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, Q2 2025
Institutional positions in Box Inc as of Jun 30, 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
- 416
- +27 vs. Q1 2025
- Shares held
- 155.4M
- +8.66M (+5.9%) vs. Q1 2025
- Total value
- $5.31B
- +$780.5M (+17.2%) vs. Q1 2025
- New holders
- 70
- 150 more added
- Sold out
- 43
- 140 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 2,173 | $74.3K | 0.01% | +222+11.4% | Added |
| EverSource Wealth Advisors, LLC | 2,263 | $77.3K | 0.00% | +2,155+1,995.4% | Added |
| Smartleaf Asset Management LLC | 2,633 | $89.5K | 0.01% | +490+22.9% | Added |
| Nisa Investment Advisors, LLC | 2,991 | $102.2K | 0.00% | −202−6.3% | Reduced |
| KBC Group NV | 3,383 | $116.0K | 0.00% | −1,910−36.1% | Reduced |
| TD Waterhouse Canada Inc. | 3,493 | $117.7K | 0.00% | +504+16.9% | Added |
| Quarry LP | 3,453 | $118.0K | 0.03% | +3,453 | New |
| Parallel Advisors, LLC | 3,756 | $128.3K | 0.00% | −1,103−22.7% | Reduced |
| Globeflex Capital L P | 3,844 | $131.3K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,000 | $136.7K | 0.05% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 4,032 | $137.8K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 4,070 | $139.1K | 0.02% | +150+3.8% | Added |
| SBI Securities Co., Ltd. | 4,265 | $145.7K | 0.00% | +26+0.6% | Added |
| Bessemer Group Inc | 4,329 | $148.0K | 0.00% | +36+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 4,728 | $161.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,808 | $164.3K | 0.00% | −134−2.7% | Reduced |
| GAMMA Investing LLC | 4,957 | $169.4K | 0.01% | +822+19.9% | Added |
| Truvestments Capital LLC | 5,663 | $193.5K | 0.04% | −588−9.4% | Reduced |
| NewEdge Wealth, LLC | 6,376 | $203.6K | 0.00% | +6,376 | New |
| Corient IA LLC | 6,000 | $205.0K | 0.12% | +6,000 | New |
| RSM US Wealth Management LLC | 6,049 | $206.7K | 0.00% | +6,049 | New |
| Ethic Inc. | 6,220 | $211.5K | 0.00% | +6,220 | New |
| Hohimer Wealth Management, LLC | 6,205 | $212.0K | 0.04% | −1,695−21.5% | Reduced |
| Narus Financial Partners, LLC | 6,438 | $220.0K | 0.07% | −385−5.6% | Reduced |
| Quest Partners LLC | 6,662 | $227.6K | 0.02% | −202−2.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,700 | $228.9K | 0.01% | −67,143−90.9% | Reduced |
| Everence Capital Management Inc | 6,690 | $229.0K | 0.01% | −2,560−27.7% | Reduced |
| Evergreen Capital Management LLC | 6,703 | $229.0K | 0.01% | −1,140−14.5% | Reduced |
| Clearstead Advisors, LLC | 6,708 | $229.2K | 0.00% | +65+1.0% | Added |
| Cahaba Wealth Management, Inc. | 6,733 | $230.1K | 0.02% | −1,706−20.2% | Reduced |
| Farringdon Capital, Ltd. | 6,734 | $230.1K | 0.08% | +6,734 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,762 | $232.3K | 0.00% | +6,762 | New |
| Aigen Investment Management, LP | 6,879 | $235.1K | 0.03% | −26,424−79.3% | Reduced |
| Shell Asset Management Co | 7,051 | $241.0K | 0.01% | −600−7.8% | Reduced |
| Group One Trading, L.P. | 7,157 | $244.6K | 0.01% | −5,051−41.4% | Reduced |
| New Age Alpha Advisors, LLC | 7,176 | $245.2K | 0.01% | −152−2.1% | Reduced |
| Rosenberg Matthew Hamilton | 7,204 | $246.2K | 0.06% | −869−10.8% | Reduced |
| Pacer Advisors, Inc. | 7,391 | $252.6K | 0.00% | +1,808+32.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,685 | $255.6K | 0.00% | +7,685 | New |
| Occudo Quantitative Strategies LP | 7,781 | $265.9K | 0.03% | +7,781 | New |
| Janney Montgomery Scott LLC | 8,027 | $274.0K | 0.00% | −102−1.3% | Reduced |
| XTX Topco Ltd | 8,062 | $275.5K | 0.01% | −44,043−84.5% | Reduced |
| Longboard Asset Management, LP | 8,096 | $276.6K | 0.69% | +8,096 | New |
| Occidental Asset Management, LLC | 8,469 | $289.4K | 0.04% | −1,241−12.8% | Reduced |
| Aspiriant, LLC | 8,610 | $294.2K | 0.01% | +10+0.1% | Added |
| Lido Advisors, LLC | 8,960 | $306.2K | 0.00% | +808+9.9% | Added |
| Crossmark Global Holdings, Inc. | 9,035 | $308.7K | 0.00% | +219+2.5% | Added |
| NorthCrest Asset Manangement, LLC | 9,538 | $317.2K | 0.01% | −5,798−37.8% | Reduced |
