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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 20,007 | $654.8K | 0.01% | −837−4.0% | Reduced |
| Bokf, NA | 20,603 | $652.5K | 0.01% | −2,430−10.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 19,881 | $650.7K | 0.00% | −1,198−5.7% | Reduced |
| Petrus Trust Company, LTA | 18,777 | $614.6K | 0.06% | +18,777 | New |
| LPL Financial LLC | 18,691 | $611.8K | 0.00% | +96+0.5% | Added |
| Myecfo, LLC | 18,299 | $598.9K | 0.32% | −3,619−16.5% | Reduced |
| Occudo Quantitative Strategies LP | 18,058 | $591.0K | 0.11% | +10,219+130.4% | Added |
| Pictet Asset Management Holding SA | 17,863 | $584.7K | 0.00% | −734−3.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 17,669 | $578.3K | 0.00% | +17,669 | New |
| CI Private Wealth, LLC | 17,521 | $573.5K | 0.00% | +6,317+56.4% | Added |
| Fox Run Management, L.L.C. | 17,229 | $563.9K | 0.13% | +17,229 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,898 | $553.1K | 0.01% | +1,067+6.7% | Added |
| Weil Company, Inc. | 16,721 | $547.3K | 0.18% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 16,238 | $531.5K | 0.04% | +3,253+25.1% | Added |
| Garde Capital, Inc. | 15,842 | $519.0K | 0.03% | −130−0.8% | Reduced |
| Creative Planning | 15,743 | $515.3K | 0.00% | +631+4.2% | Added |
| Connable Office Inc | 15,707 | $514.1K | 0.05% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 15,599 | $510.6K | 0.00% | −312,319−95.2% | Reduced |
| Integrated Investment Consultants, LLC | 15,542 | $508.7K | 0.11% | +1,268+8.9% | Added |
| Everence Capital Management Inc | 15,490 | $507.0K | 0.03% | +6,920+80.7% | Added |
| Cresset Asset Management, LLC | 15,464 | $506.1K | 0.00% | +186+1.2% | Added |
| Susquehanna International Group, LLP | 15,342 | $502.1K | 0.00% | +15,342 | New |
| NorthCrest Asset Manangement, LLC | 15,300 | $500.8K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 14,976 | $490.2K | 0.00% | +321+2.2% | Added |
| Advisory Services Network, LLC | 18,445 | $487.7K | 0.01% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 14,859 | $486.3K | 0.03% | +14,859 | New |
| Coldstream Capital Management Inc | 14,546 | $476.1K | 0.01% | +1,690+13.1% | Added |
| Unique Wealth Strategies, LLC | 14,541 | $475.9K | 0.21% | +14,541 | New |
| Public Employees Retirement Association of Colorado | 14,514 | $475.0K | 0.00% | 00.0% | Unchanged |
| F/M Investments LLC | 14,445 | $472.8K | 0.02% | −62−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 14,069 | $460.5K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 14,021 | $458.9K | 0.00% | −2,073−12.9% | Reduced |
| Staley Capital Advisers Inc | 14,000 | $458.2K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,922 | $455.7K | 0.00% | +2,601+23.0% | Added |
| Walleye Trading LLC | 13,717 | $449.0K | 0.01% | +13,671+29,719.6% | Added |
| Profund Advisors LLC | 13,659 | $447.1K | 0.02% | −2,540−15.7% | Reduced |
| Xponance, Inc. | 13,640 | $446.4K | 0.00% | +4,741+53.3% | Added |
| O'Shaughnessy Asset Management, LLC | 13,476 | $439.7K | 0.00% | +1,530+12.8% | Added |
| Henshaw Capital LLC | 13,293 | $435.1K | 0.02% | −4,123−23.7% | Reduced |
| Diversified Trust Co | 13,205 | $432.2K | 0.01% | −13,775−51.1% | Reduced |
| Inceptionr LLC | 13,058 | $427.4K | 0.10% | +13,058 | New |
| Guggenheim Capital LLC | 13,034 | $426.6K | 0.00% | −515−3.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 12,692 | $415.4K | 0.08% | −2,936−18.8% | Reduced |
| GTS Securities LLC | 12,550 | $410.8K | 0.01% | −189−1.5% | Reduced |
| Two Sigma Securities, LLC | 12,168 | $398.3K | 0.03% | +12,168 | New |
| Resona Asset Management Co.,Ltd. | 12,144 | $397.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 11,931 | $390.5K | 0.05% | +304+2.6% | Added |
| HRT Financial LP | 11,726 | $383.0K | 0.00% | −65,876−84.9% | Reduced |
