Who owns Box (BOX)
Which tracked institutional funds hold BOX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BOX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
110 tracked funds added or opened BOX while 67 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BOX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BOX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 368 tracked filers holding BOX, 200 increased or opened the position and 205 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BOX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- Alyeska Investment Group, L.P.$59M
- Jupiter Topco LLC$38M
- ExodusPoint Capital Management, LP$22M
- ABSOLUTE INVESTMENT ADVISERS, LLC$10M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$5M
- Caption Management, LLC$2M
Full exits 32
- ACADIAN ASSET MANAGEMENT LLC$112M
- JANUS HENDERSON GROUP PLC$27M
- NATIXIS ADVISORS, LLC$17M
- HighTower Advisors, LLC$12M
- Qsemble Capital Management, LP$4M
- Edgestream Partners, L.P.$4M
Largest adds
- BlackRock, Inc.$288M
- CITADEL ADVISORS LLC$44M
- VANGUARD PORTFOLIO MANAGEMENT LLC$30M
- STATE STREET CORP$23M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$21M
- EARNEST PARTNERS LLC$16M
Largest trims
- MARSHALL WACE, LLP$53M
- Squarepoint Ops LLC$21M
- JANE STREET GROUP, LLC$20M
- NORGES BANK$12M
- Point72 Asset Management, L.P.$9M
- D. E. Shaw & Co., Inc.$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 25,435,340 | $675M | 19.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 11,135,984 | $296M | 8.7% | 2026-Q2 |
| ABSOLUTE INVESTMENT ADVISERS, LLC added | 10,500,000 | $10M | 0.3% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 7,119,498 | $189M | 5.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 6,020,539 | $160M | 4.7% | 2026-Q2 |
| STATE STREET CORP added | 5,926,904 | $157M | 4.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 4,313,769 | $114M | 3.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 3,723,373 | $99M | 2.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,629,678 | $96M | 2.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,466,446 | $92M | 2.7% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 3,150,393 | $84M | 2.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,668,128 | $71M | 2.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,281,208 | $61M | 1.8% | 2026-Q2 |
| Alyeska Investment Group, L.P. new | 2,224,418 | $59M | 1.7% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,983,509 | $53M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,837,649 | $49M | 1.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,648,829 | $44M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,642,212 | $44M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,532,429 | $41M | 1.2% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 1,526,693 | $41M | 1.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,501,681 | $40M | 1.2% | 2026-Q2 |
| Jupiter Topco LLC new | 1,446,019 | $38M | 1.1% | 2026-Q2 |
| UBS Group AG added | 1,312,917 | $35M | 1.0% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,228,826 | $33M | 1.0% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 1,115,887 | $30M | 0.9% | 2026-Q2 |
| Man Group plc trimmed | 1,079,949 | $29M | 0.8% | 2026-Q2 |
| Shaolin Capital Management LLC added | 1,053,001 | $28M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,022,862 | $27M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 975,383 | $26M | 0.8% | 2026-Q2 |
| Nuveen, LLC added | 970,140 | $26M | 0.8% | 2026-Q2 |
| Fisher Asset Management, LLC added | 922,431 | $24M | 0.7% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 883,944 | $23M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 845,355 | $22M | 0.7% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 843,262 | $22M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 821,972 | $22M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 816,668 | $22M | 0.6% | 2026-Q2 |
| Divisar Capital Management LLC added | 748,049 | $20M | 0.6% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ trimmed | 743,000 | $20M | 0.6% | 2026-Q2 |
| Invesco Ltd. added | 660,496 | $18M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 645,578 | $17M | 0.5% | 2026-Q2 |
| Aristotle Capital Boston, LLC trimmed | 606,056 | $16M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 601,078 | $16M | 0.5% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 543,011 | $14M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 530,560 | $14M | 0.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 515,932 | $14M | 0.4% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 515,268 | $14M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 475,664 | $13M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 464,207 | $12M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 450,861 | $12M | 0.4% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC added | 423,739 | $11M | 0.3% | 2026-Q2 |
| Trexquant Investment LP trimmed | 408,611 | $11M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 408,176 | $11M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 387,361 | $10M | 0.3% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 369,697 | $10M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 358,689 | $10M | 0.3% | 2026-Q2 |
| Cornerstone Capital, Inc. added | 356,072 | $9M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 355,611 | $9M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 346,834 | $9M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 324,841 | $9M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 320,986 | $8M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 320,218 | $8M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 314,643 | $8M | 0.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 314,274 | $8M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 300,163 | $8M | 0.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 294,928 | $8M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 294,762 | $8M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 286,841 | $8M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 270,900 | $7M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 258,485 | $7M | 0.2% | 2026-Q2 |
| FMR LLC trimmed | 254,701 | $7M | 0.2% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 247,650 | $7M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 242,057 | $6M | 0.2% | 2026-Q2 |
| ARDSLEY ADVISORY PARTNERS LP added | 240,000 | $6M | 0.2% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 233,297 | $6M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 202,756 | $5M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 200,000 | $5M | 0.2% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 197,755 | $5M | 0.2% | 2026-Q2 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 195,000 | $5M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 193,541 | $5M | 0.2% | 2026-Q2 |
| Numerai GP LLC added | 189,720 | $5M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 189,441 | $5M | 0.1% | 2026-Q2 |
| NORGES BANK trimmed | 189,218 | $5M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 186,857 | $5M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 182,402 | $5M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 179,874 | $5M | 0.1% | 2026-Q2 |
| EFG International AG added | 175,173 | $5M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 170,862 | $5M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 169,105 | $4M | 0.1% | 2026-Q2 |
| Creative Planning added | 165,728 | $4M | 0.1% | 2026-Q2 |
| Fideuram Asset Management (Ireland) dac added | 159,867 | $3M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 158,772 | $4M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 150,828 | $4M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd trimmed | 148,592 | $4M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 136,108 | $4M | 0.1% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 136,011 | $4M | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC added | 135,437 | $4M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 129,808 | $3M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 127,401 | $3M | 0.1% | 2026-Q2 |
| UniSuper Management Pty Ltd trimmed | 126,101 | $3M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 123,257 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.