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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

Q4 2023 vs. Q3 2023

How the institutions holding Box Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of BOX: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders3275332+10
Shares124.6M190.1K124.4M−62.6K (−0.1%)
Value$3.04B$4.60M$3.19B+$152.5M (+5.0%)

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (52)

Institutions that held Box Inc at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to BOX in Q4 2023
InstitutionSharesValue% of portfolio
Twenty Acre Capital LP145,600$3.73M3.55%
Colony Group, LLC104,512$2.68M0.04%
Susquehanna Portfolio Strategies, LLC84,111$2.15M0.04%
Point72 Asset Management, L.P.81,900$2.10M0.01%
Healthcare of Ontario Pension Plan Trust Fund75,000$1.92M0.01%
Squarepoint Ops LLC70,200$1.80M0.01%
Ursa Fund Management, LLC49,000$1.25M2.47%
Mesirow Financial Investment Management, Inc.46,370$1.19M0.04%
Capstone Investment Advisors, LLC45,927$1.18M0.02%
Brio Consultants, LLC39,657$1.02M0.18%
Brevan Howard Capital Management LP33,708$863.3K0.09%
Rockefeller Capital Management L.P.32,072$821.4K0.00%
SG Americas Securities, LLC28,248$723.0K0.01%
Versor Investments LP19,200$491.7K0.10%
Mirabella Financial Services LLP17,334$443.9K0.06%
Cipher Capital LP15,800$404.6K0.13%
Systematic Portfolios LLC14,453$370.1K1.12%
Caption Management, LLC13,000$332.9K0.04%
Smith Group Asset Management, LLC12,906$330.5K0.02%
Bayesian Capital Management, LP10,999$281.7K0.03%
Quest Partners LLC10,985$281.3K0.06%
TCG Advisory Services, LLC10,231$262.0K0.02%
XTX Topco Ltd9,727$249.1K0.05%
Deerfield Management Company, L.P. (Series C)9,651$247.2K0.00%
Pathstone Holdings, LLC9,145$234.2K0.00%
CI Private Wealth, LLC8,656$221.7K0.00%
Stratos Wealth Partners, LTD.8,161$209.0K0.00%
Tennessee Valley Asset Management Partners7,218$184.9K0.05%
Neo Ivy Capital Management6,106$156.0K0.35%
Credit Agricole S A4,760$121.9K0.00%
EntryPoint Capital, LLC4,101$105.0K0.10%
Ameliora Wealth Management Ltd.4,000$102.4K0.05%
a16z Perennial Management, L.P.1,874$48.0K0.01%
State of Wyoming1,140$29.2K0.01%
Fairfield, Bush & Co.1,000$25.6K0.02%
Cape Investment Advisory, Inc.920$23.6K0.01%
Bear Mountain Capital, Inc.867$22.0K0.01%
McGlone Suttner Wealth Management, Inc.777$19.9K0.00%
SYSTM Wealth Solutions LLC671$17.2K0.00%
Exchange Traded Concepts, LLC319$8.17K0.00%
Towarzystwo Funduszy Inwestycyjnych Pzu SA310$7.94K0.00%
Principal Securities, Inc.154$3.94K0.00%
Washington Trust Co153$3.92K0.00%
Naples Money Management LLC148$3.79K0.00%
WealthCollab, LLC147$3.77K0.00%
Bruce G. Allen Investments, LLC117$3.00K0.00%
ORG Partners LLC100$2.56K0.00%
Arlington Trust Co LLC68$1.74K0.00%
GAMMA Investing LLC22$5720.00%
DiNuzzo Private Wealth, Inc.16$4100.00%
Manchester Capital Management LLC11$2820.00%
Evergreen Private Wealth LLC7$1790.00%

Sold out (42)

Institutions that held Box Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of BOX in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Loomis Sayles & Co L P2,369,845$57.4M
Varma Mutual Pension Insurance Co1,176,313$28.5M
Ophir Asset Management Pty Ltd963,438$23.3M
Westfield Capital Management Co LP281,225$6.81M
Silvercrest Asset Management Group LLC258,060$6.25M
Essex Investment Management Co LLC169,973$4.12M
Portolan Capital Management, LLC159,838$3.87M
Nicholas Investment Partners, LP126,608$3.07M
Tudor Investment Corp Et Al108,281$2.62M
Edgestream Partners, L.P.84,291$2.04M
Wesbanco Bank Inc81,254$1.97M
Dana Investment Advisors, Inc.57,348$1.39M
Nomura Holdings Inc55,300$1.34M
Janney Montgomery Scott LLC29,990$726.0K
Boston Partners28,054$679.2K
Valmark Advisers, Inc.24,465$592.3K
Erste Asset Management GmbH23,900$582.4K
Legato Capital Management LLC21,562$522.0K
Crossmark Global Holdings, Inc.19,331$495.0K
Los Angeles Capital Management LLC18,139$439.1K
Left Brain Wealth Management, LLC16,983$411.2K
Gotham Asset Management, LLC14,948$361.9K
Inceptionr LLC14,653$354.7K
Pitcairn Co13,653$330.5K
Cantor Fitzgerald, L. P.12,916$312.7K
AFS Financial Group, LLC12,701$307.5K
Sonoma Private Wealth LLC11,668$282.5K
Green Alpha Advisors, LLC9,856$238.6K
FDx Advisors, Inc.9,576$232.0K
MQS Management LLC9,078$219.8K
Park Avenue Securities LLC9,001$218.0K
Cambridge Investment Research Advisors, Inc.8,737$212.0K
Jump Financial, LLC8,658$209.6K
Park Place Capital Corp2,061$49.9K
NBC Securities, Inc.866$20.0K
National Bank of Canada300$7.42K
Harel Insurance Investments & Financial Services Ltd.296$7.00K
HHM Wealth Advisors, LLC206$4.99K
Glassman Wealth Services57$1.38K
USA Financial Portformulas Corp52$1.26K
First Horizon Advisors, Inc.50$1.21K
First Manhattan Co9$217

Not filed for Q4 2023 yet (5)

Institutions that held Box Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BOX in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Colony Group LLC105,051$2.54M
Virginia Retirement Systems Et Al73,300$1.77M
Pathstone Family Office, LLC11,489$278.1K
Column Capital Advisors, LLC250$6.05K
Steward Financial Group LLC57$1.00K