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Livermore
ZHEN

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

Q4 2024 vs. Q3 2024

How the institutions holding Box Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of BOX: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders3956400+11
Shares142.3M316.7K146.9M+4.90M (+3.4%)
Value$4.66B$10.3M$4.64B−$5.03M (−0.1%)

6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (59)

Institutions that held Box Inc at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to BOX in Q4 2024
InstitutionSharesValue% of portfolio
Jupiter Asset Management Ltd766,907$24.2M0.24%
Freestone Grove Partners LP270,592$8.55M0.10%
Raymond James Financial Inc265,976$8.40M0.00%
Madison Investment Advisors, LLC198,815$6.28M0.07%
Beacon Harbor Wealth Advisors, Inc.189,765$6.00M1.40%
Emmett Investment Management, LP143,600$4.54M4.08%
Tudor Investment Corp Et Al137,430$4.34M0.05%
Susquehanna Fundamental Investments, LLC116,532$3.68M0.06%
BI Asset Management Fondsmaeglerselskab A/S115,139$3.64M0.04%
Fieldview Capital Management, LLC97,095$3.07M0.47%
Edgestream Partners, L.P.84,537$2.67M0.11%
KLP Kapitalforvaltning AS63,000$1.99M0.01%
Bryce Point Capital, LLC51,272$1.62M0.47%
Graham Capital Management, L.P.51,055$1.61M0.05%
Integrated Quantitative Investments LLC44,874$1.42M0.70%
UBS Oconnor LLC32,500$1.03M0.03%
Robeco Institutional Asset Management B.V.31,049$981.1K0.00%
Police & Firemen's Retirement System of New Jersey29,997$947.9K0.01%
Landscape Capital Management, L.L.C.27,670$874.4K0.09%
Y-Intercept (Hong Kong) Ltd25,876$817.7K0.05%
Sherbrooke Park Advisers LLC24,900$786.8K0.25%
Campbell & CO Investment Adviser LLC24,562$776.2K0.06%
Caption Management, LLC22,100$698.4K0.03%
Kesler, Norman & Wride, LLC21,536$680.6K0.15%
Jefferies Financial Group Inc.17,570$555.2K0.01%
Jain Global LLC17,413$550.3K0.02%
Elo Mutual Pension Insurance Co13,589$429.4K0.01%
CIBC World Markets Corp13,180$416.5K0.00%
Caxton Associates LP13,158$415.8K0.01%
Gotham Asset Management, LLC9,730$307.5K0.00%
Quantessence Capital LLC9,472$299.3K0.12%
Portside Wealth Group, LLC9,441$298.3K0.05%
Quantinno Capital Management LP9,139$288.8K0.00%
Blueshift Asset Management, LLC9,119$288.2K0.11%
New Age Alpha Advisors, LLC7,807$246.7K0.01%
Horizon Investment Services, LLC7,689$243.0K0.10%
Raiffeisen Bank International AG6,757$215.1K0.00%
Old National Bancorp6,435$203.3K0.00%
Bleakley Financial Group, LLC6,334$200.2K0.01%
Headlands Technologies LLC5,822$184.0K0.02%
State of Wyoming5,736$181.3K0.02%
Plato Investment Management Ltd4,225$134.0K0.01%
SBI Securities Co., Ltd.4,162$131.5K0.00%
MAI Capital Management1,468$46.4K0.00%
Bayforest Capital Ltd510$16.1K0.02%
Wingate Wealth Advisors, Inc.500$15.8K0.02%
TCTC Holdings, LLC383$12.1K0.00%
Versant Capital Management, Inc315$9.95K0.00%
Caitong International Asset Management Co., Ltd291$9.20K0.01%
Centricity Wealth Management, LLC200$6.32K0.01%
Hurley Capital, LLC116$3.65K0.00%
Valued Wealth Advisors LLC63$1.99K0.00%
Whipplewood Advisors, LLC56$1.77K0.00%
Creative Financial Designs Inc54$1.71K0.00%
Golden State Wealth Management, LLC50$1.58K0.00%
Aventura Private Wealth, LLC22$6950.00%
IFP Advisors, Inc0$2530.00%
Global Financial Private Client, LLC6$1900.00%
Parkworth Wealth Management, Inc.3$950.00%

Sold out (48)

Institutions that held Box Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of BOX in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Champlain Investment Partners, LLC1,326,515$43.4M
Nishkama Capital, LLC414,260$13.6M
Cubist Systematic Strategies, LLC368,691$12.1M
Jump Financial, LLC199,617$6.53M
ExodusPoint Capital Management, LP160,407$5.25M
Aristeia Capital LLC88,600$2.90M
Dynamic Technology Lab Private Ltd77,214$2.53M
Susquehanna Portfolio Strategies, LLC63,302$2.07M
Aquatic Capital Management LLC54,400$1.78M
Gsa Capital Partners LLP50,654$1.66M
Sculptor Capital LP44,300$1.45M
Whitebox Advisors LLC44,300$1.45M
Ardsley Advisory Partners LP35,000$1.15M
Semanteon Capital Management, LP34,862$1.14M
Bayesian Capital Management, LP32,100$1.05M
Friedenthal Financial23,473$768.3K
Fox Run Management, L.L.C.17,229$563.9K
Weil Company, Inc.16,721$547.3K
Balyasny Asset Management LLC15,599$510.6K
Cresset Asset Management, LLC15,464$506.1K
Advisory Services Network, LLC18,445$487.7K
Unique Wealth Strategies, LLC14,541$475.9K
Diversified Trust Co13,205$432.2K
Inceptionr LLC13,058$427.4K
GTS Securities LLC12,550$410.8K
Two Sigma Securities, LLC12,168$398.3K
CSS LLC10,904$356.9K
Brio Consultants, LLC10,000$327.3K
Baldwin Brothers Inc8,827$288.9K
Scientech Research LLC8,271$270.7K
Integrated Advisors Network LLC8,052$263.5K
CIBC Asset Management Inc7,949$260.2K
Penserra Capital Management LLC6,967$228.0K
Stratos Wealth Partners, LTD.6,471$211.8K
Catalyst Funds Management Pty Ltd1,800$58.9K
Itau Unibanco Holding S.A.1,087$35.6K
Newbridge Financial Services Group, Inc.530$17.3K
CoreCap Advisors, LLC500$16.4K
Gilliland Jeter Wealth Management LLC489$16.0K
Jaffetilchin Investment Partners, LLC292$9.56K
Coston, McIsaac & Partners300$9.00K
Financial Network Wealth Advisors LLC52$1.70K
AdvisorNet Financial, Inc48$1.57K
Capital Performance Advisors LLP46$1.51K
Sound Income Strategies, LLC40$1.31K
Mendota Financial Group, LLC15$491
Anfield Capital Management, LLC12$393
Claris Advisors, LLC6$196

Not filed for Q4 2024 yet (6)

Institutions that held Box Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BOX in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Scout Investments, Inc.257,548$8.39M
SpiderRock Advisors, LLC24,000$785.5K
Raymond James Financial Services Advisors, Inc.19,881$650.7K
Raymond James & Associates14,976$490.2K
FinTrust Capital Advisors, LLC200$6.55K
Naples Money Management LLC141$4.62K