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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 59,350 | $1.44M | 0.00% | −45,780−43.5% | Reduced |
| Oppenheimer Asset Management Inc. | 59,486 | $1.44M | 0.02% | −887−1.5% | Reduced |
| Susquehanna International Group, LLP | 62,001 | $1.50M | 0.00% | −86,340−58.2% | Reduced |
| Janus Henderson Group PLC | 66,725 | $1.62M | 0.00% | +80.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 67,025 | $1.62M | 0.00% | −2,492,365−97.4% | Reduced |
| American Century Companies Inc | 67,374 | $1.63M | 0.00% | −852,080−92.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 67,794 | $1.64M | 0.00% | +7,946+13.3% | Added |
| Fifth Third Bancorp | 68,177 | $1.65M | 0.01% | −790−1.1% | Reduced |
| Rafferty Asset Management, LLC | 69,047 | $1.67M | 0.01% | +15,448+28.8% | Added |
| Dark Forest Capital Management LP | 69,444 | $1.68M | 0.14% | +33,758+94.6% | Added |
| Renaissance Group LLC | 70,060 | $1.70M | 0.08% | +835+1.2% | Added |
| American International Group, Inc. | 70,406 | $1.70M | 0.01% | +2,504+3.7% | Added |
| Martingale Asset Management L P | 70,440 | $1.71M | 0.04% | +19,169+37.4% | Added |
| Paralel Advisors LLC | 71,468 | $1.73M | 0.10% | +892+1.3% | Added |
| Virginia Retirement Systems Et Al | 73,300 | $1.77M | 0.02% | +23,500+47.2% | Added |
| MetLife Investment Management | 75,009 | $1.82M | 0.01% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 76,853 | $1.86M | 0.09% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 77,167 | $1.87M | 0.00% | +19,896+34.7% | Added |
| Two Sigma Advisers, LP | 78,000 | $1.89M | 0.00% | −116,000−59.8% | Reduced |
| Connectus Wealth, LLC | 78,874 | $1.91M | 0.04% | +15,626+24.7% | Added |
| Wesbanco Bank Inc | 81,254 | $1.97M | 0.09% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 81,515 | $1.97M | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 84,291 | $2.04M | 0.16% | +84,291 | New |
| New York State Common Retirement Fund | 87,729 | $2.12M | 0.00% | +4,176+5.0% | Added |
| Campbell & CO Investment Adviser LLC | 88,968 | $2.15M | 0.26% | +73,794+486.3% | Added |
| State of New Jersey Common Pension Fund D | 92,499 | $2.24M | 0.01% | +7,450+8.8% | Added |
| Prudential Financial Inc | 94,356 | $2.29M | 0.00% | −104,520−52.6% | Reduced |
| Walleye Capital LLC | 96,772 | $2.34M | 0.03% | +94,838+4,903.7% | Added |
| Canada Pension Plan Investment Board | 101,400 | $2.45M | 0.00% | −20,400−16.7% | Reduced |
| AQR Capital Management LLC | 102,977 | $2.49M | 0.01% | −16,560−13.9% | Reduced |
| Colony Group LLC | 105,051 | $2.54M | 0.04% | −1,158−1.1% | Reduced |
| Natixis Advisors, L.P. | 106,837 | $2.59M | 0.01% | −31,287−22.7% | Reduced |
| Tudor Investment Corp Et Al | 108,281 | $2.62M | 0.04% | +108,281 | New |
| Federated Hermes, Inc. | 111,770 | $2.71M | 0.01% | +9,342+9.1% | Added |
| Weil Company, Inc. | 112,606 | $2.73M | 1.35% | −51,110−31.2% | Reduced |
| State of Wisconsin Investment Board | 119,216 | $2.89M | 0.01% | −3,331−2.7% | Reduced |
| Madison Asset Management, LLC | 119,230 | $2.89M | 0.04% | −4,365−3.5% | Reduced |
| Nicholas Investment Partners, LP | 126,608 | $3.07M | 0.23% | −10,393−7.6% | Reduced |
| Fisher Asset Management, LLC | 130,246 | $3.15M | 0.00% | +47,054+56.6% | Added |
| Ensign Peak Advisors, Inc | 132,525 | $3.21M | 0.01% | −755−0.6% | Reduced |
| Citigroup Inc | 134,156 | $3.25M | 0.00% | −79,774−37.3% | Reduced |
| Barclays PLC | 140,327 | $3.40M | 0.00% | −34,287−19.6% | Reduced |
| Legal & General Group Plc | 142,336 | $3.45M | 0.00% | +572+0.4% | Added |
| Holocene Advisors, LP | 146,448 | $3.55M | 0.02% | +117,076+398.6% | Added |
| Amundi | 144,700 | $3.60M | 0.00% | +34,118+30.9% | Added |
| FMR LLC | 150,706 | $3.65M | 0.00% | −19,091−11.2% | Reduced |
| HSBC Holdings PLC | 154,320 | $3.74M | 0.00% | +123,858+406.6% | Added |
| Invesco Ltd. | 155,288 | $3.76M | 0.00% | −52,086−25.1% | Reduced |
| California State Teachers Retirement System | 159,200 | $3.85M | 0.01% | −14,703−8.5% | Reduced |
| Portolan Capital Management, LLC | 159,838 | $3.87M | 0.36% | +159,838 | New |
| Blair William & Co | 164,850 | $3.99M | 0.02% | −21,349−11.5% | Reduced |
| Essex Investment Management Co LLC | 169,973 | $4.12M | 0.67% | −5,814−3.3% | Reduced |
| Hillsdale Investment Management Inc. | 170,350 | $4.12M | 0.38% | −22,110−11.5% | Reduced |
| UBS Asset Management Americas Inc | 172,715 | $4.18M | 0.00% | −13,952−7.5% | Reduced |
| Peloton Wealth Strategists | 176,675 | $4.28M | 1.97% | −7,400−4.0% | Reduced |
| Great West Life Assurance Co | 184,724 | $4.47M | 0.01% | +27,502+17.5% | Added |
| UBS Group AG | 198,522 | $4.81M | 0.00% | −8,402−4.1% | Reduced |
| BNP Paribas Arbitrage, SA | 204,400 | $4.95M | 0.01% | +104,692+105.0% | Added |
| Rhumbline Advisers | 205,861 | $4.98M | 0.01% | +1,347+0.7% | Added |
| Great Lakes Advisors, LLC | 248,415 | $6.01M | 0.05% | −53,791−17.8% | Reduced |
| Twinbeech Capital LP | 254,622 | $6.16M | 0.12% | +254,622 | New |
| Silvercrest Asset Management Group LLC | 258,060 | $6.25M | 0.05% | −652−0.3% | Reduced |
| Westfield Capital Management Co LP | 281,225 | $6.81M | 0.05% | −778,332−73.5% | Reduced |
| CenterBook Partners LP | 288,995 | $7.00M | 0.87% | +146,580+102.9% | Added |
| Burney Co | 296,958 | $7.19M | 0.34% | +47,421+19.0% | Added |
| Alliancebernstein L.P. | 299,065 | $7.24M | 0.00% | −891−0.3% | Reduced |
| Goldman Sachs Group Inc | 301,530 | $7.30M | 0.00% | −553,322−64.7% | Reduced |
| Swiss National Bank | 318,400 | $7.71M | 0.01% | +4,300+1.4% | Added |
| Voya Investment Management LLC | 332,176 | $8.04M | 0.01% | +82,954+33.3% | Added |
| Envestnet Asset Management Inc | 338,635 | $8.20M | 0.00% | +200,119+144.5% | Added |
| Mackenzie Financial Corp | 337,252 | $8.22M | 0.01% | +48,913+17.0% | Added |
| Citadel Advisors LLC | 355,931 | $8.62M | 0.01% | +129,135+56.9% | Added |
| Scout Investments, Inc. | 354,200 | $8.76M | 0.20% | −10,289−2.8% | Reduced |
| Bank of Montreal | 293,517 | $8.87M | 0.01% | +65,879+28.9% | Added |
| Summit Creek Advisors LLC | 378,860 | $9.17M | 1.25% | −167,287−30.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 379,784 | $9.19M | 0.05% | +68,305+21.9% | Added |
| Segall Bryant & Hamill, LLC | 392,916 | $9.51M | 0.11% | +112,618+40.2% | Added |
| Cornerstone Capital, Inc. | 398,732 | $9.65M | 1.16% | −4,538−1.1% | Reduced |
| Nordea Investment Management AB | 432,179 | $10.5M | 0.01% | −966−0.2% | Reduced |
| Divisar Capital Management LLC | 440,527 | $10.7M | 2.33% | +20,000+4.8% | Added |
| Russell Investments Group, Ltd. | 446,362 | $10.8M | 0.02% | −63,551−12.5% | Reduced |
| Nuveen Asset Management, LLC | 449,231 | $10.9M | 0.00% | +821+0.2% | Added |
| D. E. Shaw & Co., Inc. | 481,716 | $11.7M | 0.02% | −146,249−23.3% | Reduced |
| Balyasny Asset Management LLC | 550,321 | $13.3M | 0.04% | +383,122+229.1% | Added |
| Peregrine Capital Management LLC | 586,403 | $14.2M | 0.42% | −35,724−5.7% | Reduced |
| Victory Capital Management Inc | 632,803 | $15.3M | 0.02% | −186,512−22.8% | Reduced |
| Massachusetts Financial Services Co | 645,330 | $15.6M | 0.01% | +44,280+7.4% | Added |
| Fort Washington Investment Advisors Inc | 668,233 | $16.2M | 0.12% | −169,330−20.2% | Reduced |
| Norges Bank | 716,039 | $17.3M | 0.00% | +177,179+32.9% | Added |
| Ameriprise Financial Inc | 738,473 | $17.9M | 0.01% | +81,245+12.4% | Added |
| Man Group plc | – | $18.0M | 0.06% | – | – |
| Mirae Asset Global Investments Co., Ltd. | 839,346 | $20.3M | 0.04% | −50,067−5.6% | Reduced |
| California Public Employees Retirement System | 928,421 | $22.5M | 0.02% | +99,781+12.0% | Added |
| Bank of New York Mellon Corp | 944,136 | $22.9M | 0.01% | −15,771−1.6% | Reduced |
| Neuberger Berman Group LLC | 948,897 | $23.0M | 0.02% | −3,361−0.4% | Reduced |
| Ophir Asset Management Pty Ltd | 963,438 | $23.3M | 5.50% | +124,036+14.8% | Added |
| Varma Mutual Pension Insurance Co | 1,176,313 | $28.5M | 0.34% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,274,964 | $30.9M | 0.01% | +37,383+3.0% | Added |
| Freshford Capital Management, LLC | 1,314,609 | $31.8M | 5.29% | −128,285−8.9% | Reduced |
| Stephens Investment Management Group LLC | 1,352,260 | $32.7M | 0.54% | +3,337+0.2% | Added |