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Livermore
Livermore
ZHEN

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

Q1 2026 vs. Q4 2025

How the institutions holding Box Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of BOX: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders4117399−5
Shares144.9M20.5M139.8M+15.4M (+12.4%)
Value$4.33B$612.8M$3.31B−$413.3M (−11.1%)

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Box Inc at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to BOX in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC11,245,459$265.8M0.01%
Vanguard Capital Management LLC6,216,912$147.0M0.00%
Vanguard Fiduciary Trust Co975,288$23.1M0.01%
Susquehanna Fundamental Investments, LLC435,787$10.3M0.39%
Winton Group Ltd241,407$5.71M0.20%
Ardsley Advisory Partners LP236,000$5.58M0.85%
Vanguard Asset Management, Ltd132,378$3.13M0.00%
Vanguard Global Advisers, LLC119,441$2.82M0.00%
Vinva Investment Management Ltd67,626$2.30M0.03%
Gotham Asset Management, LLC92,893$2.20M0.01%
Landscape Capital Management, L.L.C.87,788$2.08M0.13%
Connor, Clark & Lunn Investment Management Ltd.77,931$1.84M0.00%
Balyasny Asset Management LLC71,541$1.69M0.00%
Quantbot Technologies LP65,637$1.55M0.06%
Odyssean, LLC57,367$1.36M0.50%
Vanguard Investments Australia, Ltd.35,703$844.0K0.00%
Havemeyer Place LP33,145$783.5K0.09%
Quadrature Capital Ltd29,819$704.9K0.01%
Gsa Capital Partners LLP23,531$556.0K0.03%
Fox Run Management, L.L.C.19,673$458.8K0.08%
nVerses Capital, LLC18,375$434.4K0.39%
Skopos Labs, Inc.17,485$413.3K0.01%
Coldstream Capital Management Inc16,812$397.4K0.00%
CI Private Wealth, LLC16,185$379.9K0.00%
Mirabella Financial Services LLP15,749$372.3K0.04%
Occudo Quantitative Strategies LP14,923$361.1K0.02%
Lighthouse Investment Partners, LLC14,897$352.2K0.01%
Aquatic Capital Management LLC13,980$330.5K0.01%
Empowered Funds, LLC12,734$301.0K0.00%
Simplex Trading, LLC12,217$288.8K0.01%
Royce & Associates LP11,926$281.9K0.00%
Ethic Inc.11,723$277.1K0.00%
Journey Strategic Wealth LLC10,402$245.9K0.01%
Sequoia Financial Advisors, LLC10,363$245.0K0.00%
Wellington Management Group LLP10,112$239.0K0.00%
Hohimer Wealth Management, LLC8,988$212.5K0.03%
DRW Securities, LLC8,904$210.5K0.01%
Corient IA LLC5,330$126.0K0.12%
Hughes Financial Services, LLC1,502$35.5K0.01%
Aster Capital Management (DIFC) Ltd1,012$31.2K0.01%
Hickory Point Bank & Trust700$16.5K0.01%
RWM Asset Management, LLC635$15.0K0.00%
Gill Capital Partners, LLC525$12.4K0.00%
Mather Group, LLC.519$12.3K0.00%
MCF Advisors LLC328$7.75K0.00%
Owl Creek Wealth Partners LLC320$7.57K0.00%
Main Street Group, LTD300$7.09K0.00%
High Note Wealth, LLC162$3.83K0.00%
CVA Family Office, LLC136$3.21K0.00%
Zions Bancorporation, National Association117$2.77K0.00%
Twin Peaks Wealth Advisors, LLC117$2.77K0.00%
UMA Financial Services, Inc.84$1.99K0.00%
Advisory Services Network, LLC67$1.58K0.00%
Lloyd Advisory Services, LLC.60$1.42K0.00%
TD Capital Management LLC56$1.32K0.00%
Whipplewood Advisors, LLC56$1.32K0.00%
Transamerica Financial Advisors, Inc.52$1.23K0.00%
Investors Research Corp52$1.23K0.00%
Burk Holdings LLC50$1.18K0.00%
Vanguard National Trust Co41$9690.00%
TopTier Wealth Management, LLC22$5200.00%
Activest Wealth Management15$3550.00%
True Wealth Design, LLC15$3550.00%
Cedar Mountain Advisors, LLC14$3310.00%
American Capital Advisory, LLC12$2840.00%
Raffa Wealth Management, LLC1$240.00%
Vermillion Wealth Management, Inc.1$240.00%
Curio Wealth, LLC1$240.00%

Sold out (73)

Institutions that held Box Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of BOX in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
RGM Capital, LLC3,330,168$99.6M
Sunriver Management LLC1,741,267$52.1M
Two Sigma Advisers, LP686,300$20.5M
National Bank of Canada600,000$17.9M
Nearwater Capital Markets, Ltd456,000$13.6M
Peregrine Capital Management LLC446,849$13.4M
OP Asset Management Ltd368,032$11.0M
Allianz Asset Management GmbH353,000$10.6M
Bridgewater Associates, LP241,446$7.22M
ExodusPoint Capital Management, LP190,100$5.69M
CenterBook Partners LP137,286$4.11M
Sciencast Management LP85,514$2.56M
Wesbanco Bank Inc81,254$2.43M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.75,132$2.25M
Kovitz Investment Group Partners, LLC63,521$1.90M
Parallax Volatility Advisers, L.P.61,780$1.85M
Integrated Quantitative Investments LLC59,028$1.77M
Hussman Strategic Advisors, Inc.42,000$1.26M
Stifel Financial Corp38,958$1.17M
Versor Investments LP38,200$1.14M
Holocene Advisors, LP33,191$992.7K
Susquehanna Portfolio Strategies, LLC32,772$980.2K
Blueshift Asset Management, LLC28,830$862.3K
Assenagon Asset Management S.A.28,009$837.7K
Commonwealth Equity Services, LLC26,120$781.3K
Laurion Capital Management LP22,775$681.2K
Pathstone Holdings, LLC20,824$622.8K
Atria Investments LLC17,807$532.6K
Gibbs Wealth Management16,541$491.4K
Aviva PLC15,983$478.1K
Legato Capital Management LLC14,800$442.7K
Portside Wealth Group, LLC13,163$393.7K
HRT Financial LP11,971$358.0K
F/M Investments LLC11,842$354.2K
O'Shaughnessy Asset Management, LLC11,301$338.0K
Burney Co10,835$324.1K
Evergreen Capital Management LLC10,615$317.5K
Quest Partners LLC10,508$314.3K
MML Investors Services, LLC9,499$284.1K
Jefferies Financial Group Inc.8,977$268.5K
Wiley Bros.-Aintree Capital, LLC8,908$266.4K
CIBC Asset Management Inc7,933$237.3K
Occidental Asset Management, LLC7,833$234.3K
Virginia Retirement Systems Et Al7,729$231.2K
Garde Capital, Inc.7,577$226.6K
Walleye Capital LLC6,953$208.0K
Total Wealth Planning & Management, Inc.6,769$202.5K
Cahaba Wealth Management, Inc.6,733$201.4K
Everence Capital Management Inc6,690$200.0K
Ossiam3,811$114.0K
Toronto Dominion Bank2,001$59.8K
Thurston, Springer, Miller, Herd & Titak, Inc.865$25.9K
First Horizon Corp831$24.9K
FNY Investment Advisers, LLC465$13.0K
Danske Bank A/S400$12.0K
Sound Income Strategies, LLC361$9.33K
Ancora Advisors, LLC264$7.90K
Ameriflex Group, Inc.223$6.67K
Operose Advisors LLC200$5.98K
Clearstead Advisors, LLC165$4.94K
SageView Advisory Group, LLC142$4.25K
Vermillion & White Wealth Management Group, LLC128$3.83K
Bravera Wealth95$2.84K
Financial Network Wealth Advisors LLC63$1.88K
Optima Capital LLC55$1.65K
Private Wealth Management Group, LLC42$1.26K
Golden State Wealth Management, LLC28$837
TD Private Client Wealth LLC27$808
South State Corp.18$539
Basecamp Wealth Advisors LLC17$508
Flagship Harbor Advisors, LLC9$269
Elyxium Wealth, LLC7$209
DV Trading LLC4$120

Not filed for Q1 2026 yet (7)

Institutions that held Box Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BOX in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc18,458,285$552.1M
Norges Bank1,966,352$58.8M
Comerica Bank37,212$1.11M
Profit Investment Management, LLC15,295$457.5K
CIBC World Markets Corp9,300$278.2K
Global Retirement Partners, LLC2,202$65.9K
CIBC Private Wealth Group, LLC164$4.91K