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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 8,119 | $231.7K | 0.07% | +191+2.4% | Added |
| CIBC Asset Management Inc | 8,185 | $231.8K | 0.00% | +8,185 | New |
| Cahaba Wealth Management, Inc. | 8,439 | $239.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8,467 | $239.0K | 0.00% | +8,467 | New |
| Xponance, Inc. | 8,559 | $242.4K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,570 | $243.0K | 0.02% | +8,570 | New |
| Petrus Trust Company, LTA | 8,621 | $244.1K | 0.02% | −19,613−69.5% | Reduced |
| Aspiriant, LLC | 8,698 | $246.3K | 0.01% | −98−1.1% | Reduced |
| SG Americas Securities, LLC | 8,741 | $248.0K | 0.00% | −19,507−69.1% | Reduced |
| Crossmark Global Holdings, Inc. | 8,958 | $253.0K | 0.00% | +8,958 | New |
| National Bank of Canada | 9,901 | $260.8K | 0.00% | +9,901 | New |
| O'Shaughnessy Asset Management, LLC | 9,320 | $263.9K | 0.00% | −1,815−16.3% | Reduced |
| Sonoma Private Wealth LLC | 9,338 | $264.5K | 0.43% | +9,338 | New |
| Ronald Blue Trust, Inc. | 9,466 | $268.1K | 0.00% | +3,301+53.5% | Added |
| STRS Ohio | 9,700 | $274.0K | 0.00% | +500+5.4% | Added |
| Brown Brothers Harriman & Co | 9,728 | $275.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 10,216 | $289.3K | 0.04% | +1,715+20.2% | Added |
| Vontobel Holding Ltd. | 10,327 | $292.5K | 0.00% | −1,048−9.2% | Reduced |
| DC Investments Management, LLC | 10,379 | $293.9K | 0.25% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,404 | $294.6K | 0.00% | +2,243+27.5% | Added |
| Cetera Investment Advisers | 10,488 | $297.0K | 0.00% | +10,488 | New |
| Captrust Financial Advisors | 10,681 | $302.5K | 0.00% | −4,916−31.5% | Reduced |
| United Services Automobile Association | 10,824 | $306.5K | 0.01% | +10,824 | New |
| Kestra Advisory Services, LLC | 11,134 | $315.3K | 0.00% | +799+7.7% | Added |
| Commonwealth Equity Services, LLC | 11,469 | $325.0K | 0.00% | −23,219−66.9% | Reduced |
| CI Private Wealth, LLC | 12,036 | $340.9K | 0.00% | +3,380+39.0% | Added |
| Mercer Global Advisors Inc | 12,179 | $345.0K | 0.00% | −4,733−28.0% | Reduced |
| Centiva Capital, LP | 12,400 | $351.2K | 0.02% | +12,400 | New |
| New York Life Investment Management LLC | 12,600 | $356.8K | 0.00% | −291−2.3% | Reduced |
| Coldstream Capital Management Inc | 12,871 | $364.5K | 0.01% | +21+0.2% | Added |
| Smith Group Asset Management, LLC | 12,906 | $365.5K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 13,189 | $373.5K | 0.00% | −954−6.7% | Reduced |
| Toroso Investments, LLC | 13,795 | $390.7K | 0.01% | +13,795 | New |
| GWM Advisors LLC | 13,996 | $396.4K | 0.00% | −1,804−11.4% | Reduced |
| Staley Capital Advisers Inc | 14,000 | $396.5K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,069 | $398.4K | 0.01% | −534−3.7% | Reduced |
| Edgestream Partners, L.P. | 14,085 | $398.9K | 0.02% | +14,085 | New |
| Creative Planning | 14,252 | $403.6K | 0.00% | +14,252 | New |
| Integrated Investment Consultants, LLC | 14,274 | $404.2K | 0.11% | −655−4.4% | Reduced |
| Advisor Group Holdings, Inc. | 14,337 | $406.0K | 0.00% | −23,435−62.0% | Reduced |
| Brio Consultants, LLC | 14,404 | $407.9K | 0.07% | −25,253−63.7% | Reduced |
| Hohimer Wealth Management, LLC | 14,453 | $409.3K | 0.10% | +14,453 | New |
| Public Employees Retirement Association of Colorado | 14,514 | $411.0K | 0.00% | −2,367−14.0% | Reduced |
| Dark Forest Capital Management LP | 14,581 | $412.9K | 0.07% | −37,098−71.8% | Reduced |
| FMR LLC | 14,640 | $414.6K | 0.00% | −22,353−60.4% | Reduced |
| Ziegler Capital Management, LLC | 15,124 | $428.3K | 0.02% | −216−1.4% | Reduced |
| Connable Office Inc | 15,134 | $428.6K | 0.05% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,271 | $432.5K | 0.01% | +5,610+58.1% | Added |
| NorthCrest Asset Manangement, LLC | 15,300 | $433.3K | 0.01% | −400−2.5% | Reduced |
| Cresset Asset Management, LLC | 15,475 | $438.3K | 0.00% | +573+3.8% | Added |
