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, Q3 2023
Institutional positions in Box Inc as of Sep 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
- 327
- −17 vs. Q2 2023
- Shares held
- 124.6M
- −3.08M (−2.4%) vs. Q2 2023
- Total value
- $3.04B
- −$712.6M (−19.0%) vs. Q2 2023
- New holders
- 27
- 121 more added
- Sold out
- 44
- 123 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,905,689 | $360.9M | 0.01% | +86,830+0.6% | Added |
| BlackRock Inc. | 14,277,318 | $345.7M | 0.01% | +378,385+2.7% | Added |
| Earnest Partners LLC | 6,132,385 | $148.5M | 0.86% | +70,129+1.2% | Added |
| RGM Capital, LLC | 5,449,887 | $131.9M | 6.03% | +349,976+6.9% | Added |
| Champlain Investment Partners, LLC | 3,596,118 | $87.1M | 0.57% | −4,882−0.1% | Reduced |
| Macquarie Group Ltd | 3,444,487 | $83.4M | 0.10% | −5,143−0.1% | Reduced |
| JPMorgan Chase & Co | 3,405,519 | $82.4M | 0.01% | +190,165+5.9% | Added |
| State Street Corp | 3,242,155 | $78.5M | 0.00% | +67,981+2.1% | Added |
| First Trust Advisors LP | 2,985,814 | $72.3M | 0.09% | +397,487+15.4% | Added |
| Geode Capital Management, LLC | 2,876,961 | $69.7M | 0.01% | +113,229+4.1% | Added |
| Bank of America Corp | 2,694,170 | $65.2M | 0.01% | +152,848+6.0% | Added |
| Morgan Stanley | 2,552,334 | $61.8M | 0.01% | +195,687+8.3% | Added |
| Loomis Sayles & Co L P | 2,369,845 | $57.4M | 0.10% | −157,746−6.2% | Reduced |
| Deutsche Bank AG | 2,258,665 | $54.7M | 0.04% | +135,990+6.4% | Added |
| Dimensional Fund Advisors LP | 2,159,790 | $52.3M | 0.02% | −18,747−0.9% | Reduced |
| SEI Investments Co | 2,008,261 | $48.6M | 0.09% | +28,629+1.4% | Added |
| Renaissance Technologies LLC | 1,975,971 | $47.8M | 0.08% | +581,271+41.7% | Added |
| Schroder Investment Management Group | 1,851,117 | $44.8M | 0.07% | +236,902+14.7% | Added |
| Sunriver Management LLC | 1,738,982 | $42.1M | 7.96% | +422,895+32.1% | Added |
| Acadian Asset Management LLC | 1,668,543 | $40.4M | 0.17% | −539,274−24.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,665,240 | $40.3M | 0.24% | −286,036−14.7% | Reduced |
| Credit Suisse AG | 1,654,598 | $40.1M | 0.04% | +403,396+32.2% | Added |
| Northern Trust Corp | 1,528,073 | $37.0M | 0.01% | −5,637−0.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,527,437 | $37.0M | 0.04% | −567,835−27.1% | Reduced |
| Price T Rowe Associates Inc | 1,522,049 | $36.9M | 0.01% | +14,978+1.0% | Added |
| Aristotle Capital Boston, LLC | 1,498,588 | $36.3M | 1.17% | −1,279−0.1% | Reduced |
| Wells Fargo & Company | 1,405,288 | $34.0M | 0.01% | +166,123+13.4% | Added |
| Stephens Investment Management Group LLC | 1,352,260 | $32.7M | 0.54% | +3,337+0.2% | Added |
| Freshford Capital Management, LLC | 1,314,609 | $31.8M | 5.29% | −128,285−8.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,274,964 | $30.9M | 0.01% | +37,383+3.0% | Added |
| Varma Mutual Pension Insurance Co | 1,176,313 | $28.5M | 0.34% | 00.0% | Unchanged |
| Ophir Asset Management Pty Ltd | 963,438 | $23.3M | 5.50% | +124,036+14.8% | Added |
| Neuberger Berman Group LLC | 948,897 | $23.0M | 0.02% | −3,361−0.4% | Reduced |
| Bank of New York Mellon Corp | 944,136 | $22.9M | 0.01% | −15,771−1.6% | Reduced |
| California Public Employees Retirement System | 928,421 | $22.5M | 0.02% | +99,781+12.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 839,346 | $20.3M | 0.04% | −50,067−5.6% | Reduced |
| Man Group plc | – | $18.0M | 0.06% | – | – |
| Ameriprise Financial Inc | 738,473 | $17.9M | 0.01% | +81,245+12.4% | Added |
| Norges Bank | 716,039 | $17.3M | 0.00% | +177,179+32.9% | Added |
| Fort Washington Investment Advisors Inc | 668,233 | $16.2M | 0.12% | −169,330−20.2% | Reduced |
| Massachusetts Financial Services Co | 645,330 | $15.6M | 0.01% | +44,280+7.4% | Added |
| Victory Capital Management Inc | 632,803 | $15.3M | 0.02% | −186,512−22.8% | Reduced |
| Peregrine Capital Management LLC | 586,403 | $14.2M | 0.42% | −35,724−5.7% | Reduced |
| Balyasny Asset Management LLC | 550,321 | $13.3M | 0.04% | +383,122+229.1% | Added |
| D. E. Shaw & Co., Inc. | 481,716 | $11.7M | 0.02% | −146,249−23.3% | Reduced |
| Nuveen Asset Management, LLC | 449,231 | $10.9M | 0.00% | +821+0.2% | Added |
| Russell Investments Group, Ltd. | 446,362 | $10.8M | 0.02% | −63,551−12.5% | Reduced |
| Divisar Capital Management LLC | 440,527 | $10.7M | 2.33% | +20,000+4.8% | Added |
| Nordea Investment Management AB | 432,179 | $10.5M | 0.01% | −966−0.2% | Reduced |
| Cornerstone Capital, Inc. | 398,732 | $9.65M | 1.16% | −4,538−1.1% | Reduced |
| Segall Bryant & Hamill, LLC | 392,916 | $9.51M | 0.11% | +112,618+40.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 379,784 | $9.19M | 0.05% | +68,305+21.9% | Added |
| Summit Creek Advisors LLC | 378,860 | $9.17M | 1.25% | −167,287−30.6% | Reduced |
| Bank of Montreal | 293,517 | $8.87M | 0.01% | +65,879+28.9% | Added |
| Scout Investments, Inc. | 354,200 | $8.76M | 0.20% | −10,289−2.8% | Reduced |
| Citadel Advisors LLC | 355,931 | $8.62M | 0.01% | +129,135+56.9% | Added |
| Mackenzie Financial Corp | 337,252 | $8.22M | 0.01% | +48,913+17.0% | Added |
| Envestnet Asset Management Inc | 338,635 | $8.20M | 0.00% | +200,119+144.5% | Added |
| Voya Investment Management LLC | 332,176 | $8.04M | 0.01% | +82,954+33.3% | Added |
| Swiss National Bank | 318,400 | $7.71M | 0.01% | +4,300+1.4% | Added |
| Goldman Sachs Group Inc | 301,530 | $7.30M | 0.00% | −553,322−64.7% | Reduced |
| Alliancebernstein L.P. | 299,065 | $7.24M | 0.00% | −891−0.3% | Reduced |
| Burney Co | 296,958 | $7.19M | 0.34% | +47,421+19.0% | Added |
| CenterBook Partners LP | 288,995 | $7.00M | 0.87% | +146,580+102.9% | Added |
