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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 2,434 | $78.5K | 0.00% | +1,324+119.3% | Added |
| Shell Asset Management Co | 3,182 | $103.0K | 0.01% | −3,869−54.9% | Reduced |
| Smartleaf Asset Management LLC | 3,244 | $104.7K | 0.01% | +611+23.2% | Added |
| Federated Hermes, Inc. | 3,268 | $105.5K | 0.00% | +3,255+25,038.5% | Added |
| KBC Group NV | 3,383 | $109.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,488 | $111.9K | 0.00% | −5−0.1% | Reduced |
| Parallel Advisors, LLC | 3,495 | $112.8K | 0.00% | −261−6.9% | Reduced |
| EverSource Wealth Advisors, LLC | 3,506 | $113.1K | 0.00% | +1,243+54.9% | Added |
| Nisa Investment Advisors, LLC | 3,514 | $113.4K | 0.00% | +523+17.5% | Added |
| Ossiam | 3,811 | $123.0K | 0.00% | +3,811 | New |
| Globeflex Capital L P | 3,844 | $124.0K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,000 | $129.1K | 0.04% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 4,032 | $130.1K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4,205 | $135.7K | 0.00% | −60−1.4% | Reduced |
| Truvestments Capital LLC | 4,209 | $135.8K | 0.02% | −1,454−25.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,523 | $146.0K | 0.00% | −12,868−74.0% | Reduced |
| Bessemer Group Inc | 4,552 | $147.0K | 0.00% | +223+5.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,688 | $151.3K | 0.00% | −120−2.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,728 | $152.5K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,476 | $176.7K | 0.00% | −1,915−25.9% | Reduced |
| Central Pacific Bank - Trust Division | 5,680 | $183.3K | 0.02% | +1,610+39.6% | Added |
| GAMMA Investing LLC | 6,030 | $194.6K | 0.01% | +1,073+21.6% | Added |
| DRW Securities, LLC | 6,269 | $202.1K | 0.01% | −6,888−52.4% | Reduced |
| Prelude Capital Management, LLC | 6,523 | $210.5K | 0.02% | +6,523 | New |
| Everence Capital Management Inc | 6,690 | $216.0K | 0.01% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 6,733 | $217.3K | 0.02% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 6,778 | $218.7K | 0.03% | +573+9.2% | Added |
| Swiss Life Asset Management Ltd | 6,799 | $219.4K | 0.00% | +6,799 | New |
| AE Wealth Management LLC | 6,911 | $223.0K | 0.00% | +6,911 | New |
| Concurrent Investment Advisors, LLC | 6,992 | $225.6K | 0.00% | +6,992 | New |
| New Age Alpha Advisors, LLC | 7,026 | $226.7K | 0.01% | −150−2.1% | Reduced |
| Rosenberg Matthew Hamilton | 7,204 | $232.5K | 0.05% | 00.0% | Unchanged |
| Garde Capital, Inc. | 7,577 | $244.5K | 0.01% | −2,050−21.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 7,978 | $257.4K | 0.06% | +7,978 | New |
| Sequoia Financial Advisors, LLC | 8,039 | $259.4K | 0.00% | +8,039 | New |
| Los Angeles Capital Management LLC | 8,078 | $260.7K | 0.00% | −26,360−76.5% | Reduced |
| Quest Partners LLC | 8,173 | $263.7K | 0.02% | +1,511+22.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,254 | $265.7K | 0.00% | +1,492+22.1% | Added |
| Guggenheim Capital LLC | 8,526 | $275.1K | 0.00% | +8,526 | New |
| Aspiriant, LLC | 8,586 | $277.1K | 0.01% | −24−0.3% | Reduced |
| Sender Co & Partners, Inc. | 8,635 | $278.7K | 0.11% | +8,635 | New |
| Wealth Enhancement Advisory Services, LLC | 8,634 | $283.0K | 0.00% | +949+12.3% | Added |
| Evergreen Capital Management LLC | 8,936 | $288.4K | 0.01% | +2,233+33.3% | Added |
| MML Investors Services, LLC | 8,946 | $288.7K | 0.00% | −789−8.1% | Reduced |
| LSV Asset Management | 9,000 | $290.0K | 0.00% | +9,000 | New |
| Crossmark Global Holdings, Inc. | 9,035 | $291.6K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,090 | $293.3K | 0.00% | +130+1.5% | Added |
| MQS Management LLC | 9,255 | $298.7K | 0.17% | +9,255 | New |
| STRS Ohio | 9,500 | $306.6K | 0.00% | −3,100−24.6% | Reduced |
| Integrated Investment Consultants, LLC | 9,512 | $307.0K | 0.05% | 00.0% | Unchanged |
