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, Q1 2024
Institutional positions in Box Inc as of Mar 31, 2024. 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
- 342
- +13 vs. Q4 2023
- Shares held
- 141.7M
- +17.3M (+13.9%) vs. Q4 2023
- Total value
- $4.01B
- +$824.3M (+25.9%) vs. Q4 2023
- New holders
- 65
- 122 more added
- Sold out
- 52
- 108 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 25,590,104 | $724.7M | 0.02% | +9,675,120+60.8% | Added |
| Vanguard Group Inc | 17,313,882 | $490.3M | 0.01% | +2,249,082+14.9% | Added |
| Earnest Partners LLC | 7,340,474 | $207.9M | 0.95% | +699,882+10.5% | Added |
| State Street Corp | 5,713,066 | $161.8M | 0.01% | +2,197,456+62.5% | Added |
| RGM Capital, LLC | 5,281,907 | $149.6M | 6.03% | −512,971−8.9% | Reduced |
| Bank of America Corp | 3,517,833 | $99.6M | 0.01% | +773,121+28.2% | Added |
| Morgan Stanley | 3,204,414 | $90.7M | 0.01% | +561,225+21.2% | Added |
| Macquarie Group Ltd | 3,125,027 | $88.5M | 0.10% | −120,294−3.7% | Reduced |
| Geode Capital Management, LLC | 3,122,416 | $88.4M | 0.01% | +102,124+3.4% | Added |
| Champlain Investment Partners, LLC | 3,080,714 | $87.2M | 0.50% | −333,665−9.8% | Reduced |
| SEI Investments Co | 2,953,422 | $83.6M | 0.12% | +421,289+16.6% | Added |
| First Trust Advisors LP | 2,698,598 | $76.4M | 0.08% | −34,050−1.2% | Reduced |
| Deutsche Bank AG | 2,667,001 | $75.5M | 0.04% | +433,471+19.4% | Added |
| JPMorgan Chase & Co | 2,533,885 | $71.8M | 0.01% | −831,258−24.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 2,374,580 | $67.2M | 0.30% | +386,149+19.4% | Added |
| Dimensional Fund Advisors LP | 2,335,354 | $66.1M | 0.02% | +128,344+5.8% | Added |
| Acadian Asset Management LLC | 2,086,926 | $59.1M | 0.21% | −11,254−0.5% | Reduced |
| Renaissance Technologies LLC | 1,726,426 | $48.9M | 0.08% | −126,300−6.8% | Reduced |
| Credit Suisse AG | 1,624,205 | $46.0M | 0.04% | −99,794−5.8% | Reduced |
| Northern Trust Corp | 1,581,131 | $44.8M | 0.01% | +75,875+5.0% | Added |
| Sunriver Management LLC | 1,501,843 | $42.5M | 5.56% | −418,535−21.8% | Reduced |
| Bank of New York Mellon Corp | 1,499,497 | $42.5M | 0.01% | +576,431+62.4% | Added |
| Aristotle Capital Boston, LLC | 1,466,201 | $41.5M | 1.26% | −1,574−0.1% | Reduced |
| Qube Research & Technologies Ltd | 1,445,872 | $40.9M | 0.07% | +1,107,201+326.9% | Added |
| Schroder Investment Management Group | 1,430,378 | $40.5M | 0.05% | −114,131−7.4% | Reduced |
| Wells Fargo & Company | 1,322,463 | $37.5M | 0.01% | −92,033−6.5% | Reduced |
| Ameriprise Financial Inc | 1,241,202 | $35.2M | 0.01% | +438,459+54.6% | Added |
| Charles Schwab Investment Management Inc | 1,159,858 | $32.8M | 0.01% | −60,660−5.0% | Reduced |
| Neuberger Berman Group LLC | 992,508 | $28.1M | 0.02% | +46,554+4.9% | Added |
| Price T Rowe Associates Inc | 989,336 | $28.0M | 0.00% | −518,681−34.4% | Reduced |
| Norges Bank | 941,003 | $26.6M | 0.00% | +458,005+94.8% | Added |
| California Public Employees Retirement System | 881,308 | $25.0M | 0.02% | −12,933−1.4% | Reduced |
| Principal Financial Group Inc | 813,234 | $23.0M | 0.01% | +796,934+4,889.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 897,831 | $22.8M | 0.05% | −25,206−2.7% | Reduced |
| Man Group plc | 710,420 | $20.1M | 0.05% | −27,490−3.7% | Reduced |
| Fort Washington Investment Advisors Inc | 700,663 | $19.8M | 0.13% | −61,230−8.0% | Reduced |
| Divisar Capital Management LLC | 698,461 | $19.8M | 3.80% | +89,550+14.7% | Added |
| Nuveen Asset Management, LLC | 678,993 | $19.2M | 0.01% | +253,066+59.4% | Added |
| Arrowstreet Capital, Limited Partnership | 622,906 | $17.6M | 0.02% | −539,992−46.4% | Reduced |
| Victory Capital Management Inc | 588,236 | $16.7M | 0.02% | −42,915−6.8% | Reduced |
| Goldman Sachs Group Inc | 558,257 | $15.8M | 0.00% | +14,398+2.6% | Added |
| Readystate Asset Management LP | 532,928 | $15.1M | 0.54% | +532,928 | New |
| Russell Investments Group, Ltd. | 529,342 | $15.0M | 0.02% | +37,009+7.5% | Added |
| Invesco Ltd. | 526,365 | $14.9M | 0.00% | +376,364+250.9% | Added |
| Balyasny Asset Management LLC | 508,106 | $14.4M | 0.04% | +375,372+282.8% | Added |
| Peregrine Capital Management LLC | 502,215 | $14.2M | 0.41% | +1260.0% | Added |
| Varma Mutual Pension Insurance Co | 470,700 | $13.3M | 0.12% | +470,700 | New |
| HighTower Advisors, LLC | 453,877 | $12.9M | 0.02% | +417,789+1,157.7% | Added |
| Millennium Management LLC | 453,336 | $12.8M | 0.01% | +288,785+175.5% | Added |
| Citadel Advisors LLC | 445,171 | $12.6M | 0.01% | −1,397,641−75.8% | Reduced |
| Nordea Investment Management AB | 422,769 | $12.1M | 0.01% | −953−0.2% | Reduced |
| Legal & General Group Plc | 409,983 | $11.6M | 0.00% | +261,432+176.0% | Added |
| Rhumbline Advisers | 409,053 | $11.6M | 0.01% | +206,182+101.6% | Added |
| Segall Bryant & Hamill, LLC | 388,793 | $11.0M | 0.21% | −5,423−1.4% | Reduced |
| Trexquant Investment LP | 372,826 | $10.6M | 0.21% | +372,826 | New |
| Cornerstone Capital, Inc. | 362,633 | $10.3M | 1.05% | −2,459−0.7% | Reduced |
| Alliancebernstein L.P. | 347,527 | $9.84M | 0.00% | −2,512−0.7% | Reduced |
| Great West Life Assurance Co | 344,684 | $9.76M | 0.02% | +165,352+92.2% | Added |
| Massachusetts Financial Services Co | 335,375 | $9.50M | 0.00% | −136,779−29.0% | Reduced |
| Scout Investments, Inc. | 327,893 | $9.36M | 0.23% | −20,841−6.0% | Reduced |
| BNP Paribas Arbitrage, SA | 327,312 | $9.27M | 0.01% | +1,358+0.4% | Added |
| Bank of Montreal | 303,217 | $9.15M | 0.00% | +23,009+8.2% | Added |
| Mackenzie Financial Corp | 318,615 | $9.02M | 0.01% | −33,807−9.6% | Reduced |
| Public Sector Pension Investment Board | 294,320 | $8.34M | 0.06% | +294,320 | New |
| Envestnet Asset Management Inc | 292,506 | $8.28M | 0.00% | +5,774+2.0% | Added |
| Natixis Advisors, L.P. | 283,991 | $8.04M | 0.02% | +90,104+46.5% | Added |
| Swiss National Bank | 283,800 | $8.04M | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 276,421 | $7.83M | 0.01% | +191,133+224.1% | Added |
| Burney Co | 273,978 | $7.76M | 0.30% | −4,539−1.6% | Reduced |
| UBS Group AG | 273,863 | $7.76M | 0.00% | −727,223−72.6% | Reduced |
| Voya Investment Management LLC | 255,171 | $7.23M | 0.01% | −3,896−1.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 238,617 | $6.76M | 0.03% | −268,750−53.0% | Reduced |
| UBS Asset Management Americas Inc | 210,830 | $5.97M | 0.00% | +18,289+9.5% | Added |
| Barclays PLC | 209,447 | $5.93M | 0.00% | −109,877−34.4% | Reduced |
| Twenty Acre Capital LP | 201,500 | $5.71M | 5.56% | +55,900+38.4% | Added |
| Canada Pension Plan Investment Board | 190,000 | $5.38M | 0.01% | +131,300+223.7% | Added |
| Summit Creek Advisors LLC | 188,417 | $5.34M | 0.67% | +1,237+0.7% | Added |
| Susquehanna Fundamental Investments, LLC | 185,614 | $5.26M | 0.25% | +185,614 | New |
| Holocene Advisors, LP | 184,700 | $5.23M | 0.02% | +6,140+3.4% | Added |
| Hillsdale Investment Management Inc. | 184,350 | $5.22M | 0.41% | +14,400+8.5% | Added |
| Jefferies Financial Group Inc. | 175,863 | $4.98M | 0.10% | +70,863+67.5% | Added |
| Peloton Wealth Strategists | 155,500 | $4.40M | 1.79% | −15,500−9.1% | Reduced |
| Madison Asset Management, LLC | 155,033 | $4.39M | 0.05% | +35,964+30.2% | Added |
| Two Sigma Advisers, LP | 153,300 | $4.34M | 0.01% | −16,400−9.7% | Reduced |
| Fisher Asset Management, LLC | 147,421 | $4.17M | 0.00% | +4,059+2.8% | Added |
| Citigroup Inc | 145,407 | $4.12M | 0.00% | +24,267+20.0% | Added |
| California State Teachers Retirement System | 143,367 | $4.06M | 0.01% | −8,119−5.4% | Reduced |
| Royal Bank of Canada | 139,065 | $3.94M | 0.00% | −40,903−22.7% | Reduced |
| D. E. Shaw & Co., Inc. | 138,397 | $3.92M | 0.01% | −112,298−44.8% | Reduced |
| CenterBook Partners LP | 133,880 | $3.79M | 0.26% | +28,369+26.9% | Added |
| Texas Permanent School Fund | 125,669 | $3.56M | 0.03% | +125,669 | New |
| Thrivent Financial for Lutherans | 124,568 | $3.53M | 0.01% | +124,568 | New |
| Colony Group, LLC | 117,545 | $3.33M | 0.03% | +13,033+12.5% | Added |
| State of New Jersey Common Pension Fund D | 110,072 | $3.12M | 0.01% | +17,573+19.0% | Added |
| Amundi | 117,135 | $3.10M | 0.00% | +1,175+1.0% | Added |
| Jane Street Group, LLC | 108,791 | $3.08M | 0.00% | −5,557−4.9% | Reduced |
| Assenagon Asset Management S.A. | 104,666 | $2.96M | 0.01% | +11,743+12.6% | Added |
| State of Wisconsin Investment Board | 102,478 | $2.90M | 0.01% | −15,469−13.1% | Reduced |
| Two Sigma Investments, LP | 102,310 | $2.90M | 0.01% | −48,090−32.0% | Reduced |
| Diameter Capital Partners LP | 100,000 | $2.83M | 0.47% | +100,000 | New |