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, Q4 2024
Institutional positions in Box Inc as of Dec 31, 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
- 400
- +11 vs. Q3 2024
- Shares held
- 146.9M
- +4.90M (+3.4%) vs. Q3 2024
- Total value
- $4.64B
- −$5.03M (−0.1%) vs. Q3 2024
- New holders
- 59
- 153 more added
- Sold out
- 48
- 128 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 4,927 | $155.7K | 0.00% | +9+0.2% | Added |
| Proequities, Inc. | 4,959 | $155.9K | 0.01% | −286−5.5% | Reduced |
| KBC Group NV | 5,403 | $171.0K | 0.00% | +1,420+35.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,570 | $175.4K | 0.00% | −330−5.6% | Reduced |
| State of Wyoming | 5,736 | $181.3K | 0.02% | +5,736 | New |
| SG Americas Securities, LLC | 5,781 | $183.0K | 0.00% | −32,535−84.9% | Reduced |
| Headlands Technologies LLC | 5,822 | $184.0K | 0.02% | +5,822 | New |
| Central Pacific Bank - Trust Division | 6,070 | $191.8K | 0.03% | +530+9.6% | Added |
| Tower Research Capital LLC (TRC) | 6,315 | $199.6K | 0.00% | +1,271+25.2% | Added |
| Bleakley Financial Group, LLC | 6,334 | $200.2K | 0.01% | +6,334 | New |
| Perigon Wealth Management, LLC | 6,414 | $202.0K | 0.00% | +9+0.1% | Added |
| Old National Bancorp | 6,435 | $203.3K | 0.00% | +6,435 | New |
| Clearstead Advisors, LLC | 6,643 | $209.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6,748 | $213.2K | 0.05% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 6,757 | $215.1K | 0.00% | +6,757 | New |
| Evergreen Capital Management LLC | 6,827 | $215.7K | 0.01% | +16+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,127 | $225.2K | 0.00% | +679+10.5% | Added |
| Harvest Fund Management Co., Ltd | 7,624 | $241.0K | 0.01% | +7,556+11,111.8% | Added |
| Horizon Investment Services, LLC | 7,689 | $243.0K | 0.10% | +7,689 | New |
| New Age Alpha Advisors, LLC | 7,807 | $246.7K | 0.01% | +7,807 | New |
| Janney Montgomery Scott LLC | 7,807 | $247.0K | 0.00% | +391+5.3% | Added |
| Pacer Advisors, Inc. | 7,974 | $252.0K | 0.00% | +1,027+14.8% | Added |
| Shell Asset Management Co | 7,982 | $252.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 8,069 | $255.0K | 0.07% | −50−0.6% | Reduced |
| Hohimer Wealth Management, LLC | 8,123 | $256.7K | 0.05% | +990+13.9% | Added |
| Centiva Capital, LP | 8,164 | $258.0K | 0.01% | −1,126−12.1% | Reduced |
| Lido Advisors, LLC | 8,360 | $264.2K | 0.00% | +1,960+30.6% | Added |
| XTX Topco Ltd | 8,434 | $266.5K | 0.02% | −29,568−77.8% | Reduced |
| Cahaba Wealth Management, Inc. | 8,439 | $266.7K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 8,540 | $269.9K | 0.02% | +2,372+38.5% | Added |
| Crossmark Global Holdings, Inc. | 8,916 | $282.0K | 0.01% | −10−0.1% | Reduced |
| Aspiriant, LLC | 9,048 | $285.9K | 0.01% | +427+5.0% | Added |
| Blueshift Asset Management, LLC | 9,119 | $288.2K | 0.11% | +9,119 | New |
| Quantinno Capital Management LP | 9,139 | $288.8K | 0.00% | +9,139 | New |
| FMR LLC | 9,248 | $292.2K | 0.00% | −951−9.3% | Reduced |
| Portside Wealth Group, LLC | 9,441 | $298.3K | 0.05% | +9,441 | New |
| Quantessence Capital LLC | 9,472 | $299.3K | 0.12% | +9,472 | New |
| The PNC Financial Services Group, Inc. | 9,518 | $300.8K | 0.00% | −1,204−11.2% | Reduced |
| Cornercap Investment Counsel Inc | 9,521 | $300.9K | 0.10% | 00.0% | Unchanged |
| MML Investors Services, LLC | 9,642 | $305.0K | 0.00% | +1,515+18.6% | Added |
| Gotham Asset Management, LLC | 9,730 | $307.5K | 0.00% | +9,730 | New |
| Sonoma Private Wealth LLC | 9,740 | $307.8K | 0.50% | +941+10.7% | Added |
| Captrust Financial Advisors | 9,763 | $308.5K | 0.00% | −668−6.4% | Reduced |
| Brown Brothers Harriman & Co | 9,858 | $311.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,872 | $312.0K | 0.00% | −86−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 9,887 | $312.0K | 0.00% | +659+7.1% | Added |
| STRS Ohio | 10,000 | $316.0K | 0.00% | −1,000−9.1% | Reduced |
| Leonteq Securities AG | 10,181 | $321.7K | 0.03% | −1,750−14.7% | Reduced |
