Box Inc. Class ABOX

13F holders, Q2 2024 (June 30)
349holders +7
46new positions
42sold out
8famous investors
$26.45avg. 13F price*

At the end of Q2 2024, 349 institutions reported holding Box Inc. Class A (BOX) in their 13F filings, up 7 from Q1 2024. 46 opened new positions and 42 sold out. The largest holders were BlackRock Inc. ($674.2M), Vanguard Group Inc. ($462.0M) and Earnest Partners LLC ($210.5M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 → Q2 2024

InstitutionsTotal Value
New Positions46$43.3M
Exits42$68.7M

All 13F filers, Q1 2024 → Q2 2024: 9,439,110 shares bought and 11,020,529 shares sold, net −1,581,419 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 349 holders

BlackRock Inc. 0.02% Reduce -0.3% 25,499,901 $674.2M
Vanguard Group Inc. 0.01% Add +0.9% 17,474,565 $462.0M
Earnest Partners LLC 0.98% Add +8.4% 7,960,924 $210.5M
State Street Corp. 0.01% Reduce -2.8% 5,553,925 $146.8M
RGM Capital, LLC 5.60% No change 5,281,907 $139.7M
Bank of America Corp. 0.01% Add +5.7% 3,717,061 $98.3M
Morgan Stanley 0.01% Add +2.5% 3,285,072 $86.9M
Geode Capital Management, LLC 0.01% Add +3.7% 3,236,795 $85.6M
Sei Investments Co. 0.12% Add +4.3% 3,078,857 $81.4M
Champlain Investment Partners, LLC 0.50% Reduce -0.7% 3,060,244 $80.9M
JPMorgan Chase & Co. 0.01% Add +14.8% 2,907,645 $76.9M
Deutsche Bank AG 0.03% Add +4.0% 2,773,533 $73.3M
Dimensional Fund Advisors LP 0.02% Add +9.8% 2,564,668 $67.8M
Jacobs Levy Equity Management, Inc. 0.26% Add +0.3% 2,380,986 $63.0M
Macquarie Group Ltd. 0.07% Reduce -28.4% 2,238,281 $59.2M
UBS Group AG 0.02% Add +583.5% 1,871,795 $49.5M
Renaissance Technologies 0.08% Add +7.0% 1,846,502 $48.8M
Sunriver Management LLC 6.10% Add +21.4% 1,823,659 $48.2M
Schroder Investment Management Group 0.05% Add +13.7% 1,625,941 $43.0M
Bank of New York Mellon Corp 0.01% Add +7.0% 1,603,725 $42.4M
Wells Fargo & Company 0.01% Add +18.8% 1,570,520 $41.5M
Northern Trust Corp. 0.01% Reduce -1.5% 1,556,723 $41.2M
First Trust Advisors LP 0.04% Reduce -45.5% 1,471,845 $38.9M
Acadian Asset Management LLC 0.11% Reduce -33.4% 1,390,914 $36.8M
Aristotle Capital Boston, LLC 1.21% Reduce -7.0% 1,362,893 $36.0M
Charles Schwab Investment Management Inc. 0.01% Add +6.7% 1,237,640 $32.7M
T. Rowe Price Associates Inc. 0.00% Add +1.9% 1,008,242 $26.7M
Ameriprise Financial Inc. 0.01% Reduce -18.9% 1,006,712 $26.6M
Qube Research & Technologies Ltd 0.05% Reduce -34.5% 947,124 $25.0M
Neuberger Berman Group LLC 0.02% Reduce -10.4% 889,336 $23.5M
Principal Financial Group Inc. 0.01% Reduce -2.4% 793,999 $21.0M
Fort Washington Investment Advisors Inc. 0.14% Add +12.9% 791,333 $20.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% — 771,440 $20.4M
Nuveen Asset Management, LLC 0.01% Add +12.2% 761,842 $20.1M
Divisar Capital Management LLC 3.65% Add +4.3% 728,461 $19.3M
California Public Employees Retirement System 0.01% Reduce -21.2% 694,843 $18.4M
