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 |
|---|---|---|---|---|---|
| Linden Thomas Advisory Services, LLC | 24,744 | $845.5K | 0.09% | −100.0% | Reduced |
| Franklin Resources Inc | 24,219 | $827.6K | 0.00% | +489+2.1% | Added |
| Centiva Capital, LP | 23,728 | $810.8K | 0.05% | +23,728 | New |
| Vident Advisory, LLC | 22,989 | $785.5K | 0.01% | −6,135−21.1% | Reduced |
| Quantinno Capital Management LP | 22,726 | $776.5K | 0.00% | +3,067+15.6% | Added |
| Virginia Retirement Systems Et Al | 22,579 | $771.5K | 0.01% | −8,200−26.6% | Reduced |
| Rafferty Asset Management, LLC | 21,674 | $740.6K | 0.00% | −1,261−5.5% | Reduced |
| Glenmede Investment Management, LP | 21,587 | $737.6K | 0.00% | +21,587 | New |
| Gibbs Wealth Management | 21,457 | $733.2K | 0.14% | +2,670+14.2% | Added |
| Atria Investments LLC | 21,399 | $731.2K | 0.01% | −557−2.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $717.6K | 0.16% | +21,000 | New |
| Pictet Asset Management Holding SA | 20,878 | $713.4K | 0.00% | −446−2.1% | Reduced |
| AQR Capital Management LLC | 20,638 | $705.2K | 0.00% | −51,353−71.3% | Reduced |
| Scott Marsh Financial, LLC | 20,575 | $703.0K | 0.26% | +20,575 | New |
| LPL Financial LLC | 20,011 | $683.8K | 0.00% | +857+4.5% | Added |
| 111 Capital | 19,285 | $659.0K | 0.11% | +19,285 | New |
| Smith Group Asset Management, LLC | 18,716 | $639.5K | 0.04% | 00.0% | Unchanged |
| Myecfo, LLC | 18,623 | $636.3K | 0.31% | −2,009−9.7% | Reduced |
| Mutual of America Capital Management LLC | 18,603 | $635.7K | 0.01% | −2,323−11.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,424 | $629.5K | 0.00% | +1,279+7.5% | Added |
| Bokf, NA | 18,134 | $619.6K | 0.01% | −1,328−6.8% | Reduced |
| Toroso Investments, LLC | 18,076 | $617.7K | 0.00% | −3,907−17.8% | Reduced |
| FMR LLC | 17,421 | $595.3K | 0.00% | +5,767+49.5% | Added |
| Tower Research Capital LLC (TRC) | 17,391 | $594.3K | 0.02% | +12,672+268.5% | Added |
| CIBC World Markets Corp | 17,321 | $591.9K | 0.00% | −13,929−44.6% | Reduced |
| Point72 (DIFC) Ltd | 16,740 | $572.0K | 0.05% | +16,740 | New |
| F/M Investments LLC | 15,966 | $545.6K | 0.02% | −229−1.4% | Reduced |
| Connable Office Inc | 15,707 | $536.7K | 0.05% | 00.0% | Unchanged |
| DC Investments Management, LLC | 15,664 | $535.2K | 0.22% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 14,756 | $504.2K | 0.01% | +201+1.4% | Added |
| Headlands Technologies LLC | 14,730 | $503.3K | 0.06% | +14,730 | New |
| Public Employees Retirement Association of Colorado | 14,514 | $496.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 14,438 | $490.9K | 0.01% | −2,164−13.0% | Reduced |
| Ameritas Investment Partners, Inc. | 14,343 | $490.1K | 0.02% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 14,174 | $484.3K | 0.16% | +14,174 | New |
| O'Shaughnessy Asset Management, LLC | 14,036 | $479.6K | 0.00% | +389+2.9% | Added |
| Staley Capital Advisers Inc | 14,000 | $478.4K | 0.02% | 00.0% | Unchanged |
| Aviva PLC | 13,488 | $460.9K | 0.00% | +442+3.4% | Added |
| Henshaw Capital LLC | 13,293 | $454.2K | 0.02% | 00.0% | Unchanged |
| DRW Securities, LLC | 13,157 | $449.6K | 0.03% | +13,157 | New |
| Vise Technologies, Inc. | 12,865 | $439.6K | 0.02% | +12,865 | New |
| Kestra Advisory Services, LLC | 12,848 | $439.0K | 0.00% | +46+0.4% | Added |
| Profund Advisors LLC | 12,833 | $438.5K | 0.02% | −2,245−14.9% | Reduced |
| Xponance, Inc. | 12,787 | $436.9K | 0.00% | −2,242−14.9% | Reduced |
| STRS Ohio | 12,600 | $430.5K | 0.00% | +1,300+11.5% | Added |
| Fieldview Capital Management, LLC | 12,480 | $426.4K | 0.06% | +12,480 | New |
| JustInvest LLC | 12,465 | $425.9K | 0.00% | +12,465 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,373 | $422.8K | 0.00% | −6,908−35.8% | Reduced |
| TownSquare Capital, LLC | 11,950 | $408.3K | 0.04% | −93,228−88.6% | Reduced |
| Burney Co | 11,870 | $405.6K | 0.01% | −9,322−44.0% | Reduced |
