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 |
|---|---|---|---|---|---|
| Hohimer Wealth Management, LLC | 14,453 | $409.3K | 0.10% | +14,453 | New |
| Brio Consultants, LLC | 14,404 | $407.9K | 0.07% | −25,253−63.7% | Reduced |
| Advisor Group Holdings, Inc. | 14,337 | $406.0K | 0.00% | −23,435−62.0% | Reduced |
| Integrated Investment Consultants, LLC | 14,274 | $404.2K | 0.11% | −655−4.4% | Reduced |
| Creative Planning | 14,252 | $403.6K | 0.00% | +14,252 | New |
| Edgestream Partners, L.P. | 14,085 | $398.9K | 0.02% | +14,085 | New |
| Ameritas Investment Partners, Inc. | 14,069 | $398.4K | 0.01% | −534−3.7% | Reduced |
| Staley Capital Advisers Inc | 14,000 | $396.5K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,996 | $396.4K | 0.00% | −1,804−11.4% | Reduced |
| Toroso Investments, LLC | 13,795 | $390.7K | 0.01% | +13,795 | New |
| Raymond James & Associates | 13,189 | $373.5K | 0.00% | −954−6.7% | Reduced |
| Smith Group Asset Management, LLC | 12,906 | $365.5K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 12,871 | $364.5K | 0.01% | +21+0.2% | Added |
| New York Life Investment Management LLC | 12,600 | $356.8K | 0.00% | −291−2.3% | Reduced |
| Centiva Capital, LP | 12,400 | $351.2K | 0.02% | +12,400 | New |
| Mercer Global Advisors Inc | 12,179 | $345.0K | 0.00% | −4,733−28.0% | Reduced |
| CI Private Wealth, LLC | 12,036 | $340.9K | 0.00% | +3,380+39.0% | Added |
| Commonwealth Equity Services, LLC | 11,469 | $325.0K | 0.00% | −23,219−66.9% | Reduced |
| Kestra Advisory Services, LLC | 11,134 | $315.3K | 0.00% | +799+7.7% | Added |
| United Services Automobile Association | 10,824 | $306.5K | 0.01% | +10,824 | New |
| Captrust Financial Advisors | 10,681 | $302.5K | 0.00% | −4,916−31.5% | Reduced |
| Cetera Investment Advisers | 10,488 | $297.0K | 0.00% | +10,488 | New |
| Stratos Wealth Partners, LTD. | 10,404 | $294.6K | 0.00% | +2,243+27.5% | Added |
| DC Investments Management, LLC | 10,379 | $293.9K | 0.25% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 10,327 | $292.5K | 0.00% | −1,048−9.2% | Reduced |
| Leonteq Securities AG | 10,216 | $289.3K | 0.04% | +1,715+20.2% | Added |
| Brown Brothers Harriman & Co | 9,728 | $275.5K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 9,700 | $274.0K | 0.00% | +500+5.4% | Added |
| Ronald Blue Trust, Inc. | 9,466 | $268.1K | 0.00% | +3,301+53.5% | Added |
| Sonoma Private Wealth LLC | 9,338 | $264.5K | 0.43% | +9,338 | New |
| O'Shaughnessy Asset Management, LLC | 9,320 | $263.9K | 0.00% | −1,815−16.3% | Reduced |
| National Bank of Canada | 9,901 | $260.8K | 0.00% | +9,901 | New |
| Crossmark Global Holdings, Inc. | 8,958 | $253.0K | 0.00% | +8,958 | New |
| SG Americas Securities, LLC | 8,741 | $248.0K | 0.00% | −19,507−69.1% | Reduced |
| Aspiriant, LLC | 8,698 | $246.3K | 0.01% | −98−1.1% | Reduced |
| Petrus Trust Company, LTA | 8,621 | $244.1K | 0.02% | −19,613−69.5% | Reduced |
| Everence Capital Management Inc | 8,570 | $243.0K | 0.02% | +8,570 | New |
| Xponance, Inc. | 8,559 | $242.4K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8,467 | $239.0K | 0.00% | +8,467 | New |
| Cahaba Wealth Management, Inc. | 8,439 | $239.0K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,185 | $231.8K | 0.00% | +8,185 | New |
| Rosenberg Matthew Hamilton | 8,119 | $231.7K | 0.07% | +191+2.4% | Added |
| Blair William & Co | 8,180 | $231.7K | 0.00% | −107,547−92.9% | Reduced |
| Mariner, LLC | 8,162 | $231.1K | 0.00% | +8,162 | New |
| Cipher Capital LP | 8,149 | $230.8K | 0.11% | −7,651−48.4% | Reduced |
| Atria Wealth Solutions, Inc. | 8,105 | $229.5K | 0.00% | −1,752−17.8% | Reduced |
| Shell Asset Management Co | 8,440 | $223.0K | 0.01% | −879−9.4% | Reduced |
