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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 20,166 | $535.2K | 0.00% | −2,005−9.0% | Reduced |
| Maryland State Retirement & Pension System | 20,115 | $533.9K | 0.01% | −712−3.4% | Reduced |
| Captrust Financial Advisors | 18,785 | $498.5K | 0.00% | +4,891+35.2% | Added |
| Dark Forest Capital Management LP | 17,805 | $472.5K | 0.03% | +17,805 | New |
| Coldstream Capital Management Inc | 17,522 | $465.0K | 0.01% | +710+4.2% | Added |
| Concurrent Investment Advisors, LLC | 16,954 | $450.0K | 0.00% | +3,166+23.0% | Added |
| Ballentine Partners, LLC | 16,932 | $449.4K | 0.01% | +16,932 | New |
| Glenmede Trust Co NA | 16,574 | $439.9K | 0.00% | −3,431−17.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 15,265 | $439.6K | 0.01% | +175+1.2% | Added |
| The PNC Financial Services Group, Inc. | 16,197 | $429.9K | 0.00% | +2,179+15.5% | Added |
| Myecfo, LLC | 16,172 | $429.2K | 0.16% | −781−4.6% | Reduced |
| Swiss Life Asset Management Ltd | 16,077 | $426.7K | 0.00% | +233+1.5% | Added |
| Mutual of America Capital Management LLC | 15,858 | $420.9K | 0.00% | −533−3.3% | Reduced |
| Diversified Trust Co | 15,743 | $417.8K | 0.01% | +65+0.4% | Added |
| Callan Family Office, LLC | 15,296 | $406.0K | 0.01% | −7,190−32.0% | Reduced |
| IFP Advisors, Inc | 15,266 | $405.2K | 0.01% | +60.0% | Added |
| Miracle Mile Advisors, LLC | 15,190 | $403.1K | 0.00% | −1,822−10.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 29,270 | $398.7K | 0.00% | +7,660+35.4% | Added |
| Allstate Corp | 14,648 | $388.8K | 0.00% | +14,648 | New |
| Public Employees Retirement Association of Colorado | 14,514 | $385.0K | 0.00% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 14,000 | $371.6K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 13,639 | $362.0K | 0.00% | +396+3.0% | Added |
| Lido Advisors, LLC | 13,624 | $361.6K | 0.00% | +1,661+13.9% | Added |
| Catalytic Wealth RIA, LLC | 13,615 | $361.3K | 0.02% | −25−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 13,506 | $358.4K | 0.01% | +13,506 | New |
| Sivia Capital Partners, LLC | 13,437 | $356.6K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 13,267 | $352.1K | 0.00% | +3,721+39.0% | Added |
| McMillan Office, Inc. | 12,990 | $344.8K | 0.04% | 00.0% | Unchanged |
| Ethic Inc. | 12,673 | $336.3K | 0.00% | +950+8.1% | Added |
| Quadrant Capital Group LLC | 12,583 | $334.0K | 0.01% | −39,691−75.9% | Reduced |
| Ameritas Investment Partners, Inc. | 12,465 | $330.8K | 0.01% | +1,054+9.2% | Added |
| Connable Office Inc | 12,388 | $328.8K | 0.03% | −898−6.8% | Reduced |
| SRS Capital Advisors, Inc. | 11,956 | $317.3K | 0.00% | +11,894+19,183.9% | Added |
| Evergreen Capital Management LLC | 11,822 | $313.8K | 0.01% | +11,822 | New |
| Jasper Ridge Partners, L.P. | 11,814 | $313.5K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 10,820 | $287.2K | 0.00% | +10,820 | New |
| Group One Trading, L.P. | 10,627 | $282.0K | 0.01% | +3,195+43.0% | Added |
| Voleon Capital Management LP | 10,589 | $281.0K | 0.01% | −35,941−77.2% | Reduced |
| Total Wealth Planning & Management, Inc. | 10,054 | $266.8K | 0.19% | +10,054 | New |
| GAMMA Investing LLC | 9,963 | $264.4K | 0.01% | +2,721+37.6% | Added |
| Ensign Peak Advisors, Inc | 9,943 | $263.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,728 | $258.2K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 9,506 | $252.3K | 0.00% | −259−2.7% | Reduced |
| Kestra Advisory Services, LLC | 9,462 | $251.1K | 0.00% | −517−5.2% | Reduced |
| Integrated Investment Consultants, LLC | 9,277 | $246.2K | 0.05% | −27−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 9,035 | $239.8K | 0.00% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 9,028 | $239.6K | 0.02% | +40+0.4% | Added |
| LSV Asset Management | 9,000 | $239.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 9,000 | $238.9K | 0.00% | +9,000 | New |
| Legacy Advisors, LLC | 8,978 | $238.3K | 0.02% | +8,978 | New |
| nVerses Capital, LLC | 8,939 | $237.2K | 0.36% | −9,436−51.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,747 | $232.1K | 0.00% | +8,747 | New |
| Assenagon Asset Management S.A. | 8,720 | $231.4K | 0.00% | +8,720 | New |
| SG Americas Securities, LLC | 8,681 | $230.0K | 0.00% | −30,742−78.0% | Reduced |
| D.A. Davidson & Co. | 8,555 | $227.1K | 0.00% | +8,555 | New |
| Beacon Pointe Advisors, LLC | 8,400 | $222.9K | 0.00% | +8,400 | New |
| Balboa Wealth Partners | 8,359 | $221.8K | 0.03% | +8,359 | New |
| EverSource Wealth Advisors, LLC | 8,319 | $220.8K | 0.01% | +2,169+35.3% | Added |
| IMC-Chicago, LLC | 8,296 | $220.2K | 0.00% | +8,296 | New |
| Everence Capital Management Inc | 8,036 | $213.0K | 0.01% | +8,036 | New |
| Pure Financial Advisors, Inc. | 7,772 | $206.3K | 0.00% | +7,772 | New |
| CIBC Bancorp USA Inc. | 7,769 | $206.2K | 0.00% | +7,769 | New |
| Advisor Group Holdings, Inc. | 7,665 | $203.4K | 0.00% | −896−10.5% | Reduced |
| CIBC Asset Management Inc | 7,557 | $200.6K | 0.00% | +7,557 | New |
| Central Pacific Bank - Trust Division | 7,064 | $187.5K | 0.02% | +560+8.6% | Added |
| Steward Partners Investment Advisory, LLC | 6,707 | $178.0K | 0.00% | +45+0.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,450 | $171.2K | 0.00% | +940+17.1% | Added |
| Rosenberg Matthew Hamilton | 5,981 | $158.7K | 0.03% | −221−3.6% | Reduced |
| Nisa Investment Advisors, LLC | 5,976 | $158.6K | 0.00% | +3,223+117.1% | Added |
| Leonteq Securities AG | 5,660 | $150.2K | 0.01% | 00.0% | Unchanged |
| Nykredit A/S | 5,504 | $146.1K | 0.00% | +5,504 | New |
| Bayforest Capital Ltd | 5,207 | $138.2K | 0.13% | +1,398+36.7% | Added |
| Simplex Trading, LLC | 5,094 | $135.2K | 0.00% | −7,123−58.3% | Reduced |
| KBC Group NV | 4,868 | $129.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4,758 | $126.3K | 0.00% | −63−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,376 | $116.1K | 0.00% | −5,824−57.1% | Reduced |
| Signaturefd, LLC | 4,161 | $110.4K | 0.00% | −44−1.0% | Reduced |
| 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 |
| Clear Street Markets LLC | 3,991 | $105.9K | 0.02% | +3,991 | New |
| Globeflex Capital L P | 3,844 | $102.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,565 | $94.6K | 0.01% | −1,949−35.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,953 | $78.4K | 0.00% | −812−21.6% | Reduced |
| Truvestments Capital LLC | 2,915 | $77.4K | 0.01% | −699−19.3% | Reduced |
| Versant Capital Management, Inc | 2,596 | $68.9K | 0.01% | −2,165−45.5% | Reduced |
| Cordant, Inc. | 2,078 | $55.2K | 0.02% | +2,078 | New |
| Parallel Advisors, LLC | 2,024 | $53.7K | 0.00% | +186+10.1% | Added |
| Massmutual Trust Co FSB | 1,867 | $49.5K | 0.00% | −255−12.0% | Reduced |
| Allworth Financial LP | 1,718 | $45.6K | 0.00% | +271+18.7% | Added |
| Farther Finance Advisors, LLC | 1,628 | $43.2K | 0.00% | −549−25.2% | Reduced |
| Global Retirement Partners, LLC | 1,552 | $41.2K | 0.00% | +1,552 | New |
| DekaBank Deutsche Girozentrale | 1,583 | $37.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,205 | $34.2K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,250 | $33.2K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 1,192 | $31.7K | 0.00% | +180+17.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,095 | $29.1K | 0.00% | +1,095 | New |
| Employees Retirement System of Texas | 1,099 | $29.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,063 | $28.2K | 0.00% | −1−0.1% | Reduced |
| Geneos Wealth Management Inc. | 1,000 | $26.5K | 0.00% | −600−37.5% | Reduced |
| Kilter Group LLC | 988 | $26.2K | 0.01% | +449+83.3% | Added |