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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 342 institutions
Q1 2021: 304 institutionsQ2 2021: 281 institutionsQ3 2021: 275 institutionsQ4 2021: 313 institutionsQ1 2022: 321 institutionsQ2 2022: 327 institutionsQ3 2022: 324 institutionsQ4 2022: 375 institutionsQ1 2023: 365 institutionsQ2 2023: 345 institutionsQ3 2023: 327 institutionsQ4 2023: 332 institutionsQ1 2024: 342 institutionsQ2 2024: 349 institutionsQ3 2024: 395 institutionsQ4 2024: 400 institutionsQ1 2025: 392 institutionsQ2 2025: 416 institutionsQ3 2025: 408 institutionsQ4 2025: 411 institutionsQ1 2026: 399 institutionsQ2 2026: 397 institutions
Value heldQ1 2024: $4.01B
Q1 2021: $3.08BQ2 2021: $3.31BQ3 2021: $2.98BQ4 2021: $3.29BQ1 2022: $3.54BQ2 2022: $3.10BQ3 2022: $3.01BQ4 2022: $3.90BQ1 2023: $3.38BQ2 2023: $3.75BQ3 2023: $3.04BQ4 2023: $3.19BQ1 2024: $4.01BQ2 2024: $3.68BQ3 2024: $4.66BQ4 2024: $4.64BQ1 2025: $4.53BQ2 2025: $5.31BQ3 2025: $4.84BQ4 2025: $4.33BQ1 2026: $3.31BQ2 2026: $3.72B
Institutions holding BOX and their total value by quarter
QuarterHoldersValue
Q2 2026397$3.72B
Q1 2026399$3.31B
Q4 2025411$4.33B
Q3 2025408$4.84B
Q2 2025416$5.31B
Q1 2025392$4.53B
Q4 2024400$4.64B
Q3 2024395$4.66B
Q2 2024349$3.68B
Q1 2024342$4.01B
Q4 2023332$3.19B
Q3 2023327$3.04B
Q2 2023345$3.75B
Q1 2023365$3.38B
Q4 2022375$3.90B
Q3 2022324$3.01B
Q2 2022327$3.10B
Q1 2022321$3.54B
Q4 2021313$3.29B
Q3 2021275$2.98B
Q2 2021281$3.31B
Q1 2021304$3.08B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q4 2023.

Institutions holding BOX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Sandy Spring Bank175$4.96K0.00%00.0%Unchanged
Naples Money Management LLC156$4.42K0.00%+8+5.4%Added
Washington Trust Co153$4.33K0.00%00.0%Unchanged
Financial Avengers, Inc.150$4.28K0.00%00.0%Unchanged
Principal Securities, Inc.149$4.22K0.00%−5−3.2%Reduced
WealthCollab, LLC147$4.16K0.00%00.0%Unchanged
Hantz Financial Services, Inc.134$4.00K0.00%−63−32.0%Reduced
GAMMA Investing LLC140$3.96K0.00%+118+536.4%Added
Parkside Financial Bank & Trust120$3.40K0.00%+120New
Huntington National Bank112$3.17K0.00%+65+138.3%Added
Mather Group, LLC.122$3.12K0.00%+122New
Signaturefd, LLC108$3.06K0.00%−387−78.2%Reduced
Carolinas Wealth Consulting LLC105$2.97K0.00%00.0%Unchanged
Key Financial Inc100$2.83K0.00%00.0%Unchanged
Performa Ltd (US), LLC100$2.83K0.00%+100New
Archer Investment Corp95$2.69K0.00%00.0%Unchanged
Anchor Investment Management, LLC75$2.12K0.00%00.0%Unchanged
Bell Investment Advisors, Inc71$2.01K0.00%00.0%Unchanged
Smithfield Trust Co93$2.00K0.00%+93New
Farmers & Merchants Investments Inc70$1.98K0.00%+70New
JFS Wealth Advisors, LLC68$1.93K0.00%−11−13.9%Reduced
Cullen/Frost Bankers, Inc.68$1.93K0.00%00.0%Unchanged
Allworth Financial LP67$1.89K0.00%00.0%Unchanged
Umb Bank N A58$1.64K0.00%−339−85.4%Reduced
Clearstead Advisors, LLC60$1.59K0.00%00.0%Unchanged
Walleye Trading LLC46$1.30K0.00%−23,580−99.8%Reduced
Geneos Wealth Management Inc.42$1.19K0.00%+42New
EverSource Wealth Advisors, LLC44$1.14K0.00%+3+7.3%Added
Sound Income Strategies, LLC40$1.13K0.00%00.0%Unchanged
Sunbelt Securities, Inc.30$8500.00%00.0%Unchanged
SJS Investment Consulting Inc.26$7370.00%+10+62.5%Added
Manchester Capital Management LLC22$6240.00%+11+100.0%Added
Emfo, LLC21$5950.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.20$5670.00%+4+25.0%Added
Harbour Investments, Inc.12$3400.00%00.0%Unchanged
Anfield Capital Management, LLC12$3400.00%+12New
Abound Wealth Management11$3120.00%+11New
Rothschild Investment LLC10$2830.00%+10New
MV Capital Management, Inc.6$1700.00%+6New
Hexagon Capital Partners LLC5$1420.00%+5New
Tfo-TDC, LLC3$850.00%00.0%Unchanged
Capital Advisors, Ltd. LLC4$00.00%00.0%Unchanged
Freshford Capital Management, LLC0$00.00%−1,016,148−100.0%Sold out
Stephens Investment Management Group LLC0$00.00%−984,140−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−209,426−100.0%Sold out
Knights of Columbus Asset Advisors LLC0$00.00%−83,018−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−81,900−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−75,000−100.0%Sold out
Renaissance Group LLC0$00.00%−70,731−100.0%Sold out
Squarepoint Ops LLC0$00.00%−70,200−100.0%Sold out
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−57,403−100.0%Sold out
Simplex Trading, LLC0$00.00%−49,010−100.0%Sold out
Ursa Fund Management, LLC0$00.00%−49,000−100.0%Sold out
Cyndeo Wealth Partners, LLC0$00.00%−44,462−100.0%Sold out
Twinbeech Capital LP0$00.00%−42,026−100.0%Sold out
Centaurus Financial, Inc.0$00.00%−40,860−100.0%Sold out
PEAK6 Investments LLC0$00.00%−36,234−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−33,708−100.0%Sold out
Duality Advisers, LP0$00.00%−25,595−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−23,784−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−21,133−100.0%Sold out
Wolverine Trading, LLC0$00.00%−20,748−100.0%Sold out
Woodline Partners LP0$00.00%−20,462−100.0%Sold out
Prudential PLC0$00.00%−19,903−100.0%Sold out
Versor Investments LP0$00.00%−19,200−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−17,334−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−15,050−100.0%Sold out
Systematic Portfolios LLC0$00.00%−14,453−100.0%Sold out
Yarbrough Capital, LLC0$00.00%−14,190−100.0%Sold out
Bailard, Inc.0$00.00%−12,005−100.0%Sold out
Quest Partners LLC0$00.00%−10,985−100.0%Sold out
Cutler Group LP0$00.00%−10,484−100.0%Sold out
TCG Advisory Services, LLC0$00.00%−10,231−100.0%Sold out
XTX Topco Ltd0$00.00%−9,727−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−9,651−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−7,218−100.0%Sold out
Stephens Inc0$00.00%−5,595−100.0%Sold out
Credit Agricole S A0$00.00%−4,760−100.0%Sold out
West Tower Group, LLC0$00.00%−2,895−100.0%Sold out
Virtus Fund Advisers, LLC0$00.00%−1,292−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−1,000−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−920−100.0%Sold out
McGlone Suttner Wealth Management, Inc.0$00.00%−777−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−319−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−250−100.0%Sold out
SOA Wealth Advisors, LLC.0$00.00%−200−100.0%Sold out
Bruce G. Allen Investments, LLC0$00.00%−117−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−102−100.0%Sold out
ORG Partners LLC0$00.00%−100−100.0%Sold out
Arlington Trust Co LLC0$00.00%−68−100.0%Sold out
RE Dickinson Investment Advisors, LLC0$00.00%−45−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−26−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−21−100.0%Sold out
Evergreen Private Wealth LLC0$00.00%−7−100.0%Sold out
Neo Ivy Capital Management––––Not filed
Bartlett & Co. LLC––––Not filed
Fairfield Financial Advisors, LTD––––Not filed