Box Inc. Class ABOX

13F holders, Q1 2024 (March 31)
342holders
8famous investors
$28.30avg. 13F price*

At the end of Q1 2024, 342 institutions reported holding Box Inc. Class A (BOX) in their 13F filings. The largest holders were BlackRock Inc. ($724.7M), Vanguard Group Inc. ($490.3M) and Earnest Partners LLC ($207.9M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Box Inc. Class A
CUSIP
10316T104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 342Q1 2024Q2 2024: 349Q2 2024Q3 2024: 395Q3 2024Q4 2024: 399Q4 2024Q1 2025: 392Q1 2025Q2 2025: 416Q2 2025Q3 2025: 408Q3 2025Q4 2025: 411Q4 2025Q1 2026: 399Q1 2026Q2 2026: 397Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions63$93.3M
Exits52$83.1M

Ownership 342 holders

BlackRock Inc. 0.02% Add +60.8% 25,590,104 $724.7M
Vanguard Group Inc. 0.01% Add +14.9% 17,313,882 $490.3M
Earnest Partners LLC 0.95% Add +10.5% 7,340,474 $207.9M
State Street Corp. 0.01% Add +62.5% 5,713,066 $161.8M
RGM Capital, LLC 6.03% Reduce -8.8% 5,281,907 $149.6M
Bank of America Corp. 0.01% Add +28.2% 3,517,833 $99.6M
Morgan Stanley 0.01% Add +21.2% 3,204,414 $90.7M
Macquarie Group Ltd. 0.10% Reduce -3.7% 3,125,027 $88.5M
Geode Capital Management, LLC 0.01% Add +3.4% 3,122,416 $88.4M
Champlain Investment Partners, LLC 0.50% Reduce -9.8% 3,080,714 $87.2M
Sei Investments Co. 0.12% Add +16.6% 2,953,422 $83.6M
First Trust Advisors LP 0.08% Reduce -1.3% 2,698,598 $76.4M
Deutsche Bank AG 0.04% Add +19.4% 2,667,001 $75.5M
JPMorgan Chase & Co. 0.01% Reduce -24.7% 2,533,885 $71.8M
Jacobs Levy Equity Management, Inc. 0.30% Add +19.4% 2,374,580 $67.2M
Dimensional Fund Advisors LP 0.02% Add +5.8% 2,335,354 $66.1M
Acadian Asset Management LLC 0.21% Reduce -0.5% 2,086,926 $59.1M
Renaissance Technologies 0.08% Reduce -6.8% 1,726,426 $48.9M
Credit Suisse AG/ 0.04% Reduce -5.8% 1,624,205 $46.0M
Northern Trust Corp. 0.01% Add +5.0% 1,581,131 $44.8M
Sunriver Management LLC 5.56% Reduce -21.8% 1,501,843 $42.5M
Bank of New York Mellon Corp 0.01% Add +62.5% 1,499,497 $42.5M
Aristotle Capital Boston, LLC 1.26% Reduce -0.1% 1,466,201 $41.5M
Qube Research & Technologies Ltd 0.07% Add +326.9% 1,445,872 $40.9M
Schroder Investment Management Group 0.05% Reduce -7.4% 1,430,378 $40.5M
Wells Fargo & Company 0.01% Reduce -6.5% 1,322,463 $37.5M
Ameriprise Financial Inc. 0.01% Add +54.6% 1,241,202 $35.2M
Charles Schwab Investment Management Inc. 0.01% Reduce -5.0% 1,159,858 $32.8M
Neuberger Berman Group LLC 0.02% Add +4.9% 992,508 $28.1M
T. Rowe Price Associates Inc. 0.00% Reduce -34.4% 989,336 $28.0M
Norges Bank 0.00% Add +94.8% 941,003 $26.6M
California Public Employees Retirement System 0.02% Reduce -1.4% 881,308 $25.0M
Principal Financial Group Inc. 0.01% Add +4889.2% 813,234 $23.0M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -2.7% 897,831 $22.8M
Man Group plc 0.06% Reduce -3.7% 710,420 $20.1M
Fort Washington Investment Advisors Inc. 0.13% Reduce -8.0% 700,663 $19.8M
Divisar Capital Management LLC 3.80% Add +14.7% 698,461 $19.8M
Nuveen Asset Management, LLC 0.01% Add +59.4% 678,993 $19.2M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -46.4% 622,906 $17.6M
Victory Capital Management Inc. 0.02% Reduce -6.8% 588,236 $16.7M
Goldman Sachs Group Inc. 0.00% Add +2.6% 558,257 $15.8M
Readystate Asset Management LP 0.82% New 532,928 $15.1M
Russell Investments Group, Ltd. 0.02% Add +7.5% 529,342 $15.0M
Invesco Ltd. 0.00% Add +250.9% 526,365 $14.9M
Balyasny Asset Management L.P. 0.04% Add +282.8% 508,106 $14.4M
Peregrine Capital Management LLC 0.41% Add +0.0% 502,215 $14.2M
Varma Mutual Pension Insurance Co 0.12% New 470,700 $13.3M
HighTower Advisors, LLC 0.02% Add +1157.7% 453,877 $12.9M
Millennium Management 0.01% Add +175.5% 453,336 $12.8M
Citadel Advisors 0.01% Reduce -75.8% 445,171 $12.6M
Nordea Investment Management AB 0.01% Reduce -0.2% 422,769 $12.1M
Legal & General Group Plc 0.00% Add +176.0% 409,983 $11.6M
Rhumbline Advisers 0.01% Add +101.6% 409,053 $11.6M
Segall Bryant & Hamill, LLC 0.21% Reduce -1.4% 388,793 $11.0M
Trexquant Investment LP 0.21% New 372,826 $10.6M
Cornerstone Capital, Inc. 1.05% Reduce -0.7% 362,633 $10.3M
Alliancebernstein L.P. 0.00% Reduce -0.7% 347,527 $9.8M
CANADA LIFE ASSURANCE Co 0.02% Add +92.2% 344,684 $9.8M
Massachusetts Financial Services Co. 0.00% Reduce -29.0% 335,375 $9.5M
Scout Investments, Inc. 0.23% Reduce -6.0% 327,893 $9.4M
BNP Paribas Financial Markets 0.01% Add +0.4% 327,312 $9.3M
Bank of Montreal 0.00% Add +8.2% 303,217 $9.1M
Mackenzie Financial Corp. 0.01% Reduce -9.6% 318,615 $9.0M
Public Sector Pension Investment Board 0.06% New 294,320 $8.3M
Envestnet Asset Management Inc. 0.00% Add +2.0% 292,506 $8.3M
Natixis Advisors, LLC 0.02% Add +46.5% 283,991 $8.0M
Swiss National Bank 0.01% No change 283,800 $8.0M
Prudential Financial Inc. 0.01% Add +224.1% 276,421 $7.8M
Burney Co./ 0.30% Reduce -1.6% 273,978 $7.8M
UBS Group AG 0.00% Reduce -72.6% 273,863 $7.8M
Voya Investment Management LLC 0.01% Reduce -1.5% 255,171 $7.2M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -53.0% 238,617 $6.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +9.5% 210,830 $6.0M
Barclays PLC 0.00% Reduce -34.4% 209,447 $5.9M
Twenty Acre Capital LP 5.51% Add +38.4% 201,500 $5.7M
Canada Pension Plan Investment Board 0.01% Add +223.7% 190,000 $5.4M
Summit Creek Advisors LLC 0.67% Add +0.7% 188,417 $5.3M
Susquehanna Fundamental Investments, LLC 0.25% New 185,614 $5.3M
Holocene Advisors, LP 0.02% Add +3.4% 184,700 $5.2M
Hillsdale Investment Management Inc. 0.41% Add +8.5% 184,350 $5.2M
Jefferies Financial Group Inc. 0.11% Add +67.5% 175,863 $5.0M
Peloton Wealth Strategists 1.82% Reduce -9.1% 155,500 $4.4M
Madison Asset Management, LLC 0.05% Add +30.2% 155,033 $4.4M
Two Sigma Advisers, LP 0.01% Reduce -9.7% 153,300 $4.3M
Fisher Asset Management 0.00% Add +2.8% 147,421 $4.2M
Citigroup Inc. 0.00% Add +20.0% 145,407 $4.1M
California State Teachers Retirement System 0.01% Reduce -5.4% 143,367 $4.1M
Royal Bank of Canada 0.00% Reduce -22.7% 139,065 $3.9M
D. E. Shaw & Co. 0.01% Reduce -44.8% 138,397 $3.9M
CenterBook Partners LP 0.26% Add +26.9% 133,880 $3.8M
Texas Permanent School Fund Corp. 0.03% New 125,669 $3.6M
Thrivent Financial for Lutherans 0.01% New 124,568 $3.5M
Focus Partners Wealth 0.03% Add +12.5% 117,545 $3.3M
State of New Jersey Common Pension Fund D 0.01% Add +19.0% 110,072 $3.1M
Amundi 0.00% Add +1.0% 117,135 $3.1M
Jane Street Group, LLC 0.00% Reduce -4.9% 108,791 $3.1M
Assenagon Asset Management S.A. 0.01% Add +12.6% 104,666 $3.0M
State of Wisconsin Investment Board 0.01% Reduce -13.1% 102,478 $2.9M
Two Sigma Investments, LP 0.01% Reduce -32.0% 102,310 $2.9M
Diameter Capital Partners LP 0.62% New 100,000 $2.8M
Bayesian Capital Management, LP 0.27% Add +799.2% 98,900 $2.8M
Federated Hermes, Inc. 0.01% Add +0.7% 96,139 $2.7M
Great Lakes Advisors, LLC 0.02% Reduce -7.2% 90,953 $2.6M
State of Alaska, Department of Revenue 0.03% New 87,473 $2.5M
Ensign Peak Advisors, Inc 0.00% Reduce -29.5% 86,608 $2.5M
Paloma Partners Management Co 0.51% New 85,490 $2.4M
Fifth Third Bancorp 0.01% Add +18.2% 85,119 $2.4M
Comerica Bank 0.01% Add +964.7% 85,081 $2.4M
Connectus Wealth, LLC 0.06% Add +8.7% 83,238 $2.4M
Manufacturers Life Insurance Company, The 0.00% Add +6.8% 81,728 $2.3M
Wesbanco Bank Inc. 0.09% New 81,254 $2.3M
Jasper Ridge Partners, L.P. 0.07% No change 76,853 $2.2M
American International Group, Inc. 0.01% Add +8.6% 76,185 $2.2M
Martingale Asset Management L P 0.04% Add +5.0% 76,125 $2.2M
MetLife Investment Management, LLC 0.01% Reduce -2.9% 72,830 $2.1M
State of Tennessee, Department of Treasury 0.01% Add +759.7% 71,584 $2.0M
Paralel Advisors LLC 0.09% No change 71,468 $2.0M
Louisiana State Employees Retirement System 0.04% New 71,100 $2.0M
HSBC Holdings PLC 0.00% Reduce -49.0% 70,925 $2.0M
Engineers Gate Manager LP 0.05% Add +131.1% 67,500 $1.9M
Wedge Capital Management L L P 0.03% Add +33.5% 67,424 $1.9M
Janus Henderson Group PLC 0.00% Reduce 0.0% 66,609 $1.9M
Yousif Capital Management, LLC 0.02% New 64,885 $1.8M
Susquehanna Portfolio Strategies, LLC 0.04% Reduce -24.7% 63,304 $1.8M
Mesirow Financial Investment Management, Inc. 0.04% Add +34.8% 62,500 $1.8M
EFG Asset Management (North America) Corp. 0.29% Add +6.0% 60,194 $1.7M
Hudson Bay Capital Management LP 0.02% New 60,000 $1.7M
New York State Common Retirement Fund 0.00% Reduce -0.1% 58,938 $1.7M
American Century Companies Inc. 0.00% Reduce -4.6% 58,918 $1.7M
Rafferty Asset Management, LLC 0.01% Reduce -18.3% 57,712 $1.6M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.05% New 55,000 $1.6M
Linden Thomas Advisory Services, LLC 0.24% Add +1.1% 52,659 $1.5M
Pathstone Holdings, LLC 0.01% Add +456.7% 50,914 $1.4M
Algert Global LLC 0.06% Add +140.1% 49,877 $1.4M
Maryland State Retirement & Pension System 0.03% New 51,741 $1.4M
Tealwood Asset Management Inc. 0.61% Reduce -1.5% 47,763 $1.4M
Allianz Asset Management GmbH 0.00% New 47,400 $1.3M
Capstone Investment Advisors, LLC 0.05% Add +0.6% 46,191 $1.3M
Amalgamated Bank 0.01% Add +124.5% 45,334 $1.3M
New York State Teachers Retirement System 0.00% New 45,302 $1.3M
Oppenheimer Asset Management Inc. 0.02% Reduce -20.4% 45,257 $1.3M
US Bancorp \de 0.00% Add +59.8% 44,729 $1.3M
Bessemer Group Inc. 0.00% Reduce -8.3% 41,282 $1.2M
State Board of Administration of Florida Retirement System 0.00% Add +7.1% 43,110 $1.2M
Arizona State Retirement System 0.01% Reduce -2.0% 39,462 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +21.8% 39,060 $1.1M
AQR Capital Management 0.00% Reduce -57.7% 38,924 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% New 38,700 $1.1M
Oregon Public Employees Retirement Fund 0.02% New 38,613 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +1.0% 38,243 $1.1M
Stifel Financial Corp. 0.00% Reduce -10.8% 36,701 $1.0M
Cubist Systematic Strategies, LLC 0.01% New 35,800 $1.0M
Gsa Capital Partners LLP 0.08% New 35,624 $1.0M
Walleye Capital LLC 0.01% Reduce -62.8% 35,600 $1.0M
Tudor Investment Corporation 0.01% New 34,887 $988K
Profund Advisors LLC 0.04% Add +12.2% 34,321 $972K
Glenmede Trust Co. NA 0.00% Add +5.4% 34,250 $970K
Teacher Retirement System of Texas 0.01% Add +140.1% 33,512 $949K
Campbell & CO Investment Adviser LLC 0.08% Add +290.4% 32,939 $933K
Weil Company, Inc. 0.37% Reduce -1.4% 32,714 $926K
Abacus FCF Advisors LLC 0.22% Reduce -44.9% 31,207 $884K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% New 31,009 $878K
Gladius Capital Management LP 0.86% Add +5.0% 30,890 $875K
ProShare Advisors LLC 0.00% Add +21.3% 29,735 $842K
SpiderRock Advisors, LLC 0.03% — 28,500 $830K
Guggenheim Capital LLC 0.01% Add +128.3% 29,183 $826K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -10.5% 27,755 $786K
Malaga Cove Capital, LLC 0.31% No change 27,089 $767K
Handelsbanken Fonder AB 0.00% No change 26,353 $746K
Diversified Trust Co. 0.02% Reduce -39.5% 26,212 $742K
GTS Securities LLC 0.02% Reduce -20.2% 25,889 $733K
Mutual of America Capital Management LLC 0.01% New 24,736 $701K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -48.4% 21,416 $607K
Steward Partners Investment Advisory, LLC 0.01% Add +817.4% 20,881 $591K
Gotham Asset Management 0.01% New 20,617 $584K
Myecfo, LLC 0.34% Reduce -23.9% 20,423 $578K
Summit Trail Advisors, LLC 0.02% Reduce -49.3% 20,094 $569K
Caption Management, LLC 0.06% Add +46.1% 19,000 $538K
LPL Financial LLC 0.00% Add +6.9% 18,781 $532K
Franklin Resources Inc. 0.00% Add +1.0% 18,544 $525K
Cornercap Investment Counsel Inc. 0.08% Add +1.2% 18,415 $522K
Advisory Services Network, LLC 0.01% Add +7.5% 18,400 $521K