| Matisse Capital | 11,500 | $376.4K | 0.18% | +11,500 | New |
| Kestra Advisory Services, LLC | 11,214 | $367.0K | 0.00% | −877−7.3% | Reduced |
| STRS Ohio | 11,000 | $360.0K | 0.00% | +2,500+29.4% | Added |
| CSS LLC | 10,904 | $356.9K | 0.02% | −1,496−12.1% | Reduced |
| Two Sigma Advisers, LP | 10,800 | $353.5K | 0.00% | +10,800 | New |
| The PNC Financial Services Group, Inc. | 10,722 | $350.9K | 0.00% | +6,291+142.0% | Added |
| Ronald Blue Trust, Inc. | 13,098 | $346.3K | 0.00% | +1,650+14.4% | Added |
| Captrust Financial Advisors | 10,431 | $341.4K | 0.00% | −808−7.2% | Reduced |
| DC Investments Management, LLC | 10,379 | $339.7K | 0.24% | 00.0% | Unchanged |
| FMR LLC | 10,199 | $333.8K | 0.00% | +2,827+38.3% | Added |
| AXA S.A. | 10,066 | $329.5K | 0.00% | +10,066 | New |
| Brio Consultants, LLC | 10,000 | $327.3K | 0.05% | +10,000 | New |
| Cetera Investment Advisers | 9,958 | $325.9K | 0.00% | −177−1.7% | Reduced |
| Brown Brothers Harriman & Co | 9,858 | $322.7K | 0.00% | +130+1.3% | Added |
| Cornercap Investment Counsel Inc | 9,521 | $311.6K | 0.09% | −8,894−48.3% | Reduced |
| Brevan Howard Capital Management LP | 9,463 | $309.7K | 0.01% | +9,463 | New |
| Woodline Partners LP | 9,364 | $306.5K | 0.00% | +9,364 | New |
| Centiva Capital, LP | 9,290 | $304.1K | 0.01% | +9,290 | New |
| Commonwealth Equity Services, LLC | 9,228 | $302.0K | 0.00% | −746−7.5% | Reduced |
| Gibbs Wealth Management | 9,176 | $300.3K | 0.10% | +9,176 | New |
| Crossmark Global Holdings, Inc. | 8,926 | $293.0K | 0.01% | −10.0% | Reduced |
| Baldwin Brothers Inc | 8,827 | $288.9K | 0.02% | +8,827 | New |
| Sonoma Private Wealth LLC | 8,799 | $288.0K | 0.45% | −338−3.7% | Reduced |
| Aspiriant, LLC | 8,621 | $282.2K | 0.01% | +35+0.4% | Added |
| Cahaba Wealth Management, Inc. | 8,439 | $276.2K | 0.02% | 00.0% | Unchanged |
| Scientech Research LLC | 8,271 | $270.7K | 0.05% | +8,271 | New |
| MML Investors Services, LLC | 8,127 | $266.0K | 0.00% | +8,127 | New |
| Rosenberg Matthew Hamilton | 8,119 | $265.7K | 0.07% | +1,159+16.7% | Added |
| Integrated Advisors Network LLC | 8,052 | $263.5K | 0.01% | +52+0.7% | Added |
| Shell Asset Management Co | 7,982 | $261.0K | 0.01% | +7,982 | New |
| CIBC Asset Management Inc | 7,949 | $260.2K | 0.00% | +39+0.5% | Added |
| Dark Forest Capital Management LP | 7,582 | $248.2K | 0.03% | −7,235−48.8% | Reduced |
| Janney Montgomery Scott LLC | 7,416 | $243.0K | 0.00% | +7,416 | New |
| National Bank of Canada | 7,210 | $236.0K | 0.00% | −2,515−25.9% | Reduced |
| Hohimer Wealth Management, LLC | 7,133 | $233.5K | 0.05% | −7,112−49.9% | Reduced |
| Penserra Capital Management LLC | 6,967 | $228.0K | 0.00% | −15,276−68.7% | Reduced |
| Pacer Advisors, Inc. | 6,947 | $227.4K | 0.00% | +3,877+126.3% | Added |
| Evergreen Capital Management LLC | 6,811 | $222.9K | 0.01% | +6,811 | New |
| Truvestments Capital LLC | 6,748 | $220.9K | 0.06% | +6,748 | New |
| Clearstead Advisors, LLC | 6,643 | $217.4K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,471 | $211.8K | 0.00% | −4,379−40.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,448 | $211.0K | 0.00% | +6,448 | New |
| Perigon Wealth Management, LLC | 6,405 | $209.6K | 0.01% | +6,405 | New |
| Lido Advisors, LLC | 6,400 | $209.5K | 0.00% | +6,400 | New |
| Vise Technologies, Inc. | 6,168 | $201.9K | 0.03% | +6,168 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,900 | $193.1K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,540 | $181.3K | 0.02% | −1,360−19.7% | Reduced |
| Proequities, Inc. | 5,245 | $171.7K | 0.01% | +85+1.6% | Added |
| Tower Research Capital LLC (TRC) | 5,044 | $165.1K | 0.00% | −21,996−81.3% | Reduced |
| Parallel Advisors, LLC | 4,918 | $161.0K | 0.00% | −1,253−20.3% | Reduced |
| Globeflex Capital L P | 4,077 | $133.4K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,000 | $130.9K | 0.05% | 00.0% | Unchanged |