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 |
|---|---|---|---|---|---|
| Washington Trust Co | 178 | $4.71K | 0.00% | +25+16.3% | Added |
| Sandy Spring Bank | 175 | $4.63K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $3.97K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 149 | $3.94K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 147 | $3.89K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 141 | $3.73K | 0.00% | +83+143.1% | Added |
| Naples Money Management LLC | 141 | $3.72K | 0.00% | −15−9.6% | Reduced |
| Massmutual Trust Co FSB | 140 | $3.70K | 0.00% | −81−36.7% | Reduced |
| Mather Group, LLC. | 122 | $3.46K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 125 | $3.31K | 0.00% | +125 | New |
| Signaturefd, LLC | 124 | $3.28K | 0.00% | +16+14.8% | Added |
| GPS Wealth Strategies Group, LLC | 106 | $2.80K | 0.00% | +106 | New |
| Parkside Financial Bank & Trust | 104 | $2.75K | 0.00% | −16−13.3% | Reduced |
| Carolinas Wealth Consulting LLC | 103 | $2.72K | 0.00% | −2−1.9% | Reduced |
| Key Financial Inc | 100 | $2.64K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 95 | $2.51K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $2.12K | 0.00% | +10+14.3% | Added |
| Allworth Financial LP | 76 | $2.03K | 0.00% | +9+13.4% | Added |
| Anchor Investment Management, LLC | 75 | $1.98K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 75 | $1.98K | 0.00% | +75 | New |
| Bell Investment Advisors, Inc | 71 | $1.88K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 70 | $1.85K | 0.00% | +70 | New |
| Stephens Consulting, LLC | 69 | $1.82K | 0.00% | +69 | New |
| Cullen/Frost Bankers, Inc. | 68 | $1.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $1.80K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 63 | $1.77K | 0.00% | +19+43.2% | Added |
| IFP Advisors, Inc | 57 | $1.51K | 0.00% | +57 | New |
| Walleye Trading LLC | 46 | $1.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $1.11K | 0.00% | +42 | New |
| Johnson Financial Group, Inc. | 41 | $1.08K | 0.00% | +41 | New |
| Sound Income Strategies, LLC | 40 | $1.06K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 33 | $873 | 0.00% | +11+50.0% | Added |
| Sunbelt Securities, Inc. | 30 | $793 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $661 | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 21 | $556 | 0.00% | −5−19.2% | Reduced |
| Emfo, LLC | 21 | $556 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 20 | $528 | 0.00% | +20 | New |
| CVA Family Office, LLC | 19 | $502 | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $450 | 0.00% | −3−15.0% | Reduced |
| Harbour Investments, Inc. | 12 | $317 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 12 | $317 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $291 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9 | $238 | 0.00% | −103−92.0% | Reduced |
| MV Capital Management, Inc. | 8 | $212 | 0.00% | +2+33.3% | Added |
| Rothschild Investment LLC | 5 | $132 | 0.00% | −5−50.0% | Reduced |
| Hexagon Capital Partners LLC | 2 | $53 | 0.00% | −3−60.0% | Reduced |
| Great Lakes Retirement, Inc. | 2 | $53 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −622,906−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −532,928−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −184,700−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −153,300−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −125,669−100.0% | Sold out |
| Diameter Capital Partners LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −98,900−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −85,490−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −76,185−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −67,424−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −47,400−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −46,191−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −35,624−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −34,887−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −16,018−100.0% | Sold out |
| Brio Consultants, LLC | 0 | $0 | 0.00% | −14,404−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,085−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −10,327−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −8,621−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −8,180−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −8,162−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −8,105−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −7,411−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −5,811−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,295−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| a16z Perennial Management, L.P. | 0 | $0 | 0.00% | −1,874−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −742−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Performa Ltd (US), LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Connectus Wealth, LLC | – | – | – | – | Not filed |
| Ziegler Capital Management, LLC | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |