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, Q1 2025
Institutional positions in Box Inc as of Mar 31, 2025. 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
- 392
- −3 vs. Q4 2024
- Shares held
- 146.7M
- +720.4K (+0.5%) vs. Q4 2024
- Total value
- $4.53B
- −$85.7M (−1.9%) vs. Q4 2024
- New holders
- 45
- 147 more added
- Sold out
- 48
- 140 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| University of Texas/Texas Am Investment Managment Co | 4,032 | $124.4K | 0.02% | +4,032 | New |
| GAMMA Investing LLC | 4,135 | $127.6K | 0.01% | +2,681+184.4% | Added |
| SBI Securities Co., Ltd. | 4,239 | $130.8K | 0.00% | +77+1.9% | Added |
| Bessemer Group Inc | 4,293 | $132.0K | 0.00% | −198−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 4,719 | $145.3K | 0.00% | −1,596−25.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,728 | $145.9K | 0.00% | +2,828+148.8% | Added |
| Parallel Advisors, LLC | 4,859 | $149.9K | 0.00% | −68−1.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,942 | $152.5K | 0.00% | −628−11.3% | Reduced |
| KBC Group NV | 5,293 | $163.0K | 0.00% | −110−2.0% | Reduced |
| Pacer Advisors, Inc. | 5,583 | $172.3K | 0.00% | −2,391−30.0% | Reduced |
| Federated Hermes, Inc. | 5,830 | $179.9K | 0.00% | −129,346−95.7% | Reduced |
| State of Wyoming | 5,888 | $181.7K | 0.02% | +152+2.6% | Added |
| Truvestments Capital LLC | 6,251 | $192.9K | 0.04% | −497−7.4% | Reduced |
| Raiffeisen Bank International AG | 6,405 | $199.2K | 0.00% | −352−5.2% | Reduced |
| Clearstead Advisors, LLC | 6,643 | $205.0K | 0.00% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 6,823 | $210.6K | 0.07% | +6,823 | New |
| Quest Partners LLC | 6,864 | $211.8K | 0.02% | −19,544−74.0% | Reduced |
| Qsemble Capital Management, LP | 6,930 | $213.9K | 0.02% | +6,930 | New |
| Jefferies Financial Group Inc. | 7,090 | $218.8K | 0.00% | −10,480−59.6% | Reduced |
| MQS Management LLC | 7,320 | $225.9K | 0.13% | +7,320 | New |
| New Age Alpha Advisors, LLC | 7,328 | $226.1K | 0.01% | −479−6.1% | Reduced |
| Shell Asset Management Co | 7,651 | $236.0K | 0.01% | −331−4.1% | Reduced |
| Jain Global LLC | 7,677 | $236.9K | 0.00% | −9,736−55.9% | Reduced |
| Evergreen Capital Management LLC | 7,843 | $242.0K | 0.01% | +1,016+14.9% | Added |
| Hohimer Wealth Management, LLC | 7,900 | $243.8K | 0.05% | −223−2.7% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 8,000 | $246.9K | 0.12% | +8,000 | New |
| Rosenberg Matthew Hamilton | 8,073 | $249.1K | 0.06% | +40.0% | Added |
| Janney Montgomery Scott LLC | 8,129 | $251.0K | 0.00% | +322+4.1% | Added |
| Lido Advisors, LLC | 8,152 | $251.6K | 0.00% | −208−2.5% | Reduced |
| Cahaba Wealth Management, Inc. | 8,439 | $260.4K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 8,600 | $265.4K | 0.01% | −448−5.0% | Reduced |
| Crossmark Global Holdings, Inc. | 8,816 | $272.1K | 0.00% | −100−1.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,494 | $277.8K | 0.05% | +8,494 | New |
| Advisor Group Holdings, Inc. | 9,033 | $278.8K | 0.00% | −3,155−25.9% | Reduced |
| Millennium Management LLC | 9,147 | $282.3K | 0.00% | −168,949−94.9% | Reduced |
| United Services Automobile Association | 9,097 | $282.9K | 0.01% | +9,097 | New |
| Everence Capital Management Inc | 9,250 | $285.0K | 0.02% | −3,080−25.0% | Reduced |
| Garde Capital, Inc. | 9,627 | $297.1K | 0.02% | −4,508−31.9% | Reduced |
| Occidental Asset Management, LLC | 9,710 | $299.7K | 0.05% | +9,710 | New |
| Brown Brothers Harriman & Co | 9,728 | $300.2K | 0.00% | −130−1.3% | Reduced |
| MML Investors Services, LLC | 9,926 | $306.0K | 0.00% | +284+2.9% | Added |
| Portside Wealth Group, LLC | 10,019 | $309.2K | 0.05% | +578+6.1% | Added |
| Sonoma Private Wealth LLC | 10,074 | $310.9K | 0.43% | +334+3.4% | Added |
| Captrust Financial Advisors | 10,514 | $324.5K | 0.00% | +751+7.7% | Added |
| SummitTX Capital, L.P. | 11,142 | $343.8K | 0.02% | +11,142 | New |
| STRS Ohio | 11,300 | $348.7K | 0.00% | +1,300+13.0% | Added |
| Quadrant Capital Group LLC | 11,418 | $352.4K | 0.01% | +10,353+972.1% | Added |
