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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 20,824 | $622.8K | 0.00% | −46,486−69.1% | Reduced |
| Jupiter Asset Management Ltd | 20,607 | $616.4K | 0.00% | +20,607 | New |
| Smith Group Asset Management, LLC | 19,748 | $590.7K | 0.03% | +470+2.4% | Added |
| Myecfo, LLC | 19,330 | $578.2K | 0.25% | +1,051+5.7% | Added |
| Vident Advisory, LLC | 19,260 | $576.1K | 0.01% | −3,982−17.1% | Reduced |
| Ensign Peak Advisors, Inc | 18,185 | $543.9K | 0.00% | −93,738−83.8% | Reduced |
| Bokf, NA | 18,012 | $538.7K | 0.01% | −92−0.5% | Reduced |
| Toroso Investments, LLC | 17,875 | $534.6K | 0.00% | +552+3.2% | Added |
| Atria Investments LLC | 17,807 | $532.6K | 0.01% | −3,705−17.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,285 | $517.0K | 0.02% | +17,285 | New |
| Miracle Mile Advisors, LLC | 17,203 | $514.5K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 16,559 | $495.3K | 0.01% | +338+2.1% | Added |
| Gibbs Wealth Management | 16,541 | $491.4K | 0.12% | −985−5.6% | Reduced |
| Janney Montgomery Scott LLC | 16,185 | $484.0K | 0.00% | −2,518−13.5% | Reduced |
| Aviva PLC | 15,983 | $478.1K | 0.00% | +1,228+8.3% | Added |
| Connable Office Inc | 15,707 | $469.8K | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 15,617 | $467.1K | 0.01% | +3,316+27.0% | Added |
| Quadrant Capital Group LLC | 15,515 | $464.1K | 0.01% | +3,871+33.2% | Added |
| JustInvest LLC | 15,301 | $457.7K | 0.00% | +155+1.0% | Added |
| Profit Investment Management, LLC | 15,295 | $457.5K | 1.85% | −53,663−77.8% | Reduced |
| IFP Advisors, Inc | 15,086 | $451.2K | 0.01% | +14,951+11,074.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,983 | $448.1K | 0.00% | +2,390+19.0% | Added |
| Legato Capital Management LLC | 14,800 | $442.7K | 0.04% | +14,800 | New |
| Public Employees Retirement Association of Colorado | 14,514 | $434.0K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 14,307 | $427.9K | 0.09% | +27+0.2% | Added |
| Staley Capital Advisers Inc | 14,000 | $418.7K | 0.02% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 14,550 | $415.3K | 0.01% | −136−0.9% | Reduced |
| Diversified Trust Co | 13,874 | $415.0K | 0.01% | +914+7.1% | Added |
| Catalytic Wealth RIA, LLC | 13,640 | $408.0K | 0.01% | +25+0.2% | Added |
| McMillan Office, Inc. | 13,190 | $394.5K | 0.05% | +13,190 | New |
| 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 |
| Swiss Life Asset Management Ltd | 12,958 | $387.6K | 0.00% | +6,159+90.6% | Added |
| The PNC Financial Services Group, Inc. | 12,908 | $386.1K | 0.00% | −3,433−21.0% | Reduced |
| HRT Financial LP | 11,971 | $358.0K | 0.00% | −105,748−89.8% | Reduced |
| F/M Investments LLC | 11,842 | $354.2K | 0.01% | −3,721−23.9% | Reduced |
| Jasper Ridge Partners, L.P. | 11,814 | $353.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,411 | $341.3K | 0.01% | −334−2.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,301 | $338.0K | 0.00% | −1,931−14.6% | Reduced |
| Entropy Technologies, LP | 11,170 | $334.1K | 0.02% | −16,975−60.3% | Reduced |
| Xponance, Inc. | 11,122 | $332.7K | 0.00% | −1,422−11.3% | Reduced |
| Captrust Financial Advisors | 11,045 | $330.4K | 0.00% | −58−0.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 10,987 | $328.6K | 0.00% | +10,987 | New |
| Burney Co | 10,835 | $324.1K | 0.01% | −1,162−9.7% | Reduced |
| Vestcor Inc | 10,777 | $322.0K | 0.01% | −3,591−25.0% | Reduced |
| Evergreen Capital Management LLC | 10,615 | $317.5K | 0.01% | +1,679+18.8% | Added |
| Quest Partners LLC | 10,508 | $314.3K | 0.02% | +2,335+28.6% | Added |
| Steward Partners Investment Advisory, LLC | 10,420 | $311.7K | 0.00% | −46−0.4% | Reduced |
| Kestra Advisory Services, LLC | 10,179 | $304.5K | 0.00% | −433−4.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 10,085 | $301.6K | 0.05% | −165−1.6% | Reduced |