| Henshaw Capital LLC | 9,714 | $313.5K | 0.01% | −3,579−26.9% | Reduced |
| Brown Brothers Harriman & Co | 9,728 | $313.9K | 0.00% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 9,729 | $314.0K | 0.04% | +1,260+14.9% | Added |
| Beverly Hills Private Wealth, LLC | 10,250 | $330.8K | 0.06% | −387−3.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,466 | $337.7K | 0.00% | −64−0.6% | Reduced |
| Kestra Advisory Services, LLC | 10,612 | $342.4K | 0.00% | −2,236−17.4% | Reduced |
| CI Private Wealth, LLC | 10,732 | $346.3K | 0.00% | +10,732 | New |
| Bayesian Capital Management, LP | 10,761 | $347.3K | 0.07% | −46,300−81.1% | Reduced |
| Captrust Financial Advisors | 11,103 | $358.3K | 0.00% | +457+4.3% | Added |
| Quadrant Capital Group LLC | 11,644 | $375.8K | 0.01% | +9+0.1% | Added |
| Ameritas Investment Partners, Inc. | 11,745 | $379.0K | 0.01% | −2,598−18.1% | Reduced |
| Jasper Ridge Partners, L.P. | 11,814 | $381.2K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 11,833 | $381.9K | 0.05% | +1,453+14.0% | Added |
| Burney Co | 11,997 | $387.1K | 0.01% | +127+1.1% | Added |
| Krilogy Financial LLC | 12,577 | $394.5K | 0.01% | −17,967−58.8% | Reduced |
| Vise Technologies, Inc. | 12,229 | $394.6K | 0.01% | −636−4.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 12,257 | $396.0K | 0.11% | +12,257 | New |
| Profund Advisors LLC | 12,301 | $397.0K | 0.01% | −532−4.1% | Reduced |
| Xponance, Inc. | 12,544 | $404.8K | 0.00% | −243−1.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,593 | $406.4K | 0.00% | +220+1.8% | Added |
| Diversified Trust Co | 12,960 | $418.2K | 0.01% | +12,960 | New |
| Blueshift Asset Management, LLC | 13,110 | $423.1K | 0.13% | +13,110 | New |
| O'Shaughnessy Asset Management, LLC | 13,232 | $427.0K | 0.00% | −804−5.7% | Reduced |
| Catalytic Wealth RIA, LLC | 13,615 | $439.4K | 0.01% | +13,615 | New |
| Staley Capital Advisers Inc | 14,000 | $451.8K | 0.02% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 14,079 | $454.3K | 0.00% | −8,500−37.6% | Reduced |
| Sivia Capital Partners, LLC | 14,280 | $460.8K | 0.13% | +106+0.7% | Added |
| Vestcor Inc | 14,368 | $464.0K | 0.01% | −24,079−62.6% | Reduced |
| Public Employees Retirement Association of Colorado | 14,514 | $468.0K | 0.00% | 00.0% | Unchanged |
| Voleon Capital Management LP | 14,555 | $469.7K | 0.01% | +14,555 | New |
| Banco Santander, S.A. | 14,610 | $471.5K | 0.00% | +14,610 | New |
| Aviva PLC | 14,755 | $476.1K | 0.00% | +1,267+9.4% | Added |
| NorthCrest Asset Manangement, LLC | 14,686 | $481.4K | 0.01% | +5,148+54.0% | Added |
| CIBC Bancorp USA Inc. | 14,986 | $483.6K | 0.00% | +14,986 | New |
| JustInvest LLC | 15,146 | $488.8K | 0.01% | +2,681+21.5% | Added |
| Capstone Investment Advisors, LLC | 15,363 | $495.8K | 0.00% | +6,060+65.1% | Added |
| F/M Investments LLC | 15,563 | $502.2K | 0.02% | −403−2.5% | Reduced |
| DC Investments Management, LLC | 15,664 | $505.5K | 0.21% | 00.0% | Unchanged |
| Connable Office Inc | 15,707 | $506.9K | 0.05% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 16,014 | $516.8K | 0.00% | −5,660−26.1% | Reduced |
| Mutual of America Capital Management LLC | 16,221 | $523.5K | 0.01% | −2,382−12.8% | Reduced |
| The PNC Financial Services Group, Inc. | 16,341 | $527.3K | 0.00% | +4,597+39.1% | Added |
| Bryce Point Capital, LLC | 16,381 | $528.6K | 0.65% | −8,547−34.3% | Reduced |
| Aigen Investment Management, LP | 16,752 | $540.6K | 0.08% | +9,873+143.5% | Added |
| Miracle Mile Advisors, LLC | 17,203 | $555.1K | 0.01% | +17,203 | New |
| Toroso Investments, LLC | 17,323 | $559.0K | 0.00% | −753−4.2% | Reduced |
| FMR LLC | 17,353 | $560.0K | 0.00% | −68−0.4% | Reduced |
| Gibbs Wealth Management | 17,526 | $565.6K | 0.13% | −3,931−18.3% | Reduced |
| Bokf, NA | 18,104 | $584.2K | 0.01% | −30−0.2% | Reduced |
| Myecfo, LLC | 18,279 | $589.9K | 0.27% | −344−1.8% | Reduced |