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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 1,099 | $29.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,095 | $29.1K | 0.00% | +1,095 | New |
| Eurizon Capital SGR S.p.A. | 1,192 | $31.7K | 0.00% | +180+17.8% | Added |
| Center for Financial Planning, Inc. | 1,250 | $33.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,205 | $34.2K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,583 | $37.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,552 | $41.2K | 0.00% | +1,552 | New |
| Farther Finance Advisors, LLC | 1,628 | $43.2K | 0.00% | −549−25.2% | Reduced |
| Allworth Financial LP | 1,718 | $45.6K | 0.00% | +271+18.7% | Added |
| Massmutual Trust Co FSB | 1,867 | $49.5K | 0.00% | −255−12.0% | Reduced |
| Parallel Advisors, LLC | 2,024 | $53.7K | 0.00% | +186+10.1% | Added |
| Cordant, Inc. | 2,078 | $55.2K | 0.02% | +2,078 | New |
| Versant Capital Management, Inc | 2,596 | $68.9K | 0.01% | −2,165−45.5% | Reduced |
| Truvestments Capital LLC | 2,915 | $77.4K | 0.01% | −699−19.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,953 | $78.4K | 0.00% | −812−21.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,565 | $94.6K | 0.01% | −1,949−35.3% | Reduced |
| Globeflex Capital L P | 3,844 | $102.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,991 | $105.9K | 0.02% | +3,991 | New |
| Corient IA LLC | 4,000 | $106.2K | 0.10% | −1,330−25.0% | Reduced |
| Ameliora Wealth Management Ltd. | 4,000 | $106.2K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,161 | $110.4K | 0.00% | −44−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 4,376 | $116.1K | 0.00% | −5,824−57.1% | Reduced |
| SBI Securities Co., Ltd. | 4,758 | $126.3K | 0.00% | −63−1.3% | Reduced |
| KBC Group NV | 4,868 | $129.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,094 | $135.2K | 0.00% | −7,123−58.3% | Reduced |
| Bayforest Capital Ltd | 5,207 | $138.2K | 0.13% | +1,398+36.7% | Added |
| Nykredit A/S | 5,504 | $146.1K | 0.00% | +5,504 | New |
| Leonteq Securities AG | 5,660 | $150.2K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,976 | $158.6K | 0.00% | +3,223+117.1% | Added |
| Rosenberg Matthew Hamilton | 5,981 | $158.7K | 0.03% | −221−3.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,450 | $171.2K | 0.00% | +940+17.1% | Added |
| Steward Partners Investment Advisory, LLC | 6,707 | $178.0K | 0.00% | +45+0.7% | Added |
| Central Pacific Bank - Trust Division | 7,064 | $187.5K | 0.02% | +560+8.6% | Added |
| CIBC Asset Management Inc | 7,557 | $200.6K | 0.00% | +7,557 | New |
| Advisor Group Holdings, Inc. | 7,665 | $203.4K | 0.00% | −896−10.5% | Reduced |
| CIBC Bancorp USA Inc. | 7,769 | $206.2K | 0.00% | +7,769 | New |
| Pure Financial Advisors, Inc. | 7,772 | $206.3K | 0.00% | +7,772 | New |
| Everence Capital Management Inc | 8,036 | $213.0K | 0.01% | +8,036 | New |
| IMC-Chicago, LLC | 8,296 | $220.2K | 0.00% | +8,296 | New |
| EverSource Wealth Advisors, LLC | 8,319 | $220.8K | 0.01% | +2,169+35.3% | Added |
| Balboa Wealth Partners | 8,359 | $221.8K | 0.03% | +8,359 | New |
| Beacon Pointe Advisors, LLC | 8,400 | $222.9K | 0.00% | +8,400 | New |
| D.A. Davidson & Co. | 8,555 | $227.1K | 0.00% | +8,555 | New |
| SG Americas Securities, LLC | 8,681 | $230.0K | 0.00% | −30,742−78.0% | Reduced |
| Assenagon Asset Management S.A. | 8,720 | $231.4K | 0.00% | +8,720 | New |
| Wiley Bros.-Aintree Capital, LLC | 8,747 | $232.1K | 0.00% | +8,747 | New |
| nVerses Capital, LLC | 8,939 | $237.2K | 0.36% | −9,436−51.4% | Reduced |
| Legacy Advisors, LLC | 8,978 | $238.3K | 0.02% | +8,978 | New |
| Virginia Retirement Systems Et Al | 9,000 | $238.9K | 0.00% | +9,000 | New |
| LSV Asset Management | 9,000 | $239.0K | 0.00% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 9,028 | $239.6K | 0.02% | +40+0.4% | Added |
| Crossmark Global Holdings, Inc. | 9,035 | $239.8K | 0.00% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 9,277 | $246.2K | 0.05% | −27−0.3% | Reduced |
| Kestra Advisory Services, LLC | 9,462 | $251.1K | 0.00% | −517−5.2% | Reduced |
| AE Wealth Management LLC | 9,506 | $252.3K | 0.00% | −259−2.7% | Reduced |
| Brown Brothers Harriman & Co | 9,728 | $258.2K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,943 | $263.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9,963 | $264.4K | 0.01% | +2,721+37.6% | Added |
| Total Wealth Planning & Management, Inc. | 10,054 | $266.8K | 0.19% | +10,054 | New |
| Voleon Capital Management LP | 10,589 | $281.0K | 0.01% | −35,941−77.2% | Reduced |
| Group One Trading, L.P. | 10,627 | $282.0K | 0.01% | +3,195+43.0% | Added |
| Atria Investments LLC | 10,820 | $287.2K | 0.00% | +10,820 | New |
| Jasper Ridge Partners, L.P. | 11,814 | $313.5K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,822 | $313.8K | 0.01% | +11,822 | New |
| SRS Capital Advisors, Inc. | 11,956 | $317.3K | 0.00% | +11,894+19,183.9% | Added |
| Connable Office Inc | 12,388 | $328.8K | 0.03% | −898−6.8% | Reduced |
| Ameritas Investment Partners, Inc. | 12,465 | $330.8K | 0.01% | +1,054+9.2% | Added |
| Quadrant Capital Group LLC | 12,583 | $334.0K | 0.01% | −39,691−75.9% | Reduced |
| Ethic Inc. | 12,673 | $336.3K | 0.00% | +950+8.1% | Added |
| McMillan Office, Inc. | 12,990 | $344.8K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 13,267 | $352.1K | 0.00% | +3,721+39.0% | Added |
| Sivia Capital Partners, LLC | 13,437 | $356.6K | 0.04% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 13,506 | $358.4K | 0.01% | +13,506 | New |
| Catalytic Wealth RIA, LLC | 13,615 | $361.3K | 0.02% | −25−0.2% | Reduced |
| Lido Advisors, LLC | 13,624 | $361.6K | 0.00% | +1,661+13.9% | Added |
| Xponance, Inc. | 13,639 | $362.0K | 0.00% | +396+3.0% | Added |
| Staley Capital Advisers Inc | 14,000 | $371.6K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 14,514 | $385.0K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 14,648 | $388.8K | 0.00% | +14,648 | New |
| Wealth Enhancement Advisory Services, LLC | 29,270 | $398.7K | 0.00% | +7,660+35.4% | Added |
| Miracle Mile Advisors, LLC | 15,190 | $403.1K | 0.00% | −1,822−10.7% | Reduced |
| IFP Advisors, Inc | 15,266 | $405.2K | 0.01% | +60.0% | Added |
| Callan Family Office, LLC | 15,296 | $406.0K | 0.01% | −7,190−32.0% | Reduced |
| Diversified Trust Co | 15,743 | $417.8K | 0.01% | +65+0.4% | Added |
| Mutual of America Capital Management LLC | 15,858 | $420.9K | 0.00% | −533−3.3% | Reduced |
| Swiss Life Asset Management Ltd | 16,077 | $426.7K | 0.00% | +233+1.5% | Added |
| Myecfo, LLC | 16,172 | $429.2K | 0.16% | −781−4.6% | Reduced |
| The PNC Financial Services Group, Inc. | 16,197 | $429.9K | 0.00% | +2,179+15.5% | Added |
| NorthCrest Asset Manangement, LLC | 15,265 | $439.6K | 0.01% | +175+1.2% | Added |
| Glenmede Trust Co NA | 16,574 | $439.9K | 0.00% | −3,431−17.2% | Reduced |
| Ballentine Partners, LLC | 16,932 | $449.4K | 0.01% | +16,932 | New |
| Concurrent Investment Advisors, LLC | 16,954 | $450.0K | 0.00% | +3,166+23.0% | Added |
| Coldstream Capital Management Inc | 17,522 | $465.0K | 0.01% | +710+4.2% | Added |
| Dark Forest Capital Management LP | 17,805 | $472.5K | 0.03% | +17,805 | New |
| Captrust Financial Advisors | 18,785 | $498.5K | 0.00% | +4,891+35.2% | Added |
| Maryland State Retirement & Pension System | 20,115 | $533.9K | 0.01% | −712−3.4% | Reduced |
| ProShare Advisors LLC | 20,166 | $535.2K | 0.00% | −2,005−9.0% | Reduced |
| LPL Financial LLC | 20,623 | $547.3K | 0.00% | +755+3.8% | Added |
| Neuberger Berman Group LLC | 20,720 | $549.9K | 0.00% | −3,879−15.8% | Reduced |
| CI Private Wealth, LLC | 21,836 | $579.5K | 0.00% | +5,651+34.9% | Added |