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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2,142 | $66.0K | 0.04% | +493+29.9% | Added |
| Versant Capital Management, Inc | 1,951 | $60.2K | 0.01% | +1,636+519.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,775 | $55.0K | 0.00% | −113,364−98.5% | Reduced |
| Leonteq Securities AG | 1,634 | $50.4K | 0.00% | −8,547−84.0% | Reduced |
| DekaBank Deutsche Girozentrale | 1,583 | $49.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,522 | $47.0K | 0.00% | +54+3.7% | Added |
| Glass Jacobson Investment Advisors llc | 1,400 | $44.2K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,250 | $38.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,197 | $36.9K | 0.00% | −1,805−60.1% | Reduced |
| Geneos Wealth Management Inc. | 1,010 | $31.2K | 0.00% | +1,010 | New |
| North Star Investment Management Corp. | 1,000 | $30.9K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,000 | $30.9K | 0.01% | +1,000 | New |
| CWM, LLC | 946 | $29.0K | 0.00% | +316+50.2% | Added |
| Bear Mountain Capital, Inc. | 867 | $27.3K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 865 | $26.7K | 0.00% | +665+332.5% | Added |
| TCTC Holdings, LLC | 825 | $25.5K | 0.00% | +442+115.4% | Added |
| Jones Financial Companies LLLP | 806 | $25.1K | 0.00% | +555+221.1% | Added |
| Larson Financial Group LLC | 659 | $20.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 558 | $17.2K | 0.00% | +348+165.7% | Added |
| Mather Group, LLC. | 519 | $16.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 506 | $15.6K | 0.00% | +168+49.7% | Added |
| GWM Advisors LLC | 500 | $15.4K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 388 | $12.0K | 0.00% | +388 | New |
| Hantz Financial Services, Inc. | 339 | $10.0K | 0.00% | +205+153.0% | Added |
| Main Street Group, LTD | 300 | $9.26K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 298 | $9.20K | 0.00% | +28+10.4% | Added |
| Rise Advisors, LLC | 269 | $8.30K | 0.00% | +269 | New |
| Wolff Wiese Magana LLC | 259 | $7.99K | 0.01% | −468−64.4% | Reduced |
| Copeland Capital Management, LLC | 235 | $7.25K | 0.00% | +235 | New |
| Operose Advisors LLC | 200 | $6.17K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 200 | $6.17K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 185 | $5.71K | 0.00% | +75+68.2% | Added |
| Washington Trust Co | 184 | $5.68K | 0.00% | +1+0.5% | Added |
| Cape Investment Advisory, Inc. | 176 | $5.43K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $5.40K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 175 | $5.40K | 0.00% | +64+57.7% | Added |
| Lindbrook Capital, LLC | 174 | $5.37K | 0.00% | +5+3.0% | Added |
| Massmutual Trust Co FSB | 166 | $5.12K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $4.63K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 147 | $4.54K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 146 | $4.51K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 133 | $4.20K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 150 | $4.00K | 0.00% | +54+56.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 126 | $3.89K | 0.00% | +126 | New |
| IFP Advisors, Inc | 109 | $3.86K | 0.00% | +109 | Added |
| Public Employees Retirement System of Ohio | 124 | $3.83K | 0.00% | +124 | New |
| South State Corp. | 118 | $3.64K | 0.00% | +118 | New |
| Hurley Capital, LLC | 116 | $3.58K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 108 | $3.33K | 0.00% | −29−21.2% | Reduced |
| Signaturefd, LLC | 108 | $3.33K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $3.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 101 | $3.12K | 0.00% | +30+42.3% | Added |
| Skopos Labs, Inc. | 101 | $3.12K | 0.00% | +101 | New |
| Key Financial Inc | 100 | $3.09K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 95 | $2.93K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 91 | $2.81K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 84 | $2.59K | 0.00% | +84 | New |
| Farmers & Merchants Investments Inc | 80 | $2.47K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 76 | $2.35K | 0.00% | +76 | New |
| Anchor Investment Management, LLC | 75 | $2.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 74 | $2.28K | 0.00% | +4+5.7% | Added |
| Allworth Financial LP | 71 | $2.19K | 0.00% | +8+12.7% | Added |
| Financial Network Wealth Advisors LLC | 67 | $2.07K | 0.00% | +67 | New |
| Huntington National Bank | 66 | $2.04K | 0.00% | +57+633.3% | Added |
| Manchester Capital Management LLC | 65 | $2.01K | 0.00% | +11+20.4% | Added |
| Whipplewood Advisors, LLC | 709 | $1.73K | 0.00% | +653+1,166.1% | Added |
| Golden State Wealth Management, LLC | 50 | $1.54K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $1.30K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 41 | $1.26K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30 | $926 | 0.00% | −33−52.4% | Reduced |
| Stephens Consulting, LLC | 30 | $926 | 0.00% | +30 | New |
| CIBC Private Wealth Group, LLC | 32 | $909 | 0.00% | −450−93.4% | Reduced |
| Creative Financial Designs Inc | 27 | $833 | 0.00% | −27−50.0% | Reduced |
| Assetmark, Inc | 26 | $802 | 0.00% | −156−85.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 25 | $772 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 22 | $679 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $679 | 0.00% | +16+266.7% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $587 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $525 | 0.00% | −4−19.0% | Reduced |
| True Wealth Design, LLC | 13 | $402 | 0.00% | +13 | New |
| GeoWealth Management, LLC | 13 | $401 | 0.00% | −24−64.9% | Reduced |
| Harbour Investments, Inc. | 12 | $370 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 10 | $309 | 0.00% | −281−96.6% | Reduced |
| Cornerstone Planning Group LLC | 10 | $303 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $217 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $186 | 0.00% | −2−25.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $154 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 5 | $154 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 3 | $93 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $62 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −4,959−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −420,907−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −343,875−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −189,765−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −137,430−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −123,137−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −114,686−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −101,468−100.0% | Sold out |