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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 16,364,639 | $387M | 10.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 11,245,459 | $266M | 6.9% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 7,305,258 | $173M | 4.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,216,912 | $147M | 3.8% | 2026-Q1 |
| STATE STREET CORP added | 5,681,250 | $134M | 3.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 4,918,991 | $116M | 3.0% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 4,725,486 | $112M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,534,116 | $84M | 2.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,351,199 | $79M | 2.1% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 3,198,450 | $76M | 2.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,674,883 | $63M | 1.6% | 2026-Q1 |
| MARSHALL WACE, LLP added | 2,630,154 | $62M | 1.6% | 2026-Q1 |
| Squarepoint Ops LLC added | 2,612,674 | $62M | 1.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,461,347 | $58M | 1.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 2,337,851 | $55M | 1.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,762,561 | $42M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,653,223 | $39M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,565,404 | $37M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,471,713 | $35M | 0.9% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,334,926 | $32M | 0.8% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,294,539 | $31M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,260,729 | $30M | 0.8% | 2026-Q1 |
| Man Group plc added | 1,186,356 | $28M | 0.7% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 1,147,381 | $27M | 0.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 1,104,397 | $26M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,094,143 | $26M | 0.7% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 1,029,407 | $24M | 0.6% | 2026-Q1 |
| Shaolin Capital Management LLC added | 1,016,018 | $24M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,010,921 | $24M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 975,288 | $23M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 911,603 | $22M | 0.6% | 2026-Q1 |
| Nuveen, LLC added | 909,665 | $22M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 886,786 | $21M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 858,841 | $20M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 778,822 | $18M | 0.5% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 771,520 | $18M | 0.5% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 737,903 | $17M | 0.5% | 2026-Q1 |
| NORGES BANK trimmed | 545,787 | $17M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 707,372 | $17M | 0.4% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 695,549 | $16M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 686,115 | $16M | 0.4% | 2026-Q1 |
| Trexquant Investment LP added | 643,625 | $15M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 642,370 | $15M | 0.4% | 2026-Q1 |
| Divisar Capital Management LLC added | 638,049 | $15M | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 475,168 | $14M | 0.4% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 600,576 | $14M | 0.4% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 593,865 | $14M | 0.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 549,445 | $13M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 523,727 | $12M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 520,969 | $12M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 492,320 | $12M | 0.3% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 456,487 | $11M | 0.3% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 447,580 | $10M | 0.3% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 435,787 | $10M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 414,613 | $10M | 0.3% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 393,830 | $9M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 384,914 | $9M | 0.2% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 384,394 | $9M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 381,998 | $9M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 377,102 | $9M | 0.2% | 2026-Q1 |
| MIZUHO MARKETS AMERICAS LLC trimmed | 369,203 | $9M | 0.2% | 2026-Q1 |
| Cornerstone Capital, Inc. added | 350,867 | $8M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 344,099 | $8M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 330,163 | $8M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 324,411 | $8M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 318,713 | $8M | 0.2% | 2026-Q1 |
| Emmett Investment Management, LP added | 313,400 | $7M | 0.2% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 311,814 | $7M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 303,999 | $7M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 283,400 | $7M | 0.2% | 2026-Q1 |
| FMR LLC added | 276,798 | $7M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 244,405 | $6M | 0.1% | 2026-Q1 |
| WINTON GROUP Ltd added | 241,407 | $6M | 0.1% | 2026-Q1 |
| ARDSLEY ADVISORY PARTNERS LP added | 236,000 | $6M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 232,579 | $5M | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 231,100 | $5M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 230,011 | $5M | 0.1% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 228,474 | $5M | 0.1% | 2026-Q1 |
| UniSuper Management Pty Ltd | 228,425 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 18,233,176 | $545M | 14.1% | 2025-Q4 stale |
| RGM Capital, LLC added | 3,330,168 | $100M | 2.6% | 2025-Q4 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 1,704,631 | $55M | 1.4% | 2025-Q3 stale |
| MACQUARIE GROUP LTD added | 1,703,919 | $55M | 1.4% | 2025-Q3 stale |
| Sunriver Management LLC added | 1,741,267 | $52M | 1.3% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 686,300 | $21M | 0.5% | 2025-Q4 stale |
| NOMURA HOLDINGS INC added | 556,232 | $18M | 0.5% | 2025-Q3 stale |
| NATIONAL BANK OF CANADA /FI/ | 600,000 | $18M | 0.5% | 2025-Q4 stale |
| SEGALL BRYANT & HAMILL, LLC added | 524,715 | $17M | 0.4% | 2025-Q3 stale |
| Nearwater Capital Markets, Ltd added | 456,000 | $14M | 0.4% | 2025-Q4 stale |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 446,849 | $13M | 0.3% | 2025-Q4 stale |
| OP Asset Management Ltd trimmed | 368,032 | $11M | 0.3% | 2025-Q4 stale |
| Allianz Asset Management GmbH added | 353,000 | $11M | 0.3% | 2025-Q4 stale |
| CW Advisors, LLC trimmed | 252,032 | $9M | 0.2% | 2025-Q2 stale |
| Bridgewater Associates, LP added | 241,446 | $7M | 0.2% | 2025-Q4 stale |
| Summit Creek Advisors LLC trimmed | 199,117 | $6M | 0.2% | 2025-Q3 stale |
| Trek Financial, LLC new | 183,683 | $6M | 0.2% | 2025-Q2 stale |
| PINEBRIDGE INVESTMENTS, L.P. trimmed | 182,835 | $6M | 0.2% | 2025-Q2 stale |
| AXA S.A. added | 201,184 | $6M | 0.2% | 2025-Q1 stale |
| Voss Capital, LP new | 193,067 | $6M | 0.2% | 2025-Q1 stale |
| ExodusPoint Capital Management, LP trimmed | 190,100 | $6M | 0.1% | 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.
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.