Boxed, Inc.
BOXDDelisted Apr 18, 2023- Industry
- Retail-Catalog & Mail-Order Houses
- SEC CIK
- 0001828672
Boxed, Inc. was delisted on Apr 18, 2023; its insiders filed their last Form 4 on Jan 30, 2023; 51 institutions reported holding it in 13F filings for Q1 2023, worth $2.86M in total; no superinvestor held it.
13F holders, Q4 2022
Institutional positions in Boxed, Inc. as of Dec 31, 2022. 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
- 64
- +7 vs. Q3 2022
- Shares held
- 22.1M
- −490.7K (−2.2%) vs. Q3 2022
- Total value
- $4.31M
- −$16.5M (−79.3%) vs. Q3 2022
- New holders
- 15
- 17 more added
- Sold out
- 8
- 18 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BOXD 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 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 1 | $0 |
| Q4 2024 | 1 | $0 |
| Q3 2024 | 1 | $0 |
| Q2 2024 | 1 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 1 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 6 | $1.20K |
| Q1 2023 | 51 | $2.86M |
| Q4 2022 | 64 | $4.31M |
| Q3 2022 | 57 | $20.8M |
| Q2 2022 | 68 | $40.6M |
| Q1 2022 | 47 | $264.0M |
| Q4 2021 | 34 | $379.9M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Boxed, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Credit Suisse AG | 2 | $0 | 0.00% | −29,324−100.0% | Reduced |
| Ronald Blue Trust, Inc. | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 100 | $19 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $20 | 0.00% | +100 | New |
| Ellevest, Inc. | 197 | $38 | 0.00% | +197 | New |
| Steward Partners Investment Advisory, LLC | 400 | $78 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,300 | $448 | 0.00% | +2,300 | New |
| Ameritas Investment Partners, Inc. | 867 | $487 | 0.00% | +867 | New |
| Point72 Middle East FZE | 4,891 | $953 | 0.00% | +4,891 | New |
| Belvedere Trading LLC | 5,515 | $1.07K | 0.00% | +5,515 | New |
| FMR LLC | 5,909 | $1.15K | 0.00% | +4,599+351.1% | Added |
| Legal & General Group Plc | 7,455 | $1.45K | 0.00% | −5,485−42.4% | Reduced |
| Advisory Services Network, LLC | 10,000 | $1.95K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 12,477 | $2.00K | 0.00% | −29,056−70.0% | Reduced |
| Cutler Group LP | 11,368 | $2.00K | 0.00% | −16,590−59.3% | Reduced |
| Amalgamated Bank | 9,605 | $2.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,494 | $2.00K | 0.00% | +8,793+1,254.4% | Added |
| Brown Brothers Harriman & Co | 10,312 | $2.01K | 0.00% | +10,312 | New |
| Elgethun Capital Management | 9,900 | $2.28K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 12,106 | $2.36K | 0.00% | −38,162−75.9% | Reduced |
| AQR Capital Management LLC | 12,925 | $2.52K | 0.00% | +12,925 | New |
| Hennion & Walsh Asset Management, Inc. | 15,286 | $3.00K | 0.00% | −1,585−9.4% | Reduced |
| Barclays PLC | 15,438 | $3.01K | 0.00% | +13,000+533.2% | Added |
| Cubist Systematic Strategies, LLC | 15,496 | $3.02K | 0.00% | +15,496 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 16,057 | $3.13K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 22,955 | $4.47K | 0.00% | −23,503−50.6% | Reduced |
| Citadel Advisors LLC | 23,418 | $4.56K | 0.00% | +23,418 | New |
| SG Americas Securities, LLC | 26,298 | $5.00K | 0.00% | −22,029−45.6% | Reduced |
| American International Group, Inc. | 27,199 | $5.30K | 0.00% | −99−0.4% | Reduced |
| Invesco Ltd. | 27,879 | $5.43K | 0.00% | −1,414−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 34,755 | $7.00K | 0.00% | +23,894+220.0% | Added |
| Deutsche Bank AG | 36,024 | $7.03K | 0.00% | +31,309+664.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 42,661 | $8.31K | 0.00% | −2,100−4.7% | Reduced |
| Tobias Financial Advisors, Inc. | 50,000 | $9.74K | 0.00% | +50,000 | New |
| Rhumbline Advisers | 50,332 | $10.0K | 0.00% | +1,468+3.0% | Added |
| UBS Group AG | 51,189 | $10.2K | 0.00% | +50,289+5,587.7% | Added |
| New York State Common Retirement Fund | 56,413 | $11.0K | 0.00% | +413+0.7% | Added |
| Lincoln National Corp | 71,474 | $13.9K | 0.00% | +100.0% | Added |
| Cohanzick Management, LLC | 72,063 | $14.0K | 0.00% | −10,000−12.2% | Reduced |
| Morgan Stanley | 74,365 | $14.5K | 0.00% | −54,742−42.4% | Reduced |
| Bank of America Corp | 82,430 | $16.0K | 0.00% | +58,066+238.3% | Added |
| Nuveen Asset Management, LLC | 81,493 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 87,899 | $17.0K | 0.00% | +87,899 | New |
| Susquehanna International Group, LLP | 101,303 | $19.7K | 0.00% | −55,510−35.4% | Reduced |
| HRT Financial LP | 106,549 | $20.0K | 0.00% | +106,549 | New |
| Millennium Management LLC | 105,792 | $21.0K | 0.00% | +105,792 | New |
| Advisor Group Holdings, Inc. | 113,056 | $22.0K | 0.00% | +2,110+1.9% | Added |
| Charles Schwab Investment Management Inc | 126,619 | $24.7K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Management LLC | 127,151 | $24.8K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 127,762 | $25.0K | 0.00% | +15,540+13.8% | Added |
| Bank of New York Mellon Corp | 155,147 | $30.2K | 0.00% | +10,287+7.1% | Added |
| Bridgeway Capital Management, LLC | 167,500 | $32.6K | 0.00% | −125,000−42.7% | Reduced |
| Renaissance Technologies LLC | 335,137 | $65.0K | 0.00% | +335,137 | New |
| Citigroup Inc | 370,387 | $72.2K | 0.00% | +368,832+23,719.1% | Added |
| Northern Trust Corp | 381,698 | $74.4K | 0.00% | −85,274−18.3% | Reduced |
| JPMorgan Chase & Co | 857,207 | $167.0K | 0.00% | +376,035+78.1% | Added |
| State Street Corp | 936,623 | $182.5K | 0.00% | −10,633−1.1% | Reduced |
| Geode Capital Management, LLC | 961,485 | $187.0K | 0.00% | +923+0.1% | Added |
| Alpha Square Group S, LLC | 1,085,858 | $211.6K | 0.12% | 00.0% | Unchanged |
| Palantir Technologies Inc. | 2,000,000 | $389.8K | 1.17% | 00.0% | Unchanged |
| Koch Industries Inc | 2,179,618 | $425.0K | 0.03% | 00.0% | Unchanged |
| BlackRock Inc. | 2,971,982 | $579.2K | 0.00% | +98,344+3.4% | Added |
| Vanguard Group Inc | 3,777,600 | $736.3K | 0.00% | −47,559−1.2% | Reduced |
| Hamilton Lane Advisors LLC | 4,004,614 | $780.0K | 0.28% | 00.0% | Unchanged |
| Atalaya Capital Management LP | 0 | $0 | 0.00% | −1,540,844−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −109,113−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −64,900−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −14,467−100.0% | Sold out |
| Baker Ellis Asset Management LLC | 0 | $0 | 0.00% | −14,490−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,917−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |