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Institutional Ownership · SEC Form 13F

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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

397
Institutional holders
130,784,661
Shares held (tracked funds)
92.8%
Of shares outstanding

How the tape is positioned

66 tracked funds added or opened BOX while 140 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, VANGUARD GROUP 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 gap the other way — the median holder sizes BOX more heavily than its largest holder by dollar value does.

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 2025-Q4 and 2026-Q1, across 397 tracked filers holding BOX, 227 increased or opened the position and 204 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

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 2025-Q4 and 2026-Q1 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 19

  • VANGUARD PORTFOLIO MANAGEMENT LLC$266M
  • VANGUARD CAPITAL MANAGEMENT LLC$147M
  • VANGUARD FIDUCIARY TRUST CO$23M
  • SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$10M
  • WINTON GROUP Ltd$6M
  • ARDSLEY ADVISORY PARTNERS LP$6M

Full exits 30

  • VANGUARD GROUP INC$545M
  • RGM Capital, LLC$100M
  • Sunriver Management LLC$52M
  • TWO SIGMA ADVISERS, LP$21M
  • NATIONAL BANK OF CANADA /FI/$18M
  • Nearwater Capital Markets, Ltd$14M

Largest adds

  • CITADEL ADVISORS LLC$47M
  • Squarepoint Ops LLC$44M
  • Shaolin Capital Management LLC$20M
  • JONES FINANCIAL COMPANIES LLLP$16M
  • MARSHALL WACE, LLP$10M
  • Divisar Capital Management LLC$9M

