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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 15,300 | $404.5K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 14,274 | $404.2K | 0.11% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 15,278 | $403.9K | 0.00% | −197−1.3% | Reduced |
| Creative Planning | 15,112 | $399.6K | 0.00% | +860+6.0% | Added |
| Dark Forest Capital Management LP | 14,817 | $391.8K | 0.07% | +236+1.6% | Added |
| Raymond James & Associates | 14,655 | $387.5K | 0.00% | +1,466+11.1% | Added |
| Oxford Asset Management LLP | 14,565 | $385.1K | 0.38% | +14,565 | New |
| Public Employees Retirement Association of Colorado | 14,514 | $384.0K | 0.00% | 00.0% | Unchanged |
| F/M Investments LLC | 14,507 | $383.6K | 0.01% | +14,507 | New |
| Hohimer Wealth Management, LLC | 14,245 | $376.6K | 0.09% | −208−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 14,069 | $372.0K | 0.01% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 14,000 | $370.2K | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 13,732 | $363.1K | 0.01% | +10,118+280.0% | Added |
| Guggenheim Capital LLC | 13,549 | $358.2K | 0.00% | −15,634−53.6% | Reduced |
| Smith Group Asset Management, LLC | 12,985 | $343.3K | 0.03% | +79+0.6% | Added |
| Coldstream Capital Management Inc | 12,856 | $339.9K | 0.01% | −15−0.1% | Reduced |
| GTS Securities LLC | 12,739 | $336.8K | 0.01% | −13,150−50.8% | Reduced |
| Teza Capital Management LLC | 12,688 | $335.5K | 0.04% | +12,688 | New |
| CSS LLC | 12,400 | $327.9K | 0.02% | −4,000−24.4% | Reduced |
| Ronald Blue Trust, Inc. | 11,448 | $324.2K | 0.00% | +1,982+20.9% | Added |
| Resona Asset Management Co.,Ltd. | 12,144 | $321.1K | 0.00% | +12,144 | New |
| Kestra Advisory Services, LLC | 12,091 | $319.7K | 0.00% | +957+8.6% | Added |
| O'Shaughnessy Asset Management, LLC | 11,946 | $315.9K | 0.00% | +2,626+28.2% | Added |
| Leonteq Securities AG | 11,627 | $307.4K | 0.04% | +1,411+13.8% | Added |
| Advisor Group Holdings, Inc. | 11,321 | $299.3K | 0.00% | −3,016−21.0% | Reduced |
| Captrust Financial Advisors | 11,239 | $297.2K | 0.00% | +558+5.2% | Added |
| CI Private Wealth, LLC | 11,204 | $296.2K | 0.00% | −832−6.9% | Reduced |
| Stratos Wealth Partners, LTD. | 10,850 | $286.9K | 0.00% | +446+4.3% | Added |
| United Services Automobile Association | 10,824 | $286.2K | 0.01% | 00.0% | Unchanged |
| DC Investments Management, LLC | 10,379 | $274.4K | 0.23% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,135 | $268.0K | 0.00% | −353−3.4% | Reduced |
| Commonwealth Equity Services, LLC | 9,974 | $264.0K | 0.00% | −1,495−13.0% | Reduced |
| Brown Brothers Harriman & Co | 9,728 | $257.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 9,725 | $256.8K | 0.00% | −176−1.8% | Reduced |
| Sonoma Private Wealth LLC | 9,137 | $241.6K | 0.39% | −201−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 8,927 | $236.0K | 0.00% | −31−0.3% | Reduced |
| Xponance, Inc. | 8,899 | $235.3K | 0.00% | +340+4.0% | Added |
| Point72 (DIFC) Ltd | 8,840 | $233.7K | 0.02% | +8,840 | New |
| Aspiriant, LLC | 8,586 | $227.0K | 0.01% | −112−1.3% | Reduced |
| STRS Ohio | 8,500 | $224.7K | 0.00% | −1,200−12.4% | Reduced |
| Cahaba Wealth Management, Inc. | 8,439 | $223.1K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,570 | $223.0K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 8,000 | $211.5K | 0.01% | +935+13.2% | Added |
| CIBC Asset Management Inc | 7,910 | $209.1K | 0.00% | −275−3.4% | Reduced |
| Occudo Quantitative Strategies LP | 7,839 | $207.3K | 0.04% | +7,839 | New |
| FMR LLC | 7,372 | $194.9K | 0.00% | −7,268−49.6% | Reduced |
| Rosenberg Matthew Hamilton | 6,960 | $183.7K | 0.05% | −1,159−14.3% | Reduced |
