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, Q4 2023
Institutional positions in Box Inc as of Dec 31, 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
- 332
- +10 vs. Q3 2023
- Shares held
- 124.4M
- −62.6K (−0.1%) vs. Q3 2023
- Total value
- $3.19B
- +$152.5M (+5.0%) vs. Q3 2023
- New holders
- 52
- 91 more added
- Sold out
- 42
- 133 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 15,914,984 | $407.6M | 0.01% | +1,637,666+11.5% | Added |
| Vanguard Group Inc | 15,064,800 | $385.8M | 0.01% | +159,111+1.1% | Added |
| Earnest Partners LLC | 6,640,592 | $170.1M | 0.85% | +508,207+8.3% | Added |
| RGM Capital, LLC | 5,794,878 | $148.4M | 6.08% | +344,991+6.3% | Added |
| State Street Corp | 3,515,610 | $90.0M | 0.00% | +273,455+8.4% | Added |
| Champlain Investment Partners, LLC | 3,414,379 | $87.4M | 0.52% | −181,739−5.1% | Reduced |
| JPMorgan Chase & Co | 3,365,143 | $86.2M | 0.01% | −40,376−1.2% | Reduced |
| Macquarie Group Ltd | 3,245,321 | $83.1M | 0.10% | −199,166−5.8% | Reduced |
| Geode Capital Management, LLC | 3,020,292 | $77.4M | 0.01% | +143,331+5.0% | Added |
| Bank of America Corp | 2,744,712 | $70.3M | 0.01% | +50,542+1.9% | Added |
| First Trust Advisors LP | 2,732,648 | $70.0M | 0.08% | −253,166−8.5% | Reduced |
| Morgan Stanley | 2,643,189 | $67.7M | 0.01% | +90,855+3.6% | Added |
| SEI Investments Co | 2,532,133 | $64.8M | 0.10% | +523,872+26.1% | Added |
| Deutsche Bank AG | 2,233,530 | $57.2M | 0.03% | −25,135−1.1% | Reduced |
| Dimensional Fund Advisors LP | 2,207,010 | $56.5M | 0.02% | +47,220+2.2% | Added |
| Acadian Asset Management LLC | 2,098,180 | $53.7M | 0.21% | +429,637+25.7% | Added |
| Jacobs Levy Equity Management, Inc | 1,988,431 | $50.9M | 0.26% | +323,191+19.4% | Added |
| Sunriver Management LLC | 1,920,378 | $49.2M | 7.70% | +181,396+10.4% | Added |
| Renaissance Technologies LLC | 1,852,726 | $47.4M | 0.07% | −123,245−6.2% | Reduced |
| Citadel Advisors LLC | 1,842,812 | $47.2M | 0.05% | +1,486,881+417.7% | Added |
| Credit Suisse AG | 1,723,999 | $44.2M | 0.04% | +69,401+4.2% | Added |
| Schroder Investment Management Group | 1,544,509 | $39.6M | 0.05% | −306,608−16.6% | Reduced |
| Price T Rowe Associates Inc | 1,508,017 | $38.6M | 0.01% | −14,032−0.9% | Reduced |
| Northern Trust Corp | 1,505,256 | $38.5M | 0.01% | −22,817−1.5% | Reduced |
| Aristotle Capital Boston, LLC | 1,467,775 | $37.6M | 1.15% | −30,813−2.1% | Reduced |
| Wells Fargo & Company | 1,414,496 | $36.2M | 0.01% | +9,208+0.7% | Added |
| Charles Schwab Investment Management Inc | 1,220,518 | $31.3M | 0.01% | −54,446−4.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,162,898 | $29.8M | 0.03% | −364,539−23.9% | Reduced |
| Freshford Capital Management, LLC | 1,016,148 | $26.0M | 4.53% | −298,461−22.7% | Reduced |
| UBS Group AG | 1,001,086 | $25.6M | 0.01% | +802,564+404.3% | Added |
| Stephens Investment Management Group LLC | 984,140 | $25.2M | 0.37% | −368,120−27.2% | Reduced |
| Neuberger Berman Group LLC | 945,954 | $24.2M | 0.02% | −2,943−0.3% | Reduced |
| Bank of New York Mellon Corp | 923,066 | $23.6M | 0.00% | −21,070−2.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 923,037 | $23.6M | 0.05% | +83,691+10.0% | Added |
| California Public Employees Retirement System | 894,241 | $22.9M | 0.02% | −34,180−3.7% | Reduced |
| Ameriprise Financial Inc | 802,743 | $20.6M | 0.01% | +64,270+8.7% | Added |
| Fort Washington Investment Advisors Inc | 761,893 | $19.5M | 0.13% | +93,660+14.0% | Added |
| Man Group plc | 737,910 | $18.9M | 0.05% | – | – |
| Victory Capital Management Inc | 631,151 | $16.2M | 0.02% | −1,652−0.3% | Reduced |
| Divisar Capital Management LLC | 608,911 | $15.6M | 2.87% | +168,384+38.2% | Added |
| Goldman Sachs Group Inc | 543,859 | $13.9M | 0.00% | +242,329+80.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 507,367 | $13.0M | 0.06% | +127,583+33.6% | Added |
| Peregrine Capital Management LLC | 502,089 | $12.9M | 0.39% | −84,314−14.4% | Reduced |
| Russell Investments Group, Ltd. | 492,333 | $12.6M | 0.02% | +45,971+10.3% | Added |
| Norges Bank | 482,998 | $12.4M | 0.00% | −233,041−32.5% | Reduced |
| Massachusetts Financial Services Co | 472,154 | $12.1M | 0.00% | −173,176−26.8% | Reduced |
| Nuveen Asset Management, LLC | 425,927 | $10.9M | 0.00% | −23,304−5.2% | Reduced |
| Nordea Investment Management AB | 423,722 | $10.9M | 0.01% | −8,457−2.0% | Reduced |
| Segall Bryant & Hamill, LLC | 394,216 | $10.1M | 0.19% | +1,300+0.3% | Added |
| Cornerstone Capital, Inc. | 365,092 | $9.35M | 1.02% | −33,640−8.4% | Reduced |
| Mackenzie Financial Corp | 352,422 | $9.03M | 0.01% | +15,170+4.5% | Added |
| Alliancebernstein L.P. | 350,039 | $8.96M | 0.00% | +50,974+17.0% | Added |
| Scout Investments, Inc. | 348,734 | $8.93M | 0.22% | −5,466−1.5% | Reduced |
| Qube Research & Technologies Ltd | 338,671 | $8.67M | 0.02% | +279,937+476.6% | Added |
| BNP Paribas Arbitrage, SA | 325,954 | $8.35M | 0.02% | +121,554+59.5% | Added |
| Barclays PLC | 319,324 | $8.18M | 0.00% | +178,997+127.6% | Added |
| Envestnet Asset Management Inc | 286,732 | $7.34M | 0.00% | −51,903−15.3% | Reduced |
| Bank of Montreal | 280,208 | $7.29M | 0.00% | −13,309−4.5% | Reduced |
| Swiss National Bank | 283,800 | $7.27M | 0.01% | −34,600−10.9% | Reduced |
| Burney Co | 278,517 | $7.13M | 0.30% | −18,441−6.2% | Reduced |
| Voya Investment Management LLC | 259,067 | $6.63M | 0.01% | −73,109−22.0% | Reduced |
| D. E. Shaw & Co., Inc. | 250,695 | $6.42M | 0.01% | −231,021−48.0% | Reduced |
| Susquehanna International Group, LLP | 209,426 | $5.36M | 0.01% | +147,425+237.8% | Added |
| Rhumbline Advisers | 202,871 | $5.20M | 0.01% | −2,990−1.5% | Reduced |
