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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 10,975 | $265.7K | 0.00% | +1,195+12.2% | Added |
| Vontobel Holding Ltd. | 11,450 | $277.2K | 0.00% | −237−2.0% | Reduced |
| Pathstone Family Office, LLC | 11,489 | $278.1K | 0.00% | −3,111−21.3% | Reduced |
| Sonoma Private Wealth LLC | 11,668 | $282.5K | 0.52% | +918+8.5% | Added |
| Atria Wealth Solutions, Inc. | 11,716 | $283.6K | 0.00% | −153−1.3% | Reduced |
| Bailard, Inc. | 12,005 | $290.6K | 0.01% | −55,780−82.3% | Reduced |
| Shell Asset Management Co | 12,138 | $294.0K | 0.01% | −190−1.5% | Reduced |
| Comerica Bank | 12,358 | $299.2K | 0.00% | −66,008−84.2% | Reduced |
| Cresset Asset Management, LLC | 12,548 | $303.8K | 0.00% | +1,085+9.5% | Added |
| AFS Financial Group, LLC | 12,701 | $307.5K | 0.21% | −19,348−60.4% | Reduced |
| Coldstream Capital Management Inc | 12,875 | $311.7K | 0.01% | −1,591−11.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,906 | $312.5K | 0.00% | +2,377+22.6% | Added |
| Cantor Fitzgerald, L. P. | 12,916 | $312.7K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 13,290 | $321.8K | 0.00% | −2,094−13.6% | Reduced |
| LPL Financial LLC | 13,292 | $321.8K | 0.00% | +3,624+37.5% | Added |
| Pitcairn Co | 13,653 | $330.5K | 0.03% | +1,294+10.5% | Added |
| Henshaw Capital LLC | 13,819 | $334.6K | 0.02% | +5,092+58.3% | Added |
| GWM Advisors LLC | 13,847 | $335.2K | 0.00% | +1,673+13.7% | Added |
| Staley Capital Advisers Inc | 14,000 | $338.9K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,016 | $339.3K | 0.01% | +2,366+20.3% | Added |
| Yarbrough Capital, LLC | 14,190 | $343.5K | 0.02% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 14,353 | $347.5K | 0.00% | +14,353 | New |
| Inceptionr LLC | 14,653 | $354.7K | 0.20% | +14,653 | New |
| Principal Financial Group Inc | 14,748 | $357.0K | 0.00% | −1,904−11.4% | Reduced |
| Gotham Asset Management, LLC | 14,948 | $361.9K | 0.01% | +4,089+37.7% | Added |
| Connable Office Inc | 15,134 | $366.4K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 15,153 | $366.9K | 0.03% | −74−0.5% | Reduced |
| Integrated Investment Consultants, LLC | 15,176 | $367.4K | 0.13% | +181+1.2% | Added |
| Ziegler Capital Management, LLC | 15,340 | $371.4K | 0.01% | +582+3.9% | Added |
| NorthCrest Asset Manangement, LLC | 15,700 | $380.1K | 0.02% | −300−1.9% | Reduced |
| Verition Fund Management LLC | 16,052 | $388.6K | 0.01% | −12,905−44.6% | Reduced |
| Pictet Asset Management Holding SA | 16,485 | $399.1K | 0.00% | +16,485 | New |
| Left Brain Wealth Management, LLC | 16,983 | $411.2K | 0.26% | 00.0% | Unchanged |
| GTS Securities LLC | 17,102 | $414.0K | 0.01% | +3,723+27.8% | Added |
| Public Employees Retirement Association of Colorado | 17,399 | $421.0K | 0.00% | −1,399−7.4% | Reduced |
| Algert Global LLC | 17,487 | $423.4K | 0.02% | −45,680−72.3% | Reduced |
| PEAK6 Investments LLC | 17,507 | $423.8K | 0.02% | +17,507 | New |
| Cornercap Investment Counsel Inc | 17,813 | $431.3K | 0.08% | −18,146−50.5% | Reduced |
| Los Angeles Capital Management LLC | 18,139 | $439.1K | 0.00% | −3,248−15.2% | Reduced |
| Garde Capital, Inc. | 18,231 | $441.0K | 0.04% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 18,422 | $446.0K | 0.13% | −18,851−50.6% | Reduced |
| Franklin Resources Inc | 18,969 | $459.2K | 0.00% | −2,152−10.2% | Reduced |
| Guggenheim Capital LLC | 19,321 | $467.8K | 0.00% | +11,729+154.5% | Added |
| ProShare Advisors LLC | 19,326 | $467.9K | 0.00% | +41+0.2% | Added |
| Prudential PLC | 19,903 | $481.9K | 0.01% | −35−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 19,331 | $495.0K | 0.01% | +476+2.5% | Added |
| Advisory Services Network, LLC | 20,484 | $495.9K | 0.01% | −780−3.7% | Reduced |
| Legato Capital Management LLC | 21,562 | $522.0K | 0.08% | +3,390+18.7% | Added |
| Amalgamated Bank | 21,621 | $523.0K | 0.00% | +194+0.9% | Added |
| Cutler Group LP | 22,255 | $538.0K | 0.09% | +20,055+911.6% | Added |
| Virtus Investment Advisers, Inc. | 23,784 | $575.8K | 0.39% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 23,900 | $582.4K | 0.01% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 24,465 | $592.3K | 0.01% | −15,933−39.4% | Reduced |
| Myecfo, LLC | 24,914 | $603.2K | 0.42% | +1,543+6.6% | Added |
| Harbor Capital Advisors, Inc. | 25,502 | $617.4K | 0.13% | −13,067−33.9% | Reduced |
| Handelsbanken Fonder AB | 26,353 | $638.0K | 0.00% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 27,089 | $655.8K | 0.30% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 27,400 | $663.4K | 0.00% | −24,200−46.9% | Reduced |
| Gladius Capital Management LP | 27,754 | $671.9K | 0.19% | +2,101+8.2% | Added |
| Boston Partners | 28,054 | $679.2K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 28,234 | $683.5K | 0.07% | +8,690+44.5% | Added |
| Teacher Retirement System of Texas | 28,431 | $688.0K | 0.00% | −24,206−46.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,681 | $694.4K | 0.00% | −1,788−5.9% | Reduced |
| Mercer Global Advisors Inc | 28,976 | $702.0K | 0.00% | +16,309+128.8% | Added |
| Profund Advisors LLC | 29,857 | $722.8K | 0.04% | +1,637+5.8% | Added |
| Janney Montgomery Scott LLC | 29,990 | $726.0K | 0.00% | −10,103−25.2% | Reduced |
| Royal Bank of Canada | 30,428 | $738.0K | 0.00% | −3,994−11.6% | Reduced |
| TrimTabs Asset Management, LLC | 31,149 | $754.1K | 0.40% | −843−2.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,510 | $762.9K | 0.03% | +408+1.3% | Added |
| Woodline Partners LP | 31,987 | $774.4K | 0.01% | +31,987 | New |
| Glenmede Trust Co NA | 32,511 | $787.1K | 0.00% | −15,085−31.7% | Reduced |
| Captrust Financial Advisors | 32,871 | $795.8K | 0.00% | +2,964+9.9% | Added |
| Diversified Trust Co | 33,079 | $800.8K | 0.03% | −4,257−11.4% | Reduced |
| Bessemer Group Inc | 34,352 | $831.0K | 0.00% | +14,930+76.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 36,865 | $892.5K | 0.09% | +36,865 | New |
| HighTower Advisors, LLC | 38,731 | $934.0K | 0.00% | −31,502−44.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 38,640 | $935.0K | 0.09% | +934+2.5% | Added |
| Walleye Trading LLC | 39,392 | $953.7K | 0.02% | +39,392 | New |
| Summit Trail Advisors, LLC | 39,614 | $959.1K | 0.04% | −8,130−17.0% | Reduced |
| State Board of Administration of Florida Retirement System | 40,260 | $974.7K | 0.00% | +210+0.5% | Added |
| Arizona State Retirement System | 41,237 | $998.3K | 0.01% | +706+1.7% | Added |
| Stifel Financial Corp | 41,408 | $1.00M | 0.00% | −12,658−23.4% | Reduced |
| Centaurus Financial, Inc. | 43,724 | $1.06M | 0.09% | +549+1.3% | Added |
| Engineers Gate Manager LP | 44,678 | $1.08M | 0.04% | +44,678 | New |
| Duality Advisers, LP | 45,890 | $1.11M | 0.13% | +45,890 | New |
| Knights of Columbus Asset Advisors LLC | 46,428 | $1.12M | 0.10% | +1,627+3.6% | Added |
| Jefferies Financial Group Inc. | 46,500 | $1.13M | 0.03% | −1,300−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 48,218 | $1.17M | 0.00% | −18,862−28.1% | Reduced |
| Tealwood Asset Management Inc | 49,579 | $1.20M | 0.62% | −1,159−2.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 51,408 | $1.24M | 0.13% | −3,577−6.5% | Reduced |
| Wedge Capital Management L L P | 51,516 | $1.25M | 0.02% | −48,522−48.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 52,465 | $1.27M | 0.28% | +52,465 | New |
| Allspring Global Investments Holdings, LLC | 53,319 | $1.29M | 0.00% | −11,215−17.4% | Reduced |
| Millennium Management LLC | 55,204 | $1.34M | 0.00% | +2,454+4.7% | Added |
| Nomura Holdings Inc | 55,300 | $1.34M | 0.01% | +55,300 | New |
| Jane Street Group, LLC | 55,480 | $1.34M | 0.00% | −18,788−25.3% | Reduced |
| Dana Investment Advisors, Inc. | 57,348 | $1.39M | 0.07% | +531+0.9% | Added |
| EFG Asset Management (North America) Corp. | 58,209 | $1.41M | 0.33% | −5,558−8.7% | Reduced |
| Advisor Group Holdings, Inc. | 58,285 | $1.41M | 0.00% | +16,273+38.7% | Added |
| Qube Research & Technologies Ltd | 58,734 | $1.42M | 0.00% | +39,029+198.1% | Added |