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 |
|---|---|---|---|---|---|
| Yarbrough Capital, LLC | 14,190 | $363.4K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 14,143 | $362.2K | 0.00% | −45,207−76.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,143 | $362.0K | 0.04% | −24,497−63.4% | Reduced |
| Staley Capital Advisers Inc | 14,000 | $358.5K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 13,960 | $358.0K | 0.00% | −14,471−50.9% | Reduced |
| Caption Management, LLC | 13,000 | $332.9K | 0.04% | +13,000 | New |
| Smith Group Asset Management, LLC | 12,906 | $330.5K | 0.02% | +12,906 | New |
| New York Life Investment Management LLC | 12,891 | $330.1K | 0.00% | −399−3.0% | Reduced |
| Coldstream Capital Management Inc | 12,850 | $329.1K | 0.01% | −25−0.2% | Reduced |
| Guggenheim Capital LLC | 12,785 | $327.4K | 0.00% | −6,536−33.8% | Reduced |
| CSS LLC | 12,400 | $317.6K | 0.02% | +7,051+131.8% | Added |
| Bailard, Inc. | 12,005 | $307.4K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 11,375 | $291.3K | 0.00% | −75−0.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,135 | $285.2K | 0.00% | −1,771−13.7% | Reduced |
| Bayesian Capital Management, LP | 10,999 | $281.7K | 0.03% | +10,999 | New |
| Quest Partners LLC | 10,985 | $281.3K | 0.06% | +10,985 | New |
| Cutler Group LP | 10,484 | $268.0K | 0.04% | −11,771−52.9% | Reduced |
| DC Investments Management, LLC | 10,379 | $265.8K | 0.27% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,335 | $264.7K | 0.00% | −640−5.8% | Reduced |
| TCG Advisory Services, LLC | 10,231 | $262.0K | 0.02% | +10,231 | New |
| Atria Wealth Solutions, Inc. | 9,857 | $252.4K | 0.00% | −1,859−15.9% | Reduced |
| Brown Brothers Harriman & Co | 9,728 | $249.1K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 9,727 | $249.1K | 0.05% | +9,727 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,661 | $247.4K | 0.00% | +841+9.5% | Added |
| Deerfield Management Company, L.P. (Series C) | 9,651 | $247.2K | 0.00% | +9,651 | New |
| Shell Asset Management Co | 9,319 | $239.0K | 0.01% | −2,819−23.2% | Reduced |
| STRS Ohio | 9,200 | $235.0K | 0.00% | −1,200−11.5% | Reduced |
| Pathstone Holdings, LLC | 9,145 | $234.2K | 0.00% | +9,145 | New |
| Aspiriant, LLC | 8,796 | $225.3K | 0.01% | −271−3.0% | Reduced |
| CI Private Wealth, LLC | 8,656 | $221.7K | 0.00% | +8,656 | New |
| Xponance, Inc. | 8,559 | $219.2K | 0.00% | +196+2.3% | Added |
| Leonteq Securities AG | 8,501 | $217.7K | 0.03% | +466+5.8% | Added |
| Cahaba Wealth Management, Inc. | 8,439 | $216.1K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 8,437 | $216.1K | 0.02% | −80,531−90.5% | Reduced |
| State of Tennessee, Treasury Department | 8,327 | $213.3K | 0.00% | −6,026−42.0% | Reduced |
| Stratos Wealth Partners, LTD. | 8,161 | $209.0K | 0.00% | +8,161 | New |
| Metropolitan Life Insurance Co | 8,117 | $207.9K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 7,991 | $204.7K | 0.00% | −4,367−35.3% | Reduced |
| Rosenberg Matthew Hamilton | 7,928 | $203.0K | 0.06% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 7,218 | $184.9K | 0.05% | +7,218 | New |
| Truvestments Capital LLC | 6,357 | $162.8K | 0.07% | −614−8.8% | Reduced |
| Parallel Advisors, LLC | 6,212 | $159.1K | 0.00% | −1,791−22.4% | Reduced |
| Neo Ivy Capital Management | 6,106 | $156.0K | 0.35% | +6,106 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,207 | $154.5K | 0.00% | +782+14.4% | Added |
| Proequities, Inc. | 6,030 | $154.4K | 0.01% | −48−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 6,165 | $149.0K | 0.00% | +897+17.0% | Added |