Allspring Global Investments Holdings, LLC 0.00% Reduce -73.7% 17,532 $497K
Henshaw Capital LLC 0.02% No change 17,137 $485K
Danske Bank A/S 0.00% — 17,113 $485K
Verition Fund Management LLC 0.01% Add +4.3% 16,736 $474K
Pictet Asset Management Holding SA 0.00% Add +1.3% 16,693 $473K
Beverly Hills Private Wealth, LLC 0.11% Add +6.0% 16,688 $473K
Harbor Capital Advisors, Inc. 0.06% Reduce -43.9% 16,479 $467K
CSS LLC 0.11% Add +32.3% 16,400 $464K
Atom Investors LP 0.06% New 16,018 $454K
Garde Capital, Inc. 0.03% Reduce -1.9% 15,972 $452K
Cresset Asset Management, LLC 0.00% Add +3.9% 15,475 $438K
NorthCrest Asset Manangement, LLC 0.01% Reduce -2.5% 15,300 $433K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +58.1% 15,271 $432K
Connable Office Inc. 0.05% No change 15,134 $429K
Ziegler Capital Management, LLC 0.02% Reduce -1.4% 15,124 $428K
FMR LLC 0.00% Reduce -60.4% 14,640 $415K
Dark Forest Capital Management LP 0.07% Reduce -71.8% 14,581 $413K
Public Employees Retirement Association of Colorado 0.00% Reduce -14.0% 14,514 $411K
Hohimer Wealth Management, LLC 0.10% New 14,453 $409K
Brio Consultants, LLC 0.07% Reduce -63.7% 14,404 $408K
Osaic Holdings, Inc. 0.00% Reduce -62.0% 14,337 $406K
Integrated Investment Consultants, LLC 0.11% Reduce -4.4% 14,274 $404K
Creative Planning 0.00% New 14,252 $404K
Edgestream Partners, L.P. 0.02% New 14,085 $399K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.7% 14,069 $398K
Staley Capital Advisers Inc. 0.02% No change 14,000 $396K
NewEdge Advisors, LLC 0.00% Reduce -11.4% 13,996 $396K
Tidal Investments LLC 0.01% New 13,795 $391K
Raymond James & Associates 0.00% Reduce -6.8% 13,189 $374K
Smith Group Asset Management, LLC 0.02% No change 12,906 $365K
Coldstream Capital Management Inc. 0.01% Add +0.2% 12,871 $365K
New York Life Investment Management LLC 0.00% Reduce -2.3% 12,600 $357K
Centiva Capital, LP 0.02% New 12,400 $351K
Mercer Global Advisors Inc. 0.00% Reduce -28.0% 12,179 $345K
Corient Private Wealth LP 0.00% Add +39.0% 12,036 $341K
Commonwealth Equity Services, LLC 0.00% Reduce -66.9% 11,469 $325K
Kestra Advisory Services, LLC 0.00% Add +7.7% 11,134 $315K
United Services Automobile Association 0.01% New 10,824 $307K
Captrust Financial Advisors 0.00% Reduce -31.5% 10,681 $302K
Cetera Investment Advisers 0.00% New 10,488 $297K
Stratos Wealth Partners, LTD. 0.00% Add +27.5% 10,404 $295K
DC Investments Management, LLC 0.25% No change 10,379 $294K
Vontobel Holding Ltd. 0.00% Reduce -9.2% 10,327 $292K
Leonteq Securities AG 0.04% Add +20.2% 10,216 $289K
Brown Brothers Harriman & Co. 0.00% No change 9,728 $275K
STRS Ohio 0.00% Add +5.4% 9,700 $274K
Blue Trust, Inc. 0.00% Add +53.5% 9,466 $268K
Sonoma Private Wealth LLC 0.43% New 9,338 $264K
O'shaughnessy Asset Management, LLC 0.00% Reduce -16.3% 9,320 $264K
National Bank of Canada 0.00% New 9,901 $261K
Crossmark Global Holdings, Inc. 0.00% New 8,958 $253K
