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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 4,491 | $142.0K | 0.00% | −19,821−81.5% | Reduced |
| Plato Investment Management Ltd | 4,225 | $134.0K | 0.01% | +4,225 | New |
| SBI Securities Co., Ltd. | 4,162 | $131.5K | 0.00% | +4,162 | New |
| Ameliora Wealth Management Ltd. | 4,000 | $126.4K | 0.05% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,844 | $121.5K | 0.01% | −233−5.7% | Reduced |
| Nisa Investment Advisors, LLC | 3,011 | $95.1K | 0.00% | +195+6.9% | Added |
| Northwestern Mutual Wealth Management Co | 3,002 | $94.9K | 0.00% | +2,897+2,759.0% | Added |
| Farther Finance Advisors, LLC | 2,579 | $81.5K | 0.00% | +417+19.3% | Added |
| Whittier Trust Co | 2,410 | $76.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,194 | $69.3K | 0.00% | +653+42.4% | Added |
| Smartleaf Asset Management LLC | 2,162 | $68.8K | 0.01% | +1,897+715.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,900 | $60.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,649 | $53.0K | 0.03% | −616−27.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,583 | $50.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,564 | $49.4K | 0.00% | −5,646−78.3% | Reduced |
| MAI Capital Management | 1,468 | $46.4K | 0.00% | +1,468 | New |
| GAMMA Investing LLC | 1,454 | $45.9K | 0.00% | +117+8.8% | Added |
| Glass Jacobson Investment Advisors llc | 1,400 | $44.2K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,250 | $39.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,065 | $33.7K | 0.00% | −50−4.5% | Reduced |
| North Star Investment Management Corp. | 1,000 | $31.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 920 | $29.1K | 0.01% | −431−31.9% | Reduced |
| Bear Mountain Capital, Inc. | 867 | $27.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 727 | $23.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 659 | $20.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 630 | $20.0K | 0.00% | +182+40.6% | Added |
| Mather Group, LLC. | 519 | $16.4K | 0.00% | +397+325.4% | Added |
| Bayforest Capital Ltd | 510 | $16.1K | 0.02% | +510 | New |
| GWM Advisors LLC | 500 | $15.8K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 500 | $15.8K | 0.02% | +500 | New |
| CIBC Private Wealth Group, LLC | 482 | $15.1K | 0.00% | −268−35.7% | Reduced |
| Global Retirement Partners, LLC | 384 | $12.1K | 0.00% | +205+114.5% | Added |
| TCTC Holdings, LLC | 383 | $12.1K | 0.00% | +383 | New |
| Umb Bank N A | 338 | $10.7K | 0.00% | +20+6.3% | Added |
| Versant Capital Management, Inc | 315 | $9.95K | 0.00% | +315 | New |
| Main Street Group, LTD | 300 | $9.48K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 300 | $9.48K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 291 | $9.20K | 0.01% | +291 | New |
| Hexagon Capital Partners LLC | 270 | $8.53K | 0.00% | +16+6.3% | Added |
| Jones Financial Companies LLLP | 251 | $7.93K | 0.00% | +76+43.4% | Added |
| Spire Wealth Management | 210 | $6.64K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $6.32K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $6.32K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $6.32K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 200 | $6.32K | 0.01% | +200 | New |
| Washington Trust Co | 183 | $5.78K | 0.00% | −11−5.7% | Reduced |
| Assetmark, Inc | 182 | $5.75K | 0.00% | +130+250.0% | Added |
| Cape Investment Advisory, Inc. | 176 | $5.56K | 0.00% | +31+21.4% | Added |
| Sandy Spring Bank | 175 | $5.53K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 174 | $5.50K | 0.00% | −23−11.7% | Reduced |
| Lindbrook Capital, LLC | 169 | $5.34K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 166 | $5.25K | 0.00% | +29+21.2% | Added |
| Eagle Bay Advisors LLC | 164 | $5.18K | 0.00% | +12+7.9% | Added |
| Elequin Capital LP | 152 | $4.80K | 0.00% | −68−30.9% | Reduced |
| Financial Avengers, Inc. | 150 | $4.74K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 147 | $4.65K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 146 | $4.61K | 0.00% | +3+2.1% | Added |
| EverSource Wealth Advisors, LLC | 137 | $4.33K | 0.00% | +56+69.1% | Added |
| Principal Securities, Inc. | 133 | $4.20K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 125 | $3.95K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 116 | $3.65K | 0.00% | +116 | New |
| Parkside Financial Bank & Trust | 111 | $3.51K | 0.00% | +1+0.9% | Added |
| Rothschild Investment LLC | 110 | $3.48K | 0.00% | −10−8.3% | Reduced |
| Signaturefd, LLC | 108 | $3.41K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $3.35K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $3.16K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 95 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 96 | $3.00K | 0.00% | +16+20.0% | Added |
| Carolinas Wealth Consulting LLC | 91 | $2.88K | 0.00% | −13−12.5% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $2.53K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $2.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $2.24K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $2.21K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 63 | $2.00K | 0.00% | +33+110.0% | Added |
| Valued Wealth Advisors LLC | 63 | $1.99K | 0.00% | +63 | New |
| Allworth Financial LP | 63 | $1.98K | 0.00% | −13−17.1% | Reduced |
| Whipplewood Advisors, LLC | 56 | $1.77K | 0.00% | +56 | New |
| Manchester Capital Management LLC | 54 | $1.71K | 0.00% | +11+25.6% | Added |
| Creative Financial Designs Inc | 54 | $1.71K | 0.00% | +54 | New |
| Golden State Wealth Management, LLC | 50 | $1.58K | 0.00% | +50 | New |
| Walleye Trading LLC | 46 | $1.45K | 0.00% | −13,671−99.7% | Reduced |
| Private Wealth Management Group, LLC | 42 | $1.33K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 41 | $1.29K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 37 | $1.17K | 0.00% | +15+68.2% | Added |
| Picton Mahoney Asset Management | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $796 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 22 | $695 | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 21 | $664 | 0.00% | +1+5.0% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $601 | 0.00% | −6−24.0% | Reduced |
| Harbour Investments, Inc. | 12 | $379 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $323 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9 | $284 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $253 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $253 | 0.00% | 0 | New |
| MV Capital Management, Inc. | 7 | $222 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 6 | $190 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 3 | $95 | 0.00% | +3 | New |
| Migdal Insurance & Financial Holdings Ltd. | 10 | $0 | 0.00% | −44−81.5% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |