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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $88 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 9 | $217 | 0.00% | +9 | New |
| Harbour Investments, Inc. | 12 | $291 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 17 | $412 | 0.00% | −1−5.6% | Reduced |
| EverSource Wealth Advisors, LLC | 18 | $436 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 21 | $509 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $605 | 0.00% | +6+31.6% | Added |
| Lindbrook Capital, LLC | 26 | $629 | 0.00% | +8+44.4% | Added |
| Allworth Financial LP | 27 | $654 | 0.00% | +27 | New |
| Elequin Capital LP | 30 | $726 | 0.00% | −585−95.1% | Reduced |
| Sunbelt Securities, Inc. | 30 | $726 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 34 | $824 | 0.00% | −278−89.1% | Reduced |
| Jones Financial Companies LLLP | 39 | $944 | 0.00% | +39 | New |
| Sound Income Strategies, LLC | 40 | $968 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 57 | $1.00K | 0.00% | +57 | New |
| First Horizon Advisors, Inc. | 50 | $1.21K | 0.00% | −399−88.9% | Reduced |
| USA Financial Portformulas Corp | 52 | $1.26K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 57 | $1.38K | 0.00% | +12+26.7% | Added |
| Clearstead Advisors, LLC | 60 | $1.45K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $1.55K | 0.00% | −7−9.9% | Reduced |
| Bell Investment Advisors, Inc | 71 | $1.72K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $1.82K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 95 | $2.30K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.42K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 102 | $2.47K | 0.00% | +69+209.1% | Added |
| Carolinas Wealth Consulting LLC | 113 | $2.81K | 0.00% | −1−0.9% | Reduced |
| Financial Avengers, Inc. | 150 | $3.63K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 165 | $4.10K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $4.24K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $4.84K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $4.84K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 206 | $4.99K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 197 | $5.00K | 0.00% | −67−25.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 237 | $5.74K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 250 | $6.05K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 252 | $6.10K | 0.00% | −1,719−87.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 268 | $6.49K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 269 | $6.51K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 296 | $7.00K | 0.00% | −32−9.8% | Reduced |
| Fairfield Financial Advisors, LTD | 300 | $7.26K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 300 | $7.42K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 325 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 265 | $8.96K | 0.00% | +12+4.7% | Added |
| Umb Bank N A | 452 | $10.9K | 0.00% | +55+13.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 555 | $14.0K | 0.00% | −76−12.0% | Reduced |
| US Bancorp | 697 | $16.9K | 0.00% | −215−23.6% | Reduced |
| NBC Securities, Inc. | 866 | $20.0K | 0.00% | +866 | New |
| Huntington National Bank | 896 | $21.7K | 0.00% | +104+13.1% | Added |
| North Star Investment Management Corp. | 1,000 | $24.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,166 | $28.2K | 0.01% | +115+10.9% | Added |
| Virtus Fund Advisers, LLC | 1,292 | $31.3K | 0.22% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,295 | $31.4K | 0.00% | −31−2.3% | Reduced |
| Quarry LP | 1,365 | $33.0K | 0.02% | +1,179+633.9% | Added |
| Glass Jacobson Investment Advisors llc | 1,400 | $33.9K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,500 | $36.3K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,583 | $38.0K | 0.00% | +1,583 | New |
| Trust Co of Vermont | 1,600 | $38.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,805 | $43.7K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,987 | $48.1K | 0.00% | +100+5.3% | Added |
| Bartlett & Co. Wealth Management LLC | 2,000 | $48.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,061 | $49.9K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,111 | $51.1K | 0.00% | +70+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,266 | $54.9K | 0.00% | −1,930−46.0% | Reduced |
| Whittier Trust Co | 2,410 | $58.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,491 | $60.3K | 0.00% | −606−19.6% | Reduced |
| Covestor Ltd | 3,051 | $74.0K | 0.06% | −986−24.4% | Reduced |
| KBC Group NV | 3,113 | $75.0K | 0.00% | +3,113 | New |
| West Tower Group, LLC | 3,275 | $79.3K | 0.04% | −1,817−35.7% | Reduced |
| Eagle Bay Advisors LLC | 3,728 | $90.3K | 0.04% | +731+24.4% | Added |
| Nisa Investment Advisors, LLC | 4,200 | $101.7K | 0.00% | +18+0.4% | Added |
| Simplex Trading, LLC | 4,445 | $107.0K | 0.00% | +4,445 | New |
| CSS LLC | 5,349 | $129.5K | 0.01% | −2,000−27.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,425 | $131.3K | 0.00% | −288−5.0% | Reduced |
| Proequities, Inc. | 6,078 | $147.1K | 0.01% | −159−2.5% | Reduced |
| Stephens Inc | 6,191 | $149.9K | 0.00% | −116−1.8% | Reduced |
| Ronald Blue Trust, Inc. | 5,268 | $155.0K | 0.00% | +4,375+489.9% | Added |
| Truvestments Capital LLC | 6,971 | $168.8K | 0.09% | −617−8.1% | Reduced |
| Rosenberg Matthew Hamilton | 7,928 | $191.9K | 0.06% | +187+2.4% | Added |
| Parallel Advisors, LLC | 8,003 | $193.8K | 0.01% | +1,207+17.8% | Added |
| Leonteq Securities AG | 8,035 | $194.5K | 0.02% | +2,826+54.3% | Added |
| Metropolitan Life Insurance Co | 8,117 | $196.5K | 0.01% | +443+5.8% | Added |
| Xponance, Inc. | 8,363 | $202.5K | 0.00% | +82+1.0% | Added |
| The PNC Financial Services Group, Inc. | 8,406 | $203.5K | 0.00% | −7,974−48.7% | Reduced |
| Cahaba Wealth Management, Inc. | 8,439 | $204.3K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 8,658 | $209.6K | 0.01% | +8,658 | New |
| Cambridge Investment Research Advisors, Inc. | 8,737 | $212.0K | 0.00% | +682+8.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,820 | $213.5K | 0.00% | +797+9.9% | Added |
| Park Avenue Securities LLC | 9,001 | $218.0K | 0.00% | +9,001 | New |
| Aspiriant, LLC | 9,067 | $219.5K | 0.01% | +267+3.0% | Added |
| MQS Management LLC | 9,078 | $219.8K | 0.13% | +9,078 | New |
| Wolverine Trading, LLC | 9,122 | $220.8K | 0.00% | −959−9.5% | Reduced |
| Lazard Asset Management LLC | 9,535 | $230.0K | 0.00% | +856+9.9% | Added |
| FDx Advisors, Inc. | 9,576 | $232.0K | 0.02% | −1,264−11.7% | Reduced |
| Brown Brothers Harriman & Co | 9,728 | $235.5K | 0.00% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 9,856 | $238.6K | 0.18% | −13,734−58.2% | Reduced |
| STRS Ohio | 10,400 | $251.0K | 0.00% | −2,000−16.1% | Reduced |
| DC Investments Management, LLC | 10,379 | $251.3K | 0.32% | 00.0% | Unchanged |