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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MAI Capital Management | 1,231 | $36.8K | 0.00% | −531−30.1% | Reduced |
| Center for Financial Planning, Inc. | 1,250 | $37.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,383 | $39.5K | 0.00% | +376+37.3% | Added |
| Bayforest Capital Ltd | 1,398 | $41.8K | 0.03% | +1,398 | New |
| Covestor Ltd | 1,413 | $42.0K | 0.02% | +87+6.6% | Added |
| DekaBank Deutsche Girozentrale | 1,583 | $46.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,600 | $47.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,787 | $53.4K | 0.00% | +625+53.8% | Added |
| Versant Capital Management, Inc | 1,799 | $53.8K | 0.01% | −158−8.1% | Reduced |
| Toronto Dominion Bank | 2,001 | $59.8K | 0.00% | +2,001 | New |
| Hantz Financial Services, Inc. | 2,018 | $60.0K | 0.00% | +1,557+337.7% | Added |
| Farther Finance Advisors, LLC | 2,082 | $62.3K | 0.00% | +159+8.3% | Added |
| Global Retirement Partners, LLC | 2,202 | $65.9K | 0.00% | +1,898+624.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,420 | $72.0K | 0.00% | +2,420 | New |
| Sterling Capital Management LLC | 2,514 | $75.2K | 0.00% | +80+3.3% | Added |
| Nisa Investment Advisors, LLC | 2,986 | $89.3K | 0.00% | −528−15.0% | Reduced |
| Smartleaf Asset Management LLC | 2,944 | $89.5K | 0.00% | −300−9.2% | Reduced |
| KBC Group NV | 3,383 | $101.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,483 | $104.2K | 0.00% | −12−0.3% | Reduced |
| Truvestments Capital LLC | 3,678 | $110.0K | 0.02% | −531−12.6% | Reduced |
| Ossiam | 3,811 | $114.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,834 | $114.7K | 0.00% | −1,642−30.0% | Reduced |
| Globeflex Capital L P | 3,844 | $115.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,858 | $115.4K | 0.00% | +352+10.0% | Added |
| Ameliora Wealth Management Ltd. | 4,000 | $119.6K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 4,091 | $122.4K | 0.01% | +2,522+160.7% | Added |
| SBI Securities Co., Ltd. | 4,098 | $122.6K | 0.00% | −107−2.5% | Reduced |
| New Age Alpha Advisors, LLC | 4,691 | $140.3K | 0.01% | −2,335−33.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,728 | $141.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,823 | $144.3K | 0.01% | −1,207−20.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,093 | $146.8K | 0.00% | +405+8.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,261 | $157.4K | 0.02% | +5,261 | New |
| Tower Research Capital LLC (TRC) | 5,270 | $157.6K | 0.00% | +747+16.5% | Added |
| Central Pacific Bank - Trust Division | 6,280 | $187.8K | 0.02% | +600+10.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,567 | $199.9K | 0.00% | −2,067−23.9% | Reduced |
| Everence Capital Management Inc | 6,690 | $200.0K | 0.01% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 6,733 | $201.4K | 0.01% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 6,769 | $202.5K | 0.16% | +6,769 | New |
| Callan Family Office, LLC | 6,868 | $205.4K | 0.00% | +6,868 | New |
| Walleye Capital LLC | 6,953 | $208.0K | 0.00% | +5,114+278.1% | Added |
| Schonfeld Strategic Advisors LLC | 6,977 | $208.7K | 0.00% | −80,045−92.0% | Reduced |
| Rosenberg Matthew Hamilton | 7,013 | $209.8K | 0.04% | −191−2.7% | Reduced |
| Capstone Investment Advisors, LLC | 7,195 | $215.2K | 0.00% | −8,168−53.2% | Reduced |
| Truist Financial Corp | 7,411 | $221.7K | 0.00% | +7,411 | New |
| STRS Ohio | 7,500 | $224.3K | 0.00% | −2,000−21.1% | Reduced |
| AE Wealth Management LLC | 7,576 | $226.6K | 0.00% | +665+9.6% | Added |
| Garde Capital, Inc. | 7,577 | $226.6K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 7,729 | $231.2K | 0.00% | −6,350−45.1% | Reduced |
| Occidental Asset Management, LLC | 7,833 | $234.3K | 0.03% | −1,896−19.5% | Reduced |
| CIBC Asset Management Inc | 7,933 | $237.3K | 0.00% | +7,933 | New |