| Capstone Investment Advisors, LLC | 9,303 | $317.9K | 0.00% | +9,303 | New |
| Integrated Investment Consultants, LLC | 9,512 | $325.0K | 0.06% | −5,945−38.5% | Reduced |
| Sonoma Private Wealth LLC | 9,566 | $326.9K | 0.40% | −508−5.0% | Reduced |
| Garde Capital, Inc. | 9,627 | $329.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,728 | $332.4K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 9,735 | $333.0K | 0.00% | −191−1.9% | Reduced |
| State of Wyoming | 9,942 | $339.7K | 0.04% | +4,054+68.9% | Added |
| Advisor Group Holdings, Inc. | 9,986 | $341.0K | 0.00% | +953+10.6% | Added |
| PharVision Advisers, LLC | 10,005 | $341.9K | 0.49% | +10,005 | New |
| Portside Wealth Group, LLC | 10,380 | $354.7K | 0.05% | +361+3.6% | Added |
| Perbak Capital Partners LLP | 10,522 | $359.5K | 0.08% | +10,522 | New |
| Steward Partners Investment Advisory, LLC | 10,530 | $359.8K | 0.00% | −9,386−47.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 10,637 | $363.5K | 0.07% | −913−7.9% | Reduced |
| Captrust Financial Advisors | 10,646 | $363.8K | 0.00% | +132+1.3% | Added |
| Bridgefront Capital, LLC | 10,771 | $368.0K | 0.10% | +10,771 | New |
| Quadrant Capital Group LLC | 11,635 | $397.6K | 0.01% | +217+1.9% | Added |
| The PNC Financial Services Group, Inc. | 11,744 | $401.3K | 0.00% | −126−1.1% | Reduced |
| Jasper Ridge Partners, L.P. | 11,814 | $403.7K | 0.01% | 00.0% | Unchanged |
| Burney Co | 11,870 | $405.6K | 0.01% | −9,322−44.0% | Reduced |
| TownSquare Capital, LLC | 11,950 | $408.3K | 0.04% | −93,228−88.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,373 | $422.8K | 0.00% | −6,908−35.8% | Reduced |
| JustInvest LLC | 12,465 | $425.9K | 0.00% | +12,465 | New |
| Fieldview Capital Management, LLC | 12,480 | $426.4K | 0.06% | +12,480 | New |
| STRS Ohio | 12,600 | $430.5K | 0.00% | +1,300+11.5% | Added |
| Xponance, Inc. | 12,787 | $436.9K | 0.00% | −2,242−14.9% | Reduced |
| Profund Advisors LLC | 12,833 | $438.5K | 0.02% | −2,245−14.9% | Reduced |
| Kestra Advisory Services, LLC | 12,848 | $439.0K | 0.00% | +46+0.4% | Added |
| Vise Technologies, Inc. | 12,865 | $439.6K | 0.02% | +12,865 | New |
| DRW Securities, LLC | 13,157 | $449.6K | 0.03% | +13,157 | New |
| Henshaw Capital LLC | 13,293 | $454.2K | 0.02% | 00.0% | Unchanged |
| Aviva PLC | 13,488 | $460.9K | 0.00% | +442+3.4% | Added |
| Staley Capital Advisers Inc | 14,000 | $478.4K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 14,036 | $479.6K | 0.00% | +389+2.9% | Added |
| Sivia Capital Partners, LLC | 14,174 | $484.3K | 0.16% | +14,174 | New |
| Ameritas Investment Partners, Inc. | 14,343 | $490.1K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 14,438 | $490.9K | 0.01% | −2,164−13.0% | Reduced |
| Public Employees Retirement Association of Colorado | 14,514 | $496.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 14,730 | $503.3K | 0.06% | +14,730 | New |
| Coldstream Capital Management Inc | 14,756 | $504.2K | 0.01% | +201+1.4% | Added |
| DC Investments Management, LLC | 15,664 | $535.2K | 0.22% | 00.0% | Unchanged |
| Connable Office Inc | 15,707 | $536.7K | 0.05% | 00.0% | Unchanged |
| F/M Investments LLC | 15,966 | $545.6K | 0.02% | −229−1.4% | Reduced |
| Point72 (DIFC) Ltd | 16,740 | $572.0K | 0.05% | +16,740 | New |
| CIBC World Markets Corp | 17,321 | $591.9K | 0.00% | −13,929−44.6% | Reduced |
| Tower Research Capital LLC (TRC) | 17,391 | $594.3K | 0.02% | +12,672+268.5% | Added |
| FMR LLC | 17,421 | $595.3K | 0.00% | +5,767+49.5% | Added |
| Toroso Investments, LLC | 18,076 | $617.7K | 0.00% | −3,907−17.8% | Reduced |
| Bokf, NA | 18,134 | $619.6K | 0.01% | −1,328−6.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,424 | $629.5K | 0.00% | +1,279+7.5% | Added |
| Mutual of America Capital Management LLC | 18,603 | $635.7K | 0.01% | −2,323−11.1% | Reduced |
| Myecfo, LLC | 18,623 | $636.3K | 0.31% | −2,009−9.7% | Reduced |
| Smith Group Asset Management, LLC | 18,716 | $639.5K | 0.04% | 00.0% | Unchanged |