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 |
|---|---|---|---|---|---|
| Readystate Asset Management LP | 532,928 | $15.1M | 0.54% | +532,928 | New |
| Goldman Sachs Group Inc | 558,257 | $15.8M | 0.00% | +14,398+2.6% | Added |
| Victory Capital Management Inc | 588,236 | $16.7M | 0.02% | −42,915−6.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 622,906 | $17.6M | 0.02% | −539,992−46.4% | Reduced |
| Nuveen Asset Management, LLC | 678,993 | $19.2M | 0.01% | +253,066+59.4% | Added |
| Divisar Capital Management LLC | 698,461 | $19.8M | 3.80% | +89,550+14.7% | Added |
| Fort Washington Investment Advisors Inc | 700,663 | $19.8M | 0.13% | −61,230−8.0% | Reduced |
| Man Group plc | 710,420 | $20.1M | 0.05% | −27,490−3.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 897,831 | $22.8M | 0.05% | −25,206−2.7% | Reduced |
| Principal Financial Group Inc | 813,234 | $23.0M | 0.01% | +796,934+4,889.2% | Added |
| California Public Employees Retirement System | 881,308 | $25.0M | 0.02% | −12,933−1.4% | Reduced |
| Norges Bank | 941,003 | $26.6M | 0.00% | +458,005+94.8% | Added |
| Price T Rowe Associates Inc | 989,336 | $28.0M | 0.00% | −518,681−34.4% | Reduced |
| Neuberger Berman Group LLC | 992,508 | $28.1M | 0.02% | +46,554+4.9% | Added |
| Charles Schwab Investment Management Inc | 1,159,858 | $32.8M | 0.01% | −60,660−5.0% | Reduced |
| Ameriprise Financial Inc | 1,241,202 | $35.2M | 0.01% | +438,459+54.6% | Added |
| Wells Fargo & Company | 1,322,463 | $37.5M | 0.01% | −92,033−6.5% | Reduced |
| Schroder Investment Management Group | 1,430,378 | $40.5M | 0.05% | −114,131−7.4% | Reduced |
| Qube Research & Technologies Ltd | 1,445,872 | $40.9M | 0.07% | +1,107,201+326.9% | Added |
| Aristotle Capital Boston, LLC | 1,466,201 | $41.5M | 1.26% | −1,574−0.1% | Reduced |
| Bank of New York Mellon Corp | 1,499,497 | $42.5M | 0.01% | +576,431+62.4% | Added |
| Sunriver Management LLC | 1,501,843 | $42.5M | 5.56% | −418,535−21.8% | Reduced |
| Northern Trust Corp | 1,581,131 | $44.8M | 0.01% | +75,875+5.0% | Added |
| Credit Suisse AG | 1,624,205 | $46.0M | 0.04% | −99,794−5.8% | Reduced |
| Renaissance Technologies LLC | 1,726,426 | $48.9M | 0.08% | −126,300−6.8% | Reduced |
| Acadian Asset Management LLC | 2,086,926 | $59.1M | 0.21% | −11,254−0.5% | Reduced |
| Dimensional Fund Advisors LP | 2,335,354 | $66.1M | 0.02% | +128,344+5.8% | Added |
| Jacobs Levy Equity Management, Inc | 2,374,580 | $67.2M | 0.30% | +386,149+19.4% | Added |
| JPMorgan Chase & Co | 2,533,885 | $71.8M | 0.01% | −831,258−24.7% | Reduced |
| Deutsche Bank AG | 2,667,001 | $75.5M | 0.04% | +433,471+19.4% | Added |
| First Trust Advisors LP | 2,698,598 | $76.4M | 0.08% | −34,050−1.2% | Reduced |
| SEI Investments Co | 2,953,422 | $83.6M | 0.12% | +421,289+16.6% | Added |
| Champlain Investment Partners, LLC | 3,080,714 | $87.2M | 0.50% | −333,665−9.8% | Reduced |
| Geode Capital Management, LLC | 3,122,416 | $88.4M | 0.01% | +102,124+3.4% | Added |
| Macquarie Group Ltd | 3,125,027 | $88.5M | 0.10% | −120,294−3.7% | Reduced |
| Morgan Stanley | 3,204,414 | $90.7M | 0.01% | +561,225+21.2% | Added |
| Bank of America Corp | 3,517,833 | $99.6M | 0.01% | +773,121+28.2% | Added |
| RGM Capital, LLC | 5,281,907 | $149.6M | 6.03% | −512,971−8.9% | Reduced |
| State Street Corp | 5,713,066 | $161.8M | 0.01% | +2,197,456+62.5% | Added |
| Earnest Partners LLC | 7,340,474 | $207.9M | 0.95% | +699,882+10.5% | Added |
| Vanguard Group Inc | 17,313,882 | $490.3M | 0.01% | +2,249,082+14.9% | Added |
| BlackRock Inc. | 25,590,104 | $724.7M | 0.02% | +9,675,120+60.8% | Added |
| Freshford Capital Management, LLC | 0 | $0 | 0.00% | −1,016,148−100.0% | Sold out |
| Stephens Investment Management Group LLC | 0 | $0 | 0.00% | −984,140−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −209,426−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −83,018−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −81,900−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −70,731−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −70,200−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −57,403−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −49,010−100.0% | Sold out |
| Ursa Fund Management, LLC | 0 | $0 | 0.00% | −49,000−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −44,462−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −42,026−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −40,860−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −36,234−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −33,708−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −25,595−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −23,784−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,133−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −20,748−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −20,462−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −19,903−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −19,200−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −17,334−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −15,050−100.0% | Sold out |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −14,453−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −14,190−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −12,005−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −10,985−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −10,484−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −10,231−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,727−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −9,651−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −7,218−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −5,595−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −4,760−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −2,895−100.0% | Sold out |
| Virtus Fund Advisers, LLC | 0 | $0 | 0.00% | −1,292−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Evergreen Private Wealth LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Neo Ivy Capital Management | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Fairfield Financial Advisors, LTD | – | – | – | – | Not filed |