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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 8,501 | $217.7K | 0.03% | +466+5.8% | Added |
| Xponance, Inc. | 8,559 | $219.2K | 0.00% | +196+2.3% | Added |
| CI Private Wealth, LLC | 8,656 | $221.7K | 0.00% | +8,656 | New |
| Aspiriant, LLC | 8,796 | $225.3K | 0.01% | −271−3.0% | Reduced |
| Pathstone Holdings, LLC | 9,145 | $234.2K | 0.00% | +9,145 | New |
| STRS Ohio | 9,200 | $235.0K | 0.00% | −1,200−11.5% | Reduced |
| Shell Asset Management Co | 9,319 | $239.0K | 0.01% | −2,819−23.2% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 9,651 | $247.2K | 0.00% | +9,651 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,661 | $247.4K | 0.00% | +841+9.5% | Added |
| XTX Topco Ltd | 9,727 | $249.1K | 0.05% | +9,727 | New |
| Brown Brothers Harriman & Co | 9,728 | $249.1K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 9,857 | $252.4K | 0.00% | −1,859−15.9% | Reduced |
| TCG Advisory Services, LLC | 10,231 | $262.0K | 0.02% | +10,231 | New |
| Kestra Advisory Services, LLC | 10,335 | $264.7K | 0.00% | −640−5.8% | Reduced |
| DC Investments Management, LLC | 10,379 | $265.8K | 0.27% | 00.0% | Unchanged |
| Cutler Group LP | 10,484 | $268.0K | 0.04% | −11,771−52.9% | Reduced |
| Quest Partners LLC | 10,985 | $281.3K | 0.06% | +10,985 | New |
| Bayesian Capital Management, LP | 10,999 | $281.7K | 0.03% | +10,999 | New |
| O'Shaughnessy Asset Management, LLC | 11,135 | $285.2K | 0.00% | −1,771−13.7% | Reduced |
| Vontobel Holding Ltd. | 11,375 | $291.3K | 0.00% | −75−0.7% | Reduced |
| Bailard, Inc. | 12,005 | $307.4K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 12,400 | $317.6K | 0.02% | +7,051+131.8% | Added |
| Guggenheim Capital LLC | 12,785 | $327.4K | 0.00% | −6,536−33.8% | Reduced |
| Coldstream Capital Management Inc | 12,850 | $329.1K | 0.01% | −25−0.2% | Reduced |
| New York Life Investment Management LLC | 12,891 | $330.1K | 0.00% | −399−3.0% | Reduced |
| Smith Group Asset Management, LLC | 12,906 | $330.5K | 0.02% | +12,906 | New |
| Caption Management, LLC | 13,000 | $332.9K | 0.04% | +13,000 | New |
| Teacher Retirement System of Texas | 13,960 | $358.0K | 0.00% | −14,471−50.9% | Reduced |
| Staley Capital Advisers Inc | 14,000 | $358.5K | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 14,143 | $362.0K | 0.04% | −24,497−63.4% | Reduced |
| Raymond James & Associates | 14,143 | $362.2K | 0.00% | −45,207−76.2% | Reduced |
| Yarbrough Capital, LLC | 14,190 | $363.4K | 0.02% | 00.0% | Unchanged |
| Systematic Portfolios LLC | 14,453 | $370.1K | 1.12% | +14,453 | New |
| Ameritas Investment Partners, Inc. | 14,603 | $374.0K | 0.01% | +587+4.2% | Added |
| Cresset Asset Management, LLC | 14,902 | $381.6K | 0.00% | +2,354+18.8% | Added |
| Integrated Investment Consultants, LLC | 14,929 | $382.3K | 0.12% | −247−1.6% | Reduced |
| Arkadios Wealth Advisors | 15,050 | $385.4K | 0.03% | −103−0.7% | Reduced |
| Connable Office Inc | 15,134 | $387.6K | 0.05% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 15,340 | $392.9K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,597 | $399.4K | 0.00% | −17,274−52.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 15,700 | $402.1K | 0.02% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 15,743 | $403.2K | 0.11% | −2,679−14.5% | Reduced |
| Cipher Capital LP | 15,800 | $404.6K | 0.13% | +15,800 | New |
| Verition Fund Management LLC | 16,052 | $411.1K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 16,282 | $417.0K | 0.03% | −1,949−10.7% | Reduced |
| Principal Financial Group Inc | 16,300 | $417.4K | 0.00% | +1,552+10.5% | Added |
| GWM Advisors LLC | 15,800 | $420.6K | 0.00% | +1,953+14.1% | Added |
| Pictet Asset Management Holding SA | 16,485 | $422.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 16,881 | $432.0K | 0.00% | −518−3.0% | Reduced |
| Mercer Global Advisors Inc | 16,912 | $433.0K | 0.00% | −12,064−41.6% | Reduced |
| Advisory Services Network, LLC | 17,125 | $438.6K | 0.01% | −3,359−16.4% | Reduced |
| Henshaw Capital LLC | 17,137 | $438.9K | 0.02% | +3,318+24.0% | Added |
| Mirabella Financial Services LLP | 17,334 | $443.9K | 0.06% | +17,334 | New |
| LPL Financial LLC | 17,574 | $450.1K | 0.00% | +4,282+32.2% | Added |
| Cornercap Investment Counsel Inc | 18,189 | $465.8K | 0.08% | +376+2.1% | Added |
| Franklin Resources Inc | 18,356 | $470.1K | 0.00% | −613−3.2% | Reduced |
| Versor Investments LP | 19,200 | $491.7K | 0.10% | +19,200 | New |
| Prudential PLC | 19,903 | $509.7K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 20,197 | $517.0K | 0.00% | −1,424−6.6% | Reduced |
| Woodline Partners LP | 20,462 | $524.0K | 0.01% | −11,525−36.0% | Reduced |
| Wolverine Trading, LLC | 20,748 | $531.4K | 0.00% | +11,626+127.5% | Added |
| Algert Global LLC | 20,777 | $532.1K | 0.02% | +3,290+18.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,133 | $541.2K | 0.05% | −15,732−42.7% | Reduced |
| Walleye Trading LLC | 23,626 | $605.1K | 0.01% | −15,766−40.0% | Reduced |
| Virtus Investment Advisers, Inc. | 23,784 | $609.1K | 0.46% | 00.0% | Unchanged |
| ProShare Advisors LLC | 24,511 | $627.7K | 0.00% | +5,185+26.8% | Added |
| Duality Advisers, LP | 25,595 | $655.5K | 0.07% | −20,295−44.2% | Reduced |
| Handelsbanken Fonder AB | 26,353 | $675.0K | 0.00% | 00.0% | Unchanged |
| Myecfo, LLC | 26,851 | $687.7K | 0.43% | +1,937+7.8% | Added |
| Malaga Cove Capital, LLC | 27,089 | $693.7K | 0.29% | 00.0% | Unchanged |
| US Bancorp | 27,992 | $716.9K | 0.00% | +27,295+3,916.1% | Added |
| SG Americas Securities, LLC | 28,248 | $723.0K | 0.01% | +28,248 | New |
| Petrus Trust Company, LTA | 28,234 | $723.1K | 0.07% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 29,211 | $748.1K | 0.02% | −15,467−34.6% | Reduced |
| Harbor Capital Advisors, Inc. | 29,380 | $752.4K | 0.15% | +3,878+15.2% | Added |
| Gladius Capital Management LP | 29,429 | $753.7K | 0.47% | +1,675+6.0% | Added |
| Profund Advisors LLC | 30,587 | $783.3K | 0.03% | +730+2.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,011 | $794.2K | 0.00% | +2,330+8.1% | Added |
| Rockefeller Capital Management L.P. | 32,072 | $821.4K | 0.00% | +32,072 | New |
| GTS Securities LLC | 32,430 | $830.5K | 0.02% | +15,328+89.6% | Added |
| Glenmede Trust Co NA | 32,492 | $832.1K | 0.00% | −19−0.1% | Reduced |
| Weil Company, Inc. | 33,167 | $849.4K | 0.37% | −79,439−70.5% | Reduced |
| Tower Research Capital LLC (TRC) | 33,438 | $856.3K | 0.01% | +30,947+1,242.4% | Added |
| Brevan Howard Capital Management LP | 33,708 | $863.3K | 0.09% | +33,708 | New |
| Commonwealth Equity Services, LLC | 34,688 | $888.0K | 0.00% | −13,530−28.1% | Reduced |
| HighTower Advisors, LLC | 36,088 | $919.0K | 0.00% | −2,643−6.8% | Reduced |
| PEAK6 Investments LLC | 36,234 | $928.0K | 0.04% | +18,727+107.0% | Added |
| FMR LLC | 36,993 | $947.4K | 0.00% | −113,713−75.5% | Reduced |
| Advisor Group Holdings, Inc. | 37,772 | $967.2K | 0.00% | −20,513−35.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 37,873 | $969.9K | 0.03% | +6,363+20.2% | Added |
| Summit Trail Advisors, LLC | 39,639 | $1.02M | 0.03% | +25+0.1% | Added |
| Brio Consultants, LLC | 39,657 | $1.02M | 0.18% | +39,657 | New |
| State Board of Administration of Florida Retirement System | 40,260 | $1.03M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 40,267 | $1.03M | 0.01% | −970−2.4% | Reduced |
| Centaurus Financial, Inc. | 40,860 | $1.05M | 0.08% | −2,864−6.6% | Reduced |
| Stifel Financial Corp | 41,158 | $1.05M | 0.00% | −250−0.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 41,520 | $1.06M | 0.00% | −26,274−38.8% | Reduced |
| Twinbeech Capital LP | 42,026 | $1.08M | 0.02% | −212,596−83.5% | Reduced |
| Diversified Trust Co | 43,291 | $1.11M | 0.04% | +10,212+30.9% | Added |
| Cyndeo Wealth Partners, LLC | 44,462 | $1.14M | 0.11% | −6,946−13.5% | Reduced |