| Wiley Bros.-Aintree Capital, LLC | 8,908 | $266.4K | 0.00% | +654+7.9% | Added |
| Jefferies Financial Group Inc. | 8,977 | $268.5K | 0.00% | +8,977 | New |
| LSV Asset Management | 9,000 | $269.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 9,035 | $270.2K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 9,300 | $278.2K | 0.00% | +9,300 | New |
| MML Investors Services, LLC | 9,499 | $284.1K | 0.00% | +553+6.2% | Added |
| Integrated Investment Consultants, LLC | 9,512 | $284.5K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,836 | $294.2K | 0.00% | +108+1.1% | Added |
| Concurrent Investment Advisors, LLC | 9,977 | $298.4K | 0.00% | +2,985+42.7% | Added |
| Lido Advisors, LLC | 9,460 | $300.0K | 0.00% | +370+4.1% | Added |
| Abel Hall, LLC | 10,068 | $301.1K | 0.07% | +10,068 | New |
| Beverly Hills Private Wealth, LLC | 10,085 | $301.6K | 0.05% | −165−1.6% | Reduced |
| Kestra Advisory Services, LLC | 10,179 | $304.5K | 0.00% | −433−4.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,420 | $311.7K | 0.00% | −46−0.4% | Reduced |
| Quest Partners LLC | 10,508 | $314.3K | 0.02% | +2,335+28.6% | Added |
| Evergreen Capital Management LLC | 10,615 | $317.5K | 0.01% | +1,679+18.8% | Added |
| Vestcor Inc | 10,777 | $322.0K | 0.01% | −3,591−25.0% | Reduced |
| Burney Co | 10,835 | $324.1K | 0.01% | −1,162−9.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 10,987 | $328.6K | 0.00% | +10,987 | New |
| Captrust Financial Advisors | 11,045 | $330.4K | 0.00% | −58−0.5% | Reduced |
| Xponance, Inc. | 11,122 | $332.7K | 0.00% | −1,422−11.3% | Reduced |
| Entropy Technologies, LP | 11,170 | $334.1K | 0.02% | −16,975−60.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,301 | $338.0K | 0.00% | −1,931−14.6% | Reduced |
| Ameritas Investment Partners, Inc. | 11,411 | $341.3K | 0.01% | −334−2.8% | Reduced |
| Jasper Ridge Partners, L.P. | 11,814 | $353.4K | 0.01% | 00.0% | Unchanged |
| F/M Investments LLC | 11,842 | $354.2K | 0.01% | −3,721−23.9% | Reduced |
| HRT Financial LP | 11,971 | $358.0K | 0.00% | −105,748−89.8% | Reduced |
| The PNC Financial Services Group, Inc. | 12,908 | $386.1K | 0.00% | −3,433−21.0% | Reduced |
| Swiss Life Asset Management Ltd | 12,958 | $387.6K | 0.00% | +6,159+90.6% | Added |
| Vise Technologies, Inc. | 13,163 | $393.7K | 0.01% | +934+7.6% | Added |
| Portside Wealth Group, LLC | 13,163 | $393.7K | 0.05% | +1,330+11.2% | Added |
| McMillan Office, Inc. | 13,190 | $394.5K | 0.05% | +13,190 | New |
| Catalytic Wealth RIA, LLC | 13,640 | $408.0K | 0.01% | +25+0.2% | Added |
| Diversified Trust Co | 13,874 | $415.0K | 0.01% | +914+7.1% | Added |
| NorthCrest Asset Manangement, LLC | 14,550 | $415.3K | 0.01% | −136−0.9% | Reduced |
| Staley Capital Advisers Inc | 14,000 | $418.7K | 0.02% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 14,307 | $427.9K | 0.09% | +27+0.2% | Added |
| Public Employees Retirement Association of Colorado | 14,514 | $434.0K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 14,800 | $442.7K | 0.04% | +14,800 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,983 | $448.1K | 0.00% | +2,390+19.0% | Added |
| IFP Advisors, Inc | 15,086 | $451.2K | 0.01% | +14,951+11,074.8% | Added |
| Profit Investment Management, LLC | 15,295 | $457.5K | 1.85% | −53,663−77.8% | Reduced |
| JustInvest LLC | 15,301 | $457.7K | 0.00% | +155+1.0% | Added |
| Quadrant Capital Group LLC | 15,515 | $464.1K | 0.01% | +3,871+33.2% | Added |
| Profund Advisors LLC | 15,617 | $467.1K | 0.01% | +3,316+27.0% | Added |
| Connable Office Inc | 15,707 | $469.8K | 0.04% | 00.0% | Unchanged |
| Aviva PLC | 15,983 | $478.1K | 0.00% | +1,228+8.3% | Added |
| Janney Montgomery Scott LLC | 16,185 | $484.0K | 0.00% | −2,518−13.5% | Reduced |
| Gibbs Wealth Management | 16,541 | $491.4K | 0.12% | −985−5.6% | Reduced |
| Mutual of America Capital Management LLC | 16,559 | $495.3K | 0.01% | +338+2.1% | Added |