Largest trims

  • BlackRock, Inc.$366M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$111M
  • CONGRESS ASSET MANAGEMENT CO$55M
  • EARNEST PARTNERS LLC$52M
  • NORGES BANK$42M
  • WELLS FARGO & COMPANY/MN$37M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed16,364,639$387M10.0%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new11,245,459$266M6.9%2026-Q1
EARNEST PARTNERS LLC trimmed7,305,258$173M4.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new6,216,912$147M3.8%2026-Q1
STATE STREET CORP added5,681,250$134M3.5%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added4,918,991$116M3.0%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added4,725,486$112M2.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added3,534,116$84M2.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed3,351,199$79M2.1%2026-Q1
SEI INVESTMENTS CO trimmed3,198,450$76M2.0%2026-Q1
DIMENSIONAL FUND ADVISORS LP added2,674,883$63M1.6%2026-Q1
MARSHALL WACE, LLP added2,630,154$62M1.6%2026-Q1
Squarepoint Ops LLC added2,612,674$62M1.6%2026-Q1
GOLDMAN SACHS GROUP INC added2,461,347$58M1.5%2026-Q1
CITADEL ADVISORS LLC added2,337,851$55M1.4%2026-Q1
MORGAN STANLEY trimmed1,762,561$42M1.1%2026-Q1
JPMORGAN CHASE & CO trimmed1,653,223$39M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,565,404$37M1.0%2026-Q1
NORTHERN TRUST CORP added1,471,713$35M0.9%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed1,334,926$32M0.8%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added1,294,539$31M0.8%2026-Q1
TWO SIGMA INVESTMENTS, LP added1,260,729$30M0.8%2026-Q1
Man Group plc added1,186,356$28M0.7%2026-Q1
JANUS HENDERSON GROUP PLC added1,147,381$27M0.7%2026-Q1
FIRST TRUST ADVISORS LP trimmed1,104,397$26M0.7%2026-Q1
JANE STREET GROUP, LLC added1,094,143$26M0.7%2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added1,029,407$24M0.6%2026-Q1
Shaolin Capital Management LLC added1,016,018$24M0.6%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added1,010,921$24M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new975,288$23M0.6%2026-Q1
UBS Group AG trimmed911,603$22M0.6%2026-Q1
Nuveen, LLC added909,665$22M0.6%2026-Q1
Bank of New York Mellon Corp trimmed886,786$21M0.5%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed858,841$20M0.5%2026-Q1
MILLENNIUM MANAGEMENT LLC added778,822$18M0.5%2026-Q1
OBERWEIS ASSET MANAGEMENT INC/ added771,520$18M0.5%2026-Q1
NATIXIS ADVISORS, LLC added737,903$17M0.5%2026-Q1
NORGES BANK trimmed545,787$17M0.4%2026-Q1
Public Sector Pension Investment Board added707,372$17M0.4%2026-Q1
Aristotle Capital Boston, LLC trimmed695,549$16M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added686,115$16M0.4%2026-Q1
Trexquant Investment LP added643,625$15M0.4%2026-Q1
ROYAL BANK OF CANADA trimmed642,370$15M0.4%2026-Q1
Divisar Capital Management LLC added638,049$15M0.4%2026-Q1
ALLIANCEBERNSTEIN L.P. added475,168$14M0.4%2026-Q1
Point72 Asset Management, L.P. trimmed600,576$14M0.4%2026-Q1
Fisher Asset Management, LLC trimmed593,865$14M0.4%2026-Q1
Invesco Ltd. trimmed549,445$13M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed523,727$12M0.3%2026-Q1
HighTower Advisors, LLC added520,969$12M0.3%2026-Q1
D. E. Shaw & Co., Inc. added492,320$12M0.3%2026-Q1
MACKENZIE FINANCIAL CORP added456,487$11M0.3%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed447,580$10M0.3%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added435,787$10M0.3%2026-Q1
Qube Research & Technologies Ltd added414,613$10M0.3%2026-Q1
CAPITAL FUND MANAGEMENT S.A. added393,830$9M0.2%2026-Q1
RHUMBLINE ADVISERS added384,914$9M0.2%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed384,394$9M0.2%2026-Q1
FEDERATED HERMES, INC. added381,998$9M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed377,102$9M0.2%2026-Q1
MIZUHO MARKETS AMERICAS LLC trimmed369,203$9M0.2%2026-Q1
Cornerstone Capital, Inc. added350,867$8M0.2%2026-Q1
California Public Employees Retirement System trimmed344,099$8M0.2%2026-Q1
Legal & General Group Plc trimmed330,163$8M0.2%2026-Q1
Russell Investments Group, Ltd. added324,411$8M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added318,713$8M0.2%2026-Q1
Emmett Investment Management, LP added313,400$7M0.2%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB trimmed311,814$7M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed303,999$7M0.2%2026-Q1
Swiss National Bank trimmed283,400$7M0.2%2026-Q1
FMR LLC added276,798$7M0.2%2026-Q1
CITIGROUP INC added244,405$6M0.1%2026-Q1
WINTON GROUP Ltd added241,407$6M0.1%2026-Q1
ARDSLEY ADVISORY PARTNERS LP added236,000$6M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed232,579$5M0.1%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD trimmed231,100$5M0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed230,011$5M0.1%2026-Q1
PANAGORA ASSET MANAGEMENT INC trimmed228,474$5M0.1%2026-Q1
UniSuper Management Pty Ltd228,425$5M0.1%2026-Q1
VANGUARD GROUP INC trimmed18,233,176$545M14.1%2025-Q4 stale
RGM Capital, LLC added3,330,168$100M2.6%2025-Q4 stale
FULLER & THALER ASSET MANAGEMENT, INC. trimmed1,704,631$55M1.4%2025-Q3 stale
MACQUARIE GROUP LTD added1,703,919$55M1.4%2025-Q3 stale
Sunriver Management LLC added1,741,267$52M1.3%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed686,300$21M0.5%2025-Q4 stale
NOMURA HOLDINGS INC added556,232$18M0.5%2025-Q3 stale
NATIONAL BANK OF CANADA /FI/600,000$18M0.5%2025-Q4 stale
SEGALL BRYANT & HAMILL, LLC added524,715$17M0.4%2025-Q3 stale
Nearwater Capital Markets, Ltd added456,000$14M0.4%2025-Q4 stale
PEREGRINE CAPITAL MANAGEMENT LLC trimmed446,849$13M0.3%2025-Q4 stale
OP Asset Management Ltd trimmed368,032$11M0.3%2025-Q4 stale
Allianz Asset Management GmbH added353,000$11M0.3%2025-Q4 stale
CW Advisors, LLC trimmed252,032$9M0.2%2025-Q2 stale
Bridgewater Associates, LP added241,446$7M0.2%2025-Q4 stale
Summit Creek Advisors LLC trimmed199,117$6M0.2%2025-Q3 stale
Trek Financial, LLC new183,683$6M0.2%2025-Q2 stale
PINEBRIDGE INVESTMENTS, L.P. trimmed182,835$6M0.2%2025-Q2 stale
AXA S.A. added201,184$6M0.2%2025-Q1 stale
Voss Capital, LP new193,067$6M0.2%2025-Q1 stale
ExodusPoint Capital Management, LP trimmed190,100$6M0.1%2025-Q4 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership