 3,183 | $94.0K | 0.05% | +3,183 | New |
| Tower Research Capital LLC (TRC) | 3,097 | $91.0K | 0.00% | +343+12.5% | Added |
| Eagle Bay Advisors LLC | 2,997 | $88.0K | 0.05% | −290−8.8% | Reduced |
| Carmel Capital Partners, LLC | 2,600 | $76.4K | 0.04% | +2,600 | New |
| Whittier Trust Co | 2,410 | $70.8K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 2,200 | $64.0K | 0.02% | +2,147+4,050.9% | Added |
| Park Place Capital Corp | 2,061 | $60.6K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,041 | $60.0K | 0.00% | +2,041 | New |
| Bartlett & Co. LLC | 2,000 | $59.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $58.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,971 | $57.9K | 0.01% | +475+31.8% | Added |
| Walleye Capital LLC | 1,934 | $56.8K | 0.00% | +1,934 | New |
| Spire Wealth Management | 1,887 | $55.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,805 | $53.0K | 0.03% | −25−1.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,687 | $49.6K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,677 | $49.3K | 0.00% | −33−1.9% | Reduced |
| Trust Co of Vermont | 1,600 | $47.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,500 | $44.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,400 | $41.1K | 0.02% | +1,400 | New |
| Signaturefd, LLC | 1,326 | $39.0K | 0.00% | −349−20.8% | Reduced |
| Virtus Fund Advisers, LLC | 1,292 | $38.0K | 0.27% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,232 | $36.2K | 0.00% | +1,232 | New |
| FinTrust Capital Advisors, LLC | 1,051 | $32.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| US Bancorp | 912 | $26.8K | 0.00% | +188+26.0% | Added |
| Advisors Asset Management, Inc. | 866 | $25.4K | 0.00% | −89−9.3% | Reduced |
| Ronald Blue Trust, Inc. | 893 | $24.0K | 0.00% | −10,397−92.1% | Reduced |
| Huntington National Bank | 792 | $23.3K | 0.00% | +1+0.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 631 | $19.0K | 0.00% | −673−51.6% | Reduced |
| Elequin Capital LP | 615 | $18.1K | 0.01% | +615 | New |
| First Horizon Advisors, Inc. | 449 | $13.2K | 0.00% | 00.0% | Unchanged |