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, Q3 2024
Institutional positions in Box Inc as of Sep 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
- 395
- +49 vs. Q2 2024
- Shares held
- 142.3M
- +28.8M (+25.3%) vs. Q2 2024
- Total value
- $4.66B
- +$1.65B (+55.1%) vs. Q2 2024
- New holders
- 79
- 115 more added
- Sold out
- 30
- 134 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $196 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 7 | $230 | 0.00% | −1−12.5% | Reduced |
| Abound Wealth Management | 8 | $262 | 0.00% | −3−27.3% | Reduced |
| Huntington National Bank | 9 | $295 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $321 | 0.00% | +10 | New |
| Harbour Investments, Inc. | 12 | $393 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 12 | $393 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 15 | $491 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 20 | $655 | 0.00% | −1−4.8% | Reduced |
| GeoWealth Management, LLC | 22 | $720 | 0.00% | +22 | New |
| Riggs Asset Managment Co. Inc. | 25 | $819 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $819 | 0.00% | +8+47.1% | Added |
| Sunbelt Securities, Inc. | 30 | $982 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 34 | $1.00K | 0.00% | +34 | New |
| Sound Income Strategies, LLC | 40 | $1.31K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 41 | $1.34K | 0.00% | +41 | New |
| Private Wealth Management Group, LLC | 42 | $1.38K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 43 | $1.41K | 0.00% | +10+30.3% | Added |
| Capital Performance Advisors LLP | 46 | $1.51K | 0.00% | +46 | New |
| AdvisorNet Financial, Inc | 48 | $1.57K | 0.00% | +48 | New |
| Assetmark, Inc | 52 | $1.70K | 0.00% | +52 | New |
| Financial Network Wealth Advisors LLC | 52 | $1.70K | 0.00% | +52 | New |
| Migdal Insurance & Financial Holdings Ltd. | 54 | $2.00K | 0.00% | −357−86.9% | Reduced |
| Harvest Fund Management Co., Ltd | 68 | $2.00K | 0.00% | +68 | New |
| Hemington Wealth Management | 80 | $2.00K | 0.00% | +80 | New |
| JFS Wealth Advisors, LLC | 70 | $2.29K | 0.00% | +2+2.9% | Added |
| Bell Investment Advisors, Inc | 71 | $2.32K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $2.46K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 76 | $2.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $2.62K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 81 | $2.65K | 0.00% | +18+28.6% | Added |
| Archer Investment Corp | 95 | $3.11K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $3.27K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 104 | $3.40K | 0.00% | +1+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 105 | $3.44K | 0.00% | −168−61.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 106 | $3.47K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 108 | $3.54K | 0.00% | −16−12.9% | Reduced |
| Parkside Financial Bank & Trust | 110 | $3.60K | 0.00% | +6+5.8% | Added |
| Rothschild Investment LLC | 120 | $3.93K | 0.00% | +115+2,300.0% | Added |
| Mather Group, LLC. | 122 | $3.99K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 125 | $4.09K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 133 | $4.35K | 0.00% | −16−10.7% | Reduced |
| Massmutual Trust Co FSB | 137 | $4.48K | 0.00% | −3−2.1% | Reduced |
| Naples Money Management LLC | 141 | $4.62K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 143 | $4.68K | 0.00% | +143 | New |
| Cape Investment Advisory, Inc. | 145 | $4.75K | 0.00% | +145 | New |
| WealthCollab, LLC | 147 | $4.81K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $4.91K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 152 | $4.97K | 0.00% | −98−39.2% | Reduced |
| Lindbrook Capital, LLC | 169 | $5.53K | 0.00% | −168−49.9% | Reduced |
| Sandy Spring Bank | 175 | $5.73K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 175 | $5.73K | 0.00% | +100+133.3% | Added |
| Global Retirement Partners, LLC | 179 | $5.86K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 194 | $6.35K | 0.00% | +16+9.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 197 | $6.45K | 0.00% | +9+4.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $6.55K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $6.55K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 200 | $6.55K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $6.55K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 210 | $6.87K | 0.00% | −787−78.9% | Reduced |
| Elequin Capital LP | 220 | $7.20K | 0.00% | +220 | New |
| Hexagon Capital Partners LLC | 254 | $8.31K | 0.00% | +252+12,600.0% | Added |
| Smartleaf Asset Management LLC | 265 | $8.68K | 0.00% | −14−5.0% | Reduced |
| Coston, McIsaac & Partners | 300 | $9.00K | 0.00% | +300 | New |
| Jaffetilchin Investment Partners, LLC | 292 | $9.56K | 0.00% | +292 | New |
| Fairfield Financial Advisors, LTD | 300 | $9.82K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 300 | $9.82K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 318 | $10.4K | 0.00% | +177+125.5% | Added |
| CWM, LLC | 448 | $15.0K | 0.00% | +209+87.4% | Added |
| Gilliland Jeter Wealth Management LLC | 489 | $16.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 500 | $16.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 500 | $16.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 530 | $17.3K | 0.01% | −1,275−70.6% | Reduced |
| Larson Financial Group LLC | 659 | $21.6K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 727 | $23.8K | 0.02% | +727 | New |
| CIBC Private Wealth Group, LLC | 750 | $24.5K | 0.00% | −150−16.7% | Reduced |
| Bear Mountain Capital, Inc. | 867 | $28.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $32.7K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,087 | $35.6K | 0.00% | +1,087 | New |
| Quadrant Capital Group LLC | 1,115 | $36.5K | 0.00% | −220−16.5% | Reduced |
| Center for Financial Planning, Inc. | 1,250 | $40.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,337 | $43.8K | 0.00% | +787+143.1% | Added |
| Quarry LP | 1,351 | $44.2K | 0.01% | −67−4.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,400 | $45.8K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,541 | $48.9K | 0.00% | +560+57.1% | Added |
| DekaBank Deutsche Girozentrale | 1,583 | $51.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,800 | $58.9K | 0.01% | +1,400+350.0% | Added |
| Federation des caisses Desjardins du Quebec | 1,900 | $62.2K | 0.00% | +400+26.7% | Added |
| Farther Finance Advisors, LLC | 2,162 | $70.8K | 0.00% | +1,536+245.4% | Added |
| Covestor Ltd | 2,265 | $74.0K | 0.05% | −1,021−31.1% | Reduced |
| Whittier Trust Co | 2,410 | $78.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,816 | $92.2K | 0.00% | +189+7.2% | Added |
| KBC Group NV | 3,983 | $130.0K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,000 | $130.9K | 0.05% | 00.0% | Unchanged |
| Globeflex Capital L P | 4,077 | $133.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,918 | $161.0K | 0.00% | −1,253−20.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,044 | $165.1K | 0.00% | −21,996−81.3% | Reduced |
| Proequities, Inc. | 5,245 | $171.7K | 0.01% | +85+1.6% | Added |