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 |
|---|---|---|---|---|---|
| US Bancorp | 44,729 | $1.27M | 0.00% | +16,737+59.8% | Added |
| Oppenheimer Asset Management Inc. | 45,257 | $1.28M | 0.02% | −11,601−20.4% | Reduced |
| New York State Teachers Retirement System | 45,302 | $1.28M | 0.00% | +45,302 | New |
| Amalgamated Bank | 45,334 | $1.28M | 0.01% | +25,137+124.5% | Added |
| Capstone Investment Advisors, LLC | 46,191 | $1.31M | 0.02% | +264+0.6% | Added |
| Allianz Asset Management GmbH | 47,400 | $1.34M | 0.00% | +47,400 | New |
| Tealwood Asset Management Inc | 47,763 | $1.35M | 0.61% | −730−1.5% | Reduced |
| Maryland State Retirement & Pension System | 51,741 | $1.36M | 0.03% | +51,741 | New |
| Algert Global LLC | 49,877 | $1.41M | 0.06% | +29,100+140.1% | Added |
| Pathstone Holdings, LLC | 50,914 | $1.44M | 0.01% | +41,769+456.7% | Added |
| Linden Thomas Advisory Services, LLC | 52,659 | $1.49M | 0.24% | +601+1.2% | Added |
| UBS Oconnor LLC | 55,000 | $1.56M | 0.04% | +55,000 | New |
| Rafferty Asset Management, LLC | 57,712 | $1.63M | 0.01% | −12,902−18.3% | Reduced |
| American Century Companies Inc | 58,918 | $1.67M | 0.00% | −2,832−4.6% | Reduced |
| New York State Common Retirement Fund | 58,938 | $1.67M | 0.00% | −41−0.1% | Reduced |
| Hudson Bay Capital Management LP | 60,000 | $1.70M | 0.01% | +60,000 | New |
| EFG Asset Management (North America) Corp. | 60,194 | $1.70M | 0.29% | +3,396+6.0% | Added |
| Mesirow Financial Investment Management, Inc. | 62,500 | $1.77M | 0.04% | +16,130+34.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 63,304 | $1.79M | 0.04% | −20,807−24.7% | Reduced |
| Yousif Capital Management, LLC | 64,885 | $1.84M | 0.02% | +64,885 | New |
| Janus Henderson Group PLC | 66,609 | $1.89M | 0.00% | −30.0% | Reduced |
| Wedge Capital Management L L P | 67,424 | $1.91M | 0.03% | +16,912+33.5% | Added |
| Engineers Gate Manager LP | 67,500 | $1.91M | 0.05% | +38,289+131.1% | Added |
| HSBC Holdings PLC | 70,925 | $2.01M | 0.00% | −68,194−49.0% | Reduced |
| Louisiana State Employees Retirement System | 71,100 | $2.01M | 0.04% | +71,100 | New |
| Paralel Advisors LLC | 71,468 | $2.02M | 0.09% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 71,584 | $2.03M | 0.01% | +63,257+759.7% | Added |
| MetLife Investment Management | 72,830 | $2.06M | 0.01% | −2,179−2.9% | Reduced |
| Martingale Asset Management L P | 76,125 | $2.16M | 0.04% | +3,599+5.0% | Added |
| American International Group, Inc. | 76,185 | $2.16M | 0.01% | +6,062+8.6% | Added |
| Jasper Ridge Partners, L.P. | 76,853 | $2.18M | 0.07% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 81,254 | $2.30M | 0.09% | +81,254 | New |
| Manufacturers Life Insurance Company, The | 81,728 | $2.31M | 0.00% | +5,237+6.8% | Added |
| Connectus Wealth, LLC | 83,238 | $2.36M | 0.06% | +6,655+8.7% | Added |
| Comerica Bank | 85,081 | $2.41M | 0.01% | +77,090+964.7% | Added |
| Fifth Third Bancorp | 85,119 | $2.41M | 0.01% | +13,101+18.2% | Added |
| Paloma Partners Management Co | 85,490 | $2.42M | 0.35% | +85,490 | New |
| Ensign Peak Advisors, Inc | 86,608 | $2.45M | 0.00% | −36,287−29.5% | Reduced |
| State of Alaska, Department of Revenue | 87,473 | $2.48M | 0.03% | +87,473 | New |
| Great Lakes Advisors, LLC | 90,953 | $2.58M | 0.02% | −7,026−7.2% | Reduced |
| Federated Hermes, Inc. | 96,139 | $2.72M | 0.01% | +617+0.6% | Added |
| Bayesian Capital Management, LP | 98,900 | $2.80M | 0.27% | +87,901+799.2% | Added |
| Diameter Capital Partners LP | 100,000 | $2.83M | 0.47% | +100,000 | New |
| Two Sigma Investments, LP | 102,310 | $2.90M | 0.01% | −48,090−32.0% | Reduced |
| State of Wisconsin Investment Board | 102,478 | $2.90M | 0.01% | −15,469−13.1% | Reduced |
| Assenagon Asset Management S.A. | 104,666 | $2.96M | 0.01% | +11,743+12.6% | Added |
| Jane Street Group, LLC | 108,791 | $3.08M | 0.00% | −5,557−4.9% | Reduced |
| Amundi | 117,135 | $3.10M | 0.00% | +1,175+1.0% | Added |
| State of New Jersey Common Pension Fund D | 110,072 | $3.12M | 0.01% | +17,573+19.0% | Added |
| Colony Group, LLC | 117,545 | $3.33M | 0.03% | +13,033+12.5% | Added |
| Thrivent Financial for Lutherans | 124,568 | $3.53M | 0.01% | +124,568 | New |
| Texas Permanent School Fund | 125,669 | $3.56M | 0.03% | +125,669 | New |
| CenterBook Partners LP | 133,880 | $3.79M | 0.26% | +28,369+26.9% | Added |
| D. E. Shaw & Co., Inc. | 138,397 | $3.92M | 0.01% | −112,298−44.8% | Reduced |
| Royal Bank of Canada | 139,065 | $3.94M | 0.00% | −40,903−22.7% | Reduced |
| California State Teachers Retirement System | 143,367 | $4.06M | 0.01% | −8,119−5.4% | Reduced |
| Citigroup Inc | 145,407 | $4.12M | 0.00% | +24,267+20.0% | Added |
| Fisher Asset Management, LLC | 147,421 | $4.17M | 0.00% | +4,059+2.8% | Added |
| Two Sigma Advisers, LP | 153,300 | $4.34M | 0.01% | −16,400−9.7% | Reduced |
| Madison Asset Management, LLC | 155,033 | $4.39M | 0.05% | +35,964+30.2% | Added |
| Peloton Wealth Strategists | 155,500 | $4.40M | 1.79% | −15,500−9.1% | Reduced |
| Jefferies Financial Group Inc. | 175,863 | $4.98M | 0.10% | +70,863+67.5% | Added |
| Hillsdale Investment Management Inc. | 184,350 | $5.22M | 0.41% | +14,400+8.5% | Added |
| Holocene Advisors, LP | 184,700 | $5.23M | 0.02% | +6,140+3.4% | Added |
| Susquehanna Fundamental Investments, LLC | 185,614 | $5.26M | 0.25% | +185,614 | New |
| Summit Creek Advisors LLC | 188,417 | $5.34M | 0.67% | +1,237+0.7% | Added |
| Canada Pension Plan Investment Board | 190,000 | $5.38M | 0.01% | +131,300+223.7% | Added |
| Twenty Acre Capital LP | 201,500 | $5.71M | 5.56% | +55,900+38.4% | Added |
| Barclays PLC | 209,447 | $5.93M | 0.00% | −109,877−34.4% | Reduced |
| UBS Asset Management Americas Inc | 210,830 | $5.97M | 0.00% | +18,289+9.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 238,617 | $6.76M | 0.03% | −268,750−53.0% | Reduced |
| Voya Investment Management LLC | 255,171 | $7.23M | 0.01% | −3,896−1.5% | Reduced |
| UBS Group AG | 273,863 | $7.76M | 0.00% | −727,223−72.6% | Reduced |
| Burney Co | 273,978 | $7.76M | 0.30% | −4,539−1.6% | Reduced |
| Prudential Financial Inc | 276,421 | $7.83M | 0.01% | +191,133+224.1% | Added |
| Swiss National Bank | 283,800 | $8.04M | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 283,991 | $8.04M | 0.02% | +90,104+46.5% | Added |
| Envestnet Asset Management Inc | 292,506 | $8.28M | 0.00% | +5,774+2.0% | Added |
| Public Sector Pension Investment Board | 294,320 | $8.34M | 0.06% | +294,320 | New |
| Mackenzie Financial Corp | 318,615 | $9.02M | 0.01% | −33,807−9.6% | Reduced |
| Bank of Montreal | 303,217 | $9.15M | 0.00% | +23,009+8.2% | Added |
| BNP Paribas Arbitrage, SA | 327,312 | $9.27M | 0.01% | +1,358+0.4% | Added |
| Scout Investments, Inc. | 327,893 | $9.36M | 0.23% | −20,841−6.0% | Reduced |
| Massachusetts Financial Services Co | 335,375 | $9.50M | 0.00% | −136,779−29.0% | Reduced |
| Great West Life Assurance Co | 344,684 | $9.76M | 0.02% | +165,352+92.2% | Added |
| Alliancebernstein L.P. | 347,527 | $9.84M | 0.00% | −2,512−0.7% | Reduced |
| Cornerstone Capital, Inc. | 362,633 | $10.3M | 1.05% | −2,459−0.7% | Reduced |
| Trexquant Investment LP | 372,826 | $10.6M | 0.21% | +372,826 | New |
| Segall Bryant & Hamill, LLC | 388,793 | $11.0M | 0.21% | −5,423−1.4% | Reduced |
| Rhumbline Advisers | 409,053 | $11.6M | 0.01% | +206,182+101.6% | Added |
| Legal & General Group Plc | 409,983 | $11.6M | 0.00% | +261,432+176.0% | Added |
| Nordea Investment Management AB | 422,769 | $12.1M | 0.01% | −953−0.2% | Reduced |
| Citadel Advisors LLC | 445,171 | $12.6M | 0.01% | −1,397,641−75.8% | Reduced |
| Millennium Management LLC | 453,336 | $12.8M | 0.01% | +288,785+175.5% | Added |
| HighTower Advisors, LLC | 453,877 | $12.9M | 0.02% | +417,789+1,157.7% | Added |
| Varma Mutual Pension Insurance Co | 470,700 | $13.3M | 0.12% | +470,700 | New |
| Peregrine Capital Management LLC | 502,215 | $14.2M | 0.41% | +1260.0% | Added |
| Balyasny Asset Management LLC | 508,106 | $14.4M | 0.04% | +375,372+282.8% | Added |
| Invesco Ltd. | 526,365 | $14.9M | 0.00% | +376,364+250.9% | Added |
| Russell Investments Group, Ltd. | 529,342 | $15.0M | 0.02% | +37,009+7.5% | Added |