| Lazard Asset Management LLC | 7,842 | $221.0K | 0.00% | +6,131+358.3% | Added |
| Dynamic Technology Lab Private Ltd | 7,766 | $220.0K | 0.02% | −6,377−45.1% | Reduced |
| The PNC Financial Services Group, Inc. | 7,501 | $212.4K | 0.00% | +5,771+333.6% | Added |
| Metropolitan Life Insurance Co | 7,411 | $209.9K | 0.01% | −706−8.7% | Reduced |
| Integrated Advisors Network LLC | 7,065 | $200.1K | 0.01% | +7,065 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,412 | $181.6K | 0.00% | +205+3.3% | Added |
| Central Pacific Bank - Trust Division | 6,100 | $174.1K | 0.02% | +6,100 | New |
| Parallel Advisors, LLC | 6,130 | $173.6K | 0.00% | −82−1.3% | Reduced |
| Truvestments Capital LLC | 5,811 | $164.6K | 0.06% | −546−8.6% | Reduced |
| Proequities, Inc. | 5,133 | $145.4K | 0.01% | −897−14.9% | Reduced |
| Covestor Ltd | 4,312 | $122.0K | 0.08% | +924+27.3% | Added |
| Tower Research Capital LLC (TRC) | 4,147 | $117.4K | 0.00% | −29,291−87.6% | Reduced |
| Ameliora Wealth Management Ltd. | 4,000 | $113.3K | 0.05% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3,614 | $102.3K | 0.00% | +3,614 | New |
| KBC Group NV | 3,113 | $88.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,869 | $81.3K | 0.00% | +1,293+82.0% | Added |
| Whittier Trust Co | 2,410 | $68.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,295 | $65.0K | 0.01% | +1,155+101.3% | Added |
| Bartlett & Co. Wealth Management LLC | 2,000 | $56.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,995 | $56.5K | 0.00% | +105+5.6% | Added |
| a16z Perennial Management, L.P. | 1,874 | $53.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,805 | $51.1K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,600 | $45.3K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,583 | $45.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,500 | $42.5K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,400 | $39.6K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,250 | $35.4K | 0.01% | +1,250 | New |
| EntryPoint Capital, LLC | 1,180 | $33.4K | 0.03% | −2,921−71.2% | Reduced |
| North Star Investment Management Corp. | 1,000 | $28.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 987 | $28.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 931 | $26.4K | 0.00% | +886+1,968.9% | Added |
| TD Waterhouse Canada Inc. | 792 | $25.2K | 0.00% | +225+39.7% | Added |
| Farther Finance Advisors, LLC | 846 | $24.1K | 0.00% | +836+8,360.0% | Added |
| Bear Mountain Capital, Inc. | 867 | $22.8K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 752 | $21.3K | 0.00% | +81+12.1% | Added |
| Elequin Capital LP | 742 | $21.0K | 0.00% | +716+2,753.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 669 | $18.9K | 0.00% | +669 | New |
| Migdal Insurance & Financial Holdings Ltd. | 589 | $17.0K | 0.00% | +5+0.9% | Added |
| CoreCap Advisors, LLC | 500 | $14.2K | 0.00% | +500 | New |
| Gilliland Jeter Wealth Management LLC | 489 | $13.8K | 0.00% | +489 | New |
| 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 |
| Quarry LP | 334 | $9.46K | 0.00% | −309−48.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 310 | $8.78K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 300 | $8.56K | 0.00% | +300 | New |
| CWM, LLC | 284 | $8.00K | 0.00% | +164+136.7% | Added |
| Globeflex Capital L P | 233 | $6.60K | 0.00% | −36−13.4% | Reduced |
| Point72 Hong Kong Ltd | 222 | $6.28K | 0.00% | +222 | New |
| Massmutual Trust Co FSB | 221 | $6.26K | 0.00% | +119+116.7% | Added |
| FinTrust Capital Advisors, LLC | 200 | $5.66K | 0.00% | −516−72.1% | Reduced |
| Operose Advisors LLC | 200 | $5.66K | 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 |