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 |
|---|---|---|---|---|---|
| Umb Bank N A | 397 | $11.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Waterhouse Canada Inc. | 253 | $9.85K | 0.00% | +215+565.8% | Added |
| Quadrant Capital Group LLC | 312 | $9.17K | 0.00% | −36−10.3% | Reduced |
| Fairfield Financial Advisors, LTD | 300 | $8.81K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 300 | $8.81K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 264 | $8.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 269 | $7.90K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 268 | $7.87K | 0.00% | +68+34.0% | Added |
| Column Capital Advisors, LLC | 250 | $7.34K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 237 | $6.96K | 0.00% | +55+30.2% | Added |
| HHM Wealth Advisors, LLC | 206 | $6.05K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $5.88K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $5.88K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 186 | $5.46K | 0.00% | −1,144−86.0% | Reduced |
| Sandy Spring Bank | 175 | $5.14K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 165 | $4.85K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $4.41K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 138 | $4.05K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 114 | $3.35K | 0.00% | −20−14.9% | Reduced |
| Key Financial Inc | 100 | $2.94K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 95 | $2.79K | 0.00% | +95 | New |
| Anchor Investment Management, LLC | 75 | $2.20K | 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 |
| Clearstead Advisors, LLC | 60 | $1.76K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 52 | $1.53K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 45 | $1.32K | 0.00% | −3−6.3% | Reduced |
| Sound Income Strategies, LLC | 40 | $1.18K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $970 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30 | $881 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 23 | $676 | 0.00% | −484−95.5% | Reduced |
| Emfo, LLC | 21 | $617 | 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 |
| 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 |
| IFP Advisors, Inc | 7 | $184 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $88 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 29 | $46 | 0.00% | +29 | New |
| Comerica Bank | 78,366 | $8 | 0.00% | +78,366 | New |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −364,700−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −227,950−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −203,149−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −185,815−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −185,815−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −110,808−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −95,162−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −92,561−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −90,634−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −86,268−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −73,317−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −59,416−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −58,137−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −54,241−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −46,516−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −39,193−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −35,901−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −33,685−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −30,791−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −29,006−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −27,460−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −27,145−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −25,325−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −21,658−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −20,550−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −18,408−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −16,121−100.0% | Sold out |
| Karani Asset Management LLC | 0 | $0 | 0.00% | −13,779−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −12,697−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −12,354−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −10,875−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −9,929−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,773−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −9,330−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −8,629−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −8,625−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −8,581−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −8,364−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −7,453−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −7,211−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −6,286−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −4,486−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −3,163−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −519−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |