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, Q1 2026
Institutional positions in Box Inc as of Mar 31, 2026. 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
- 399
- −5 vs. Q4 2025
- Shares held
- 139.8M
- +15.4M (+12.4%) vs. Q4 2025
- Total value
- $3.31B
- −$413.3M (−11.1%) vs. Q4 2025
- New holders
- 68
- 162 more added
- Sold out
- 73
- 120 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MAI Capital Management | 1,368 | $32.3K | 0.00% | +137+11.1% | Added |
| Allworth Financial LP | 1,447 | $34.2K | 0.00% | +1,278+756.2% | Added |
| Hughes Financial Services, LLC | 1,502 | $35.5K | 0.01% | +1,502 | New |
| Geneos Wealth Management Inc. | 1,600 | $37.8K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,583 | $38.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,753 | $41.4K | 0.00% | −761−30.3% | Reduced |
| Covestor Ltd | 1,789 | $43.0K | 0.03% | +376+26.6% | Added |
| Parallel Advisors, LLC | 1,838 | $43.5K | 0.00% | −1,645−47.2% | Reduced |
| Salomon & Ludwin, LLC | 1,918 | $46.1K | 0.00% | +535+38.7% | Added |
| Massmutual Trust Co FSB | 2,122 | $50.2K | 0.00% | +893+72.7% | Added |
| Farther Finance Advisors, LLC | 2,177 | $51.5K | 0.00% | +95+4.6% | Added |
| Kemnay Advisory Services Inc. | 2,307 | $54.5K | 0.01% | +1,905+473.9% | Added |
| Nisa Investment Advisors, LLC | 2,753 | $65.1K | 0.00% | −233−7.8% | Reduced |
| STRS Ohio | 3,400 | $80.4K | 0.00% | −4,100−54.7% | Reduced |
| Truvestments Capital LLC | 3,614 | $85.4K | 0.02% | −64−1.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,765 | $89.0K | 0.00% | +1,345+55.6% | Added |
| Bayforest Capital Ltd | 3,809 | $90.0K | 0.10% | +2,411+172.5% | Added |
| Globeflex Capital L P | 3,844 | $90.9K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,926 | $92.8K | 0.02% | +3,915+35,590.9% | Added |
| Ameliora Wealth Management Ltd. | 4,000 | $94.6K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,205 | $99.4K | 0.00% | +4,051+2,630.5% | Added |
| New Age Alpha Advisors, LLC | 4,556 | $107.7K | 0.01% | −135−2.9% | Reduced |
| Versant Capital Management, Inc | 4,761 | $112.5K | 0.01% | +2,962+164.6% | Added |
| SBI Securities Co., Ltd. | 4,821 | $114.0K | 0.00% | +723+17.6% | Added |
| KBC Group NV | 4,868 | $115.0K | 0.00% | +1,485+43.9% | Added |
| Corient IA LLC | 5,330 | $126.0K | 0.12% | +5,330 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,510 | $130.3K | 0.00% | +417+8.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,514 | $130.4K | 0.01% | +253+4.8% | Added |
| Leonteq Securities AG | 5,660 | $133.8K | 0.01% | +5,651+62,788.9% | Added |
| EverSource Wealth Advisors, LLC | 6,150 | $145.4K | 0.00% | +2,292+59.4% | Added |
| Rosenberg Matthew Hamilton | 6,202 | $146.6K | 0.03% | −811−11.6% | Reduced |
| Central Pacific Bank - Trust Division | 6,504 | $153.8K | 0.02% | +224+3.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,610 | $156.6K | 0.00% | +15,043+229.1% | Added |
| Steward Partners Investment Advisory, LLC | 6,662 | $157.5K | 0.00% | −3,758−36.1% | Reduced |
| CWM, LLC | 6,740 | $159.3K | 0.00% | +5,734+570.0% | Added |
| GAMMA Investing LLC | 7,242 | $171.2K | 0.01% | +2,419+50.2% | Added |
| Group One Trading, L.P. | 7,432 | $175.7K | 0.01% | −51,956−87.5% | Reduced |
| Advisor Group Holdings, Inc. | 8,561 | $202.4K | 0.00% | −185,793−95.6% | Reduced |
| Capstone Investment Advisors, LLC | 8,845 | $209.1K | 0.00% | +1,650+22.9% | Added |
| DRW Securities, LLC | 8,904 | $210.5K | 0.01% | +8,904 | New |
| Hohimer Wealth Management, LLC | 8,988 | $212.5K | 0.03% | +8,988 | New |
| Dynamic Technology Lab Private Ltd | 9,000 | $212.8K | 0.03% | −13,822−60.6% | Reduced |
| LSV Asset Management | 9,000 | $213.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 9,035 | $213.6K | 0.00% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 9,304 | $219.9K | 0.05% | −208−2.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,398 | $222.2K | 0.04% | −687−6.8% | Reduced |
| Truist Financial Corp | 9,546 | $225.7K | 0.00% | +2,135+28.8% | Added |
| Brown Brothers Harriman & Co | 9,728 | $230.0K | 0.00% | −108−1.1% | Reduced |
