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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 23,875 | $754.5K | 0.04% | +9,016+60.7% | Added |
| Toroso Investments, LLC | 23,499 | $742.6K | 0.01% | −591−2.5% | Reduced |
| Franklin Resources Inc | 22,725 | $718.1K | 0.00% | +902+4.1% | Added |
| Caption Management, LLC | 22,100 | $698.4K | 0.03% | +22,100 | New |
| Mutual of America Capital Management LLC | 21,696 | $685.6K | 0.01% | −186−0.9% | Reduced |
| Kesler, Norman & Wride, LLC | 21,536 | $680.6K | 0.15% | +21,536 | New |
| Pictet Asset Management Holding SA | 21,324 | $673.8K | 0.00% | +3,461+19.4% | Added |
| LPL Financial LLC | 20,757 | $655.9K | 0.00% | +2,066+11.1% | Added |
| Steward Partners Investment Advisory, LLC | 19,916 | $629.3K | 0.01% | −91−0.5% | Reduced |
| Myecfo, LLC | 19,205 | $606.9K | 0.33% | +906+5.0% | Added |
| F/M Investments LLC | 18,789 | $593.7K | 0.02% | +4,344+30.1% | Added |
| Smith Group Asset Management, LLC | 18,645 | $589.2K | 0.04% | +2,407+14.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,081 | $579.0K | 0.00% | −12,720−41.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 18,155 | $573.7K | 0.00% | +486+2.8% | Added |
| Dark Forest Capital Management LP | 18,052 | $570.4K | 0.08% | +10,470+138.1% | Added |
| Atom Investors LP | 17,938 | $566.8K | 0.07% | −2,740−13.3% | Reduced |
| Group One Trading, L.P. | 17,904 | $565.8K | 0.02% | −3,843−17.7% | Reduced |
| Jefferies Financial Group Inc. | 17,570 | $555.2K | 0.01% | +17,570 | New |
| Jain Global LLC | 17,413 | $550.3K | 0.02% | +17,413 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,340 | $547.9K | 0.01% | +442+2.6% | Added |
| FORA Capital, LLC | 16,570 | $523.6K | 0.06% | −25,504−60.6% | Reduced |
| Connable Office Inc | 15,707 | $496.3K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 15,489 | $489.5K | 0.00% | −254−1.6% | Reduced |
| Integrated Investment Consultants, LLC | 15,421 | $487.3K | 0.10% | −121−0.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 15,300 | $483.5K | 0.01% | 00.0% | Unchanged |
| Woodline Partners LP | 15,294 | $483.3K | 0.00% | +5,930+63.3% | Added |
| Matisse Capital | 15,000 | $474.0K | 0.24% | +3,500+30.4% | Added |
| Ameritas Investment Partners, Inc. | 14,733 | $465.6K | 0.02% | +664+4.7% | Added |
| Coldstream Capital Management Inc | 14,546 | $459.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 14,514 | $459.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 14,516 | $458.7K | 0.00% | +876+6.4% | Added |
| Garde Capital, Inc. | 14,135 | $447.0K | 0.03% | −1,707−10.8% | Reduced |
| Quantbot Technologies LP | 14,037 | $443.6K | 0.02% | −73,312−83.9% | Reduced |
| Gibbs Wealth Management | 14,032 | $443.4K | 0.12% | +4,856+52.9% | Added |
| Staley Capital Advisers Inc | 14,000 | $442.4K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 13,961 | $441.2K | 0.01% | +863+6.6% | Added |
| Elo Mutual Pension Insurance Co | 13,589 | $429.4K | 0.01% | +13,589 | New |
| Profund Advisors LLC | 13,500 | $426.6K | 0.02% | −159−1.2% | Reduced |
| Henshaw Capital LLC | 13,293 | $420.1K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 13,264 | $419.1K | 0.04% | −5,513−29.4% | Reduced |
| CIBC World Markets Corp | 13,180 | $416.5K | 0.00% | +13,180 | New |
| Caxton Associates LP | 13,158 | $415.8K | 0.01% | +13,158 | New |
| Guggenheim Capital LLC | 12,933 | $408.7K | 0.00% | −101−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,721 | $402.0K | 0.00% | −755−5.6% | Reduced |
| Kestra Advisory Services, LLC | 12,554 | $396.7K | 0.00% | +1,340+11.9% | Added |
| Everence Capital Management Inc | 12,330 | $390.0K | 0.03% | −3,160−20.4% | Reduced |
| Jasper Ridge Partners, L.P. | 11,814 | $373.3K | 0.01% | −65,039−84.6% | Reduced |
| Aviva PLC | 11,761 | $371.6K | 0.00% | −8,955−43.2% | Reduced |
| Advisor Group Holdings, Inc. | 12,188 | $362.2K | 0.00% | −1,734−12.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 11,188 | $353.5K | 0.07% | −1,504−11.8% | Reduced |
| CI Private Wealth, LLC | 11,075 | $350.0K | 0.00% | −6,446−36.8% | Reduced |
| DC Investments Management, LLC | 10,379 | $328.0K | 0.21% | 00.0% | Unchanged |
| Leonteq Securities AG | 10,181 | $321.7K | 0.03% | −1,750−14.7% | Reduced |
| STRS Ohio | 10,000 | $316.0K | 0.00% | −1,000−9.1% | Reduced |
| Commonwealth Equity Services, LLC | 9,887 | $312.0K | 0.00% | +659+7.1% | Added |
| Cetera Investment Advisers | 9,872 | $312.0K | 0.00% | −86−0.9% | Reduced |
| Brown Brothers Harriman & Co | 9,858 | $311.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 9,763 | $308.5K | 0.00% | −668−6.4% | Reduced |
| Sonoma Private Wealth LLC | 9,740 | $307.8K | 0.50% | +941+10.7% | Added |
| Gotham Asset Management, LLC | 9,730 | $307.5K | 0.00% | +9,730 | New |
| MML Investors Services, LLC | 9,642 | $305.0K | 0.00% | +1,515+18.6% | Added |
| Cornercap Investment Counsel Inc | 9,521 | $300.9K | 0.10% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,518 | $300.8K | 0.00% | −1,204−11.2% | Reduced |
| Quantessence Capital LLC | 9,472 | $299.3K | 0.12% | +9,472 | New |
| Portside Wealth Group, LLC | 9,441 | $298.3K | 0.05% | +9,441 | New |
| FMR LLC | 9,248 | $292.2K | 0.00% | −951−9.3% | Reduced |
| Quantinno Capital Management LP | 9,139 | $288.8K | 0.00% | +9,139 | New |
| Blueshift Asset Management, LLC | 9,119 | $288.2K | 0.11% | +9,119 | New |
| Aspiriant, LLC | 9,048 | $285.9K | 0.01% | +427+5.0% | Added |
| Crossmark Global Holdings, Inc. | 8,916 | $282.0K | 0.01% | −10−0.1% | Reduced |
| Vise Technologies, Inc. | 8,540 | $269.9K | 0.02% | +2,372+38.5% | Added |
| Cahaba Wealth Management, Inc. | 8,439 | $266.7K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,434 | $266.5K | 0.02% | −29,568−77.8% | Reduced |
| Lido Advisors, LLC | 8,360 | $264.2K | 0.00% | +1,960+30.6% | Added |
| Centiva Capital, LP | 8,164 | $258.0K | 0.01% | −1,126−12.1% | Reduced |
| Hohimer Wealth Management, LLC | 8,123 | $256.7K | 0.05% | +990+13.9% | Added |
| Rosenberg Matthew Hamilton | 8,069 | $255.0K | 0.07% | −50−0.6% | Reduced |
| Shell Asset Management Co | 7,982 | $252.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 7,974 | $252.0K | 0.00% | +1,027+14.8% | Added |
| Janney Montgomery Scott LLC | 7,807 | $247.0K | 0.00% | +391+5.3% | Added |
| New Age Alpha Advisors, LLC | 7,807 | $246.7K | 0.01% | +7,807 | New |
| Horizon Investment Services, LLC | 7,689 | $243.0K | 0.10% | +7,689 | New |
| Harvest Fund Management Co., Ltd | 7,624 | $241.0K | 0.01% | +7,556+11,111.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,127 | $225.2K | 0.00% | +679+10.5% | Added |
| Evergreen Capital Management LLC | 6,827 | $215.7K | 0.01% | +16+0.2% | Added |
| Raiffeisen Bank International AG | 6,757 | $215.1K | 0.00% | +6,757 | New |
| Truvestments Capital LLC | 6,748 | $213.2K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,643 | $209.9K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 6,435 | $203.3K | 0.00% | +6,435 | New |
| Perigon Wealth Management, LLC | 6,414 | $202.0K | 0.00% | +9+0.1% | Added |
| Bleakley Financial Group, LLC | 6,334 | $200.2K | 0.01% | +6,334 | New |
| Tower Research Capital LLC (TRC) | 6,315 | $199.6K | 0.00% | +1,271+25.2% | Added |
| Central Pacific Bank - Trust Division | 6,070 | $191.8K | 0.03% | +530+9.6% | Added |
| Headlands Technologies LLC | 5,822 | $184.0K | 0.02% | +5,822 | New |
| SG Americas Securities, LLC | 5,781 | $183.0K | 0.00% | −32,535−84.9% | Reduced |
| State of Wyoming | 5,736 | $181.3K | 0.02% | +5,736 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,570 | $175.4K | 0.00% | −330−5.6% | Reduced |
| KBC Group NV | 5,403 | $171.0K | 0.00% | +1,420+35.7% | Added |
| Proequities, Inc. | 4,959 | $155.9K | 0.01% | −286−5.5% | Reduced |
| Parallel Advisors, LLC | 4,927 | $155.7K | 0.00% | +9+0.2% | Added |