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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 45,032 | $1.15M | 0.00% | +10,680+31.1% | Added |
| Capstone Investment Advisors, LLC | 45,927 | $1.18M | 0.02% | +45,927 | New |
| Mesirow Financial Investment Management, Inc. | 46,370 | $1.19M | 0.04% | +46,370 | New |
| Tealwood Asset Management Inc | 48,493 | $1.24M | 0.59% | −1,086−2.2% | Reduced |
| Ursa Fund Management, LLC | 49,000 | $1.25M | 2.47% | +49,000 | New |
| Simplex Trading, LLC | 49,010 | $1.25M | 0.04% | +44,565+1,002.6% | Added |
| Wedge Capital Management L L P | 50,512 | $1.29M | 0.02% | −1,004−1.9% | Reduced |
| Dark Forest Capital Management LP | 51,679 | $1.32M | 0.20% | −17,765−25.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 52,058 | $1.33M | 0.25% | −407−0.8% | Reduced |
| TrimTabs Asset Management, LLC | 56,623 | $1.45M | 0.42% | +25,474+81.8% | Added |
| EFG Asset Management (North America) Corp. | 56,798 | $1.45M | 0.28% | −1,411−2.4% | Reduced |
| Oppenheimer Asset Management Inc. | 56,858 | $1.46M | 0.02% | −2,628−4.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 57,403 | $1.47M | 0.00% | −9,622−14.4% | Reduced |
| Canada Pension Plan Investment Board | 58,700 | $1.50M | 0.00% | −42,700−42.1% | Reduced |
| New York State Common Retirement Fund | 58,979 | $1.51M | 0.00% | −28,750−32.8% | Reduced |
| American Century Companies Inc | 61,750 | $1.58M | 0.00% | −5,624−8.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 66,583 | $1.71M | 0.00% | +13,264+24.9% | Added |
| Janus Henderson Group PLC | 66,612 | $1.71M | 0.00% | −113−0.2% | Reduced |
| American International Group, Inc. | 70,123 | $1.80M | 0.01% | −283−0.4% | Reduced |
| Squarepoint Ops LLC | 70,200 | $1.80M | 0.01% | +70,200 | New |
| Rafferty Asset Management, LLC | 70,614 | $1.81M | 0.01% | +1,567+2.3% | Added |
| Renaissance Group LLC | 70,731 | $1.81M | 0.08% | +671+1.0% | Added |
| Paralel Advisors LLC | 71,468 | $1.83M | 0.09% | 00.0% | Unchanged |
| Fifth Third Bancorp | 72,018 | $1.84M | 0.01% | +3,841+5.6% | Added |
| Martingale Asset Management L P | 72,526 | $1.86M | 0.04% | +2,086+3.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 75,000 | $1.92M | 0.01% | +75,000 | New |
| MetLife Investment Management | 75,009 | $1.92M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 76,491 | $1.96M | 0.00% | −676−0.9% | Reduced |
| Connectus Wealth, LLC | 76,583 | $1.96M | 0.04% | −2,291−2.9% | Reduced |
| Jasper Ridge Partners, L.P. | 76,853 | $1.97M | 0.08% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 81,900 | $2.10M | 0.01% | +81,900 | New |
| Knights of Columbus Asset Advisors LLC | 83,018 | $2.13M | 0.14% | +36,590+78.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 84,111 | $2.15M | 0.04% | +84,111 | New |
| Prudential Financial Inc | 85,288 | $2.18M | 0.00% | −9,068−9.6% | Reduced |
| AQR Capital Management LLC | 91,954 | $2.35M | 0.00% | −11,023−10.7% | Reduced |
| State of New Jersey Common Pension Fund D | 92,499 | $2.37M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 92,923 | $2.38M | 0.01% | +11,408+14.0% | Added |
| Federated Hermes, Inc. | 95,522 | $2.45M | 0.01% | −16,248−14.5% | Reduced |
| Walleye Capital LLC | 95,628 | $2.45M | 0.03% | −1,144−1.2% | Reduced |
| Great Lakes Advisors, LLC | 97,979 | $2.51M | 0.02% | −150,436−60.6% | Reduced |
| Colony Group, LLC | 104,512 | $2.68M | 0.04% | +104,512 | New |
| Jefferies Financial Group Inc. | 105,000 | $2.69M | 0.04% | +58,500+125.8% | Added |
| CenterBook Partners LP | 105,511 | $2.70M | 0.33% | −183,484−63.5% | Reduced |
| Amundi | 115,960 | $2.91M | 0.00% | −28,740−19.9% | Reduced |
| Jane Street Group, LLC | 114,348 | $2.93M | 0.00% | +58,868+106.1% | Added |
| Blair William & Co | 115,727 | $2.96M | 0.01% | −49,123−29.8% | Reduced |
| State of Wisconsin Investment Board | 117,947 | $3.02M | 0.01% | −1,269−1.1% | Reduced |
| Madison Asset Management, LLC | 119,069 | $3.05M | 0.04% | −161−0.1% | Reduced |
| Citigroup Inc | 121,140 | $3.10M | 0.00% | −13,016−9.7% | Reduced |
| Ensign Peak Advisors, Inc | 122,895 | $3.15M | 0.01% | −9,630−7.3% | Reduced |
