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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 3,495 | $112.8K | 0.00% | −261−6.9% | Reduced |
| TD Waterhouse Canada Inc. | 3,488 | $111.9K | 0.00% | −5−0.1% | Reduced |
| KBC Group NV | 3,383 | $109.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,268 | $105.5K | 0.00% | +3,255+25,038.5% | Added |
| Smartleaf Asset Management LLC | 3,244 | $104.7K | 0.01% | +611+23.2% | Added |
| Shell Asset Management Co | 3,182 | $103.0K | 0.01% | −3,869−54.9% | Reduced |
| Sterling Capital Management LLC | 2,434 | $78.5K | 0.00% | +1,324+119.3% | Added |
| Versant Capital Management, Inc | 1,957 | $63.2K | 0.01% | −216−9.9% | Reduced |
| Farther Finance Advisors, LLC | 1,923 | $62.1K | 0.00% | +156+8.8% | Added |
| Walleye Capital LLC | 1,839 | $59.3K | 0.00% | −25,643−93.3% | Reduced |
| MAI Capital Management | 1,762 | $56.9K | 0.00% | +120+7.3% | Added |
| Leonteq Securities AG | 1,634 | $52.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,600 | $51.6K | 0.00% | −210−11.6% | Reduced |
| DekaBank Deutsche Girozentrale | 1,583 | $51.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,569 | $50.6K | 0.01% | −8,373−84.2% | Reduced |
| CWM, LLC | 1,503 | $49.0K | 0.00% | +306+25.6% | Added |
| Creative Financial Designs Inc | 1,377 | $44.4K | 0.00% | +1,350+5,000.0% | Added |
| FNY Investment Advisers, LLC | 1,365 | $44.0K | 0.01% | +1,365 | New |
| Massmutual Trust Co FSB | 1,360 | $43.9K | 0.00% | +44+3.3% | Added |
| Covestor Ltd | 1,326 | $42.0K | 0.02% | +703+112.8% | Added |
| Center for Financial Planning, Inc. | 1,250 | $40.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,202 | $38.8K | 0.00% | +1,138+1,778.1% | Added |
| Whittier Trust Co | 1,205 | $38.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,162 | $37.6K | 0.00% | +234+25.2% | Added |
| Employees Retirement System of Texas | 1,099 | $35.0K | 0.00% | +1,099 | New |
| Salomon & Ludwin, LLC | 1,007 | $32.4K | 0.00% | +1,007 | New |
| North Star Investment Management Corp. | 1,000 | $32.3K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 871 | $29.2K | 0.01% | +4+0.5% | Added |
| Larson Financial Group LLC | 878 | $28.3K | 0.00% | −15−1.7% | Reduced |
| Quarry LP | 778 | $25.1K | 0.01% | −2,675−77.5% | Reduced |
| Umb Bank N A | 616 | $19.9K | 0.00% | +136+28.3% | Added |
| Mather Group, LLC. | 519 | $16.7K | 0.00% | +519 | New |
| SRS Capital Advisors, Inc. | 513 | $16.6K | 0.00% | −36−6.6% | Reduced |
| GWM Advisors LLC | 500 | $16.1K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 470 | $15.2K | 0.00% | +464+7,733.3% | Added |
| Hantz Financial Services, Inc. | 461 | $15.0K | 0.00% | +204+79.4% | Added |
| Wealthspire Advisors, LLC | 448 | $14.5K | 0.00% | +448 | New |
| Ameriflex Group, Inc. | 446 | $14.4K | 0.01% | +446 | New |
| Optiver Holding B.V. | 440 | $14.2K | 0.00% | +440 | New |
| Crewe Advisors LLC | 397 | $12.8K | 0.00% | +397 | New |
| Public Employees Retirement System of Ohio | 383 | $12.4K | 0.00% | +133+53.2% | Added |
| Northwestern Mutual Wealth Management Co | 371 | $12.0K | 0.00% | +11+3.1% | Added |
| Ci Investments Inc. | 350 | $11.0K | 0.00% | −88−20.1% | Reduced |
| First Horizon Corp | 335 | $10.8K | 0.00% | +335 | New |
| Global Retirement Partners, LLC | 304 | $9.81K | 0.00% | −135−30.8% | Reduced |
| Main Street Group, LTD | 300 | $9.68K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 269 | $8.68K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 263 | $8.49K | 0.00% | +130+97.7% | Added |
| Wolff Wiese Magana LLC | 259 | $8.36K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 219 | $7.07K | 0.00% | +21+10.6% | Added |
| Assetmark, Inc | 215 | $6.94K | 0.00% | +139+182.9% | Added |
| Allworth Financial LP | 202 | $6.52K | 0.00% | +53+35.6% | Added |
| Operose Advisors LLC | 200 | $6.45K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 200 | $6.45K | 0.00% | +200 | New |
| Root Financial Partners, LLC | 193 | $6.23K | 0.00% | +193 | New |
| Atlantic Union Bankshares Corp | 175 | $5.65K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 158 | $5.10K | 0.00% | −565−78.1% | Reduced |
| Hemington Wealth Management | 170 | $5.00K | 0.00% | +22+14.9% | Added |
| Rothschild Investment LLC | 150 | $4.84K | 0.00% | −65−30.2% | Reduced |
| Financial Avengers, Inc. | 150 | $4.84K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 147 | $4.74K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 140 | $4.52K | 0.00% | +9+6.9% | Added |
| IFP Advisors, Inc | 135 | $4.36K | 0.00% | +46+51.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 128 | $4.13K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 126 | $4.07K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 125 | $4.03K | 0.00% | −6,583−98.1% | Reduced |
| PEAK6 LLC | 121 | $3.90K | 0.00% | +121 | New |
| Hurley Capital, LLC | 116 | $3.74K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 112 | $3.61K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $3.42K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $3.21K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 95 | $3.07K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 92 | $2.97K | 0.00% | +92 | New |
| NBC Securities, Inc. | 92 | $2.97K | 0.00% | +92 | New |
| Cornerstone Planning Group LLC | 92 | $2.93K | 0.00% | +22+31.4% | Added |
| Manchester Capital Management LLC | 86 | $2.78K | 0.00% | +10+13.2% | Added |
| JFS Wealth Advisors, LLC | 83 | $2.68K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $2.58K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $2.42K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $2.29K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 70 | $2.26K | 0.00% | +16+29.6% | Added |
| Financial Network Wealth Advisors LLC | 63 | $2.03K | 0.00% | −4−6.0% | Reduced |
| Marquette Asset Management, LLC | 56 | $1.81K | 0.00% | +56 | New |
| Private Wealth Management Group, LLC | 42 | $1.36K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 38 | $1.23K | 0.00% | +8+26.7% | Added |
| 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 |
| 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 |
| Sunbelt Securities, Inc. | 30 | $968 | 0.00% | −33−52.4% | Reduced |
| Golden State Wealth Management, LLC | 28 | $904 | 0.00% | +28 | New |
| Atlantic Trust, LLC | 27 | $872 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $653 | 0.00% | −2−9.1% | Reduced |
| South State Corp. | 18 | $581 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $387 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $355 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $354 | 0.00% | +3+37.5% | Added |
| Huntington National Bank | 9 | $290 | 0.00% | −57−86.4% | Reduced |
| MV Capital Management, Inc. | 7 | $226 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $226 | 0.00% | +7 | New |