| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 6.0M | $159.8M | -3.2% | 4.346% | 0.00% |
| 5 | STATE STREET CORP | 5.9M | $157.3M | +4.3% | 4.278% | 0.00% |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4.3M | $114.5M | -12.3% | 3.114% | 0.05% |
| 7 | CITADEL ADVISORS LLC | 4.0M | $106.3M | +59.3% | 2.891% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 3.6M | $96.3M | +2.7% | 2.620% | 0.01% |
| 9 | BANK OF AMERICA CORP /DE/ | 3.5M | $92.0M | +3.4% | 2.502% | 0.01% |
| 10 | UBS Group AG | 3.4M | $91.1M | +13.3% | 2.476% | 0.01% |
| 11 | SEI INVESTMENTS CO | 3.2M | $83.6M | -1.5% | 2.274% | 0.07% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.7M | $70.8M | -0.3% | 1.926% | 0.01% |
| 13 | GOLDMAN SACHS GROUP INC | 2.3M | $60.5M | -7.3% | 1.647% | 0.01% |
| 14 | Alyeska Investment Group, L.P. | 2.2M | $59.0M | — | 1.606% | 0.15% |
| 15 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.0M | $52.6M | +48.6% | 1.432% | 0.08% |
| 16 | JPMORGAN CHASE & CO | 1.8M | $49.0M | +11.2% | 1.327% | 0.00% |
| 17 | MORGAN STANLEY | 1.6M | $43.8M | -6.5% | 1.190% | 0.00% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.6M | $43.6M | +4.9% | 1.185% | 0.01% |
| 19 | Squarepoint Ops LLC | 1.6M | $41.4M | -42.1% | 1.127% | 0.05% |
| 20 | NORTHERN TRUST CORP | 1.5M | $40.7M | +4.1% | 1.106% | 0.00% |
| 21 | TWO SIGMA INVESTMENTS, LP | 1.5M | $39.9M | +19.1% | 1.084% | 0.03% |
| 22 | Jupiter Topco LLC | 1.4M | $38.4M | — | 1.044% | 0.02% |
| 23 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.2M | $33.4M | -5.1% | 0.887% | 0.01% |
| 24 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.1M | $29.6M | +8.4% | 0.805% | 0.15% |
| 25 | Man Group plc | 1.1M | $28.7M | -9.0% | 0.780% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BOX — a direct measure of their conviction.
| 105.82% |
| +7.87 pp |
| $4.53B |
| 8.6% |
| Q4 2024 | 389 | +2.1% | 97.95% | +0.66 pp | $4.95B | +13% |
| Q3 2024 | 381 | — | 97.29% | — | $4.39B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
53 institutions opened new positions in BOX during Q2 2026, while 54 fully exited. 261 added to existing positions and 74 trimmed.
BOX institutional ownership rose by 2.53 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 54.3% of all reported 13F value in BOX, and the top 25 account for 74.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Box, Inc. (BOX) Institutional Ownership