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 |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 105 | $2.69K | 0.00% | −8−7.1% | Reduced |
| 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 |
| Key Financial Inc | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $2.56K | 0.00% | +100 | New |
| Archer Investment Corp | 95 | $2.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 79 | $2.02K | 0.00% | +15+23.4% | Added |
| Anchor Investment Management, LLC | 75 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $1.82K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 68 | $1.74K | 0.00% | −200−74.6% | Reduced |
| Arlington Trust Co LLC | 68 | $1.74K | 0.00% | +68 | New |
| Allworth Financial LP | 67 | $1.71K | 0.00% | +40+148.1% | Added |
| Clearstead Advisors, LLC | 60 | $1.54K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 47 | $1.20K | 0.00% | −849−94.8% | Reduced |
| Quadrant Capital Group LLC | 45 | $1.15K | 0.00% | +11+32.4% | Added |
| EverSource Wealth Advisors, LLC | 41 | $1.05K | 0.00% | +23+127.8% | Added |
| Sound Income Strategies, LLC | 40 | $1.02K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30 | $768 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 26 | $666 | 0.00% | −4−13.3% | Reduced |
| Lindbrook Capital, LLC | 26 | $666 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 22 | $572 | 0.00% | +22 | New |
| AdvisorNet Financial, Inc | 21 | $538 | 0.00% | −4−16.0% | Reduced |
| Emfo, LLC | 21 | $538 | 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 |
| Harbour Investments, Inc. | 12 | $307 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 11 | $282 | 0.00% | +11 | New |
| Farther Finance Advisors, LLC | 10 | $256 | 0.00% | −242−96.0% | Reduced |
| Evergreen Private Wealth LLC | 7 | $179 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 3 | $77 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −2,369,845−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −1,176,313−100.0% | Sold out |
| Ophir Asset Management Pty Ltd | 0 | $0 | 0.00% | −963,438−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −281,225−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −258,060−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −169,973−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −159,838−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −126,608−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −108,281−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −84,291−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −81,254−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −57,348−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −55,300−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −29,990−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −28,054−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −24,465−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −21,562−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −19,331−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −18,139−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −16,983−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −14,948−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −14,653−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −13,653−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −12,916−100.0% | Sold out |
| AFS Financial Group, LLC | 0 | $0 | 0.00% | −12,701−100.0% | Sold out |
| Sonoma Private Wealth LLC | 0 | $0 | 0.00% | −11,668−100.0% | Sold out |
| Green Alpha Advisors, LLC | 0 | $0 | 0.00% | −9,856−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −9,576−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −9,078−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −9,001−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −8,737−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,658−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −2,061−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −866−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Colony Group LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |