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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 5,540 | $181.3K | 0.02% | −1,360−19.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,900 | $193.1K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 6,168 | $201.9K | 0.03% | +6,168 | New |
| Lido Advisors, LLC | 6,400 | $209.5K | 0.00% | +6,400 | New |
| Perigon Wealth Management, LLC | 6,405 | $209.6K | 0.01% | +6,405 | New |
| Wealth Enhancement Advisory Services, LLC | 6,448 | $211.0K | 0.00% | +6,448 | New |
| Stratos Wealth Partners, LTD. | 6,471 | $211.8K | 0.00% | −4,379−40.4% | Reduced |
| Clearstead Advisors, LLC | 6,643 | $217.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6,748 | $220.9K | 0.06% | +6,748 | New |
| Evergreen Capital Management LLC | 6,811 | $222.9K | 0.01% | +6,811 | New |
| Pacer Advisors, Inc. | 6,947 | $227.4K | 0.00% | +3,877+126.3% | Added |
| Penserra Capital Management LLC | 6,967 | $228.0K | 0.00% | −15,276−68.7% | Reduced |
| Hohimer Wealth Management, LLC | 7,133 | $233.5K | 0.05% | −7,112−49.9% | Reduced |
| National Bank of Canada | 7,210 | $236.0K | 0.00% | −2,515−25.9% | Reduced |
| Janney Montgomery Scott LLC | 7,416 | $243.0K | 0.00% | +7,416 | New |
| Dark Forest Capital Management LP | 7,582 | $248.2K | 0.03% | −7,235−48.8% | Reduced |
| CIBC Asset Management Inc | 7,949 | $260.2K | 0.00% | +39+0.5% | Added |
| Shell Asset Management Co | 7,982 | $261.0K | 0.01% | +7,982 | New |
| Integrated Advisors Network LLC | 8,052 | $263.5K | 0.01% | +52+0.7% | Added |
| Rosenberg Matthew Hamilton | 8,119 | $265.7K | 0.07% | +1,159+16.7% | Added |
| MML Investors Services, LLC | 8,127 | $266.0K | 0.00% | +8,127 | New |
| Scientech Research LLC | 8,271 | $270.7K | 0.05% | +8,271 | New |
| Cahaba Wealth Management, Inc. | 8,439 | $276.2K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 8,621 | $282.2K | 0.01% | +35+0.4% | Added |
| Sonoma Private Wealth LLC | 8,799 | $288.0K | 0.45% | −338−3.7% | Reduced |
| Baldwin Brothers Inc | 8,827 | $288.9K | 0.02% | +8,827 | New |
| Crossmark Global Holdings, Inc. | 8,926 | $293.0K | 0.01% | −10.0% | Reduced |
| Gibbs Wealth Management | 9,176 | $300.3K | 0.10% | +9,176 | New |
| Commonwealth Equity Services, LLC | 9,228 | $302.0K | 0.00% | −746−7.5% | Reduced |
| Centiva Capital, LP | 9,290 | $304.1K | 0.01% | +9,290 | New |
| Woodline Partners LP | 9,364 | $306.5K | 0.00% | +9,364 | New |
| Brevan Howard Capital Management LP | 9,463 | $309.7K | 0.01% | +9,463 | New |
| Cornercap Investment Counsel Inc | 9,521 | $311.6K | 0.09% | −8,894−48.3% | Reduced |
| Brown Brothers Harriman & Co | 9,858 | $322.7K | 0.00% | +130+1.3% | Added |
| Cetera Investment Advisers | 9,958 | $325.9K | 0.00% | −177−1.7% | Reduced |
| Brio Consultants, LLC | 10,000 | $327.3K | 0.05% | +10,000 | New |
| AXA S.A. | 10,066 | $329.5K | 0.00% | +10,066 | New |
| FMR LLC | 10,199 | $333.8K | 0.00% | +2,827+38.3% | Added |
| DC Investments Management, LLC | 10,379 | $339.7K | 0.24% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,431 | $341.4K | 0.00% | −808−7.2% | Reduced |
| Ronald Blue Trust, Inc. | 13,098 | $346.3K | 0.00% | +1,650+14.4% | Added |
| The PNC Financial Services Group, Inc. | 10,722 | $350.9K | 0.00% | +6,291+142.0% | Added |
| Two Sigma Advisers, LP | 10,800 | $353.5K | 0.00% | +10,800 | New |
| CSS LLC | 10,904 | $356.9K | 0.02% | −1,496−12.1% | Reduced |
| STRS Ohio | 11,000 | $360.0K | 0.00% | +2,500+29.4% | Added |
| Kestra Advisory Services, LLC | 11,214 | $367.0K | 0.00% | −877−7.3% | Reduced |
| Matisse Capital | 11,500 | $376.4K | 0.18% | +11,500 | New |
| HRT Financial LP | 11,726 | $383.0K | 0.00% | −65,876−84.9% | Reduced |
| Leonteq Securities AG | 11,931 | $390.5K | 0.05% | +304+2.6% | Added |
| Resona Asset Management Co.,Ltd. | 12,144 | $397.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 12,168 | $398.3K | 0.03% | +12,168 | New |
| GTS Securities LLC | 12,550 | $410.8K | 0.01% | −189−1.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 12,692 | $415.4K | 0.08% | −2,936−18.8% | Reduced |
| Guggenheim Capital LLC | 13,034 | $426.6K | 0.00% | −515−3.8% | Reduced |
| Inceptionr LLC | 13,058 | $427.4K | 0.10% | +13,058 | New |
| Diversified Trust Co | 13,205 | $432.2K | 0.01% | −13,775−51.1% | Reduced |
| Henshaw Capital LLC | 13,293 | $435.1K | 0.02% | −4,123−23.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,476 | $439.7K | 0.00% | +1,530+12.8% | Added |
| Xponance, Inc. | 13,640 | $446.4K | 0.00% | +4,741+53.3% | Added |
| Profund Advisors LLC | 13,659 | $447.1K | 0.02% | −2,540−15.7% | Reduced |
| Walleye Trading LLC | 13,717 | $449.0K | 0.01% | +13,671+29,719.6% | Added |
| Advisor Group Holdings, Inc. | 13,922 | $455.7K | 0.00% | +2,601+23.0% | Added |
| Staley Capital Advisers Inc | 14,000 | $458.2K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 14,021 | $458.9K | 0.00% | −2,073−12.9% | Reduced |
| Ameritas Investment Partners, Inc. | 14,069 | $460.5K | 0.01% | 00.0% | Unchanged |
| F/M Investments LLC | 14,445 | $472.8K | 0.02% | −62−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 14,514 | $475.0K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 14,541 | $475.9K | 0.21% | +14,541 | New |
| Coldstream Capital Management Inc | 14,546 | $476.1K | 0.01% | +1,690+13.1% | Added |
| CWA Asset Management Group, LLC | 14,859 | $486.3K | 0.03% | +14,859 | New |
| Advisory Services Network, LLC | 18,445 | $487.7K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 14,976 | $490.2K | 0.00% | +321+2.2% | Added |
| NorthCrest Asset Manangement, LLC | 15,300 | $500.8K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,342 | $502.1K | 0.00% | +15,342 | New |
| Cresset Asset Management, LLC | 15,464 | $506.1K | 0.00% | +186+1.2% | Added |
| Everence Capital Management Inc | 15,490 | $507.0K | 0.03% | +6,920+80.7% | Added |
| Integrated Investment Consultants, LLC | 15,542 | $508.7K | 0.11% | +1,268+8.9% | Added |
| Balyasny Asset Management LLC | 15,599 | $510.6K | 0.00% | −312,319−95.2% | Reduced |
| Connable Office Inc | 15,707 | $514.1K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 15,743 | $515.3K | 0.00% | +631+4.2% | Added |
| Garde Capital, Inc. | 15,842 | $519.0K | 0.03% | −130−0.8% | Reduced |
| Smith Group Asset Management, LLC | 16,238 | $531.5K | 0.04% | +3,253+25.1% | Added |
| Weil Company, Inc. | 16,721 | $547.3K | 0.18% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,898 | $553.1K | 0.01% | +1,067+6.7% | Added |
| Fox Run Management, L.L.C. | 17,229 | $563.9K | 0.13% | +17,229 | New |
| CI Private Wealth, LLC | 17,521 | $573.5K | 0.00% | +6,317+56.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 17,669 | $578.3K | 0.00% | +17,669 | New |
| Pictet Asset Management Holding SA | 17,863 | $584.7K | 0.00% | −734−3.9% | Reduced |
| Occudo Quantitative Strategies LP | 18,058 | $591.0K | 0.11% | +10,219+130.4% | Added |
| Myecfo, LLC | 18,299 | $598.9K | 0.32% | −3,619−16.5% | Reduced |
| LPL Financial LLC | 18,691 | $611.8K | 0.00% | +96+0.5% | Added |
| Petrus Trust Company, LTA | 18,777 | $614.6K | 0.06% | +18,777 | New |
| Raymond James Financial Services Advisors, Inc. | 19,881 | $650.7K | 0.00% | −1,198−5.7% | Reduced |
| Bokf, NA | 20,603 | $652.5K | 0.01% | −2,430−10.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,007 | $654.8K | 0.01% | −837−4.0% | Reduced |
| Numerai GP LLC | 20,306 | $664.6K | 0.18% | +20,306 | New |
| Summit Trail Advisors, LLC | 20,579 | $673.6K | 0.02% | +220+1.1% | Added |
| Atom Investors LP | 20,678 | $676.8K | 0.07% | +20,678 | New |
| Aviva PLC | 20,716 | $678.0K | 0.00% | +5,115+32.8% | Added |
| Royal Bank of Canada | 21,528 | $704.0K | 0.00% | −229,178−91.4% | Reduced |