SG Americas Securities, LLC 0.00% Reduce -69.1% 8,741 $248K
Aspiriant, LLC 0.01% Reduce -1.1% 8,698 $246K
Petrus Trust Company, LTA 0.02% Reduce -69.5% 8,621 $244K
Praxis Investment Management Inc. 0.02% New 8,570 $243K
Xponance LLC 0.00% No change 8,559 $242K
Penserra Capital Management LLC 0.00% New 8,467 $239K
Cahaba Wealth Management, Inc. 0.02% No change 8,439 $239K
CIBC Asset Management Inc 0.00% New 8,185 $232K
Rosenberg Matthew Hamilton 0.07% Add +2.4% 8,119 $232K
Blair William & Co. 0.00% Reduce -92.9% 8,180 $232K
Mariner, LLC 0.00% New 8,162 $231K
Cipher Capital LP 0.11% Reduce -48.4% 8,149 $231K
Atria Wealth Solutions, Inc. 0.00% Reduce -17.8% 8,105 $230K
Shell Asset Management Co. 0.01% Reduce -9.4% 8,440 $223K
Lazard Asset Management LLC 0.00% Add +358.3% 7,842 $221K
Dynamic Technology Lab Private Ltd 0.02% Reduce -45.1% 7,766 $220K
PNC Financial Services Group, Inc. 0.00% Add +333.6% 7,501 $212K
Metropolitan Life Insurance Co 0.01% Reduce -8.7% 7,411 $210K
Integrated Advisors Network LLC 0.01% New 7,065 $200K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +3.3% 6,412 $182K
Central Pacific Bank - Trust Division 0.02% — 6,100 $174K
Parallel Advisors, LLC 0.00% Reduce -1.3% 6,130 $174K
Truvestments Capital LLC 0.06% Reduce -8.6% 5,811 $165K
Concourse Financial Group Securities, Inc. 0.01% Reduce -14.9% 5,133 $145K
Covestor Ltd 0.08% Add +27.3% 4,312 $122K
Tower Research Capital LLC (TRC) 0.00% Reduce -87.6% 4,147 $117K
Ameliora Wealth Management Ltd. 0.05% No change 4,000 $113K
Parallax Volatility Advisers, L.P. 0.00% New 3,614 $102K
KBC Group NV 0.00% No change 3,113 $88K
Pacer Advisors, Inc. 0.00% Add +82.0% 2,869 $81K
Whittier Trust Co. 0.00% No change 2,410 $68K
State of Wyoming 0.01% Add +101.3% 2,295 $65K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,000 $57K
Nisa Investment Advisors, LLC 0.00% Add +5.6% 1,995 $56K
a16z Perennial Management, L.P. 0.01% No change 1,874 $53K
NFSG Corp 0.02% No change 1,805 $51K
Trust Co. of Vermont 0.00% No change 1,600 $45K
DekaBank Deutsche Girozentrale 0.00% No change 1,583 $45K
Federation des caisses Desjardins du Quebec 0.00% No change 1,500 $42K
Glass Jacobson Investment Advisors llc 0.01% No change 1,400 $40K
Center for Financial Planning, Inc. 0.01% New 1,250 $35K
EntryPoint Capital, LLC 0.03% Reduce -71.2% 1,180 $33K
North Star Investment Management Corp. 0.00% No change 1,000 $28K
Spire Wealth Management 0.00% No change 987 $28K
Quadrant Capital Group LLC 0.00% Add +1968.9% 931 $26K
TD Waterhouse Canada Inc. 0.00% Add +39.7% 792 $25K
Farther Finance Advisors, LLC 0.00% Add +8360.0% 846 $24K
Bear Mountain Capital, Inc. 0.01% No change 867 $23K
SYSTM Wealth Solutions LLC 0.00% Add +12.1% 752 $21K
Elequin Capital, LP 0.01% Add +2753.8% 742 $21K
Avior Wealth Management, LLC 0.00% New 669 $19K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +0.9% 589 $17K
CoreCap Advisors, LLC 0.00% New 500 $14K
Gilliland Jeter Wealth Management LLC 0.00% New 489 $14K
Future Financial Wealth Managment LLC 0.01% New 400 $11K
Eagle Bay Advisors LLC 0.01% Add +2.3% 400 $11K
Quarry LP 0.00% Reduce -48.1% 334 $9K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 310 $9K
Main Street Group, LTD 0.00% New 300 $9K
Cwm, LLC 0.00% Add +136.7% 284 $8K
Globeflex Capital L P 0.00% Reduce -13.4% 233 $7K
Point72 Hong Kong Ltd 0.00% New 222 $6K
MassMutual Private Wealth & Trust, FSB 0.00% Add +116.7% 221 $6K
Operose Advisors LLC 0.00% No change 200 $6K
FinTrust Capital Advisors, LLC 0.00% Reduce -72.1% 200 $6K
Mma Asset Management LLC 0.00% New 179 $5K
Global Retirement Partners, LLC 0.00% No change 179 $5K
Sandy Spring Bank 0.00% No change 175 $5K
Naples Money Management LLC 0.00% Add +5.4% 156 $4K
WASHINGTON TRUST Co 0.00% No change 153 $4K
Financial Avengers, Inc. 0.00% No change 150 $4K
Principal Securities, Inc. 0.00% Reduce -3.3% 149 $4K
WealthCollab, LLC 0.00% No change 147 $4K
Hantz Financial Services, Inc. 0.00% Reduce -32.0% 134 $4K
GAMMA Investing LLC 0.00% Add +536.4% 140 $4K
Parkside Financial Bank & Trust 0.00% New 120 $3K
Huntington National Bank 0.00% Add +138.3% 112 $3K
Mather Group, Llc. 0.00% New 122 $3K
Signaturefd, LLC 0.00% Reduce -78.2% 108 $3K
Carolinas Wealth Consulting LLC 0.00% No change 105 $3K
Performa Ltd (US), LLC 0.00% New 100 $3K
Key Financial Inc 0.00% No change 100 $3K
Archer Investment Corp 0.00% No change 95 $3K
Anchor Investment Management, LLC 0.00% No change 75 $2K
Bell Investment Advisors, Inc 0.00% No change 71 $2K
Smithfield Trust Co 0.00% New 93 $2K
Farmers & Merchants Investments Inc. 0.00% New 70 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -13.9% 68 $2K
Cullen/Frost Bankers, Inc. 0.00% No change 68 $2K
Allworth Financial LP 0.00% No change 67 $2K
UMB Bank, n.a. 0.00% Reduce -85.4% 58 $2K
Clearstead Advisors, LLC 0.00% No change 60 $2K
Walleye Trading LLC 0.00% Reduce -99.8% 46 $1K
Geneos Wealth Management Inc. 0.00% New 42 $1K
EverSource Wealth Advisors, LLC 0.00% Add +7.3% 44 $1K
Sound Income Strategies, LLC 0.00% No change 40 $1K
Sunbelt Securities, Inc. 0.00% No change 30 $850
SJS Investment Consulting Inc. 0.00% Add +62.5% 26 $737
Manchester Capital Management LLC 0.00% Add +100.0% 22 $624
Emfo, LLC 0.00% No change 21 $595
DiNuzzo Private Wealth, Inc. 0.00% Add +25.0% 20 $567
Anfield Capital Management, LLC 0.00% New 12 $340
Harbour Investments, Inc. 0.00% No change 12 $340
Abound Wealth Management 0.00% New 11 $312
Rothschild Investment LLC 0.00% New 10 $283
MV Capital Management, Inc. 0.00% New 6 $170
Hexagon Capital Partners LLC 0.00% New 5 $142
TFO Wealth Partners, LLC 0.00% No change 3 $85
Capital Advisors, Ltd. LLC 0.00% No change 4 $0

"% of holder's portfolio" is BOX's weight in each manager's 13F, not the share of Box Inc. Class A the manager owns.