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 |
|---|---|---|---|---|---|
| Knights of Columbus Asset Advisors LLC | 83,018 | $2.13M | 0.14% | +36,590+78.8% | Added |
| Point72 Asset Management, L.P. | 81,900 | $2.10M | 0.01% | +81,900 | New |
| Jasper Ridge Partners, L.P. | 76,853 | $1.97M | 0.08% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 76,583 | $1.96M | 0.04% | −2,291−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 76,491 | $1.96M | 0.00% | −676−0.9% | Reduced |
| MetLife Investment Management | 75,009 | $1.92M | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 75,000 | $1.92M | 0.01% | +75,000 | New |
| Martingale Asset Management L P | 72,526 | $1.86M | 0.04% | +2,086+3.0% | Added |
| Fifth Third Bancorp | 72,018 | $1.84M | 0.01% | +3,841+5.6% | Added |
| Paralel Advisors LLC | 71,468 | $1.83M | 0.09% | 00.0% | Unchanged |
| Renaissance Group LLC | 70,731 | $1.81M | 0.08% | +671+1.0% | Added |
| Rafferty Asset Management, LLC | 70,614 | $1.81M | 0.01% | +1,567+2.3% | Added |
| Squarepoint Ops LLC | 70,200 | $1.80M | 0.01% | +70,200 | New |
| American International Group, Inc. | 70,123 | $1.80M | 0.01% | −283−0.4% | Reduced |
| Janus Henderson Group PLC | 66,612 | $1.71M | 0.00% | −113−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 66,583 | $1.71M | 0.00% | +13,264+24.9% | Added |
| American Century Companies Inc | 61,750 | $1.58M | 0.00% | −5,624−8.3% | Reduced |
| New York State Common Retirement Fund | 58,979 | $1.51M | 0.00% | −28,750−32.8% | Reduced |
| Canada Pension Plan Investment Board | 58,700 | $1.50M | 0.00% | −42,700−42.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 57,403 | $1.47M | 0.00% | −9,622−14.4% | Reduced |
| Oppenheimer Asset Management Inc. | 56,858 | $1.46M | 0.02% | −2,628−4.4% | Reduced |
| EFG Asset Management (North America) Corp. | 56,798 | $1.45M | 0.28% | −1,411−2.4% | Reduced |
| TrimTabs Asset Management, LLC | 56,623 | $1.45M | 0.42% | +25,474+81.8% | Added |
| Linden Thomas Advisory Services, LLC | 52,058 | $1.33M | 0.25% | −407−0.8% | Reduced |
| Dark Forest Capital Management LP | 51,679 | $1.32M | 0.20% | −17,765−25.6% | Reduced |
| Wedge Capital Management L L P | 50,512 | $1.29M | 0.02% | −1,004−1.9% | Reduced |
| Simplex Trading, LLC | 49,010 | $1.25M | 0.04% | +44,565+1,002.6% | Added |
| Ursa Fund Management, LLC | 49,000 | $1.25M | 2.47% | +49,000 | New |
| Tealwood Asset Management Inc | 48,493 | $1.24M | 0.59% | −1,086−2.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 46,370 | $1.19M | 0.04% | +46,370 | New |
| Capstone Investment Advisors, LLC | 45,927 | $1.18M | 0.02% | +45,927 | New |
| Bessemer Group Inc | 45,032 | $1.15M | 0.00% | +10,680+31.1% | Added |
| Cyndeo Wealth Partners, LLC | 44,462 | $1.14M | 0.11% | −6,946−13.5% | Reduced |
| Diversified Trust Co | 43,291 | $1.11M | 0.04% | +10,212+30.9% | Added |
| Twinbeech Capital LP | 42,026 | $1.08M | 0.02% | −212,596−83.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 41,520 | $1.06M | 0.00% | −26,274−38.8% | Reduced |
| Stifel Financial Corp | 41,158 | $1.05M | 0.00% | −250−0.6% | Reduced |
| Centaurus Financial, Inc. | 40,860 | $1.05M | 0.08% | −2,864−6.6% | Reduced |
| Arizona State Retirement System | 40,267 | $1.03M | 0.01% | −970−2.4% | Reduced |
| State Board of Administration of Florida Retirement System | 40,260 | $1.03M | 0.00% | 00.0% | Unchanged |
| Brio Consultants, LLC | 39,657 | $1.02M | 0.18% | +39,657 | New |
| Summit Trail Advisors, LLC | 39,639 | $1.02M | 0.03% | +25+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 37,873 | $969.9K | 0.03% | +6,363+20.2% | Added |
| Advisor Group Holdings, Inc. | 37,772 | $967.2K | 0.00% | −20,513−35.2% | Reduced |
| FMR LLC | 36,993 | $947.4K | 0.00% | −113,713−75.5% | Reduced |
| PEAK6 Investments LLC | 36,234 | $928.0K | 0.04% | +18,727+107.0% | Added |
| HighTower Advisors, LLC | 36,088 | $919.0K | 0.00% | −2,643−6.8% | Reduced |
| Commonwealth Equity Services, LLC | 34,688 | $888.0K | 0.00% | −13,530−28.1% | Reduced |
| Brevan Howard Capital Management LP | 33,708 | $863.3K | 0.09% | +33,708 | New |
| Tower Research Capital LLC (TRC) | 33,438 | $856.3K | 0.01% | +30,947+1,242.4% | Added |
| Weil Company, Inc. | 33,167 | $849.4K | 0.37% | −79,439−70.5% | Reduced |
| Glenmede Trust Co NA | 32,492 | $832.1K | 0.00% | −19−0.1% | Reduced |
| GTS Securities LLC | 32,430 | $830.5K | 0.02% | +15,328+89.6% | Added |
| Rockefeller Capital Management L.P. | 32,072 | $821.4K | 0.00% | +32,072 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,011 | $794.2K | 0.00% | +2,330+8.1% | Added |
| Profund Advisors LLC | 30,587 | $783.3K | 0.03% | +730+2.4% | Added |
| Gladius Capital Management LP | 29,429 | $753.7K | 0.47% | +1,675+6.0% | Added |
| Harbor Capital Advisors, Inc. | 29,380 | $752.4K | 0.15% | +3,878+15.2% | Added |
| Engineers Gate Manager LP | 29,211 | $748.1K | 0.02% | −15,467−34.6% | Reduced |
| Petrus Trust Company, LTA | 28,234 | $723.1K | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 28,248 | $723.0K | 0.01% | +28,248 | New |
| US Bancorp | 27,992 | $716.9K | 0.00% | +27,295+3,916.1% | Added |
| Malaga Cove Capital, LLC | 27,089 | $693.7K | 0.29% | 00.0% | Unchanged |
| Myecfo, LLC | 26,851 | $687.7K | 0.43% | +1,937+7.8% | Added |
| Handelsbanken Fonder AB | 26,353 | $675.0K | 0.00% | 00.0% | Unchanged |
| Duality Advisers, LP | 25,595 | $655.5K | 0.07% | −20,295−44.2% | Reduced |
| ProShare Advisors LLC | 24,511 | $627.7K | 0.00% | +5,185+26.8% | Added |
| Virtus Investment Advisers, Inc. | 23,784 | $609.1K | 0.46% | 00.0% | Unchanged |
| Walleye Trading LLC | 23,626 | $605.1K | 0.01% | −15,766−40.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 21,133 | $541.2K | 0.05% | −15,732−42.7% | Reduced |
| Algert Global LLC | 20,777 | $532.1K | 0.02% | +3,290+18.8% | Added |
| Wolverine Trading, LLC | 20,748 | $531.4K | 0.00% | +11,626+127.5% | Added |
| Woodline Partners LP | 20,462 | $524.0K | 0.01% | −11,525−36.0% | Reduced |
| Amalgamated Bank | 20,197 | $517.0K | 0.00% | −1,424−6.6% | Reduced |
| Prudential PLC | 19,903 | $509.7K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 19,200 | $491.7K | 0.10% | +19,200 | New |
| Franklin Resources Inc | 18,356 | $470.1K | 0.00% | −613−3.2% | Reduced |
| Cornercap Investment Counsel Inc | 18,189 | $465.8K | 0.08% | +376+2.1% | Added |
| LPL Financial LLC | 17,574 | $450.1K | 0.00% | +4,282+32.2% | Added |
| Mirabella Financial Services LLP | 17,334 | $443.9K | 0.06% | +17,334 | New |
| Henshaw Capital LLC | 17,137 | $438.9K | 0.02% | +3,318+24.0% | Added |
| Advisory Services Network, LLC | 17,125 | $438.6K | 0.01% | −3,359−16.4% | Reduced |
| Mercer Global Advisors Inc | 16,912 | $433.0K | 0.00% | −12,064−41.6% | Reduced |
| Public Employees Retirement Association of Colorado | 16,881 | $432.0K | 0.00% | −518−3.0% | Reduced |
| Pictet Asset Management Holding SA | 16,485 | $422.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,800 | $420.6K | 0.00% | +1,953+14.1% | Added |
| Principal Financial Group Inc | 16,300 | $417.4K | 0.00% | +1,552+10.5% | Added |
| Garde Capital, Inc. | 16,282 | $417.0K | 0.03% | −1,949−10.7% | Reduced |
| Verition Fund Management LLC | 16,052 | $411.1K | 0.00% | 00.0% | Unchanged |
| Cipher Capital LP | 15,800 | $404.6K | 0.13% | +15,800 | New |
| Beverly Hills Private Wealth, LLC | 15,743 | $403.2K | 0.11% | −2,679−14.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 15,700 | $402.1K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,597 | $399.4K | 0.00% | −17,274−52.6% | Reduced |
| Ziegler Capital Management, LLC | 15,340 | $392.9K | 0.02% | 00.0% | Unchanged |
| Connable Office Inc | 15,134 | $387.6K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 15,050 | $385.4K | 0.03% | −103−0.7% | Reduced |
| Integrated Investment Consultants, LLC | 14,929 | $382.3K | 0.12% | −247−1.6% | Reduced |
| Cresset Asset Management, LLC | 14,902 | $381.6K | 0.00% | +2,354+18.8% | Added |
| Ameritas Investment Partners, Inc. | 14,603 | $374.0K | 0.01% | +587+4.2% | Added |
| Systematic Portfolios LLC | 14,453 | $370.1K | 1.12% | +14,453 | New |