| Jasper Ridge Partners, L.P. | 11,814 | $403.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,744 | $401.3K | 0.00% | −126−1.1% | Reduced |
| Quadrant Capital Group LLC | 11,635 | $397.6K | 0.01% | +217+1.9% | Added |
| Bridgefront Capital, LLC | 10,771 | $368.0K | 0.10% | +10,771 | New |
| Captrust Financial Advisors | 10,646 | $363.8K | 0.00% | +132+1.3% | Added |
| Beverly Hills Private Wealth, LLC | 10,637 | $363.5K | 0.07% | −913−7.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,530 | $359.8K | 0.00% | −9,386−47.1% | Reduced |
| Perbak Capital Partners LLP | 10,522 | $359.5K | 0.08% | +10,522 | New |
| Portside Wealth Group, LLC | 10,380 | $354.7K | 0.05% | +361+3.6% | Added |
| PharVision Advisers, LLC | 10,005 | $341.9K | 0.49% | +10,005 | New |
| Advisor Group Holdings, Inc. | 9,986 | $341.0K | 0.00% | +953+10.6% | Added |
| State of Wyoming | 9,942 | $339.7K | 0.04% | +4,054+68.9% | Added |
| MML Investors Services, LLC | 9,735 | $333.0K | 0.00% | −191−1.9% | Reduced |
| Brown Brothers Harriman & Co | 9,728 | $332.4K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 9,627 | $329.0K | 0.02% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 9,566 | $326.9K | 0.40% | −508−5.0% | Reduced |
| Integrated Investment Consultants, LLC | 9,512 | $325.0K | 0.06% | −5,945−38.5% | Reduced |
| Capstone Investment Advisors, LLC | 9,303 | $317.9K | 0.00% | +9,303 | New |
| NorthCrest Asset Manangement, LLC | 9,538 | $317.2K | 0.01% | −5,798−37.8% | Reduced |
| Crossmark Global Holdings, Inc. | 9,035 | $308.7K | 0.00% | +219+2.5% | Added |
| Lido Advisors, LLC | 8,960 | $306.2K | 0.00% | +808+9.9% | Added |
| Aspiriant, LLC | 8,610 | $294.2K | 0.01% | +10+0.1% | Added |
| Occidental Asset Management, LLC | 8,469 | $289.4K | 0.04% | −1,241−12.8% | Reduced |
| Longboard Asset Management, LP | 8,096 | $276.6K | 0.69% | +8,096 | New |
| XTX Topco Ltd | 8,062 | $275.5K | 0.01% | −44,043−84.5% | Reduced |
| Janney Montgomery Scott LLC | 8,027 | $274.0K | 0.00% | −102−1.3% | Reduced |
| Occudo Quantitative Strategies LP | 7,781 | $265.9K | 0.03% | +7,781 | New |
| Wealth Enhancement Advisory Services, LLC | 7,685 | $255.6K | 0.00% | +7,685 | New |
| Pacer Advisors, Inc. | 7,391 | $252.6K | 0.00% | +1,808+32.4% | Added |
| Rosenberg Matthew Hamilton | 7,204 | $246.2K | 0.06% | −869−10.8% | Reduced |
| New Age Alpha Advisors, LLC | 7,176 | $245.2K | 0.01% | −152−2.1% | Reduced |
| Group One Trading, L.P. | 7,157 | $244.6K | 0.01% | −5,051−41.4% | Reduced |
| Shell Asset Management Co | 7,051 | $241.0K | 0.01% | −600−7.8% | Reduced |
| Aigen Investment Management, LP | 6,879 | $235.1K | 0.03% | −26,424−79.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,762 | $232.3K | 0.00% | +6,762 | New |
| Farringdon Capital, Ltd. | 6,734 | $230.1K | 0.08% | +6,734 | New |
| Cahaba Wealth Management, Inc. | 6,733 | $230.1K | 0.02% | −1,706−20.2% | Reduced |
| Clearstead Advisors, LLC | 6,708 | $229.2K | 0.00% | +65+1.0% | Added |
| Evergreen Capital Management LLC | 6,703 | $229.0K | 0.01% | −1,140−14.5% | Reduced |
| Everence Capital Management Inc | 6,690 | $229.0K | 0.01% | −2,560−27.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,700 | $228.9K | 0.01% | −67,143−90.9% | Reduced |
| Quest Partners LLC | 6,662 | $227.6K | 0.02% | −202−2.9% | Reduced |
| Narus Financial Partners, LLC | 6,438 | $220.0K | 0.07% | −385−5.6% | Reduced |
| Hohimer Wealth Management, LLC | 6,205 | $212.0K | 0.04% | −1,695−21.5% | Reduced |
| Ethic Inc. | 6,220 | $211.5K | 0.00% | +6,220 | New |
| RSM US Wealth Management LLC | 6,049 | $206.7K | 0.00% | +6,049 | New |
| Corient IA LLC | 6,000 | $205.0K | 0.12% | +6,000 | New |
| NewEdge Wealth, LLC | 6,376 | $203.6K | 0.00% | +6,376 | New |
| Truvestments Capital LLC | 5,663 | $193.5K | 0.04% | −588−9.4% | Reduced |
| GAMMA Investing LLC | 4,957 | $169.4K | 0.01% | +822+19.9% | Added |