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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 15,153 | $366.9K | 0.03% | −74−0.5% | Reduced |
| Connable Office Inc | 15,134 | $366.4K | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 14,948 | $361.9K | 0.01% | +4,089+37.7% | Added |
| Principal Financial Group Inc | 14,748 | $357.0K | 0.00% | −1,904−11.4% | Reduced |
| Inceptionr LLC | 14,653 | $354.7K | 0.20% | +14,653 | New |
| State of Tennessee, Treasury Department | 14,353 | $347.5K | 0.00% | +14,353 | New |
| Yarbrough Capital, LLC | 14,190 | $343.5K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,016 | $339.3K | 0.01% | +2,366+20.3% | Added |
| Staley Capital Advisers Inc | 14,000 | $338.9K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,847 | $335.2K | 0.00% | +1,673+13.7% | Added |
| Henshaw Capital LLC | 13,819 | $334.6K | 0.02% | +5,092+58.3% | Added |
| Pitcairn Co | 13,653 | $330.5K | 0.03% | +1,294+10.5% | Added |
| LPL Financial LLC | 13,292 | $321.8K | 0.00% | +3,624+37.5% | Added |
| New York Life Investment Management LLC | 13,290 | $321.8K | 0.00% | −2,094−13.6% | Reduced |
| Cantor Fitzgerald, L. P. | 12,916 | $312.7K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 12,906 | $312.5K | 0.00% | +2,377+22.6% | Added |
| Coldstream Capital Management Inc | 12,875 | $311.7K | 0.01% | −1,591−11.0% | Reduced |
| AFS Financial Group, LLC | 12,701 | $307.5K | 0.21% | −19,348−60.4% | Reduced |
| Cresset Asset Management, LLC | 12,548 | $303.8K | 0.00% | +1,085+9.5% | Added |
| Comerica Bank | 12,358 | $299.2K | 0.00% | −66,008−84.2% | Reduced |
| Shell Asset Management Co | 12,138 | $294.0K | 0.01% | −190−1.5% | Reduced |
| Bailard, Inc. | 12,005 | $290.6K | 0.01% | −55,780−82.3% | Reduced |
| Atria Wealth Solutions, Inc. | 11,716 | $283.6K | 0.00% | −153−1.3% | Reduced |
| Sonoma Private Wealth LLC | 11,668 | $282.5K | 0.52% | +918+8.5% | Added |
| Pathstone Family Office, LLC | 11,489 | $278.1K | 0.00% | −3,111−21.3% | Reduced |
| Vontobel Holding Ltd. | 11,450 | $277.2K | 0.00% | −237−2.0% | Reduced |
| Kestra Advisory Services, LLC | 10,975 | $265.7K | 0.00% | +1,195+12.2% | Added |
| DC Investments Management, LLC | 10,379 | $251.3K | 0.32% | 00.0% | Unchanged |
| STRS Ohio | 10,400 | $251.0K | 0.00% | −2,000−16.1% | Reduced |
| Green Alpha Advisors, LLC | 9,856 | $238.6K | 0.18% | −13,734−58.2% | Reduced |
| Brown Brothers Harriman & Co | 9,728 | $235.5K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 9,576 | $232.0K | 0.02% | −1,264−11.7% | Reduced |
| Lazard Asset Management LLC | 9,535 | $230.0K | 0.00% | +856+9.9% | Added |
| Wolverine Trading, LLC | 9,122 | $220.8K | 0.00% | −959−9.5% | Reduced |
| MQS Management LLC | 9,078 | $219.8K | 0.13% | +9,078 | New |
| Aspiriant, LLC | 9,067 | $219.5K | 0.01% | +267+3.0% | Added |
| Park Avenue Securities LLC | 9,001 | $218.0K | 0.00% | +9,001 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,820 | $213.5K | 0.00% | +797+9.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,737 | $212.0K | 0.00% | +682+8.5% | Added |
| Jump Financial, LLC | 8,658 | $209.6K | 0.01% | +8,658 | New |
| Cahaba Wealth Management, Inc. | 8,439 | $204.3K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,406 | $203.5K | 0.00% | −7,974−48.7% | Reduced |
| Xponance, Inc. | 8,363 | $202.5K | 0.00% | +82+1.0% | Added |
| Metropolitan Life Insurance Co | 8,117 | $196.5K | 0.01% | +443+5.8% | Added |
| Leonteq Securities AG | 8,035 | $194.5K | 0.02% | +2,826+54.3% | Added |
| Parallel Advisors, LLC | 8,003 | $193.8K | 0.01% | +1,207+17.8% | Added |
