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 |
|---|---|---|---|---|---|
| KBC Group NV | 3,983 | $130.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,816 | $92.2K | 0.00% | +189+7.2% | Added |
| Whittier Trust Co | 2,410 | $78.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,265 | $74.0K | 0.05% | −1,021−31.1% | Reduced |
| Farther Finance Advisors, LLC | 2,162 | $70.8K | 0.00% | +1,536+245.4% | Added |
| Federation des caisses Desjardins du Quebec | 1,900 | $62.2K | 0.00% | +400+26.7% | Added |
| Catalyst Funds Management Pty Ltd | 1,800 | $58.9K | 0.01% | +1,400+350.0% | Added |
| DekaBank Deutsche Girozentrale | 1,583 | $51.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,541 | $48.9K | 0.00% | +560+57.1% | Added |
| Glass Jacobson Investment Advisors llc | 1,400 | $45.8K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 1,351 | $44.2K | 0.01% | −67−4.7% | Reduced |
| GAMMA Investing LLC | 1,337 | $43.8K | 0.00% | +787+143.1% | Added |
| Center for Financial Planning, Inc. | 1,250 | $40.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,115 | $36.5K | 0.00% | −220−16.5% | Reduced |
| Itau Unibanco Holding S.A. | 1,087 | $35.6K | 0.00% | +1,087 | New |
| North Star Investment Management Corp. | 1,000 | $32.7K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 867 | $28.4K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 750 | $24.5K | 0.00% | −150−16.7% | Reduced |
| Wolff Wiese Magana LLC | 727 | $23.8K | 0.02% | +727 | New |
| Larson Financial Group LLC | 659 | $21.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 530 | $17.3K | 0.01% | −1,275−70.6% | Reduced |
| GWM Advisors LLC | 500 | $16.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 500 | $16.4K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 489 | $16.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 448 | $15.0K | 0.00% | +209+87.4% | Added |
| Umb Bank N A | 318 | $10.4K | 0.00% | +177+125.5% | Added |
| Fairfield Financial Advisors, LTD | 300 | $9.82K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 300 | $9.82K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 292 | $9.56K | 0.00% | +292 | New |
| Coston, McIsaac & Partners | 300 | $9.00K | 0.00% | +300 | New |
| Smartleaf Asset Management LLC | 265 | $8.68K | 0.00% | −14−5.0% | Reduced |
| Hexagon Capital Partners LLC | 254 | $8.31K | 0.00% | +252+12,600.0% | Added |
| Elequin Capital LP | 220 | $7.20K | 0.00% | +220 | New |
| Spire Wealth Management | 210 | $6.87K | 0.00% | −787−78.9% | Reduced |
| 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 197 | $6.45K | 0.00% | +9+4.8% | Added |
| Washington Trust Co | 194 | $6.35K | 0.00% | +16+9.0% | Added |
| Global Retirement Partners, LLC | 179 | $5.86K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 175 | $5.73K | 0.00% | +100+133.3% | Added |
| Sandy Spring Bank | 175 | $5.73K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 169 | $5.53K | 0.00% | −168−49.9% | Reduced |
| Eagle Bay Advisors LLC | 152 | $4.97K | 0.00% | −98−39.2% | Reduced |
| Financial Avengers, Inc. | 150 | $4.91K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 147 | $4.81K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 145 | $4.75K | 0.00% | +145 | New |
| Sterling Capital Management LLC | 143 | $4.68K | 0.00% | +143 | New |
| Naples Money Management LLC | 141 | $4.62K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 137 | $4.48K | 0.00% | −3−2.1% | Reduced |
| Principal Securities, Inc. | 133 | $4.35K | 0.00% | −16−10.7% | Reduced |
| SRS Capital Advisors, Inc. | 125 | $4.09K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 122 | $3.99K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 120 | $3.93K | 0.00% | +115+2,300.0% | Added |
| Parkside Financial Bank & Trust | 110 | $3.60K | 0.00% | +6+5.8% | Added |
| Signaturefd, LLC | 108 | $3.54K | 0.00% | −16−12.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 106 | $3.47K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 105 | $3.44K | 0.00% | −168−61.5% | Reduced |
| Carolinas Wealth Consulting LLC | 104 | $3.40K | 0.00% | +1+1.0% | Added |
| Key Financial Inc | 100 | $3.27K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 95 | $3.11K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 81 | $2.65K | 0.00% | +18+28.6% | Added |
| Farmers & Merchants Investments Inc | 80 | $2.62K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 76 | $2.48K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $2.32K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $2.29K | 0.00% | +2+2.9% | Added |
| 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 |
| Assetmark, Inc | 52 | $1.70K | 0.00% | +52 | New |
| Financial Network Wealth Advisors LLC | 52 | $1.70K | 0.00% | +52 | New |
| AdvisorNet Financial, Inc | 48 | $1.57K | 0.00% | +48 | New |
| Capital Performance Advisors LLP | 46 | $1.51K | 0.00% | +46 | New |
| Manchester Capital Management LLC | 43 | $1.41K | 0.00% | +10+30.3% | Added |
| Private Wealth Management Group, LLC | 42 | $1.38K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 41 | $1.34K | 0.00% | +41 | New |
| Sound Income Strategies, LLC | 40 | $1.31K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 34 | $1.00K | 0.00% | +34 | New |
| Sunbelt Securities, Inc. | 30 | $982 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $819 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $819 | 0.00% | +8+47.1% | Added |
| GeoWealth Management, LLC | 22 | $720 | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 20 | $655 | 0.00% | −1−4.8% | Reduced |
| Mendota Financial Group, LLC | 15 | $491 | 0.00% | +15 | New |
| Harbour Investments, Inc. | 12 | $393 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 12 | $393 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $321 | 0.00% | +10 | New |
| Huntington National Bank | 9 | $295 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $262 | 0.00% | −3−27.3% | Reduced |
| MV Capital Management, Inc. | 7 | $230 | 0.00% | −1−12.5% | Reduced |
| Claris Advisors, LLC | 6 | $196 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −224,600−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −184,797−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Peloton Wealth Strategists | 0 | $0 | 0.00% | −136,250−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −65,114−100.0% | Sold out |