| Natixis Advisors, L.P. | 193,887 | $4.96M | 0.01% | +87,050+81.5% | Added |
| UBS Asset Management Americas Inc | 192,541 | $4.93M | 0.00% | +19,826+11.5% | Added |
| Summit Creek Advisors LLC | 187,180 | $4.79M | 0.64% | −191,680−50.6% | Reduced |
| Royal Bank of Canada | 179,968 | $4.61M | 0.00% | +149,540+491.5% | Added |
| Great West Life Assurance Co | 179,332 | $4.59M | 0.01% | −5,392−2.9% | Reduced |
| Holocene Advisors, LP | 178,560 | $4.57M | 0.02% | +32,112+21.9% | Added |
| Peloton Wealth Strategists | 171,000 | $4.38M | 1.90% | −5,675−3.2% | Reduced |
| Hillsdale Investment Management Inc. | 169,950 | $4.35M | 0.36% | −400−0.2% | Reduced |
| Two Sigma Advisers, LP | 169,700 | $4.35M | 0.01% | +91,700+117.6% | Added |
| Millennium Management LLC | 164,551 | $4.21M | 0.00% | +109,347+198.1% | Added |
| California State Teachers Retirement System | 151,486 | $3.88M | 0.01% | −7,714−4.8% | Reduced |
| Two Sigma Investments, LP | 150,400 | $3.85M | 0.01% | +123,000+448.9% | Added |
| Invesco Ltd. | 150,001 | $3.84M | 0.00% | −5,287−3.4% | Reduced |
| Legal & General Group Plc | 148,551 | $3.80M | 0.00% | +6,215+4.4% | Added |
| Twenty Acre Capital LP | 145,600 | $3.73M | 3.55% | +145,600 | New |
| Fisher Asset Management, LLC | 143,362 | $3.67M | 0.00% | +13,116+10.1% | Added |
| HSBC Holdings PLC | 139,119 | $3.58M | 0.00% | −15,201−9.9% | Reduced |
| Balyasny Asset Management LLC | 132,734 | $3.40M | 0.01% | −417,587−75.9% | Reduced |
| Ensign Peak Advisors, Inc | 122,895 | $3.15M | 0.01% | −9,630−7.3% | Reduced |
| Citigroup Inc | 121,140 | $3.10M | 0.00% | −13,016−9.7% | Reduced |
| Madison Asset Management, LLC | 119,069 | $3.05M | 0.04% | −161−0.1% | Reduced |
| State of Wisconsin Investment Board | 117,947 | $3.02M | 0.01% | −1,269−1.1% | Reduced |
| Blair William & Co | 115,727 | $2.96M | 0.01% | −49,123−29.8% | Reduced |
| Jane Street Group, LLC | 114,348 | $2.93M | 0.00% | +58,868+106.1% | Added |
| Amundi | 115,960 | $2.91M | 0.00% | −28,740−19.9% | Reduced |
| CenterBook Partners LP | 105,511 | $2.70M | 0.33% | −183,484−63.5% | Reduced |
| Jefferies Financial Group Inc. | 105,000 | $2.69M | 0.04% | +58,500+125.8% | Added |
| Colony Group, LLC | 104,512 | $2.68M | 0.04% | +104,512 | New |
| Great Lakes Advisors, LLC | 97,979 | $2.51M | 0.02% | −150,436−60.6% | Reduced |
| Walleye Capital LLC | 95,628 | $2.45M | 0.03% | −1,144−1.2% | Reduced |
| Federated Hermes, Inc. | 95,522 | $2.45M | 0.01% | −16,248−14.5% | Reduced |
| Assenagon Asset Management S.A. | 92,923 | $2.38M | 0.01% | +11,408+14.0% | Added |
| State of New Jersey Common Pension Fund D | 92,499 | $2.37M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 91,954 | $2.35M | 0.00% | −11,023−10.7% | Reduced |
| Prudential Financial Inc | 85,288 | $2.18M | 0.00% | −9,068−9.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 84,111 | $2.15M | 0.04% | +84,111 | New |