| AE Wealth Management LLC | 9,765 | $230.8K | 0.00% | +2,189+28.9% | Added |
| Ensign Peak Advisors, Inc | 9,943 | $235.1K | 0.00% | −8,242−45.3% | Reduced |
| Kestra Advisory Services, LLC | 9,979 | $235.9K | 0.00% | −200−2.0% | Reduced |
| Wellington Management Group LLP | 10,112 | $239.0K | 0.00% | +10,112 | New |
| Tower Research Capital LLC (TRC) | 10,200 | $241.1K | 0.01% | +4,930+93.5% | Added |
| Sequoia Financial Advisors, LLC | 10,363 | $245.0K | 0.00% | +10,363 | New |
| Journey Strategic Wealth LLC | 10,402 | $245.9K | 0.01% | +10,402 | New |
| Vestcor Inc | 10,777 | $255.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,267 | $266.4K | 0.01% | −4,350−27.9% | Reduced |
| Ameritas Investment Partners, Inc. | 11,411 | $269.8K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 11,723 | $277.1K | 0.00% | +11,723 | New |
| Jasper Ridge Partners, L.P. | 11,814 | $279.3K | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 11,926 | $281.9K | 0.00% | +11,926 | New |
| Lido Advisors, LLC | 11,963 | $282.8K | 0.00% | +2,503+26.5% | Added |
| Simplex Trading, LLC | 12,217 | $288.8K | 0.01% | +12,217 | New |
| Vident Advisory, LLC | 12,652 | $299.1K | 0.00% | −6,608−34.3% | Reduced |
| Empowered Funds, LLC | 12,734 | $301.0K | 0.00% | +12,734 | New |
| Congress Asset Management Co | 12,821 | $303.1K | 0.00% | −1,842,288−99.3% | Reduced |
| McMillan Office, Inc. | 12,990 | $307.1K | 0.04% | −200−1.5% | Reduced |
| Hantz Financial Services, Inc. | 13,085 | $309.0K | 0.00% | +11,067+548.4% | Added |
| Abel Hall, LLC | 13,178 | $311.5K | 0.07% | +3,110+30.9% | Added |
| Fideuram Asset Management (Ireland) dac | 12,017 | $312.8K | 0.04% | −61,398−83.6% | Reduced |
| Xponance, Inc. | 13,243 | $313.1K | 0.00% | +2,121+19.1% | Added |
| Connable Office Inc | 13,286 | $314.1K | 0.03% | −2,421−15.4% | Reduced |
| Sivia Capital Partners, LLC | 13,437 | $317.7K | 0.06% | −870−6.1% | Reduced |
| Catalytic Wealth RIA, LLC | 13,640 | $322.4K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,788 | $325.9K | 0.00% | +3,811+38.2% | Added |
| Captrust Financial Advisors | 13,894 | $328.4K | 0.00% | +2,849+25.8% | Added |
| Aquatic Capital Management LLC | 13,980 | $330.5K | 0.01% | +13,980 | New |
| Staley Capital Advisers Inc | 14,000 | $331.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,018 | $331.4K | 0.00% | +1,110+8.6% | Added |
| Public Employees Retirement Association of Colorado | 14,514 | $343.0K | 0.00% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 14,897 | $352.2K | 0.01% | +14,897 | New |
| Picton Mahoney Asset Management | 14,955 | $353.5K | 0.00% | +14,921+43,885.3% | Added |
| IFP Advisors, Inc | 15,260 | $360.7K | 0.01% | +174+1.2% | Added |
| Occudo Quantitative Strategies LP | 14,923 | $361.1K | 0.02% | +14,923 | New |
| NorthCrest Asset Manangement, LLC | 15,090 | $362.5K | 0.01% | +540+3.7% | Added |
| Sanctuary Advisors, LLC | 15,433 | $364.8K | 0.00% | −11,441−42.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,622 | $369.3K | 0.00% | +639+4.3% | Added |
| Diversified Trust Co | 15,678 | $370.6K | 0.01% | +1,804+13.0% | Added |
| Mirabella Financial Services LLP | 15,749 | $372.3K | 0.04% | +15,749 | New |
| Swiss Life Asset Management Ltd | 15,844 | $374.6K | 0.00% | +2,886+22.3% | Added |
| CI Private Wealth, LLC | 16,185 | $379.9K | 0.00% | +16,185 | New |
| Mutual of America Capital Management LLC | 16,391 | $387.5K | 0.00% | −168−1.0% | Reduced |
| Vise Technologies, Inc. | 13,163 | $393.7K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 16,812 | $397.4K | 0.00% | +16,812 | New |
| Janney Montgomery Scott LLC | 16,860 | $399.0K | 0.00% | +675+4.2% | Added |
| Myecfo, LLC | 16,953 | $400.8K | 0.17% | −2,377−12.3% | Reduced |
| Miracle Mile Advisors, LLC | 17,012 | $402.2K | 0.01% | −191−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 17,145 | $405.3K | 0.00% | +12,417+262.6% | Added |
| Skopos Labs, Inc. | 17,485 | $413.3K | 0.01% | +17,485 | New |
| Schonfeld Strategic Advisors LLC | 17,546 | $414.8K | 0.00% | +10,569+151.5% | Added |