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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, Q4 2025

Institutional positions in Box Inc as of Dec 31, 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
411
+10 vs. Q3 2025
Shares held
144.9M
−4.85M (−3.2%) vs. Q3 2025
Total value
$4.33B
−$498.1M (−10.3%) vs. Q3 2025
New holders
59
125 more added
Sold out
49
170 more reduced

7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 411 institutions
Q1 2021: 304 institutionsQ2 2021: 281 institutionsQ3 2021: 275 institutionsQ4 2021: 313 institutionsQ1 2022: 321 institutionsQ2 2022: 327 institutionsQ3 2022: 324 institutionsQ4 2022: 375 institutionsQ1 2023: 365 institutionsQ2 2023: 345 institutionsQ3 2023: 327 institutionsQ4 2023: 332 institutionsQ1 2024: 342 institutionsQ2 2024: 349 institutionsQ3 2024: 395 institutionsQ4 2024: 400 institutionsQ1 2025: 392 institutionsQ2 2025: 416 institutionsQ3 2025: 408 institutionsQ4 2025: 411 institutionsQ1 2026: 399 institutionsQ2 2026: 397 institutions
Value heldQ4 2025: $4.33B
Q1 2021: $3.08BQ2 2021: $3.31BQ3 2021: $2.98BQ4 2021: $3.29BQ1 2022: $3.54BQ2 2022: $3.10BQ3 2022: $3.01BQ4 2022: $3.90BQ1 2023: $3.38BQ2 2023: $3.75BQ3 2023: $3.04BQ4 2023: $3.19BQ1 2024: $4.01BQ2 2024: $3.68BQ3 2024: $4.66BQ4 2024: $4.64BQ1 2025: $4.53BQ2 2025: $5.31BQ3 2025: $4.84BQ4 2025: $4.33BQ1 2026: $3.31BQ2 2026: $3.72B
Institutions holding BOX and their total value by quarter
QuarterHoldersValue
Q2 2026397$3.72B
Q1 2026399$3.31B
Q4 2025411$4.33B
Q3 2025408$4.84B
Q2 2025416$5.31B
Q1 2025392$4.53B
Q4 2024400$4.64B
Q3 2024395$4.66B
Q2 2024349$3.68B
Q1 2024342$4.01B
Q4 2023332$3.19B
Q3 2023327$3.04B
Q2 2023345$3.75B
Q1 2023365$3.38B
Q4 2022375$3.90B
Q3 2022324$3.01B
Q2 2022327$3.10B
Q1 2022321$3.54B
Q4 2021313$3.29B
Q3 2021275$2.98B
Q2 2021281$3.31B
Q1 2021304$3.08B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q3 2025.

Institutions holding BOX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC4$00.00%00.0%Unchanged
Avion Wealth17$00.00%+1+6.3%Added
Huntington National Bank1$300.00%−8−88.9%Reduced
Dunhill Financial, LLC3$940.00%+3New
DV Trading LLC4$1200.00%+4New
CoreCap Advisors, LLC5$1500.00%00.0%Unchanged
Rialto Wealth Management, LLC6$1800.00%00.0%Unchanged
HFM Investment Advisors, LLC6$1800.00%00.0%Unchanged
Elyxium Wealth, LLC7$2090.00%+7New
SJS Investment Consulting Inc.8$2400.00%−3−27.3%Reduced
MV Capital Management, Inc.8$2400.00%+1+14.3%Added
Leonteq Securities AG9$2690.00%−1,625−99.4%Reduced
Flagship Harbor Advisors, LLC9$2690.00%+9New
Bay Harbor Wealth Management, LLC10$2990.00%−1−9.1%Reduced
Caitong International Asset Management Co., Ltd11$3290.00%−147−93.0%Reduced
Harbour Investments, Inc.12$3590.00%00.0%Unchanged
Essential Partners LLC13$3890.00%+6+85.7%Added
Gilpin Wealth Management, LLC14$4190.00%+14New
Bare Financial Services, Inc16$4790.00%−15−48.4%Reduced
USA Financial Portformulas Corp16$4790.00%+16New
Breakwater Investment Management16$4790.00%+16New
Cornerstone Financial Management LLC17$5080.00%+17New
Basecamp Wealth Advisors LLC17$5080.00%+17New
South State Corp.18$5390.00%00.0%Unchanged
Ankerstar Wealth, LLC20$5980.00%+20New
DiNuzzo Private Wealth, Inc.20$5990.00%00.0%Unchanged
Central Trust Co22$6590.00%+22New
TD Private Client Wealth LLC27$8080.00%+27New
Golden State Wealth Management, LLC28$8370.00%00.0%Unchanged
Sunbelt Securities, Inc.30$8970.00%00.0%Unchanged
Fortitude Family Office, LLC31$9270.00%−7−18.4%Reduced
Picton Mahoney Asset Management34$1.02K0.00%00.0%Unchanged
Rossby Financial, LCC34$1.02K0.00%+34New
Private Wealth Management Group, LLC42$1.26K0.00%00.0%Unchanged
Marquette Asset Management, LLC48$1.44K0.00%−8−14.3%Reduced
Cornerstone Planning Group LLC60$1.59K0.00%−32−34.8%Reduced
Optima Capital LLC55$1.65K0.00%+55New
Kingdom Financial Group LLC.60$1.79K0.00%+60New
First Command Advisory Services, Inc.61$1.82K0.00%+61New
Financial Network Wealth Advisors LLC63$1.88K0.00%00.0%Unchanged
Kilter Group LLC65$1.95K0.00%−5−7.1%Reduced
Anchor Investment Management, LLC75$2.24K0.00%00.0%Unchanged
WPG Advisers, LLC75$2.24K0.00%+75New
Farmers & Merchants Investments Inc80$2.39K0.00%00.0%Unchanged
Rothschild Investment LLC85$2.54K0.00%−65−43.3%Reduced
Keating Financial Advisory Services, Inc.85$2.54K0.00%+85New
NBC Securities, Inc.92$2.75K0.00%00.0%Unchanged
Archer Investment Corp95$2.84K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.95$2.84K0.00%+95New
Bravera Wealth95$2.84K0.00%+95New
First Pacific Financial96$2.87K0.00%+96New
Key Financial Inc100$2.99K0.00%00.0%Unchanged
Spire Wealth Management110$3.29K0.00%−2−1.8%Reduced
JFS Wealth Advisors, LLC112$3.35K0.00%+29+34.9%Added
Hurley Capital, LLC116$3.47K0.00%00.0%Unchanged
PFS Partners, LLC126$3.77K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC128$3.83K0.00%00.0%Unchanged
SageView Advisory Group, LLC142$4.25K0.00%+142New
Elequin Capital LP146$4.37K0.00%+146New
WealthCollab, LLC147$4.40K0.00%00.0%Unchanged
Financial Avengers, Inc.150$4.49K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.154$4.61K0.00%−359−70.0%Reduced
Signaturefd, LLC154$4.61K0.00%+14+10.0%Added
CIBC Private Wealth Group, LLC164$4.91K0.00%−1,038−86.4%Reduced
Clearstead Advisors, LLC165$4.94K0.00%+40+32.0%Added
Allworth Financial LP169$5.05K0.00%−33−16.3%Reduced
Atlantic Union Bankshares Corp175$5.24K0.00%00.0%Unchanged
Parkside Financial Bank & Trust185$5.53K0.00%−34−15.5%Reduced
Root Financial Partners, LLC188$5.62K0.00%−5−2.6%Reduced
Steigerwald, Gordon & Koch Inc.200$5.98K0.00%00.0%Unchanged
Operose Advisors LLC200$5.98K0.00%00.0%Unchanged
Ameriflex Group, Inc.223$6.67K0.00%−223−50.0%Reduced
Bell Investment Advisors, Inc256$7.66K0.00%+185+260.6%Added
Wolff Wiese Magana LLC259$7.75K0.00%00.0%Unchanged
Ancora Advisors, LLC264$7.90K0.00%+264New
Abound Wealth Management280$8.38K0.00%−190−40.4%Reduced
Sound Income Strategies, LLC361$9.33K0.00%+361New
TD Waterhouse Canada Inc.361$10.8K0.00%−3,127−89.7%Reduced
Danske Bank A/S400$12.0K0.00%−26,283−98.5%Reduced
Northwestern Mutual Wealth Management Co400$12.0K0.00%+29+7.8%Added
Kemnay Advisory Services Inc.402$12.0K0.00%+402New
Assetmark, Inc410$12.3K0.00%+195+90.7%Added
FNY Investment Advisers, LLC465$13.0K0.00%−900−65.9%Reduced
Crewe Advisors LLC437$13.1K0.00%+40+10.1%Added
Quarry LP465$13.9K0.00%−313−40.2%Reduced
GWM Advisors LLC500$15.0K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio502$15.0K0.00%+119+31.1%Added
Eurizon Capital SGR S.p.A.499$15.2K0.00%+499New
Umb Bank N A562$16.8K0.00%−54−8.8%Reduced
Los Angeles Capital Management LLC708$22.6K0.00%−7,370−91.2%Reduced
Bear Mountain Capital, Inc.867$23.0K0.01%−4−0.5%Reduced
First Horizon Corp831$24.9K0.00%+496+148.1%Added
Thurston, Springer, Miller, Herd & Titak, Inc.865$25.9K0.01%+865New
Creative Financial Designs Inc877$26.2K0.00%−500−36.3%Reduced
Larson Financial Group LLC878$26.3K0.00%00.0%Unchanged
North Star Investment Management Corp.1,000$29.9K0.00%00.0%Unchanged
CWM, LLC1,006$30.0K0.00%−497−33.1%Reduced
Employees Retirement System of Texas1,099$33.0K0.00%00.0%Unchanged
Whittier Trust Co1,205$35.1K0.00%00.0%Unchanged
Massmutual Trust Co FSB1,229$36.8K0.00%−131−9.6%Reduced