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, Q2 2026
Institutional positions in Box Inc as of Jun 30, 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
- 397
- +4 vs. Q1 2026
- Shares held
- 140.1M
- +1.51M (+1.1%) vs. Q1 2026
- Total value
- $3.72B
- +$438.5M (+13.4%) vs. Q1 2026
- New holders
- 58
- 152 more added
- Sold out
- 54
- 132 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 20 | $0 | 0.00% | +20 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $27 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $55 | 0.00% | +2 | New |
| LRI Investments, LLC | 5 | $133 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 8 | $212 | 0.00% | −1−11.1% | Reduced |
| HFM Investment Advisors, LLC | 9 | $239 | 0.00% | +8+800.0% | Added |
| Signature Equity Partners, LLC | 10 | $265 | 0.00% | +10 | New |
| Davis Capital Management | 12 | $318 | 0.00% | +12 | New |
| American Capital Advisory, LLC | 12 | $319 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $346 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 14 | $372 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 14 | $372 | 0.00% | +14 | New |
| Breakwater Investment Management | 19 | $505 | 0.00% | −2−9.5% | Reduced |
| Gilpin Wealth Management, LLC | 22 | $584 | 0.00% | −1−4.3% | Reduced |
| Quarry LP | 27 | $717 | 0.00% | −81−75.0% | Reduced |
| Creative Financial Designs Inc | 27 | $717 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 30 | $796 | 0.00% | +12+66.7% | Added |
| Ankerstar Wealth, LLC | 31 | $823 | 0.00% | −18−36.7% | Reduced |
| Activest Wealth Management | 31 | $823 | 0.00% | +16+106.7% | Added |
| CoreCap Advisors, LLC | 37 | $982 | 0.00% | +32+640.0% | Added |
| Capital Advisors, Ltd. LLC | 40 | $1.00K | 0.00% | −237−85.6% | Reduced |
| Vanguard National Trust Co | 41 | $1.09K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 48 | $1.27K | 0.00% | +48 | New |
| Burk Holdings LLC | 50 | $1.33K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 52 | $1.38K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 54 | $1.43K | 0.00% | +47+671.4% | Added |
| JFS Wealth Advisors, LLC | 58 | $1.54K | 0.00% | +26+81.3% | Added |
| Kingdom Financial Group LLC. | 60 | $1.59K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 61 | $1.62K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 65 | $1.73K | 0.00% | +65 | New |
| MV Capital Management, Inc. | 67 | $1.78K | 0.00% | −145−68.4% | Reduced |
| Parkside Financial Bank & Trust | 68 | $1.80K | 0.00% | −16−19.0% | Reduced |
| Marquette Asset Management, LLC | 71 | $1.89K | 0.00% | +23+47.9% | Added |
| Cornerstone Planning Group LLC | 69 | $1.96K | 0.00% | −60−46.5% | Reduced |
| Anchor Investment Management, LLC | 75 | $1.99K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 75 | $1.99K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $2.12K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 81 | $2.15K | 0.00% | +14+20.9% | Added |
| Action Point Financial Planning, LLC | 87 | $2.20K | 0.00% | +87 | New |
| Noble Wealth Management PBC | 91 | $2.42K | 0.00% | +91 | New |
| NBC Securities, Inc. | 92 | $2.44K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 94 | $2.50K | 0.00% | −81−46.3% | Reduced |
| Archer Investment Corp | 95 | $2.52K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 95 | $2.52K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.65K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 101 | $2.68K | 0.00% | +49+94.2% | Added |
| Spire Wealth Management | 105 | $2.79K | 0.00% | +5+5.0% | Added |
| UMA Financial Services, Inc. | 111 | $2.95K | 0.00% | +27+32.1% | Added |
| True Wealth Design, LLC | 114 | $3.03K | 0.00% | +99+660.0% | Added |
| Hurley Capital, LLC | 116 | $3.08K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 117 | $3.10K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 122 | $3.24K | 0.00% | −397−76.5% | Reduced |
| PFS Partners, LLC | 126 | $3.35K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 147 | $3.90K | 0.00% | +133+950.0% | Added |
| Financial Avengers, Inc. | 150 | $3.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 158 | $4.00K | 0.00% | +83+110.7% | Added |
| Rialto Wealth Management, LLC | 151 | $4.01K | 0.00% | +129+586.4% | Added |
| CVA Family Office, LLC | 164 | $4.35K | 0.00% | +28+20.6% | Added |
| Atlantic Union Bankshares Corp | 175 | $4.64K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 180 | $4.78K | 0.00% | +148+462.5% | Added |
| High Note Wealth, LLC | 187 | $4.96K | 0.00% | +25+15.4% | Added |
| Huntington National Bank | 193 | $5.12K | 0.00% | +192+19,200.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 200 | $5.31K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 202 | $5.36K | 0.00% | −14,753−98.6% | Reduced |
| Wolff Wiese Magana LLC | 259 | $6.87K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 300 | $7.96K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 320 | $8.49K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 328 | $8.71K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 342 | $9.08K | 0.00% | +2+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 357 | $9.47K | 0.00% | −8−2.2% | Reduced |
| Bell Investment Advisors, Inc | 367 | $9.74K | 0.00% | +36+10.9% | Added |
| Financial Management Professionals, Inc. | 400 | $10.6K | 0.00% | +400 | New |
| Larson Financial Group LLC | 439 | $11.7K | 0.00% | −480−52.2% | Reduced |
| Fulcrum Asset Management LLP | 468 | $12.4K | 0.00% | +468 | New |
| Hughes Financial Services, LLC | 476 | $12.6K | 0.00% | −1,026−68.3% | Reduced |
| Optiver Holding B.V. | 496 | $13.2K | 0.00% | +496 | New |
| GWM Advisors LLC | 500 | $13.3K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 525 | $13.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 513 | $14.0K | 0.01% | −1,276−71.3% | Reduced |
| Kemnay Advisory Services Inc. | 529 | $14.0K | 0.00% | −1,778−77.1% | Reduced |
| Assetmark, Inc | 542 | $14.4K | 0.00% | +362+201.1% | Added |
| Clearstead Advisors, LLC | 551 | $14.6K | 0.00% | +551 | New |
| Essential Partners LLC | 654 | $17.4K | 0.01% | +478+271.6% | Added |
| WealthCollab, LLC | 671 | $17.8K | 0.01% | −299−30.8% | Reduced |
| Toronto Dominion Bank | 673 | $17.9K | 0.00% | +673 | New |
| Hickory Point Bank & Trust | 700 | $18.6K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 708 | $18.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 756 | $20.1K | 0.00% | +756 | New |
| Bare Financial Services, Inc | 762 | $20.2K | 0.00% | +388+103.7% | Added |
| Smartleaf Asset Management LLC | 837 | $22.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 861 | $22.9K | 0.00% | +210+32.3% | Added |
| Public Employees Retirement System of Ohio | 878 | $23.3K | 0.00% | +185+26.7% | Added |
| Sterling Capital Management LLC | 887 | $23.5K | 0.00% | −866−49.4% | Reduced |
| Salomon & Ludwin, LLC | 873 | $24.0K | 0.00% | −1,045−54.5% | Reduced |
| Bear Mountain Capital, Inc. | 867 | $26.0K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 988 | $26.2K | 0.01% | +449+83.3% | Added |
| Geneos Wealth Management Inc. | 1,000 | $26.5K | 0.00% | −600−37.5% | Reduced |
| North Star Investment Management Corp. | 1,063 | $28.2K | 0.00% | −1−0.1% | Reduced |