| Rosenberg Matthew Hamilton | 7,928 | $191.9K | 0.06% | +187+2.4% | Added |
| Truvestments Capital LLC | 6,971 | $168.8K | 0.09% | −617−8.1% | Reduced |
| Ronald Blue Trust, Inc. | 5,268 | $155.0K | 0.00% | +4,375+489.9% | Added |
| Stephens Inc | 6,191 | $149.9K | 0.00% | −116−1.8% | Reduced |
| Proequities, Inc. | 6,078 | $147.1K | 0.01% | −159−2.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,425 | $131.3K | 0.00% | −288−5.0% | Reduced |
| CSS LLC | 5,349 | $129.5K | 0.01% | −2,000−27.2% | Reduced |
| Simplex Trading, LLC | 4,445 | $107.0K | 0.00% | +4,445 | New |
| Nisa Investment Advisors, LLC | 4,200 | $101.7K | 0.00% | +18+0.4% | Added |
| Eagle Bay Advisors LLC | 3,728 | $90.3K | 0.04% | +731+24.4% | Added |
| West Tower Group, LLC | 3,275 | $79.3K | 0.04% | −1,817−35.7% | Reduced |
| KBC Group NV | 3,113 | $75.0K | 0.00% | +3,113 | New |
| Covestor Ltd | 3,051 | $74.0K | 0.06% | −986−24.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,491 | $60.3K | 0.00% | −606−19.6% | Reduced |
| Whittier Trust Co | 2,410 | $58.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,266 | $54.9K | 0.00% | −1,930−46.0% | Reduced |
| Pacer Advisors, Inc. | 2,111 | $51.1K | 0.00% | +70+3.4% | Added |
| Park Place Capital Corp | 2,061 | $49.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $48.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,987 | $48.1K | 0.00% | +100+5.3% | Added |
| Bartlett & Co. LLC | 2,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,805 | $43.7K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,600 | $38.7K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,583 | $38.0K | 0.00% | +1,583 | New |
| Federation des caisses Desjardins du Quebec | 1,500 | $36.3K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,400 | $33.9K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 1,365 | $33.0K | 0.02% | +1,179+633.9% | Added |
| Signaturefd, LLC | 1,295 | $31.4K | 0.00% | −31−2.3% | Reduced |
| Virtus Fund Advisers, LLC | 1,292 | $31.3K | 0.22% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,166 | $28.2K | 0.01% | +115+10.9% | Added |
| North Star Investment Management Corp. | 1,000 | $24.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 896 | $21.7K | 0.00% | +104+13.1% | Added |
| NBC Securities, Inc. | 866 | $20.0K | 0.00% | +866 | New |
| US Bancorp | 697 | $16.9K | 0.00% | −215−23.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 555 | $14.0K | 0.00% | −76−12.0% | Reduced |
| Umb Bank N A | 452 | $10.9K | 0.00% | +55+13.9% | Added |
| TD Waterhouse Canada Inc. | 265 | $8.96K | 0.00% | +12+4.7% | Added |
| CWM, LLC | 325 | $8.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 300 | $7.42K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 300 | $7.26K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 296 | $7.00K | 0.00% | −32−9.8% | Reduced |
| Globeflex Capital L P | 269 | $6.51K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 268 | $6.49K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 252 | $6.10K | 0.00% | −1,719−87.2% | Reduced |
| Column Capital Advisors, LLC | 250 | $6.05K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 237 | $5.74K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 197 | $5.00K | 0.00% | −67−25.4% | Reduced |
| HHM Wealth Advisors, LLC | 206 | $4.99K | 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 |
| Sandy Spring Bank | 175 | $4.24K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 165 | $4.10K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $3.63K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 113 | $2.81K | 0.00% | −1−0.9% | Reduced |