| DC Investments Management, LLC | 10,379 | $328.0K | 0.21% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,075 | $350.0K | 0.00% | −6,446−36.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 11,188 | $353.5K | 0.07% | −1,504−11.8% | Reduced |
| Advisor Group Holdings, Inc. | 12,188 | $362.2K | 0.00% | −1,734−12.5% | Reduced |
| Aviva PLC | 11,761 | $371.6K | 0.00% | −8,955−43.2% | Reduced |
| Jasper Ridge Partners, L.P. | 11,814 | $373.3K | 0.01% | −65,039−84.6% | Reduced |
| Everence Capital Management Inc | 12,330 | $390.0K | 0.03% | −3,160−20.4% | Reduced |
| Kestra Advisory Services, LLC | 12,554 | $396.7K | 0.00% | +1,340+11.9% | Added |
| O'Shaughnessy Asset Management, LLC | 12,721 | $402.0K | 0.00% | −755−5.6% | Reduced |
| Guggenheim Capital LLC | 12,933 | $408.7K | 0.00% | −101−0.8% | Reduced |
| Caxton Associates LP | 13,158 | $415.8K | 0.01% | +13,158 | New |
| CIBC World Markets Corp | 13,180 | $416.5K | 0.00% | +13,180 | New |
| Petrus Trust Company, LTA | 13,264 | $419.1K | 0.04% | −5,513−29.4% | Reduced |
| Henshaw Capital LLC | 13,293 | $420.1K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 13,500 | $426.6K | 0.02% | −159−1.2% | Reduced |
| Elo Mutual Pension Insurance Co | 13,589 | $429.4K | 0.01% | +13,589 | New |
| Ronald Blue Trust, Inc. | 13,961 | $441.2K | 0.01% | +863+6.6% | Added |
| Staley Capital Advisers Inc | 14,000 | $442.4K | 0.02% | 00.0% | Unchanged |
| Gibbs Wealth Management | 14,032 | $443.4K | 0.12% | +4,856+52.9% | Added |
| Quantbot Technologies LP | 14,037 | $443.6K | 0.02% | −73,312−83.9% | Reduced |
| Garde Capital, Inc. | 14,135 | $447.0K | 0.03% | −1,707−10.8% | Reduced |
| Xponance, Inc. | 14,516 | $458.7K | 0.00% | +876+6.4% | Added |
| Public Employees Retirement Association of Colorado | 14,514 | $459.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 14,546 | $459.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,733 | $465.6K | 0.02% | +664+4.7% | Added |
| Matisse Capital | 15,000 | $474.0K | 0.24% | +3,500+30.4% | Added |
| Woodline Partners LP | 15,294 | $483.3K | 0.00% | +5,930+63.3% | Added |
| NorthCrest Asset Manangement, LLC | 15,300 | $483.5K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 15,421 | $487.3K | 0.10% | −121−0.8% | Reduced |
| Creative Planning | 15,489 | $489.5K | 0.00% | −254−1.6% | Reduced |
| Connable Office Inc | 15,707 | $496.3K | 0.05% | 00.0% | Unchanged |
| FORA Capital, LLC | 16,570 | $523.6K | 0.06% | −25,504−60.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,340 | $547.9K | 0.01% | +442+2.6% | Added |
| Jain Global LLC | 17,413 | $550.3K | 0.02% | +17,413 | New |
| Jefferies Financial Group Inc. | 17,570 | $555.2K | 0.01% | +17,570 | New |
| Group One Trading, L.P. | 17,904 | $565.8K | 0.02% | −3,843−17.7% | Reduced |
| Atom Investors LP | 17,938 | $566.8K | 0.07% | −2,740−13.3% | Reduced |
| Dark Forest Capital Management LP | 18,052 | $570.4K | 0.08% | +10,470+138.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 18,155 | $573.7K | 0.00% | +486+2.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,081 | $579.0K | 0.00% | −12,720−41.3% | Reduced |
| Smith Group Asset Management, LLC | 18,645 | $589.2K | 0.04% | +2,407+14.8% | Added |
| F/M Investments LLC | 18,789 | $593.7K | 0.02% | +4,344+30.1% | Added |
| Myecfo, LLC | 19,205 | $606.9K | 0.33% | +906+5.0% | Added |
| Steward Partners Investment Advisory, LLC | 19,916 | $629.3K | 0.01% | −91−0.5% | Reduced |
| LPL Financial LLC | 20,757 | $655.9K | 0.00% | +2,066+11.1% | Added |
| Pictet Asset Management Holding SA | 21,324 | $673.8K | 0.00% | +3,461+19.4% | Added |
| Kesler, Norman & Wride, LLC | 21,536 | $680.6K | 0.15% | +21,536 | New |
| Mutual of America Capital Management LLC | 21,696 | $685.6K | 0.01% | −186−0.9% | Reduced |
| Caption Management, LLC | 22,100 | $698.4K | 0.03% | +22,100 | New |
| Franklin Resources Inc | 22,725 | $718.1K | 0.00% | +902+4.1% | Added |
| Toroso Investments, LLC | 23,499 | $742.6K | 0.01% | −591−2.5% | Reduced |
| CWA Asset Management Group, LLC | 23,875 | $754.5K | 0.04% | +9,016+60.7% | Added |