| Beverly Hills Private Wealth, LLC | 11,550 | $356.4K | 0.07% | +362+3.2% | Added |
| FMR LLC | 11,654 | $359.6K | 0.00% | +2,406+26.0% | Added |
| Jasper Ridge Partners, L.P. | 11,814 | $364.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,870 | $366.3K | 0.00% | +2,352+24.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 12,136 | $374.5K | 0.00% | −6,019−33.2% | Reduced |
| Group One Trading, L.P. | 12,208 | $376.7K | 0.02% | −5,696−31.8% | Reduced |
| Krilogy Financial LLC | 12,542 | $387.0K | 0.03% | +12,542 | New |
| HRT Financial LP | 12,746 | $393.0K | 0.00% | −52,756−80.5% | Reduced |
| Kestra Advisory Services, LLC | 12,802 | $395.1K | 0.00% | +248+2.0% | Added |
| Vestcor Inc | 12,918 | $399.0K | 0.01% | +12,918 | New |
| Aviva PLC | 13,046 | $402.6K | 0.00% | +1,285+10.9% | Added |
| Henshaw Capital LLC | 13,293 | $410.2K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 13,647 | $421.1K | 0.00% | +926+7.3% | Added |
| Staley Capital Advisers Inc | 14,000 | $432.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,343 | $442.6K | 0.02% | −390−2.6% | Reduced |
| Public Employees Retirement Association of Colorado | 14,514 | $448.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 14,555 | $449.2K | 0.01% | +9+0.1% | Added |
| Quadrature Capital Ltd | 14,683 | $453.2K | 0.01% | +14,683 | New |
| Xponance, Inc. | 15,029 | $463.8K | 0.00% | +513+3.5% | Added |
| Profund Advisors LLC | 15,078 | $465.3K | 0.02% | +1,578+11.7% | Added |
| NorthCrest Asset Manangement, LLC | 15,336 | $473.3K | 0.01% | +36+0.2% | Added |
| Integrated Investment Consultants, LLC | 15,457 | $477.0K | 0.10% | +36+0.2% | Added |
| Cetera Investment Advisers | 15,516 | $478.8K | 0.00% | +5,644+57.2% | Added |
| DC Investments Management, LLC | 15,664 | $483.4K | 0.25% | +5,285+50.9% | Added |
| Atom Investors LP | 15,687 | $484.1K | 0.06% | −2,251−12.5% | Reduced |
| Connable Office Inc | 15,707 | $484.7K | 0.05% | 00.0% | Unchanged |
| F/M Investments LLC | 16,195 | $499.8K | 0.02% | −2,594−13.8% | Reduced |
| Hudson Bay Capital Management LP | 16,580 | $511.7K | 0.00% | +16,580 | New |
| Wolverine Trading, LLC | 16,602 | $516.3K | 0.02% | +16,602 | New |
| Blue Oak Capital, LLC | 17,000 | $524.6K | 0.29% | +17,000 | New |
| Twinbeech Capital LP | 17,093 | $527.5K | 0.01% | +17,093 | New |
| Mirae Asset Global Investments Co., Ltd. | 17,145 | $533.2K | 0.00% | −936−5.2% | Reduced |
| HSBC Holdings PLC | 17,542 | $540.8K | 0.00% | −33,220−65.4% | Reduced |
| Woodline Partners LP | 17,800 | $549.3K | 0.00% | +2,506+16.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 18,295 | $564.6K | 0.04% | −7,581−29.3% | Reduced |
| Smith Group Asset Management, LLC | 18,716 | $577.6K | 0.04% | +71+0.4% | Added |
| Gibbs Wealth Management | 18,787 | $579.8K | 0.14% | +4,755+33.9% | Added |
| Verition Fund Management LLC | 18,891 | $583.0K | 0.00% | −65,970−77.7% | Reduced |
| LPL Financial LLC | 19,154 | $591.1K | 0.00% | −1,603−7.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,281 | $595.0K | 0.01% | +1,941+11.2% | Added |
| Bokf, NA | 19,462 | $600.6K | 0.01% | −5,939−23.4% | Reduced |
| Quantinno Capital Management LP | 19,659 | $606.7K | 0.00% | +10,520+115.1% | Added |
| Steward Partners Investment Advisory, LLC | 19,916 | $614.6K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 20,200 | $623.4K | 0.00% | +20,200 | New |
| Myecfo, LLC | 20,632 | $636.7K | 0.34% | +1,427+7.4% | Added |
| Mutual of America Capital Management LLC | 20,926 | $645.8K | 0.01% | −770−3.5% | Reduced |
| Burney Co | 21,192 | $654.0K | 0.02% | −12,070−36.3% | Reduced |
| Creative Planning | 21,301 | $657.3K | 0.00% | +5,812+37.5% | Added |
| Pictet Asset Management Holding SA | 21,324 | $658.1K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 21,956 | $677.6K | 0.01% | −5,365−19.6% | Reduced |
| Toroso Investments, LLC | 21,983 | $678.4K | 0.01% | −1,516−6.5% | Reduced |
| Landscape Capital Management, L.L.C. | 22,162 | $683.9K | 0.06% | −5,508−19.9% | Reduced |
| Rafferty Asset Management, LLC | 22,935 | $707.8K | 0.00% | −3,193−12.2% | Reduced |