Skip to main content

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
Dimensional Fund Advisors LP2,660,900$79.6M0.02%+9,234+0.3%Added
RGM Capital, LLC3,330,168$99.6M4.84%+251,520+8.2%Added
SEI Investments Co3,331,925$99.7M0.10%+15,142+0.5%Added
Geode Capital Management, LLC3,451,683$103.3M0.01%+6,298+0.2%Added
Bank of America Corp3,467,913$103.7M0.01%−155,112−4.3%Reduced
Acadian Asset Management LLC4,494,802$134.4M0.22%+42,049+0.9%Added
Arrowstreet Capital, Limited Partnership4,511,258$134.9M0.08%+604,946+15.5%Added
State Street Corp5,578,381$166.8M0.01%−9,581−0.2%Reduced
Earnest Partners LLC7,525,432$225.1M0.96%−179,129−2.3%Reduced
Vanguard Group Inc18,458,285$552.1M0.01%−28,733−0.2%Reduced
BlackRock, Inc.25,185,368$753.3M0.01%+24,949+0.1%Added
Fuller & Thaler Asset Management, Inc.0$00.00%−1,704,631−100.0%Sold out
Macquarie Group Ltd0$00.00%−1,703,919−100.0%Sold out
Segall Bryant & Hamill, LLC0$00.00%−524,715−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−396,448−100.0%Sold out
Summit Creek Advisors LLC0$00.00%−199,117−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−149,676−100.0%Sold out
Jump Financial, LLC0$00.00%−86,565−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−82,786−100.0%Sold out
Torrey Growth & Income Advisors0$00.00%−22,562−100.0%Sold out
Perbak Capital Partners LLP0$00.00%−21,167−100.0%Sold out
Woodline Partners LP0$00.00%−19,679−100.0%Sold out
Verition Fund Management LLC0$00.00%−19,191−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−18,419−100.0%Sold out
Aigen Investment Management, LP0$00.00%−16,752−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−16,014−100.0%Sold out
DC Investments Management, LLC0$00.00%−15,664−100.0%Sold out
Banco Santander, S.A.0$00.00%−14,610−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−12,257−100.0%Sold out
Krilogy Financial LLC0$00.00%−12,577−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−10,761−100.0%Sold out
CI Private Wealth, LLC0$00.00%−10,732−100.0%Sold out
Henshaw Capital LLC0$00.00%−9,714−100.0%Sold out
MQS Management LLC0$00.00%−9,255−100.0%Sold out
Sender Co & Partners, Inc.0$00.00%−8,635−100.0%Sold out
Aspiriant, LLC0$00.00%−8,586−100.0%Sold out
Guggenheim Capital LLC0$00.00%−8,526−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−8,039−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−7,978−100.0%Sold out
Hohimer Wealth Management, LLC0$00.00%−6,778−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−6,523−100.0%Sold out
DRW Securities, LLC0$00.00%−6,269−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−4,032−100.0%Sold out
Mather Group, LLC.0$00.00%−519−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−448−100.0%Sold out
Optiver Holding B.V.0$00.00%−440−100.0%Sold out
Ci Investments Inc.0$00.00%−350−100.0%Sold out
Main Street Group, LTD0$00.00%−300−100.0%Sold out
Rise Advisors, LLC0$00.00%−269−100.0%Sold out
Principal Securities, Inc.0$00.00%−263−100.0%Sold out
PEAK6 LLC0$00.00%−121−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−106−100.0%Sold out
Advisory Services Network, LLC0$00.00%−92−100.0%Sold out
Manchester Capital Management LLC0$00.00%−86−100.0%Sold out
True Wealth Design, LLC0$00.00%−32−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−32−100.0%Sold out
Atlantic Trust, LLC0$00.00%−27−100.0%Sold out
Great Lakes Retirement, Inc.0$00.00%−2−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−21−100.0%Sold out
Summit Wealth Group LLC0$00.00%−3,214−100.0%Sold out
EFG Asset Management (North America) Corp.––––Not filed
Cubist Systematic Strategies, LLC––––Not filed
Glenmede Investment Management, LP––––Not filed
Bryce Point Capital, LLC––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Shell Asset Management Co––––Not filed
Hemington Wealth Management––––Not filed