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 |
|---|---|---|---|---|---|
| Bear Mountain Capital, Inc. | 867 | $26.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 873 | $24.0K | 0.00% | −1,045−54.5% | Reduced |
| Sterling Capital Management LLC | 887 | $23.5K | 0.00% | −866−49.4% | Reduced |
| Public Employees Retirement System of Ohio | 878 | $23.3K | 0.00% | +185+26.7% | Added |
| Umb Bank N A | 861 | $22.9K | 0.00% | +210+32.3% | Added |
| Smartleaf Asset Management LLC | 837 | $22.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 762 | $20.2K | 0.00% | +388+103.7% | Added |
| Trust Co of Toledo NA | 756 | $20.1K | 0.00% | +756 | New |
| Los Angeles Capital Management LLC | 708 | $18.8K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 700 | $18.6K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 673 | $17.9K | 0.00% | +673 | New |
| WealthCollab, LLC | 671 | $17.8K | 0.01% | −299−30.8% | Reduced |
| Essential Partners LLC | 654 | $17.4K | 0.01% | +478+271.6% | Added |
| Clearstead Advisors, LLC | 551 | $14.6K | 0.00% | +551 | New |
| Assetmark, Inc | 542 | $14.4K | 0.00% | +362+201.1% | Added |
| Kemnay Advisory Services Inc. | 529 | $14.0K | 0.00% | −1,778−77.1% | Reduced |
| Covestor Ltd | 513 | $14.0K | 0.01% | −1,276−71.3% | Reduced |
| Gill Capital Partners, LLC | 525 | $13.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 500 | $13.3K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 496 | $13.2K | 0.00% | +496 | New |
| Hughes Financial Services, LLC | 476 | $12.6K | 0.00% | −1,026−68.3% | Reduced |
| Fulcrum Asset Management LLP | 468 | $12.4K | 0.00% | +468 | New |
| Larson Financial Group LLC | 439 | $11.7K | 0.00% | −480−52.2% | Reduced |
| Financial Management Professionals, Inc. | 400 | $10.6K | 0.00% | +400 | New |
| Bell Investment Advisors, Inc | 367 | $9.74K | 0.00% | +36+10.9% | Added |
| Northwestern Mutual Wealth Management Co | 357 | $9.47K | 0.00% | −8−2.2% | Reduced |
| Harbour Investments, Inc. | 342 | $9.08K | 0.00% | +2+0.6% | Added |
| MCF Advisors LLC | 328 | $8.71K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 320 | $8.49K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 300 | $7.96K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 259 | $6.87K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 202 | $5.36K | 0.00% | −14,753−98.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 200 | $5.31K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 193 | $5.12K | 0.00% | +192+19,200.0% | Added |
| High Note Wealth, LLC | 187 | $4.96K | 0.00% | +25+15.4% | Added |
| Keating Financial Advisory Services, Inc. | 180 | $4.78K | 0.00% | +148+462.5% | Added |
| Atlantic Union Bankshares Corp | 175 | $4.64K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 164 | $4.35K | 0.00% | +28+20.6% | Added |
| Rialto Wealth Management, LLC | 151 | $4.01K | 0.00% | +129+586.4% | Added |
| Avion Wealth | 158 | $4.00K | 0.00% | +83+110.7% | Added |
| Financial Avengers, Inc. | 150 | $3.98K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 147 | $3.90K | 0.00% | +133+950.0% | Added |
| PFS Partners, LLC | 126 | $3.35K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 122 | $3.24K | 0.00% | −397−76.5% | Reduced |
| Zions Bancorporation, National Association | 117 | $3.10K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 116 | $3.08K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 114 | $3.03K | 0.00% | +99+660.0% | Added |
| UMA Financial Services, Inc. | 111 | $2.95K | 0.00% | +27+32.1% | Added |
| Spire Wealth Management | 105 | $2.79K | 0.00% | +5+5.0% | Added |
| Transamerica Financial Advisors, Inc. | 101 | $2.68K | 0.00% | +49+94.2% | Added |
| Key Financial Inc | 100 | $2.65K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 95 | $2.52K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 95 | $2.52K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 94 | $2.50K | 0.00% | −81−46.3% | Reduced |
| NBC Securities, Inc. | 92 | $2.44K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 91 | $2.42K | 0.00% | +91 | New |
| Action Point Financial Planning, LLC | 87 | $2.20K | 0.00% | +87 | New |
| Cornerstone Financial Management LLC | 81 | $2.15K | 0.00% | +14+20.9% | Added |
| Farmers & Merchants Investments Inc | 80 | $2.12K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $1.99K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 75 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 69 | $1.96K | 0.00% | −60−46.5% | Reduced |
| Marquette Asset Management, LLC | 71 | $1.89K | 0.00% | +23+47.9% | Added |
| Parkside Financial Bank & Trust | 68 | $1.80K | 0.00% | −16−19.0% | Reduced |
| MV Capital Management, Inc. | 67 | $1.78K | 0.00% | −145−68.4% | Reduced |
| Institute for Wealth Management, LLC. | 65 | $1.73K | 0.00% | +65 | New |
| First Command Advisory Services, Inc. | 61 | $1.62K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 60 | $1.59K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 58 | $1.54K | 0.00% | +26+81.3% | Added |
| SJS Investment Consulting Inc. | 54 | $1.43K | 0.00% | +47+671.4% | Added |
| Investors Research Corp | 52 | $1.38K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 50 | $1.33K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 48 | $1.27K | 0.00% | +48 | New |
| Vanguard National Trust Co | 41 | $1.09K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $1.00K | 0.00% | −237−85.6% | Reduced |
| CoreCap Advisors, LLC | 37 | $982 | 0.00% | +32+640.0% | Added |
| Ankerstar Wealth, LLC | 31 | $823 | 0.00% | −18−36.7% | Reduced |
| Activest Wealth Management | 31 | $823 | 0.00% | +16+106.7% | Added |
| Rossby Financial, LCC | 30 | $796 | 0.00% | +12+66.7% | Added |
| Quarry LP | 27 | $717 | 0.00% | −81−75.0% | Reduced |
| Creative Financial Designs Inc | 27 | $717 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 22 | $584 | 0.00% | −1−4.3% | Reduced |
| Breakwater Investment Management | 19 | $505 | 0.00% | −2−9.5% | Reduced |
| Cedar Mountain Advisors, LLC | 14 | $372 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 14 | $372 | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $346 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $319 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 12 | $318 | 0.00% | +12 | New |
| Signature Equity Partners, LLC | 10 | $265 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 9 | $239 | 0.00% | +8+800.0% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $212 | 0.00% | −1−11.1% | Reduced |
| LRI Investments, LLC | 5 | $133 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 2 | $55 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $27 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 20 | $0 | 0.00% | +20 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −162,843−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −161,154−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −143,876−100.0% | Sold out |