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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 2,018 | $60.0K | 0.00% | +1,557+337.7% | Added |
| Toronto Dominion Bank | 2,001 | $59.8K | 0.00% | +2,001 | New |
| Versant Capital Management, Inc | 1,799 | $53.8K | 0.01% | −158−8.1% | Reduced |
| Jones Financial Companies LLLP | 1,787 | $53.4K | 0.00% | +625+53.8% | Added |
| Geneos Wealth Management Inc. | 1,600 | $47.9K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,583 | $46.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,413 | $42.0K | 0.02% | +87+6.6% | Added |
| Bayforest Capital Ltd | 1,398 | $41.8K | 0.03% | +1,398 | New |
| Salomon & Ludwin, LLC | 1,383 | $39.5K | 0.00% | +376+37.3% | Added |
| Center for Financial Planning, Inc. | 1,250 | $37.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,231 | $36.8K | 0.00% | −531−30.1% | Reduced |
| Massmutual Trust Co FSB | 1,229 | $36.8K | 0.00% | −131−9.6% | Reduced |
| Whittier Trust Co | 1,205 | $35.1K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 1,099 | $33.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,006 | $30.0K | 0.00% | −497−33.1% | Reduced |
| North Star Investment Management Corp. | 1,000 | $29.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 878 | $26.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 877 | $26.2K | 0.00% | −500−36.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 865 | $25.9K | 0.01% | +865 | New |
| First Horizon Corp | 831 | $24.9K | 0.00% | +496+148.1% | Added |
| Bear Mountain Capital, Inc. | 867 | $23.0K | 0.01% | −4−0.5% | Reduced |
| Los Angeles Capital Management LLC | 708 | $22.6K | 0.00% | −7,370−91.2% | Reduced |
| Umb Bank N A | 562 | $16.8K | 0.00% | −54−8.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 499 | $15.2K | 0.00% | +499 | New |
| Public Employees Retirement System of Ohio | 502 | $15.0K | 0.00% | +119+31.1% | Added |
| GWM Advisors LLC | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 465 | $13.9K | 0.00% | −313−40.2% | Reduced |
| Crewe Advisors LLC | 437 | $13.1K | 0.00% | +40+10.1% | Added |
| FNY Investment Advisers, LLC | 465 | $13.0K | 0.00% | −900−65.9% | Reduced |
| Assetmark, Inc | 410 | $12.3K | 0.00% | +195+90.7% | Added |
| Kemnay Advisory Services Inc. | 402 | $12.0K | 0.00% | +402 | New |
| Danske Bank A/S | 400 | $12.0K | 0.00% | −26,283−98.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 400 | $12.0K | 0.00% | +29+7.8% | Added |
| TD Waterhouse Canada Inc. | 361 | $10.8K | 0.00% | −3,127−89.7% | Reduced |
| Sound Income Strategies, LLC | 361 | $9.33K | 0.00% | +361 | New |
| Abound Wealth Management | 280 | $8.38K | 0.00% | −190−40.4% | Reduced |
| Ancora Advisors, LLC | 264 | $7.90K | 0.00% | +264 | New |
| Wolff Wiese Magana LLC | 259 | $7.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 256 | $7.66K | 0.00% | +185+260.6% | Added |
| Ameriflex Group, Inc. | 223 | $6.67K | 0.00% | −223−50.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 200 | $5.98K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $5.98K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 188 | $5.62K | 0.00% | −5−2.6% | Reduced |
| Parkside Financial Bank & Trust | 185 | $5.53K | 0.00% | −34−15.5% | Reduced |
| Atlantic Union Bankshares Corp | 175 | $5.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 169 | $5.05K | 0.00% | −33−16.3% | Reduced |
| Clearstead Advisors, LLC | 165 | $4.94K | 0.00% | +40+32.0% | Added |
| CIBC Private Wealth Group, LLC | 164 | $4.91K | 0.00% | −1,038−86.4% | Reduced |
| SRS Capital Advisors, Inc. | 154 | $4.61K | 0.00% | −359−70.0% | Reduced |
| Signaturefd, LLC | 154 | $4.61K | 0.00% | +14+10.0% | Added |
| Financial Avengers, Inc. | 150 | $4.49K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 147 | $4.40K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 146 | $4.37K | 0.00% | +146 | New |
| SageView Advisory Group, LLC | 142 | $4.25K | 0.00% | +142 | New |
| Vermillion & White Wealth Management Group, LLC | 128 | $3.83K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 126 | $3.77K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 116 | $3.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 112 | $3.35K | 0.00% | +29+34.9% | Added |
| Spire Wealth Management | 110 | $3.29K | 0.00% | −2−1.8% | Reduced |
| Key Financial Inc | 100 | $2.99K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 96 | $2.87K | 0.00% | +96 | New |
| Archer Investment Corp | 95 | $2.84K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 95 | $2.84K | 0.00% | +95 | New |
| Bravera Wealth | 95 | $2.84K | 0.00% | +95 | New |
| NBC Securities, Inc. | 92 | $2.75K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 85 | $2.54K | 0.00% | −65−43.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 85 | $2.54K | 0.00% | +85 | New |
| Farmers & Merchants Investments Inc | 80 | $2.39K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $2.24K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 75 | $2.24K | 0.00% | +75 | New |
| Kilter Group LLC | 65 | $1.95K | 0.00% | −5−7.1% | Reduced |
| Financial Network Wealth Advisors LLC | 63 | $1.88K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 61 | $1.82K | 0.00% | +61 | New |
| Kingdom Financial Group LLC. | 60 | $1.79K | 0.00% | +60 | New |
| Optima Capital LLC | 55 | $1.65K | 0.00% | +55 | New |
| Cornerstone Planning Group LLC | 60 | $1.59K | 0.00% | −32−34.8% | Reduced |
| Marquette Asset Management, LLC | 48 | $1.44K | 0.00% | −8−14.3% | Reduced |
| Private Wealth Management Group, LLC | 42 | $1.26K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 34 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 34 | $1.02K | 0.00% | +34 | New |
| Fortitude Family Office, LLC | 31 | $927 | 0.00% | −7−18.4% | Reduced |
| Sunbelt Securities, Inc. | 30 | $897 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 28 | $837 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27 | $808 | 0.00% | +27 | New |
| Central Trust Co | 22 | $659 | 0.00% | +22 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $599 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 20 | $598 | 0.00% | +20 | New |
| South State Corp. | 18 | $539 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $508 | 0.00% | +17 | New |
| Basecamp Wealth Advisors LLC | 17 | $508 | 0.00% | +17 | New |
| Bare Financial Services, Inc | 16 | $479 | 0.00% | −15−48.4% | Reduced |
| USA Financial Portformulas Corp | 16 | $479 | 0.00% | +16 | New |
| Breakwater Investment Management | 16 | $479 | 0.00% | +16 | New |
| Gilpin Wealth Management, LLC | 14 | $419 | 0.00% | +14 | New |
| Essential Partners LLC | 13 | $389 | 0.00% | +6+85.7% | Added |
| Harbour Investments, Inc. | 12 | $359 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 11 | $329 | 0.00% | −147−93.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 10 | $299 | 0.00% | −1−9.1% | Reduced |
| Leonteq Securities AG | 9 | $269 | 0.00% | −1,625−99.4% | Reduced |
| Flagship Harbor Advisors, LLC | 9 | $269 | 0.00% | +9 | New |