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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 17,485 | $413.3K | 0.01% | +17,485 | New |
| Federation des caisses Desjardins du Quebec | 17,145 | $405.3K | 0.00% | +12,417+262.6% | Added |
| Miracle Mile Advisors, LLC | 17,012 | $402.2K | 0.01% | −191−1.1% | Reduced |
| Myecfo, LLC | 16,953 | $400.8K | 0.17% | −2,377−12.3% | Reduced |
| Janney Montgomery Scott LLC | 16,860 | $399.0K | 0.00% | +675+4.2% | Added |
| Coldstream Capital Management Inc | 16,812 | $397.4K | 0.00% | +16,812 | New |
| Vise Technologies, Inc. | 13,163 | $393.7K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 16,391 | $387.5K | 0.00% | −168−1.0% | Reduced |
| CI Private Wealth, LLC | 16,185 | $379.9K | 0.00% | +16,185 | New |
| Swiss Life Asset Management Ltd | 15,844 | $374.6K | 0.00% | +2,886+22.3% | Added |
| Mirabella Financial Services LLP | 15,749 | $372.3K | 0.04% | +15,749 | New |
| Diversified Trust Co | 15,678 | $370.6K | 0.01% | +1,804+13.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,622 | $369.3K | 0.00% | +639+4.3% | Added |
| Sanctuary Advisors, LLC | 15,433 | $364.8K | 0.00% | −11,441−42.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 15,090 | $362.5K | 0.01% | +540+3.7% | Added |
| Occudo Quantitative Strategies LP | 14,923 | $361.1K | 0.02% | +14,923 | New |
| IFP Advisors, Inc | 15,260 | $360.7K | 0.01% | +174+1.2% | Added |
| Picton Mahoney Asset Management | 14,955 | $353.5K | 0.00% | +14,921+43,885.3% | Added |
| Lighthouse Investment Partners, LLC | 14,897 | $352.2K | 0.01% | +14,897 | New |
| Public Employees Retirement Association of Colorado | 14,514 | $343.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,018 | $331.4K | 0.00% | +1,110+8.6% | Added |
| Staley Capital Advisers Inc | 14,000 | $331.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 13,980 | $330.5K | 0.01% | +13,980 | New |
| Captrust Financial Advisors | 13,894 | $328.4K | 0.00% | +2,849+25.8% | Added |
| Concurrent Investment Advisors, LLC | 13,788 | $325.9K | 0.00% | +3,811+38.2% | Added |
| Catalytic Wealth RIA, LLC | 13,640 | $322.4K | 0.01% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 13,437 | $317.7K | 0.06% | −870−6.1% | Reduced |
| Connable Office Inc | 13,286 | $314.1K | 0.03% | −2,421−15.4% | Reduced |
| Xponance, Inc. | 13,243 | $313.1K | 0.00% | +2,121+19.1% | Added |
| Fideuram Asset Management (Ireland) dac | 12,017 | $312.8K | 0.04% | −61,398−83.6% | Reduced |
| Abel Hall, LLC | 13,178 | $311.5K | 0.07% | +3,110+30.9% | Added |
| Hantz Financial Services, Inc. | 13,085 | $309.0K | 0.00% | +11,067+548.4% | Added |
| McMillan Office, Inc. | 12,990 | $307.1K | 0.04% | −200−1.5% | Reduced |
| Congress Asset Management Co | 12,821 | $303.1K | 0.00% | −1,842,288−99.3% | Reduced |
| Empowered Funds, LLC | 12,734 | $301.0K | 0.00% | +12,734 | New |
| Vident Advisory, LLC | 12,652 | $299.1K | 0.00% | −6,608−34.3% | Reduced |
| Simplex Trading, LLC | 12,217 | $288.8K | 0.01% | +12,217 | New |
| Lido Advisors, LLC | 11,963 | $282.8K | 0.00% | +2,503+26.5% | Added |
| Royce & Associates LP | 11,926 | $281.9K | 0.00% | +11,926 | New |
| Jasper Ridge Partners, L.P. | 11,814 | $279.3K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 11,723 | $277.1K | 0.00% | +11,723 | New |
| Ameritas Investment Partners, Inc. | 11,411 | $269.8K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,267 | $266.4K | 0.01% | −4,350−27.9% | Reduced |
| Vestcor Inc | 10,777 | $255.0K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,402 | $245.9K | 0.01% | +10,402 | New |
| Sequoia Financial Advisors, LLC | 10,363 | $245.0K | 0.00% | +10,363 | New |
| Tower Research Capital LLC (TRC) | 10,200 | $241.1K | 0.01% | +4,930+93.5% | Added |
| Wellington Management Group LLP | 10,112 | $239.0K | 0.00% | +10,112 | New |
| Kestra Advisory Services, LLC | 9,979 | $235.9K | 0.00% | −200−2.0% | Reduced |
| Ensign Peak Advisors, Inc | 9,943 | $235.1K | 0.00% | −8,242−45.3% | Reduced |
| AE Wealth Management LLC | 9,765 | $230.8K | 0.00% | +2,189+28.9% | Added |
| Brown Brothers Harriman & Co | 9,728 | $230.0K | 0.00% | −108−1.1% | Reduced |
| Truist Financial Corp | 9,546 | $225.7K | 0.00% | +2,135+28.8% | Added |
| Beverly Hills Private Wealth, LLC | 9,398 | $222.2K | 0.04% | −687−6.8% | Reduced |
| Integrated Investment Consultants, LLC | 9,304 | $219.9K | 0.05% | −208−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 9,035 | $213.6K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 9,000 | $213.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,000 | $212.8K | 0.03% | −13,822−60.6% | Reduced |
| Hohimer Wealth Management, LLC | 8,988 | $212.5K | 0.03% | +8,988 | New |
| DRW Securities, LLC | 8,904 | $210.5K | 0.01% | +8,904 | New |
| Capstone Investment Advisors, LLC | 8,845 | $209.1K | 0.00% | +1,650+22.9% | Added |
| Advisor Group Holdings, Inc. | 8,561 | $202.4K | 0.00% | −185,793−95.6% | Reduced |
| Group One Trading, L.P. | 7,432 | $175.7K | 0.01% | −51,956−87.5% | Reduced |
| GAMMA Investing LLC | 7,242 | $171.2K | 0.01% | +2,419+50.2% | Added |
| CWM, LLC | 6,740 | $159.3K | 0.00% | +5,734+570.0% | Added |
| Steward Partners Investment Advisory, LLC | 6,662 | $157.5K | 0.00% | −3,758−36.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,610 | $156.6K | 0.00% | +15,043+229.1% | Added |
| Central Pacific Bank - Trust Division | 6,504 | $153.8K | 0.02% | +224+3.6% | Added |
| Rosenberg Matthew Hamilton | 6,202 | $146.6K | 0.03% | −811−11.6% | Reduced |
| EverSource Wealth Advisors, LLC | 6,150 | $145.4K | 0.00% | +2,292+59.4% | Added |
| Leonteq Securities AG | 5,660 | $133.8K | 0.01% | +5,651+62,788.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,514 | $130.4K | 0.01% | +253+4.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,510 | $130.3K | 0.00% | +417+8.2% | Added |
| Corient IA LLC | 5,330 | $126.0K | 0.12% | +5,330 | New |
| KBC Group NV | 4,868 | $115.0K | 0.00% | +1,485+43.9% | Added |
| SBI Securities Co., Ltd. | 4,821 | $114.0K | 0.00% | +723+17.6% | Added |
| Versant Capital Management, Inc | 4,761 | $112.5K | 0.01% | +2,962+164.6% | Added |
| New Age Alpha Advisors, LLC | 4,556 | $107.7K | 0.01% | −135−2.9% | Reduced |
| Signaturefd, LLC | 4,205 | $99.4K | 0.00% | +4,051+2,630.5% | Added |
| Ameliora Wealth Management Ltd. | 4,000 | $94.6K | 0.03% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,926 | $92.8K | 0.02% | +3,915+35,590.9% | Added |
| Globeflex Capital L P | 3,844 | $90.9K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 3,809 | $90.0K | 0.10% | +2,411+172.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,765 | $89.0K | 0.00% | +1,345+55.6% | Added |
| Truvestments Capital LLC | 3,614 | $85.4K | 0.02% | −64−1.7% | Reduced |
| STRS Ohio | 3,400 | $80.4K | 0.00% | −4,100−54.7% | Reduced |
| Nisa Investment Advisors, LLC | 2,753 | $65.1K | 0.00% | −233−7.8% | Reduced |
| Kemnay Advisory Services Inc. | 2,307 | $54.5K | 0.01% | +1,905+473.9% | Added |
| Farther Finance Advisors, LLC | 2,177 | $51.5K | 0.00% | +95+4.6% | Added |
| Massmutual Trust Co FSB | 2,122 | $50.2K | 0.00% | +893+72.7% | Added |
| Salomon & Ludwin, LLC | 1,918 | $46.1K | 0.00% | +535+38.7% | Added |
| Parallel Advisors, LLC | 1,838 | $43.5K | 0.00% | −1,645−47.2% | Reduced |
| Covestor Ltd | 1,789 | $43.0K | 0.03% | +376+26.6% | Added |
| Sterling Capital Management LLC | 1,753 | $41.4K | 0.00% | −761−30.3% | Reduced |
| DekaBank Deutsche Girozentrale | 1,583 | $38.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,600 | $37.8K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,502 | $35.5K | 0.01% | +1,502 | New |
| Allworth Financial LP | 1,447 | $34.2K | 0.00% | +1,278+756.2% | Added |
| MAI Capital Management | 1,368 | $32.3K | 0.00% | +137+11.1% | Added |
| Aster Capital Management (DIFC) Ltd | 1,012 | $31.2K | 0.01% | +1,012 | New |