| Balyasny Asset Management LLC | 132,734 | $3.40M | 0.01% | −417,587−75.9% | Reduced |
| HSBC Holdings PLC | 139,119 | $3.58M | 0.00% | −15,201−9.9% | Reduced |
| Fisher Asset Management, LLC | 143,362 | $3.67M | 0.00% | +13,116+10.1% | Added |
| Twenty Acre Capital LP | 145,600 | $3.73M | 3.55% | +145,600 | New |
| Legal & General Group Plc | 148,551 | $3.80M | 0.00% | +6,215+4.4% | Added |
| Invesco Ltd. | 150,001 | $3.84M | 0.00% | −5,287−3.4% | Reduced |
| Two Sigma Investments, LP | 150,400 | $3.85M | 0.01% | +123,000+448.9% | Added |
| California State Teachers Retirement System | 151,486 | $3.88M | 0.01% | −7,714−4.8% | Reduced |
| Millennium Management LLC | 164,551 | $4.21M | 0.00% | +109,347+198.1% | Added |
| Two Sigma Advisers, LP | 169,700 | $4.35M | 0.01% | +91,700+117.6% | Added |
| Hillsdale Investment Management Inc. | 169,950 | $4.35M | 0.36% | −400−0.2% | Reduced |
| Peloton Wealth Strategists | 171,000 | $4.38M | 1.90% | −5,675−3.2% | Reduced |
| Holocene Advisors, LP | 178,560 | $4.57M | 0.02% | +32,112+21.9% | Added |
| Great West Life Assurance Co | 179,332 | $4.59M | 0.01% | −5,392−2.9% | Reduced |
| Royal Bank of Canada | 179,968 | $4.61M | 0.00% | +149,540+491.5% | Added |
| Summit Creek Advisors LLC | 187,180 | $4.79M | 0.64% | −191,680−50.6% | Reduced |
| UBS Asset Management Americas Inc | 192,541 | $4.93M | 0.00% | +19,826+11.5% | Added |
| Natixis Advisors, L.P. | 193,887 | $4.96M | 0.01% | +87,050+81.5% | Added |
| Rhumbline Advisers | 202,871 | $5.20M | 0.01% | −2,990−1.5% | Reduced |
| Susquehanna International Group, LLP | 209,426 | $5.36M | 0.01% | +147,425+237.8% | Added |
| D. E. Shaw & Co., Inc. | 250,695 | $6.42M | 0.01% | −231,021−48.0% | Reduced |
| Voya Investment Management LLC | 259,067 | $6.63M | 0.01% | −73,109−22.0% | Reduced |
| Burney Co | 278,517 | $7.13M | 0.30% | −18,441−6.2% | Reduced |
| Swiss National Bank | 283,800 | $7.27M | 0.01% | −34,600−10.9% | Reduced |
| Bank of Montreal | 280,208 | $7.29M | 0.00% | −13,309−4.5% | Reduced |
| Envestnet Asset Management Inc | 286,732 | $7.34M | 0.00% | −51,903−15.3% | Reduced |
| Barclays PLC | 319,324 | $8.18M | 0.00% | +178,997+127.6% | Added |
| BNP Paribas Arbitrage, SA | 325,954 | $8.35M | 0.02% | +121,554+59.5% | Added |
| Qube Research & Technologies Ltd | 338,671 | $8.67M | 0.02% | +279,937+476.6% | Added |
| Scout Investments, Inc. | 348,734 | $8.93M | 0.22% | −5,466−1.5% | Reduced |
| Alliancebernstein L.P. | 350,039 | $8.96M | 0.00% | +50,974+17.0% | Added |
| Mackenzie Financial Corp | 352,422 | $9.03M | 0.01% | +15,170+4.5% | Added |
| Cornerstone Capital, Inc. | 365,092 | $9.35M | 1.02% | −33,640−8.4% | Reduced |
| Segall Bryant & Hamill, LLC | 394,216 | $10.1M | 0.19% | +1,300+0.3% | Added |
| Nordea Investment Management AB | 423,722 | $10.9M | 0.01% | −8,457−2.0% | Reduced |
| Nuveen Asset Management, LLC | 425,927 | $10.9M | 0.00% | −23,304−5.2% | Reduced |
| Massachusetts Financial Services Co | 472,154 | $12.1M | 0.00% | −173,176−26.8% | Reduced |
| Norges Bank | 482,998 | $12.4M | 0.00% | −233,041−32.5% | Reduced |
| Russell Investments Group, Ltd. | 492,333 | $12.6M | 0.02% | +45,971+10.3% | Added |
| Peregrine Capital Management LLC | 502,089 | $12.9M | 0.39% | −84,314−14.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 507,367 | $13.0M | 0.06% | +127,583+33.6% | Added |
| Goldman Sachs Group Inc | 543,859 | $13.9M | 0.00% | +242,329+80.4% | Added |
| Divisar Capital Management LLC | 608,911 | $15.6M | 2.87% | +168,384+38.2% | Added |
| Victory Capital Management Inc | 631,151 | $16.2M | 0.02% | −1,652−0.3% | Reduced |
| Man Group plc | 737,910 | $18.9M | 0.05% | – | – |
| Fort Washington Investment Advisors Inc | 761,893 | $19.5M | 0.13% | +93,660+14.0% | Added |
| Ameriprise Financial Inc | 802,743 | $20.6M | 0.01% | +64,270+8.7% | Added |
| California Public Employees Retirement System | 894,241 | $22.9M | 0.02% | −34,180−3.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 923,037 | $23.6M | 0.05% | +83,691+10.0% | Added |
| Bank of New York Mellon Corp | 923,066 | $23.6M | 0.00% | −21,070−2.2% | Reduced |