| Stephens Inc | 5,595 | $143.3K | 0.00% | −596−9.6% | Reduced |
| Credit Agricole S A | 4,760 | $121.9K | 0.00% | +4,760 | New |
| EntryPoint Capital, LLC | 4,101 | $105.0K | 0.10% | +4,101 | New |
| Ameliora Wealth Management Ltd. | 4,000 | $102.4K | 0.05% | +4,000 | New |
| Covestor Ltd | 3,388 | $86.0K | 0.06% | +337+11.0% | Added |
| KBC Group NV | 3,113 | $80.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 2,895 | $74.1K | 0.15% | −380−11.6% | Reduced |
| Whittier Trust Co | 2,410 | $61.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,276 | $58.3K | 0.00% | +10+0.4% | Added |
| Bartlett & Co. LLC | 2,000 | $52.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $51.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,890 | $48.4K | 0.00% | −2,310−55.0% | Reduced |
| a16z Perennial Management, L.P. | 1,874 | $48.0K | 0.01% | +1,874 | New |
| Newbridge Financial Services Group, Inc. | 1,805 | $46.2K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,730 | $44.3K | 0.00% | −6,676−79.4% | Reduced |
| Lazard Asset Management LLC | 1,711 | $43.0K | 0.00% | −7,824−82.1% | Reduced |
| DekaBank Deutsche Girozentrale | 1,583 | $41.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,600 | $41.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,576 | $40.4K | 0.00% | −535−25.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,500 | $38.4K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,400 | $35.9K | 0.01% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,292 | $33.1K | 0.21% | 00.0% | Unchanged |
| State of Wyoming | 1,140 | $29.2K | 0.01% | +1,140 | New |
| Spire Wealth Management | 987 | $25.9K | 0.00% | −1,000−50.3% | Reduced |
| 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 |
| Cape Investment Advisory, Inc. | 920 | $23.6K | 0.01% | +920 | New |
| Bear Mountain Capital, Inc. | 867 | $22.0K | 0.01% | +867 | New |
| McGlone Suttner Wealth Management, Inc. | 777 | $19.9K | 0.00% | +777 | New |
| FinTrust Capital Advisors, LLC | 716 | $18.3K | 0.00% | −450−38.6% | Reduced |
| SYSTM Wealth Solutions LLC | 671 | $17.2K | 0.00% | +671 | New |
| Quarry LP | 643 | $16.5K | 0.01% | −722−52.9% | Reduced |
| TD Waterhouse Canada Inc. | 567 | $16.4K | 0.00% | +302+114.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 584 | $15.0K | 0.00% | +29+5.2% | Added |
| Signaturefd, LLC | 495 | $12.7K | 0.00% | −800−61.8% | Reduced |
| Umb Bank N A | 397 | $10.2K | 0.00% | −55−12.2% | Reduced |
| Eagle Bay Advisors LLC | 391 | $10.0K | 0.01% | −3,337−89.5% | Reduced |
| Exchange Traded Concepts, LLC | 319 | $8.17K | 0.00% | +319 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 310 | $7.94K | 0.00% | +310 | New |
| Fairfield Financial Advisors, LTD | 300 | $7.68K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 269 | $6.89K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 250 | $6.40K | 0.00% | +13+5.5% | Added |
| SOA Wealth Advisors, LLC. | 200 | $5.12K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $5.12K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 197 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 179 | $4.54K | 0.00% | +14+8.5% | Added |
| Sandy Spring Bank | 175 | $4.48K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 154 | $3.94K | 0.00% | +154 | New |
| Washington Trust Co | 153 | $3.92K | 0.00% | +153 | New |
| Financial Avengers, Inc. | 150 | $3.84K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 148 | $3.79K | 0.00% | +148 | New |
| WealthCollab, LLC | 147 | $3.77K | 0.00% | +147 | New |
| CWM, LLC | 120 | $3.00K | 0.00% | −205−63.1% | Reduced |
| Bruce G. Allen Investments, LLC | 117 | $3.00K | 0.00% | +117 | New |