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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 102 | $2.47K | 0.00% | +69+209.1% | Added |
| Key Financial Inc | 100 | $2.42K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 95 | $2.30K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $1.72K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $1.55K | 0.00% | −7−9.9% | Reduced |
| Clearstead Advisors, LLC | 60 | $1.45K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 57 | $1.38K | 0.00% | +12+26.7% | Added |
| USA Financial Portformulas Corp | 52 | $1.26K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 50 | $1.21K | 0.00% | −399−88.9% | Reduced |
| RE Dickinson Investment Advisors, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 57 | $1.00K | 0.00% | +57 | New |
| Sound Income Strategies, LLC | 40 | $968 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 39 | $944 | 0.00% | +39 | New |
| Quadrant Capital Group LLC | 34 | $824 | 0.00% | −278−89.1% | Reduced |
| Elequin Capital LP | 30 | $726 | 0.00% | −585−95.1% | Reduced |
| Sunbelt Securities, Inc. | 30 | $726 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 27 | $654 | 0.00% | +27 | New |
| Lindbrook Capital, LLC | 26 | $629 | 0.00% | +8+44.4% | Added |
| AdvisorNet Financial, Inc | 25 | $605 | 0.00% | +6+31.6% | Added |
| Emfo, LLC | 21 | $509 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $436 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $412 | 0.00% | −1−5.6% | Reduced |
| Harbour Investments, Inc. | 12 | $291 | 0.00% | +12 | New |
| First Manhattan Co | 9 | $217 | 0.00% | +9 | New |
| Tfo-TDC, LLC | 3 | $88 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −466,865−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −358,464−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −238,454−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −122,520−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −73,430−100.0% | Sold out |
| Westerly Capital Management, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −48,284−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −29,542−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −16,336−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −15,993−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −15,391−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,584−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −12,333−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,543−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,525−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −9,089−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −8,893−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −8,773−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −8,571−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −8,471−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −8,136−100.0% | Sold out |
| Royal Capital Wealth Management, LLC | 0 | $0 | 0.00% | −7,950−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −7,687−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −7,602−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −7,461−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −7,318−100.0% | Sold out |
| TTP Investments, Inc. | 0 | $0 | 0.00% | −7,253−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −6,890−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −4,760−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −4,319−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,183−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1,687−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,677−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −1,232−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −866−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |