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, Q3 2025
Institutional positions in Box Inc as of Sep 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
- 408
- −2 vs. Q2 2025
- Shares held
- 150.0M
- −4.09M (−2.7%) vs. Q2 2025
- Total value
- $4.84B
- −$424.5M (−8.1%) vs. Q2 2025
- New holders
- 54
- 140 more added
- Sold out
- 56
- 155 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $0 | 0.00% | +1+6.7% | Added |
| Cloud Capital Management, LLC | 21 | $0 | 0.00% | +21 | New |
| Great Lakes Retirement, Inc. | 2 | $65 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 5 | $161 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $194 | 0.00% | −2−25.0% | Reduced |
| Rialto Wealth Management, LLC | 6 | $194 | 0.00% | +3+100.0% | Added |
| MV Capital Management, Inc. | 7 | $226 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $226 | 0.00% | +7 | New |
| Huntington National Bank | 9 | $290 | 0.00% | −57−86.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 11 | $354 | 0.00% | +3+37.5% | Added |
| SJS Investment Consulting Inc. | 11 | $355 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $387 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $581 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $653 | 0.00% | −2−9.1% | Reduced |
| Atlantic Trust, LLC | 27 | $872 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 28 | $904 | 0.00% | +28 | New |
| Sunbelt Securities, Inc. | 30 | $968 | 0.00% | −33−52.4% | Reduced |
| Bare Financial Services, Inc | 31 | $1.00K | 0.00% | −2−6.1% | Reduced |
| Picton Mahoney Asset Management | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 32 | $1.03K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $1.03K | 0.00% | +19+146.2% | Added |
| Fortitude Family Office, LLC | 38 | $1.23K | 0.00% | +8+26.7% | Added |
| Private Wealth Management Group, LLC | 42 | $1.36K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 56 | $1.81K | 0.00% | +56 | New |
| Financial Network Wealth Advisors LLC | 63 | $2.03K | 0.00% | −4−6.0% | Reduced |
| Kilter Group LLC | 70 | $2.26K | 0.00% | +16+29.6% | Added |
| Bell Investment Advisors, Inc | 71 | $2.29K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $2.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $2.58K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 83 | $2.68K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 86 | $2.78K | 0.00% | +10+13.2% | Added |
| Cornerstone Planning Group LLC | 92 | $2.93K | 0.00% | +22+31.4% | Added |
| NBC Securities, Inc. | 92 | $2.97K | 0.00% | +92 | New |
| Advisory Services Network, LLC | 92 | $2.97K | 0.00% | +92 | New |
| Archer Investment Corp | 95 | $3.07K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $3.21K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $3.42K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 112 | $3.61K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 116 | $3.74K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 121 | $3.90K | 0.00% | +121 | New |
| Clearstead Advisors, LLC | 125 | $4.03K | 0.00% | −6,583−98.1% | Reduced |
| PFS Partners, LLC | 126 | $4.07K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 128 | $4.13K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 135 | $4.36K | 0.00% | +46+51.7% | Added |
| Signaturefd, LLC | 140 | $4.52K | 0.00% | +9+6.9% | Added |
| WealthCollab, LLC | 147 | $4.74K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 150 | $4.84K | 0.00% | −65−30.2% | Reduced |
| Financial Avengers, Inc. | 150 | $4.84K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 170 | $5.00K | 0.00% | +22+14.9% | Added |
| Caitong International Asset Management Co., Ltd | 158 | $5.10K | 0.00% | −565−78.1% | Reduced |
| Atlantic Union Bankshares Corp | 175 | $5.65K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 193 | $6.23K | 0.00% | +193 | New |
| Operose Advisors LLC | 200 | $6.45K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 200 | $6.45K | 0.00% | +200 | New |
| Allworth Financial LP | 202 | $6.52K | 0.00% | +53+35.6% | Added |
| Assetmark, Inc | 215 | $6.94K | 0.00% | +139+182.9% | Added |
| Parkside Financial Bank & Trust | 219 | $7.07K | 0.00% | +21+10.6% | Added |
| Wolff Wiese Magana LLC | 259 | $8.36K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 263 | $8.49K | 0.00% | +130+97.7% | Added |
| Rise Advisors, LLC | 269 | $8.68K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 300 | $9.68K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 304 | $9.81K | 0.00% | −135−30.8% | Reduced |
| First Horizon Corp | 335 | $10.8K | 0.00% | +335 | New |
| Ci Investments Inc. | 350 | $11.0K | 0.00% | −88−20.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 371 | $12.0K | 0.00% | +11+3.1% | Added |
| Public Employees Retirement System of Ohio | 383 | $12.4K | 0.00% | +133+53.2% | Added |
| Crewe Advisors LLC | 397 | $12.8K | 0.00% | +397 | New |
| Optiver Holding B.V. | 440 | $14.2K | 0.00% | +440 | New |
| Ameriflex Group, Inc. | 446 | $14.4K | 0.01% | +446 | New |
| Wealthspire Advisors, LLC | 448 | $14.5K | 0.00% | +448 | New |
| Hantz Financial Services, Inc. | 461 | $15.0K | 0.00% | +204+79.4% | Added |
| Abound Wealth Management | 470 | $15.2K | 0.00% | +464+7,733.3% | Added |
| GWM Advisors LLC | 500 | $16.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 513 | $16.6K | 0.00% | −36−6.6% | Reduced |
| Mather Group, LLC. | 519 | $16.7K | 0.00% | +519 | New |
| Umb Bank N A | 616 | $19.9K | 0.00% | +136+28.3% | Added |
| Quarry LP | 778 | $25.1K | 0.01% | −2,675−77.5% | Reduced |
| Larson Financial Group LLC | 878 | $28.3K | 0.00% | −15−1.7% | Reduced |
| Bear Mountain Capital, Inc. | 871 | $29.2K | 0.01% | +4+0.5% | Added |
| North Star Investment Management Corp. | 1,000 | $32.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,007 | $32.4K | 0.00% | +1,007 | New |
| Employees Retirement System of Texas | 1,099 | $35.0K | 0.00% | +1,099 | New |
| Jones Financial Companies LLLP | 1,162 | $37.6K | 0.00% | +234+25.2% | Added |
| Whittier Trust Co | 1,205 | $38.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,202 | $38.8K | 0.00% | +1,138+1,778.1% | Added |
| Center for Financial Planning, Inc. | 1,250 | $40.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,326 | $42.0K | 0.02% | +703+112.8% | Added |
| Massmutual Trust Co FSB | 1,360 | $43.9K | 0.00% | +44+3.3% | Added |
| FNY Investment Advisers, LLC | 1,365 | $44.0K | 0.01% | +1,365 | New |
| Creative Financial Designs Inc | 1,377 | $44.4K | 0.00% | +1,350+5,000.0% | Added |
| CWM, LLC | 1,503 | $49.0K | 0.00% | +306+25.6% | Added |
| State of Wyoming | 1,569 | $50.6K | 0.01% | −8,373−84.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,583 | $51.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,600 | $51.6K | 0.00% | −210−11.6% | Reduced |
| Leonteq Securities AG | 1,634 | $52.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,762 | $56.9K | 0.00% | +120+7.3% | Added |
| Walleye Capital LLC | 1,839 | $59.3K | 0.00% | −25,643−93.3% | Reduced |
| Farther Finance Advisors, LLC | 1,923 | $62.1K | 0.00% | +156+8.8% | Added |
| Versant Capital Management, Inc | 1,957 | $63.2K | 0.01% | −216−9.9% | Reduced |