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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,808 | $164.3K | 0.00% | −134−2.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,728 | $161.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,329 | $148.0K | 0.00% | +36+0.8% | Added |
| SBI Securities Co., Ltd. | 4,265 | $145.7K | 0.00% | +26+0.6% | Added |
| Central Pacific Bank - Trust Division | 4,070 | $139.1K | 0.02% | +150+3.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 4,032 | $137.8K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,000 | $136.7K | 0.05% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,844 | $131.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,756 | $128.3K | 0.00% | −1,103−22.7% | Reduced |
| Quarry LP | 3,453 | $118.0K | 0.03% | +3,453 | New |
| TD Waterhouse Canada Inc. | 3,493 | $117.7K | 0.00% | +504+16.9% | Added |
| KBC Group NV | 3,383 | $116.0K | 0.00% | −1,910−36.1% | Reduced |
| Nisa Investment Advisors, LLC | 2,991 | $102.2K | 0.00% | −202−6.3% | Reduced |
| Smartleaf Asset Management LLC | 2,633 | $89.5K | 0.01% | +490+22.9% | Added |
| EverSource Wealth Advisors, LLC | 2,263 | $77.3K | 0.00% | +2,155+1,995.4% | Added |
| Versant Capital Management, Inc | 2,173 | $74.3K | 0.01% | +222+11.4% | Added |
| Geneos Wealth Management Inc. | 1,810 | $61.8K | 0.00% | +800+79.2% | Added |
| Farther Finance Advisors, LLC | 1,767 | $60.4K | 0.00% | −1,942−52.4% | Reduced |
| MAI Capital Management | 1,642 | $56.1K | 0.00% | +120+7.9% | Added |
| Leonteq Securities AG | 1,634 | $55.8K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,600 | $55.0K | 0.00% | +1,600 | New |
| Aster Capital Management (DIFC) Ltd | 1,603 | $54.8K | 0.01% | −6,891−81.1% | Reduced |
| DekaBank Deutsche Girozentrale | 1,583 | $54.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,316 | $45.0K | 0.00% | +1,150+692.8% | Added |
| Center for Financial Planning, Inc. | 1,250 | $42.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,205 | $41.2K | 0.00% | −1,205−50.0% | Reduced |
| CWM, LLC | 1,197 | $41.0K | 0.00% | +251+26.5% | Added |
| Ameritas Advisory Services, LLC | 1,187 | $40.6K | 0.00% | +1,187 | New |
| Sterling Capital Management LLC | 1,110 | $37.9K | 0.00% | +964+660.3% | Added |
| North Star Investment Management Corp. | 1,000 | $34.2K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,000 | $34.2K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 928 | $31.6K | 0.00% | +122+15.1% | Added |
| Larson Financial Group LLC | 893 | $30.5K | 0.00% | +234+35.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 865 | $29.6K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 867 | $28.1K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 723 | $24.7K | 0.02% | +713+7,130.0% | Added |
| Covestor Ltd | 623 | $22.0K | 0.01% | −1,519−70.9% | Reduced |
| SRS Capital Advisors, Inc. | 549 | $18.8K | 0.00% | +549 | New |
| Twin Peaks Wealth Advisors, LLC | 563 | $17.5K | 0.01% | +563 | New |
| GWM Advisors LLC | 500 | $17.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 480 | $16.4K | 0.00% | −26−5.1% | Reduced |
| Global Retirement Partners, LLC | 439 | $15.0K | 0.00% | +439 | New |
| Ci Investments Inc. | 438 | $15.0K | 0.00% | +438 | New |
| Northwestern Mutual Wealth Management Co | 360 | $12.3K | 0.00% | −837−69.9% | Reduced |
| Raffa Wealth Management, LLC | 350 | $12.0K | 0.00% | +350 | New |
| Skopos Labs, Inc. | 321 | $11.0K | 0.00% | +220+217.8% | Added |
| Main Street Group, LTD | 300 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 269 | $9.19K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 257 | $9.00K | 0.00% | −82−24.2% | Reduced |
| Wolff Wiese Magana LLC | 259 | $8.85K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 250 | $8.54K | 0.00% | +126+101.6% | Added |
| Rothschild Investment LLC | 215 | $7.35K | 0.00% | +30+16.2% | Added |
| Operose Advisors LLC | 200 | $6.83K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 200 | $6.83K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 198 | $6.77K | 0.00% | +23+13.1% | Added |
| ORG Partners LLC | 180 | $6.07K | 0.00% | +180 | New |
| Atlantic Union Bankshares Corp | 175 | $5.98K | 0.00% | +175 | New |
| Financial Avengers, Inc. | 150 | $5.13K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 149 | $5.09K | 0.00% | +78+109.9% | Added |
| WealthCollab, LLC | 147 | $5.02K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 148 | $5.00K | 0.00% | −2−1.3% | Reduced |
| Principal Securities, Inc. | 133 | $4.54K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 131 | $4.48K | 0.00% | +23+21.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 128 | $4.37K | 0.00% | +2+1.6% | Added |
| PFS Partners, LLC | 126 | $4.31K | 0.00% | +126 | New |
| Hurley Capital, LLC | 116 | $3.96K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 114 | $3.90K | 0.00% | +114 | New |
| Spire Wealth Management | 112 | $3.83K | 0.00% | −446−79.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 106 | $3.62K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $3.42K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 95 | $3.25K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 89 | $3.04K | 0.00% | −20−18.3% | Reduced |
| Highline Wealth Partners LLC | 84 | $2.87K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 83 | $2.84K | 0.00% | +9+12.2% | Added |
| Farmers & Merchants Investments Inc | 80 | $2.73K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 76 | $2.60K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 76 | $2.60K | 0.00% | +11+16.9% | Added |
| Assetmark, Inc | 76 | $2.60K | 0.00% | +50+192.3% | Added |
| Anchor Investment Management, LLC | 75 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $2.43K | 0.00% | −30−29.7% | Reduced |
| Financial Network Wealth Advisors LLC | 67 | $2.29K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 66 | $2.26K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 70 | $2.21K | 0.00% | +60+600.0% | Added |
| CIBC Private Wealth Group, LLC | 64 | $2.19K | 0.00% | +32+100.0% | Added |
| Sunbelt Securities, Inc. | 63 | $1.99K | 0.00% | +33+110.0% | Added |
| Whipplewood Advisors, LLC | 56 | $1.91K | 0.00% | −653−92.1% | Reduced |
| Kilter Group LLC | 54 | $1.85K | 0.00% | +54 | New |
| WPG Advisers, LLC | 49 | $1.67K | 0.00% | +49 | New |
| Private Wealth Management Group, LLC | 42 | $1.44K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $1.36K | 0.00% | +40 | New |
| Bare Financial Services, Inc | 33 | $1.13K | 0.00% | +33 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 32 | $1.09K | 0.00% | +32 | New |
| Fortitude Family Office, LLC | 30 | $1.02K | 0.00% | +30 | New |
| Picton Mahoney Asset Management | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $923 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 27 | $923 | 0.00% | +27 | New |
| GeoWealth Management, LLC | 26 | $888 | 0.00% | +13+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 25 | $855 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $752 | 0.00% | +3+15.8% | Added |
| South State Corp. | 18 | $616 | 0.00% | −100−84.7% | Reduced |