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, Q2 2024
Institutional positions in Box Inc as of Jun 30, 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
- 349
- +12 vs. Q1 2024
- Shares held
- 139.3M
- −645.3K (−0.5%) vs. Q1 2024
- Total value
- $3.68B
- −$277.1M (−7.0%) vs. Q1 2024
- New holders
- 53
- 128 more added
- Sold out
- 41
- 111 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 6,643 | $175.6K | 0.00% | +6,583+10,971.7% | Added |
| Central Pacific Bank - Trust Division | 6,900 | $182.4K | 0.02% | +800+13.1% | Added |
| Rosenberg Matthew Hamilton | 6,960 | $183.7K | 0.05% | −1,159−14.3% | Reduced |
| FMR LLC | 7,372 | $194.9K | 0.00% | −7,268−49.6% | Reduced |
| Occudo Quantitative Strategies LP | 7,839 | $207.3K | 0.04% | +7,839 | New |
| CIBC Asset Management Inc | 7,910 | $209.1K | 0.00% | −275−3.4% | Reduced |
| Integrated Advisors Network LLC | 8,000 | $211.5K | 0.01% | +935+13.2% | Added |
| Everence Capital Management Inc | 8,570 | $223.0K | 0.02% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 8,439 | $223.1K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 8,500 | $224.7K | 0.00% | −1,200−12.4% | Reduced |
| Aspiriant, LLC | 8,586 | $227.0K | 0.01% | −112−1.3% | Reduced |
| Point72 (DIFC) Ltd | 8,840 | $233.7K | 0.02% | +8,840 | New |
| Xponance, Inc. | 8,899 | $235.3K | 0.00% | +340+4.0% | Added |
| Crossmark Global Holdings, Inc. | 8,927 | $236.0K | 0.00% | −31−0.3% | Reduced |
| Sonoma Private Wealth LLC | 9,137 | $241.6K | 0.39% | −201−2.2% | Reduced |
| National Bank of Canada | 9,725 | $256.8K | 0.00% | −176−1.8% | Reduced |
| Brown Brothers Harriman & Co | 9,728 | $257.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 9,974 | $264.0K | 0.00% | −1,495−13.0% | Reduced |
| Cetera Investment Advisers | 10,135 | $268.0K | 0.00% | −353−3.4% | Reduced |
| DC Investments Management, LLC | 10,379 | $274.4K | 0.23% | 00.0% | Unchanged |
| United Services Automobile Association | 10,824 | $286.2K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,850 | $286.9K | 0.00% | +446+4.3% | Added |
| CI Private Wealth, LLC | 11,204 | $296.2K | 0.00% | −832−6.9% | Reduced |
| Captrust Financial Advisors | 11,239 | $297.2K | 0.00% | +558+5.2% | Added |
| Advisor Group Holdings, Inc. | 11,321 | $299.3K | 0.00% | −3,016−21.0% | Reduced |
| Leonteq Securities AG | 11,627 | $307.4K | 0.04% | +1,411+13.8% | Added |
| O'Shaughnessy Asset Management, LLC | 11,946 | $315.9K | 0.00% | +2,626+28.2% | Added |
| Kestra Advisory Services, LLC | 12,091 | $319.7K | 0.00% | +957+8.6% | Added |
| Resona Asset Management Co.,Ltd. | 12,144 | $321.1K | 0.00% | +12,144 | New |
| Ronald Blue Trust, Inc. | 11,448 | $324.2K | 0.00% | +1,982+20.9% | Added |
| CSS LLC | 12,400 | $327.9K | 0.02% | −4,000−24.4% | Reduced |
| Teza Capital Management LLC | 12,688 | $335.5K | 0.04% | +12,688 | New |
| GTS Securities LLC | 12,739 | $336.8K | 0.01% | −13,150−50.8% | Reduced |
| Coldstream Capital Management Inc | 12,856 | $339.9K | 0.01% | −15−0.1% | Reduced |
| Smith Group Asset Management, LLC | 12,985 | $343.3K | 0.03% | +79+0.6% | Added |
| Guggenheim Capital LLC | 13,549 | $358.2K | 0.00% | −15,634−53.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 13,732 | $363.1K | 0.01% | +10,118+280.0% | Added |
| Staley Capital Advisers Inc | 14,000 | $370.2K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,069 | $372.0K | 0.01% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 14,245 | $376.6K | 0.09% | −208−1.4% | Reduced |
| F/M Investments LLC | 14,507 | $383.6K | 0.01% | +14,507 | New |
| Public Employees Retirement Association of Colorado | 14,514 | $384.0K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 14,565 | $385.1K | 0.38% | +14,565 | New |
| Raymond James & Associates | 14,655 | $387.5K | 0.00% | +1,466+11.1% | Added |
| Dark Forest Capital Management LP | 14,817 | $391.8K | 0.07% | +236+1.6% | Added |
| Creative Planning | 15,112 | $399.6K | 0.00% | +860+6.0% | Added |
| Cresset Asset Management, LLC | 15,278 | $403.9K | 0.00% | −197−1.3% | Reduced |
| Integrated Investment Consultants, LLC | 14,274 | $404.2K | 0.11% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 15,300 | $404.5K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 15,551 | $411.2K | 0.01% | −160,312−91.2% | Reduced |
| Aviva PLC | 15,601 | $412.5K | 0.00% | +15,601 | New |
| Beverly Hills Private Wealth, LLC | 15,628 | $413.2K | 0.09% | −1,060−6.4% | Reduced |
| Connable Office Inc | 15,707 | $415.3K | 0.04% | +573+3.8% | Added |
| SG Americas Securities, LLC | 15,794 | $418.0K | 0.00% | +7,053+80.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,831 | $418.6K | 0.00% | +560+3.7% | Added |
| Garde Capital, Inc. | 15,972 | $422.0K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 16,094 | $425.5K | 0.00% | −1,438−8.2% | Reduced |
| Profund Advisors LLC | 16,199 | $428.3K | 0.02% | −18,122−52.8% | Reduced |
| Lazard Asset Management LLC | 16,786 | $442.0K | 0.00% | +8,944+114.1% | Added |
| Weil Company, Inc. | 16,721 | $442.1K | 0.16% | −15,993−48.9% | Reduced |
| Henshaw Capital LLC | 17,416 | $460.5K | 0.02% | +279+1.6% | Added |
| Atria Investments LLC | 18,231 | $482.0K | 0.01% | +18,231 | New |
| Cornercap Investment Counsel Inc | 18,415 | $486.9K | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 18,445 | $487.7K | 0.01% | +45+0.2% | Added |
| LPL Financial LLC | 18,595 | $491.7K | 0.00% | −186−1.0% | Reduced |
| Pictet Asset Management Holding SA | 18,597 | $491.7K | 0.00% | +1,904+11.4% | Added |
| PEAK6 Investments LLC | 19,868 | $525.3K | 0.02% | +19,868 | New |
| Franklin Resources Inc | 20,177 | $533.5K | 0.00% | +1,633+8.8% | Added |
| Summit Trail Advisors, LLC | 20,359 | $538.3K | 0.01% | +265+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 20,844 | $551.1K | 0.01% | −37−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,079 | $557.3K | 0.00% | −337−1.6% | Reduced |
| Myecfo, LLC | 21,918 | $579.5K | 0.33% | +1,495+7.3% | Added |
| Penserra Capital Management LLC | 22,243 | $588.0K | 0.01% | +13,776+162.7% | Added |
| IMC-Chicago, LLC | 22,542 | $596.0K | 0.02% | +22,542 | New |
| ProShare Advisors LLC | 22,943 | $606.6K | 0.00% | −6,792−22.8% | Reduced |
| Bokf, NA | 23,033 | $609.0K | 0.01% | +23,033 | New |
| Mutual of America Capital Management LLC | 23,727 | $627.3K | 0.01% | −1,009−4.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 23,823 | $629.9K | 0.00% | +23,823 | New |
| Linden Thomas Advisory Services, LLC | 24,470 | $647.0K | 0.10% | −28,189−53.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 24,498 | $647.7K | 0.06% | −8,441−25.6% | Reduced |
| Toroso Investments, LLC | 24,944 | $659.5K | 0.01% | +11,149+80.8% | Added |
| Malaga Cove Capital, LLC | 25,589 | $676.6K | 0.27% | −1,500−5.5% | Reduced |
| Harbor Capital Advisors, Inc. | 25,956 | $686.0K | 0.05% | +9,477+57.5% | Added |
| Handelsbanken Fonder AB | 26,353 | $697.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 26,980 | $713.4K | 0.02% | +768+2.9% | Added |
| Tower Research Capital LLC (TRC) | 27,040 | $714.9K | 0.01% | +22,893+552.0% | Added |
| SpiderRock Advisors, LLC | 28,500 | $753.5K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 28,387 | $762.2K | 0.01% | +28,387 | New |
| Gladius Capital Management LP | 29,288 | $774.4K | 0.77% | −1,602−5.2% | Reduced |
| Stifel Financial Corp | 30,484 | $806.0K | 0.00% | −6,217−16.9% | Reduced |
| Aquatic Capital Management LLC | 30,800 | $814.4K | 0.03% | +30,800 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,839 | $815.4K | 0.00% | +3,084+11.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,105 | $822.4K | 0.01% | +96+0.3% | Added |
| XTX Topco Ltd | 32,266 | $853.1K | 0.07% | +32,266 | New |
| Glenmede Trust Co NA | 33,572 | $887.6K | 0.00% | −678−2.0% | Reduced |
| Sherbrooke Park Advisers LLC | 34,073 | $900.9K | 0.16% | +34,073 | New |
| Mirae Asset Global Investments Co., Ltd. | 35,036 | $919.0K | 0.00% | −862,795−96.1% | Reduced |
| Oregon Public Employees Retirement Fund | 35,013 | $925.7K | 0.02% | −3,600−9.3% | Reduced |
| Teacher Retirement System of Texas | 35,825 | $947.0K | 0.01% | +2,313+6.9% | Added |
| Walleye Capital LLC | 36,195 | $957.0K | 0.01% | +595+1.7% | Added |