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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $85 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $142 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 6 | $170 | 0.00% | +6 | New |
| Rothschild Investment LLC | 10 | $283 | 0.00% | +10 | New |
| Abound Wealth Management | 11 | $312 | 0.00% | +11 | New |
| Harbour Investments, Inc. | 12 | $340 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 12 | $340 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $567 | 0.00% | +4+25.0% | Added |
| Emfo, LLC | 21 | $595 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 22 | $624 | 0.00% | +11+100.0% | Added |
| SJS Investment Consulting Inc. | 26 | $737 | 0.00% | +10+62.5% | Added |
| Sunbelt Securities, Inc. | 30 | $850 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $1.13K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 44 | $1.14K | 0.00% | +3+7.3% | Added |
| Geneos Wealth Management Inc. | 42 | $1.19K | 0.00% | +42 | New |
| Walleye Trading LLC | 46 | $1.30K | 0.00% | −23,580−99.8% | Reduced |
| Clearstead Advisors, LLC | 60 | $1.59K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 58 | $1.64K | 0.00% | −339−85.4% | Reduced |
| Allworth Financial LP | 67 | $1.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $1.93K | 0.00% | −11−13.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 68 | $1.93K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $1.98K | 0.00% | +70 | New |
| Smithfield Trust Co | 93 | $2.00K | 0.00% | +93 | New |
| Bell Investment Advisors, Inc | 71 | $2.01K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $2.12K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 95 | $2.69K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 100 | $2.83K | 0.00% | +100 | New |
| Carolinas Wealth Consulting LLC | 105 | $2.97K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 108 | $3.06K | 0.00% | −387−78.2% | Reduced |
| Mather Group, LLC. | 122 | $3.12K | 0.00% | +122 | New |
| Huntington National Bank | 112 | $3.17K | 0.00% | +65+138.3% | Added |
| Parkside Financial Bank & Trust | 120 | $3.40K | 0.00% | +120 | New |
| GAMMA Investing LLC | 140 | $3.96K | 0.00% | +118+536.4% | Added |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | −63−32.0% | Reduced |
| WealthCollab, LLC | 147 | $4.16K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 149 | $4.22K | 0.00% | −5−3.2% | Reduced |
| Financial Avengers, Inc. | 150 | $4.28K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 153 | $4.33K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 156 | $4.42K | 0.00% | +8+5.4% | Added |
| Sandy Spring Bank | 175 | $4.96K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 179 | $5.07K | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 179 | $5.07K | 0.00% | +179 | New |
| FinTrust Capital Advisors, LLC | 200 | $5.66K | 0.00% | −516−72.1% | Reduced |
| Operose Advisors LLC | 200 | $5.66K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 221 | $6.26K | 0.00% | +119+116.7% | Added |
| Point72 Hong Kong Ltd | 222 | $6.28K | 0.00% | +222 | New |
| Globeflex Capital L P | 233 | $6.60K | 0.00% | −36−13.4% | Reduced |
| CWM, LLC | 284 | $8.00K | 0.00% | +164+136.7% | Added |
| Main Street Group, LTD | 300 | $8.56K | 0.00% | +300 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 310 | $8.78K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 334 | $9.46K | 0.00% | −309−48.1% | Reduced |
| Eagle Bay Advisors LLC | 400 | $11.3K | 0.01% | +9+2.3% | Added |
| Future Financial Wealth Managment LLC | 400 | $11.3K | 0.01% | +400 | New |
| Gilliland Jeter Wealth Management LLC | 489 | $13.8K | 0.00% | +489 | New |
| CoreCap Advisors, LLC | 500 | $14.2K | 0.00% | +500 | New |
| Migdal Insurance & Financial Holdings Ltd. | 589 | $17.0K | 0.00% | +5+0.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 669 | $18.9K | 0.00% | +669 | New |
| Elequin Capital LP | 742 | $21.0K | 0.00% | +716+2,753.8% | Added |
| SYSTM Wealth Solutions LLC | 752 | $21.3K | 0.00% | +81+12.1% | Added |
| Bear Mountain Capital, Inc. | 867 | $22.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 846 | $24.1K | 0.00% | +836+8,360.0% | Added |
| TD Waterhouse Canada Inc. | 792 | $25.2K | 0.00% | +225+39.7% | Added |
| Quadrant Capital Group LLC | 931 | $26.4K | 0.00% | +886+1,968.9% | Added |
| Spire Wealth Management | 987 | $28.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $28.3K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,180 | $33.4K | 0.03% | −2,921−71.2% | Reduced |
| Center for Financial Planning, Inc. | 1,250 | $35.4K | 0.01% | +1,250 | New |
| Glass Jacobson Investment Advisors llc | 1,400 | $39.6K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,500 | $42.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,583 | $45.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,600 | $45.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,805 | $51.1K | 0.02% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 1,874 | $53.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,995 | $56.5K | 0.00% | +105+5.6% | Added |
| Bartlett & Co. Wealth Management LLC | 2,000 | $56.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,295 | $65.0K | 0.01% | +1,155+101.3% | Added |
| Whittier Trust Co | 2,410 | $68.2K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,869 | $81.3K | 0.00% | +1,293+82.0% | Added |
| KBC Group NV | 3,113 | $88.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3,614 | $102.3K | 0.00% | +3,614 | New |
| Ameliora Wealth Management Ltd. | 4,000 | $113.3K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,147 | $117.4K | 0.00% | −29,291−87.6% | Reduced |
| Covestor Ltd | 4,312 | $122.0K | 0.08% | +924+27.3% | Added |
| Proequities, Inc. | 5,133 | $145.4K | 0.01% | −897−14.9% | Reduced |
| Truvestments Capital LLC | 5,811 | $164.6K | 0.06% | −546−8.6% | Reduced |
| Parallel Advisors, LLC | 6,130 | $173.6K | 0.00% | −82−1.3% | Reduced |
| Central Pacific Bank - Trust Division | 6,100 | $174.1K | 0.02% | +6,100 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,412 | $181.6K | 0.00% | +205+3.3% | Added |
| Integrated Advisors Network LLC | 7,065 | $200.1K | 0.01% | +7,065 | New |
| Metropolitan Life Insurance Co | 7,411 | $209.9K | 0.01% | −706−8.7% | Reduced |
| The PNC Financial Services Group, Inc. | 7,501 | $212.4K | 0.00% | +5,771+333.6% | Added |
| Dynamic Technology Lab Private Ltd | 7,766 | $220.0K | 0.02% | −6,377−45.1% | Reduced |
| Lazard Asset Management LLC | 7,842 | $221.0K | 0.00% | +6,131+358.3% | Added |
| Shell Asset Management Co | 8,440 | $223.0K | 0.01% | −879−9.4% | Reduced |
| Atria Wealth Solutions, Inc. | 8,105 | $229.5K | 0.00% | −1,752−17.8% | Reduced |
| Cipher Capital LP | 8,149 | $230.8K | 0.11% | −7,651−48.4% | Reduced |
| Mariner, LLC | 8,162 | $231.1K | 0.00% | +8,162 | New |
| Blair William & Co | 8,180 | $231.7K | 0.00% | −107,547−92.9% | Reduced |