| Garde Capital, Inc. | 15,972 | $452.0K | 0.03% | −310−1.9% | Reduced |
| Atom Investors LP | 16,018 | $453.6K | 0.06% | +16,018 | New |
| CSS LLC | 16,400 | $464.4K | 0.04% | +4,000+32.3% | Added |
| Harbor Capital Advisors, Inc. | 16,479 | $467.0K | 0.06% | −12,901−43.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 16,688 | $472.6K | 0.11% | +945+6.0% | Added |
| Pictet Asset Management Holding SA | 16,693 | $472.7K | 0.00% | +208+1.3% | Added |
| Verition Fund Management LLC | 16,736 | $474.0K | 0.00% | +684+4.3% | Added |
| Danske Bank A/S | 17,113 | $484.6K | 0.00% | +17,113 | New |
| Henshaw Capital LLC | 17,137 | $485.3K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 17,532 | $496.5K | 0.00% | −49,051−73.7% | Reduced |
| Advisory Services Network, LLC | 18,400 | $521.1K | 0.01% | +1,275+7.4% | Added |
| Cornercap Investment Counsel Inc | 18,415 | $521.5K | 0.08% | +226+1.2% | Added |
| Franklin Resources Inc | 18,544 | $525.2K | 0.00% | +188+1.0% | Added |
| LPL Financial LLC | 18,781 | $531.9K | 0.00% | +1,207+6.9% | Added |
| Caption Management, LLC | 19,000 | $538.1K | 0.06% | +6,000+46.2% | Added |
| Summit Trail Advisors, LLC | 20,094 | $569.1K | 0.02% | −19,545−49.3% | Reduced |
| Myecfo, LLC | 20,423 | $578.4K | 0.34% | −6,428−23.9% | Reduced |
| Gotham Asset Management, LLC | 20,617 | $583.9K | 0.01% | +20,617 | New |
| Steward Partners Investment Advisory, LLC | 20,881 | $591.4K | 0.01% | +18,605+817.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,416 | $606.5K | 0.00% | −20,104−48.4% | Reduced |
| Mutual of America Capital Management LLC | 24,736 | $700.5K | 0.01% | +24,736 | New |
| GTS Securities LLC | 25,889 | $733.2K | 0.02% | −6,541−20.2% | Reduced |
| Diversified Trust Co | 26,212 | $742.3K | 0.02% | −17,079−39.5% | Reduced |
| Handelsbanken Fonder AB | 26,353 | $746.0K | 0.00% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 27,089 | $767.2K | 0.31% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,755 | $786.0K | 0.00% | −3,256−10.5% | Reduced |
| Guggenheim Capital LLC | 29,183 | $826.5K | 0.01% | +16,398+128.3% | Added |
| SpiderRock Advisors, LLC | 28,500 | $830.2K | 0.03% | +28,500 | New |
| ProShare Advisors LLC | 29,735 | $842.1K | 0.00% | +5,224+21.3% | Added |
| Gladius Capital Management LP | 30,890 | $874.8K | 0.86% | +1,461+5.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,009 | $878.2K | 0.01% | +31,009 | New |
| TrimTabs Asset Management, LLC | 31,207 | $883.8K | 0.22% | −25,416−44.9% | Reduced |
| Weil Company, Inc. | 32,714 | $926.5K | 0.37% | −453−1.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 32,939 | $932.8K | 0.08% | +24,502+290.4% | Added |
| Teacher Retirement System of Texas | 33,512 | $949.0K | 0.01% | +19,552+140.1% | Added |
| Glenmede Trust Co NA | 34,250 | $970.0K | 0.00% | +1,758+5.4% | Added |
| Profund Advisors LLC | 34,321 | $972.0K | 0.04% | +3,734+12.2% | Added |
| Tudor Investment Corp Et Al | 34,887 | $988.0K | 0.01% | +34,887 | New |
| Walleye Capital LLC | 35,600 | $1.01M | 0.01% | −60,028−62.8% | Reduced |
| Gsa Capital Partners LLP | 35,624 | $1.01M | 0.08% | +35,624 | New |
| Cubist Systematic Strategies, LLC | 35,800 | $1.01M | 0.01% | +35,800 | New |
| Stifel Financial Corp | 36,701 | $1.04M | 0.00% | −4,457−10.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38,243 | $1.08M | 0.03% | +370+1.0% | Added |
| Oregon Public Employees Retirement Fund | 38,613 | $1.09M | 0.02% | +38,613 | New |
| Teachers Retirement System of the State of Kentucky | 38,700 | $1.10M | 0.01% | +38,700 | New |
| AQR Capital Management LLC | 38,924 | $1.10M | 0.00% | −53,030−57.7% | Reduced |
| Rockefeller Capital Management L.P. | 39,060 | $1.11M | 0.00% | +6,988+21.8% | Added |
| Arizona State Retirement System | 39,462 | $1.12M | 0.01% | −805−2.0% | Reduced |
| State Board of Administration of Florida Retirement System | 43,110 | $1.15M | 0.00% | +2,850+7.1% | Added |
| Bessemer Group Inc | 41,282 | $1.17M | 0.00% | −3,750−8.3% | Reduced |