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 |
|---|---|---|---|---|---|
| Myecfo, LLC | 20,632 | $636.7K | 0.34% | +1,427+7.4% | Added |
| Allianz Asset Management GmbH | 20,200 | $623.4K | 0.00% | +20,200 | New |
| Steward Partners Investment Advisory, LLC | 19,916 | $614.6K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 19,659 | $606.7K | 0.00% | +10,520+115.1% | Added |
| Bokf, NA | 19,462 | $600.6K | 0.01% | −5,939−23.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,281 | $595.0K | 0.01% | +1,941+11.2% | Added |
| LPL Financial LLC | 19,154 | $591.1K | 0.00% | −1,603−7.7% | Reduced |
| Verition Fund Management LLC | 18,891 | $583.0K | 0.00% | −65,970−77.7% | Reduced |
| Gibbs Wealth Management | 18,787 | $579.8K | 0.14% | +4,755+33.9% | Added |
| Smith Group Asset Management, LLC | 18,716 | $577.6K | 0.04% | +71+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 18,295 | $564.6K | 0.04% | −7,581−29.3% | Reduced |
| Woodline Partners LP | 17,800 | $549.3K | 0.00% | +2,506+16.4% | Added |
| HSBC Holdings PLC | 17,542 | $540.8K | 0.00% | −33,220−65.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 17,145 | $533.2K | 0.00% | −936−5.2% | Reduced |
| Twinbeech Capital LP | 17,093 | $527.5K | 0.01% | +17,093 | New |
| Blue Oak Capital, LLC | 17,000 | $524.6K | 0.29% | +17,000 | New |
| Wolverine Trading, LLC | 16,602 | $516.3K | 0.02% | +16,602 | New |
| Hudson Bay Capital Management LP | 16,580 | $511.7K | 0.00% | +16,580 | New |
| F/M Investments LLC | 16,195 | $499.8K | 0.02% | −2,594−13.8% | Reduced |
| Connable Office Inc | 15,707 | $484.7K | 0.05% | 00.0% | Unchanged |
| Atom Investors LP | 15,687 | $484.1K | 0.06% | −2,251−12.5% | Reduced |
| DC Investments Management, LLC | 15,664 | $483.4K | 0.25% | +5,285+50.9% | Added |
| Cetera Investment Advisers | 15,516 | $478.8K | 0.00% | +5,644+57.2% | Added |
| Integrated Investment Consultants, LLC | 15,457 | $477.0K | 0.10% | +36+0.2% | Added |
| NorthCrest Asset Manangement, LLC | 15,336 | $473.3K | 0.01% | +36+0.2% | Added |
| Profund Advisors LLC | 15,078 | $465.3K | 0.02% | +1,578+11.7% | Added |
| Xponance, Inc. | 15,029 | $463.8K | 0.00% | +513+3.5% | Added |
| Quadrature Capital Ltd | 14,683 | $453.2K | 0.01% | +14,683 | New |
| Coldstream Capital Management Inc | 14,555 | $449.2K | 0.01% | +9+0.1% | Added |
| Public Employees Retirement Association of Colorado | 14,514 | $448.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,343 | $442.6K | 0.02% | −390−2.6% | Reduced |
| Staley Capital Advisers Inc | 14,000 | $432.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 13,647 | $421.1K | 0.00% | +926+7.3% | Added |
| Henshaw Capital LLC | 13,293 | $410.2K | 0.02% | 00.0% | Unchanged |
| Aviva PLC | 13,046 | $402.6K | 0.00% | +1,285+10.9% | Added |
| Vestcor Inc | 12,918 | $399.0K | 0.01% | +12,918 | New |
| Kestra Advisory Services, LLC | 12,802 | $395.1K | 0.00% | +248+2.0% | Added |
| HRT Financial LP | 12,746 | $393.0K | 0.00% | −52,756−80.5% | Reduced |
| Krilogy Financial LLC | 12,542 | $387.0K | 0.03% | +12,542 | New |
| Group One Trading, L.P. | 12,208 | $376.7K | 0.02% | −5,696−31.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 12,136 | $374.5K | 0.00% | −6,019−33.2% | Reduced |
| The PNC Financial Services Group, Inc. | 11,870 | $366.3K | 0.00% | +2,352+24.7% | Added |
| Jasper Ridge Partners, L.P. | 11,814 | $364.6K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 11,654 | $359.6K | 0.00% | +2,406+26.0% | Added |
| Beverly Hills Private Wealth, LLC | 11,550 | $356.4K | 0.07% | +362+3.2% | Added |
| Quadrant Capital Group LLC | 11,418 | $352.4K | 0.01% | +10,353+972.1% | Added |
| STRS Ohio | 11,300 | $348.7K | 0.00% | +1,300+13.0% | Added |
| SummitTX Capital, L.P. | 11,142 | $343.8K | 0.02% | +11,142 | New |
| Captrust Financial Advisors | 10,514 | $324.5K | 0.00% | +751+7.7% | Added |
| Sonoma Private Wealth LLC | 10,074 | $310.9K | 0.43% | +334+3.4% | Added |
| Portside Wealth Group, LLC | 10,019 | $309.2K | 0.05% | +578+6.1% | Added |
| MML Investors Services, LLC | 9,926 | $306.0K | 0.00% | +284+2.9% | Added |
| Brown Brothers Harriman & Co | 9,728 | $300.2K | 0.00% | −130−1.3% | Reduced |
| Occidental Asset Management, LLC | 9,710 | $299.7K | 0.05% | +9,710 | New |
| Garde Capital, Inc. | 9,627 | $297.1K | 0.02% | −4,508−31.9% | Reduced |
| Everence Capital Management Inc | 9,250 | $285.0K | 0.02% | −3,080−25.0% | Reduced |
| United Services Automobile Association | 9,097 | $282.9K | 0.01% | +9,097 | New |
| Millennium Management LLC | 9,147 | $282.3K | 0.00% | −168,949−94.9% | Reduced |
| Advisor Group Holdings, Inc. | 9,033 | $278.8K | 0.00% | −3,155−25.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,494 | $277.8K | 0.05% | +8,494 | New |
| Crossmark Global Holdings, Inc. | 8,816 | $272.1K | 0.00% | −100−1.1% | Reduced |
| Aspiriant, LLC | 8,600 | $265.4K | 0.01% | −448−5.0% | Reduced |
| Cahaba Wealth Management, Inc. | 8,439 | $260.4K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,152 | $251.6K | 0.00% | −208−2.5% | Reduced |
| Janney Montgomery Scott LLC | 8,129 | $251.0K | 0.00% | +322+4.1% | Added |
| Rosenberg Matthew Hamilton | 8,073 | $249.1K | 0.06% | +40.0% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 8,000 | $246.9K | 0.12% | +8,000 | New |
| Hohimer Wealth Management, LLC | 7,900 | $243.8K | 0.05% | −223−2.7% | Reduced |
| Evergreen Capital Management LLC | 7,843 | $242.0K | 0.01% | +1,016+14.9% | Added |
| Jain Global LLC | 7,677 | $236.9K | 0.00% | −9,736−55.9% | Reduced |
| Shell Asset Management Co | 7,651 | $236.0K | 0.01% | −331−4.1% | Reduced |
| New Age Alpha Advisors, LLC | 7,328 | $226.1K | 0.01% | −479−6.1% | Reduced |
| MQS Management LLC | 7,320 | $225.9K | 0.13% | +7,320 | New |
| Jefferies Financial Group Inc. | 7,090 | $218.8K | 0.00% | −10,480−59.6% | Reduced |
| Qsemble Capital Management, LP | 6,930 | $213.9K | 0.02% | +6,930 | New |
| Quest Partners LLC | 6,864 | $211.8K | 0.02% | −19,544−74.0% | Reduced |
| Narus Financial Partners, LLC | 6,823 | $210.6K | 0.07% | +6,823 | New |
| Clearstead Advisors, LLC | 6,643 | $205.0K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 6,405 | $199.2K | 0.00% | −352−5.2% | Reduced |
| Truvestments Capital LLC | 6,251 | $192.9K | 0.04% | −497−7.4% | Reduced |
| State of Wyoming | 5,888 | $181.7K | 0.02% | +152+2.6% | Added |
| Federated Hermes, Inc. | 5,830 | $179.9K | 0.00% | −129,346−95.7% | Reduced |
| Pacer Advisors, Inc. | 5,583 | $172.3K | 0.00% | −2,391−30.0% | Reduced |
| KBC Group NV | 5,293 | $163.0K | 0.00% | −110−2.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,942 | $152.5K | 0.00% | −628−11.3% | Reduced |
| Parallel Advisors, LLC | 4,859 | $149.9K | 0.00% | −68−1.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,728 | $145.9K | 0.00% | +2,828+148.8% | Added |
| Tower Research Capital LLC (TRC) | 4,719 | $145.3K | 0.00% | −1,596−25.3% | Reduced |
| Bessemer Group Inc | 4,293 | $132.0K | 0.00% | −198−4.4% | Reduced |
| SBI Securities Co., Ltd. | 4,239 | $130.8K | 0.00% | +77+1.9% | Added |
| GAMMA Investing LLC | 4,135 | $127.6K | 0.01% | +2,681+184.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 4,032 | $124.4K | 0.02% | +4,032 | New |
| Ameliora Wealth Management Ltd. | 4,000 | $123.4K | 0.05% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 3,920 | $121.0K | 0.02% | −2,150−35.4% | Reduced |
| Globeflex Capital L P | 3,844 | $118.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,709 | $116.2K | 0.00% | +1,130+43.8% | Added |
| Nisa Investment Advisors, LLC | 3,193 | $98.5K | 0.00% | +182+6.0% | Added |
| TD Waterhouse Canada Inc. | 2,989 | $93.1K | 0.00% | +795+36.2% | Added |
| Whittier Trust Co | 2,410 | $74.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,143 | $66.6K | 0.01% | −19−0.9% | Reduced |