| Abel Hall, LLC | 10,068 | $301.1K | 0.07% | +10,068 | New |
| Lido Advisors, LLC | 9,460 | $300.0K | 0.00% | +370+4.1% | Added |
| Concurrent Investment Advisors, LLC | 9,977 | $298.4K | 0.00% | +2,985+42.7% | Added |
| Brown Brothers Harriman & Co | 9,836 | $294.2K | 0.00% | +108+1.1% | Added |
| Integrated Investment Consultants, LLC | 9,512 | $284.5K | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 9,499 | $284.1K | 0.00% | +553+6.2% | Added |
| CIBC World Markets Corp | 9,300 | $278.2K | 0.00% | +9,300 | New |
| Crossmark Global Holdings, Inc. | 9,035 | $270.2K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 9,000 | $269.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 8,977 | $268.5K | 0.00% | +8,977 | New |
| Wiley Bros.-Aintree Capital, LLC | 8,908 | $266.4K | 0.00% | +654+7.9% | Added |
| CIBC Asset Management Inc | 7,933 | $237.3K | 0.00% | +7,933 | New |
| Occidental Asset Management, LLC | 7,833 | $234.3K | 0.03% | −1,896−19.5% | Reduced |
| Virginia Retirement Systems Et Al | 7,729 | $231.2K | 0.00% | −6,350−45.1% | Reduced |
| Garde Capital, Inc. | 7,577 | $226.6K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 7,576 | $226.6K | 0.00% | +665+9.6% | Added |
| STRS Ohio | 7,500 | $224.3K | 0.00% | −2,000−21.1% | Reduced |
| Truist Financial Corp | 7,411 | $221.7K | 0.00% | +7,411 | New |
| Capstone Investment Advisors, LLC | 7,195 | $215.2K | 0.00% | −8,168−53.2% | Reduced |
| Rosenberg Matthew Hamilton | 7,013 | $209.8K | 0.04% | −191−2.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,977 | $208.7K | 0.00% | −80,045−92.0% | Reduced |
| Walleye Capital LLC | 6,953 | $208.0K | 0.00% | +5,114+278.1% | Added |
| Callan Family Office, LLC | 6,868 | $205.4K | 0.00% | +6,868 | New |
| Total Wealth Planning & Management, Inc. | 6,769 | $202.5K | 0.16% | +6,769 | New |
| Cahaba Wealth Management, Inc. | 6,733 | $201.4K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,690 | $200.0K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,567 | $199.9K | 0.00% | −2,067−23.9% | Reduced |
| Central Pacific Bank - Trust Division | 6,280 | $187.8K | 0.02% | +600+10.6% | Added |
| Tower Research Capital LLC (TRC) | 5,270 | $157.6K | 0.00% | +747+16.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,261 | $157.4K | 0.02% | +5,261 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,093 | $146.8K | 0.00% | +405+8.6% | Added |
| GAMMA Investing LLC | 4,823 | $144.3K | 0.01% | −1,207−20.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,728 | $141.4K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 4,691 | $140.3K | 0.01% | −2,335−33.2% | Reduced |
| SBI Securities Co., Ltd. | 4,098 | $122.6K | 0.00% | −107−2.5% | Reduced |
| State of Wyoming | 4,091 | $122.4K | 0.01% | +2,522+160.7% | Added |
| Ameliora Wealth Management Ltd. | 4,000 | $119.6K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,858 | $115.4K | 0.00% | +352+10.0% | Added |
| Globeflex Capital L P | 3,844 | $115.0K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,834 | $114.7K | 0.00% | −1,642−30.0% | Reduced |
| Ossiam | 3,811 | $114.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,678 | $110.0K | 0.02% | −531−12.6% | Reduced |
| Parallel Advisors, LLC | 3,483 | $104.2K | 0.00% | −12−0.3% | Reduced |
| KBC Group NV | 3,383 | $101.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,944 | $89.5K | 0.00% | −300−9.2% | Reduced |
| Nisa Investment Advisors, LLC | 2,986 | $89.3K | 0.00% | −528−15.0% | Reduced |
| Sterling Capital Management LLC | 2,514 | $75.2K | 0.00% | +80+3.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,420 | $72.0K | 0.00% | +2,420 | New |
| Global Retirement Partners, LLC | 2,202 | $65.9K | 0.00% | +1,898+624.3% | Added |
| Farther Finance Advisors, LLC | 2,082 | $62.3K | 0.00% | +159+8.3% | Added |