| Central Pacific Bank - Trust Division | 6,900 | $182.4K | 0.02% | +800+13.1% | Added |
| Clearstead Advisors, LLC | 6,643 | $175.6K | 0.00% | +6,583+10,971.7% | Added |
| nVerses Capital, LLC | 6,400 | $169.2K | 0.10% | +6,400 | New |
| Parallel Advisors, LLC | 6,171 | $163.2K | 0.00% | +41+0.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,900 | $156.0K | 0.00% | −512−8.0% | Reduced |
| Proequities, Inc. | 5,160 | $136.4K | 0.01% | +27+0.5% | Added |
| The PNC Financial Services Group, Inc. | 4,431 | $117.2K | 0.00% | −3,070−40.9% | Reduced |
| Globeflex Capital L P | 4,077 | $107.8K | 0.01% | +3,844+1,649.8% | Added |
| Ameliora Wealth Management Ltd. | 4,000 | $105.8K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 3,983 | $105.0K | 0.00% | +870+27.9% | Added |
| Quest Partners LLC | 3,596 | $95.1K | 0.01% | +3,596 | New |
| Covestor Ltd | 3,286 | $87.0K | 0.06% | −1,026−23.8% | Reduced |
| Pacer Advisors, Inc. | 3,070 | $81.2K | 0.00% | +201+7.0% | Added |
| Nisa Investment Advisors, LLC | 2,627 | $69.5K | 0.00% | +632+31.7% | Added |
| Whittier Trust Co | 2,410 | $63.7K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 2,000 | $52.9K | 0.00% | +2,000 | New |
| Newbridge Financial Services Group, Inc. | 1,805 | $47.7K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,583 | $41.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,500 | $39.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,418 | $37.5K | 0.02% | +1,084+324.6% | Added |
| Glass Jacobson Investment Advisors llc | 1,400 | $37.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,335 | $35.3K | 0.00% | +404+43.4% | Added |
| Center for Financial Planning, Inc. | 1,250 | $33.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $26.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 997 | $26.4K | 0.00% | +10+1.0% | Added |
| TD Waterhouse Canada Inc. | 981 | $25.9K | 0.00% | +189+23.9% | Added |
| CIBC Private Wealth Group, LLC | 900 | $23.0K | 0.00% | +900 | New |
| Bear Mountain Capital, Inc. | 867 | $22.7K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 752 | $19.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 659 | $17.4K | 0.00% | +659 | New |
| Farther Finance Advisors, LLC | 626 | $16.5K | 0.00% | −220−26.0% | Reduced |
| Strategic Investment Solutions, Inc. | 650 | $14.9K | 0.00% | +650 | New |
| GAMMA Investing LLC | 550 | $14.5K | 0.00% | +410+292.9% | Added |
| GWM Advisors LLC | 500 | $13.2K | 0.00% | −13,496−96.4% | Reduced |
| CoreCap Advisors, LLC | 500 | $13.2K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 489 | $12.9K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 411 | $11.0K | 0.00% | −178−30.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 400 | $10.6K | 0.00% | +400 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 350 | $9.25K | 0.00% | +350 | New |
| Lindbrook Capital, LLC | 337 | $8.91K | 0.00% | +337 | New |
| Lynx Investment Advisory | 300 | $7.93K | 0.01% | +300 | New |
| Fairfield Financial Advisors, LTD | 300 | $7.93K | 0.00% | +300 | New |
| Main Street Group, LTD | 300 | $7.92K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 279 | $7.32K | 0.00% | +279 | New |
| Northwestern Mutual Wealth Management Co | 273 | $7.22K | 0.00% | +273 | New |
| Eagle Bay Advisors LLC | 250 | $6.61K | 0.00% | −150−37.5% | Reduced |
| CWM, LLC | 239 | $6.00K | 0.00% | −45−15.8% | Reduced |
| Trust Co of Vermont | 200 | $5.29K | 0.00% | −1,400−87.5% | Reduced |
| FinTrust Capital Advisors, LLC | 200 | $5.29K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $5.29K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $5.29K | 0.00% | +200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 188 | $4.97K | 0.00% | −481−71.9% | Reduced |
| Global Retirement Partners, LLC | 179 | $4.73K | 0.00% | 00.0% | Unchanged |