| Westfield Capital Management Co LP | 281,225 | $6.81M | 0.05% | −778,332−73.5% | Reduced |
| Silvercrest Asset Management Group LLC | 258,060 | $6.25M | 0.05% | −652−0.3% | Reduced |
| Twinbeech Capital LP | 254,622 | $6.16M | 0.12% | +254,622 | New |
| Great Lakes Advisors, LLC | 248,415 | $6.01M | 0.05% | −53,791−17.8% | Reduced |
| Rhumbline Advisers | 205,861 | $4.98M | 0.01% | +1,347+0.7% | Added |
| BNP Paribas Arbitrage, SA | 204,400 | $4.95M | 0.01% | +104,692+105.0% | Added |
| UBS Group AG | 198,522 | $4.81M | 0.00% | −8,402−4.1% | Reduced |
| Great West Life Assurance Co | 184,724 | $4.47M | 0.01% | +27,502+17.5% | Added |
| Peloton Wealth Strategists | 176,675 | $4.28M | 1.97% | −7,400−4.0% | Reduced |
| UBS Asset Management Americas Inc | 172,715 | $4.18M | 0.00% | −13,952−7.5% | Reduced |
| Hillsdale Investment Management Inc. | 170,350 | $4.12M | 0.38% | −22,110−11.5% | Reduced |
| Essex Investment Management Co LLC | 169,973 | $4.12M | 0.67% | −5,814−3.3% | Reduced |
| Blair William & Co | 164,850 | $3.99M | 0.02% | −21,349−11.5% | Reduced |
| Portolan Capital Management, LLC | 159,838 | $3.87M | 0.36% | +159,838 | New |
| California State Teachers Retirement System | 159,200 | $3.85M | 0.01% | −14,703−8.5% | Reduced |
| Invesco Ltd. | 155,288 | $3.76M | 0.00% | −52,086−25.1% | Reduced |
| HSBC Holdings PLC | 154,320 | $3.74M | 0.00% | +123,858+406.6% | Added |
| FMR LLC | 150,706 | $3.65M | 0.00% | −19,091−11.2% | Reduced |
| Amundi | 144,700 | $3.60M | 0.00% | +34,118+30.9% | Added |
| Holocene Advisors, LP | 146,448 | $3.55M | 0.02% | +117,076+398.6% | Added |
| Legal & General Group Plc | 142,336 | $3.45M | 0.00% | +572+0.4% | Added |
| Barclays PLC | 140,327 | $3.40M | 0.00% | −34,287−19.6% | Reduced |
| Citigroup Inc | 134,156 | $3.25M | 0.00% | −79,774−37.3% | Reduced |
| Ensign Peak Advisors, Inc | 132,525 | $3.21M | 0.01% | −755−0.6% | Reduced |
| Fisher Asset Management, LLC | 130,246 | $3.15M | 0.00% | +47,054+56.6% | Added |
| Nicholas Investment Partners, LP | 126,608 | $3.07M | 0.23% | −10,393−7.6% | Reduced |
| Madison Asset Management, LLC | 119,230 | $2.89M | 0.04% | −4,365−3.5% | Reduced |
| State of Wisconsin Investment Board | 119,216 | $2.89M | 0.01% | −3,331−2.7% | Reduced |
| Weil Company, Inc. | 112,606 | $2.73M | 1.35% | −51,110−31.2% | Reduced |
| Federated Hermes, Inc. | 111,770 | $2.71M | 0.01% | +9,342+9.1% | Added |
| Tudor Investment Corp Et Al | 108,281 | $2.62M | 0.04% | +108,281 | New |
| Natixis Advisors, L.P. | 106,837 | $2.59M | 0.01% | −31,287−22.7% | Reduced |
| Colony Group LLC | 105,051 | $2.54M | 0.04% | −1,158−1.1% | Reduced |
| AQR Capital Management LLC | 102,977 | $2.49M | 0.01% | −16,560−13.9% | Reduced |
| Canada Pension Plan Investment Board | 101,400 | $2.45M | 0.00% | −20,400−16.7% | Reduced |
| Walleye Capital LLC | 96,772 | $2.34M | 0.03% | +94,838+4,903.7% | Added |