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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $77 | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 7 | $179 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 10 | $256 | 0.00% | −242−96.0% | Reduced |
| Manchester Capital Management LLC | 11 | $282 | 0.00% | +11 | New |
| Harbour Investments, Inc. | 12 | $307 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $410 | 0.00% | −1−5.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $410 | 0.00% | +16 | New |
| AdvisorNet Financial, Inc | 21 | $538 | 0.00% | −4−16.0% | Reduced |
| Emfo, LLC | 21 | $538 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 22 | $572 | 0.00% | +22 | New |
| Elequin Capital LP | 26 | $666 | 0.00% | −4−13.3% | Reduced |
| Lindbrook Capital, LLC | 26 | $666 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30 | $768 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $1.02K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 41 | $1.05K | 0.00% | +23+127.8% | Added |
| Quadrant Capital Group LLC | 45 | $1.15K | 0.00% | +11+32.4% | Added |
| Huntington National Bank | 47 | $1.20K | 0.00% | −849−94.8% | Reduced |
| Clearstead Advisors, LLC | 60 | $1.54K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 67 | $1.71K | 0.00% | +40+148.1% | Added |
| Cullen/Frost Bankers, Inc. | 68 | $1.74K | 0.00% | −200−74.6% | Reduced |
| Arlington Trust Co LLC | 68 | $1.74K | 0.00% | +68 | New |
| Bell Investment Advisors, Inc | 71 | $1.82K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $1.92K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 79 | $2.02K | 0.00% | +15+23.4% | Added |
| Archer Investment Corp | 95 | $2.43K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $2.56K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 102 | $2.61K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 102 | $2.61K | 0.00% | +63+161.5% | Added |
| Carolinas Wealth Consulting LLC | 105 | $2.69K | 0.00% | −8−7.1% | Reduced |
| Bruce G. Allen Investments, LLC | 117 | $3.00K | 0.00% | +117 | New |
| CWM, LLC | 120 | $3.00K | 0.00% | −205−63.1% | Reduced |
| WealthCollab, LLC | 147 | $3.77K | 0.00% | +147 | New |
| Naples Money Management LLC | 148 | $3.79K | 0.00% | +148 | New |
| Financial Avengers, Inc. | 150 | $3.84K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 153 | $3.92K | 0.00% | +153 | New |
| Principal Securities, Inc. | 154 | $3.94K | 0.00% | +154 | New |
| Sandy Spring Bank | 175 | $4.48K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 179 | $4.54K | 0.00% | +14+8.5% | Added |
| Hantz Financial Services, Inc. | 197 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $5.12K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $5.12K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 250 | $6.40K | 0.00% | +13+5.5% | Added |
| Globeflex Capital L P | 269 | $6.89K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 300 | $7.68K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 310 | $7.94K | 0.00% | +310 | New |
| Exchange Traded Concepts, LLC | 319 | $8.17K | 0.00% | +319 | New |
| Eagle Bay Advisors LLC | 391 | $10.0K | 0.01% | −3,337−89.5% | Reduced |
| Umb Bank N A | 397 | $10.2K | 0.00% | −55−12.2% | Reduced |
| Signaturefd, LLC | 495 | $12.7K | 0.00% | −800−61.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 584 | $15.0K | 0.00% | +29+5.2% | Added |
| TD Waterhouse Canada Inc. | 567 | $16.4K | 0.00% | +302+114.0% | Added |
| Quarry LP | 643 | $16.5K | 0.01% | −722−52.9% | Reduced |
| SYSTM Wealth Solutions LLC | 671 | $17.2K | 0.00% | +671 | New |
| FinTrust Capital Advisors, LLC | 716 | $18.3K | 0.00% | −450−38.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 777 | $19.9K | 0.00% | +777 | New |
| Bear Mountain Capital, Inc. | 867 | $22.0K | 0.01% | +867 | New |
| Cape Investment Advisory, Inc. | 920 | $23.6K | 0.01% | +920 | New |
| North Star Investment Management Corp. | 1,000 | $25.6K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,000 | $25.6K | 0.02% | +1,000 | New |
| Spire Wealth Management | 987 | $25.9K | 0.00% | −1,000−50.3% | Reduced |
| State of Wyoming | 1,140 | $29.2K | 0.01% | +1,140 | New |
| Virtus Fund Advisers, LLC | 1,292 | $33.1K | 0.21% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,400 | $35.9K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,500 | $38.4K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,576 | $40.4K | 0.00% | −535−25.3% | Reduced |
| Trust Co of Vermont | 1,600 | $41.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,583 | $41.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,711 | $43.0K | 0.00% | −7,824−82.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,730 | $44.3K | 0.00% | −6,676−79.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,805 | $46.2K | 0.02% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 1,874 | $48.0K | 0.01% | +1,874 | New |
| Nisa Investment Advisors, LLC | 1,890 | $48.4K | 0.00% | −2,310−55.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,000 | $51.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,000 | $52.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,276 | $58.3K | 0.00% | +10+0.4% | Added |
| Whittier Trust Co | 2,410 | $61.7K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 2,895 | $74.1K | 0.15% | −380−11.6% | Reduced |
| KBC Group NV | 3,113 | $80.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,388 | $86.0K | 0.06% | +337+11.0% | Added |
| Ameliora Wealth Management Ltd. | 4,000 | $102.4K | 0.05% | +4,000 | New |
| EntryPoint Capital, LLC | 4,101 | $105.0K | 0.10% | +4,101 | New |
| Credit Agricole S A | 4,760 | $121.9K | 0.00% | +4,760 | New |
| Stephens Inc | 5,595 | $143.3K | 0.00% | −596−9.6% | Reduced |
| Ronald Blue Trust, Inc. | 6,165 | $149.0K | 0.00% | +897+17.0% | Added |
| Proequities, Inc. | 6,030 | $154.4K | 0.01% | −48−0.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,207 | $154.5K | 0.00% | +782+14.4% | Added |
| Neo Ivy Capital Management | 6,106 | $156.0K | 0.35% | +6,106 | New |
| Parallel Advisors, LLC | 6,212 | $159.1K | 0.00% | −1,791−22.4% | Reduced |
| Truvestments Capital LLC | 6,357 | $162.8K | 0.07% | −614−8.8% | Reduced |
| Tennessee Valley Asset Management Partners | 7,218 | $184.9K | 0.05% | +7,218 | New |
| Rosenberg Matthew Hamilton | 7,928 | $203.0K | 0.06% | 00.0% | Unchanged |
| Comerica Bank | 7,991 | $204.7K | 0.00% | −4,367−35.3% | Reduced |
| Metropolitan Life Insurance Co | 8,117 | $207.9K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,161 | $209.0K | 0.00% | +8,161 | New |
| State of Tennessee, Treasury Department | 8,327 | $213.3K | 0.00% | −6,026−42.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,437 | $216.1K | 0.02% | −80,531−90.5% | Reduced |
| Cahaba Wealth Management, Inc. | 8,439 | $216.1K | 0.02% | 00.0% | Unchanged |