Man Group plc 0.05% Reduce -3.5% 685,622 $18.1M
Victory Capital Management Inc. 0.02% Add +12.3% 660,836 $17.5M
Weiss Asset Management LP 1.36% New 649,143 $17.2M
Invesco Ltd. 0.00% Add +16.4% 612,757 $16.2M
Jane Street Group, LLC 0.02% Add +408.4% 553,082 $14.6M
Voya Investment Management LLC 0.02% Add +112.5% 542,251 $14.3M
Peregrine Capital Management LLC 0.39% Add +1.3% 508,824 $13.5M
Russell Investments Group, Ltd. 0.02% Reduce -15.8% 445,711 $11.8M
HighTower Advisors, LLC 0.02% Reduce -2.0% 444,961 $11.7M
Goldman Sachs Group Inc. 0.00% Reduce -23.2% 428,990 $11.3M
Rhumbline Advisers 0.01% Add +1.0% 412,962 $10.9M
Legal & General Group Plc 0.00% Reduce -0.4% 408,482 $10.8M
Norges Bank 0.00% Reduce -56.6% 408,287 $10.8M
Segall Bryant & Hamill, LLC 0.19% Add +2.8% 399,608 $10.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +79.6% 378,635 $10.0M
CANADA LIFE ASSURANCE Co 0.02% Add +7.2% 369,603 $9.8M
Bank of Montreal 0.00% Add +16.0% 351,850 $9.5M
Nordea Investment Management AB 0.01% Reduce -15.2% 358,396 $9.4M
Cornerstone Capital, Inc. 0.90% Reduce -7.2% 336,505 $8.9M
Envestnet Asset Management Inc. 0.00% Add +13.5% 331,872 $8.8M
Balyasny Asset Management L.P. 0.02% Reduce -35.5% 327,918 $8.7M
Prudential Financial Inc. 0.01% Add +15.7% 319,685 $8.5M
Citigroup Inc. 0.01% Add +119.7% 319,398 $8.4M
Public Sector Pension Investment Board 0.05% Add +7.9% 317,625 $8.4M
Natixis Advisors, LLC 0.02% Add +11.7% 317,345 $8.4M
Trexquant Investment LP 0.13% Reduce -15.6% 314,707 $8.3M
Scout Investments, Inc. 0.21% Reduce -8.7% 299,225 $7.9M
BNP Paribas Financial Markets 0.01% Reduce -12.8% 285,501 $7.5M
Swiss National Bank 0.01% No change 283,800 $7.5M
Mackenzie Financial Corp. 0.01% Reduce -13.0% 277,286 $7.3M
CenterBook Partners LP 0.45% Add +106.2% 276,046 $7.3M
Twenty Acre Capital LP 6.34% Add +17.0% 235,700 $6.8M
Assenagon Asset Management S.A. 0.02% Add +143.6% 254,975 $6.7M
Royal Bank of Canada 0.00% Add +80.3% 250,706 $6.6M
Varma Mutual Pension Insurance Co 0.05% Reduce -52.3% 224,600 $5.9M
Susquehanna Fundamental Investments, LLC 0.13% Add +14.4% 212,316 $5.6M
Alliancebernstein L.P. 0.00% Reduce -43.1% 197,833 $5.2M
Canada Pension Plan Investment Board 0.00% No change 190,000 $5.0M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -22.0% 186,222 $4.9M
Citadel Advisors 0.01% Reduce -58.3% 185,655 $4.9M
Pearl River Capital, LLC 0.78% New 184,797 $4.9M
Madison Asset Management, LLC 0.06% Add +15.4% 178,895 $4.7M
Janus Henderson Group PLC 0.00% Add +167.9% 178,464 $4.7M
Summit Creek Advisors LLC 0.64% Reduce -5.6% 177,792 $4.7M
Hillsdale Investment Management Inc. 0.37% Reduce -4.2% 176,650 $4.7M
Fisher Asset Management 0.00% Add +6.8% 157,422 $4.2M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.12% Add +172.7% 150,000 $4.0M
Barclays PLC 0.00% Reduce -29.9% 146,909 $3.9M
California State Teachers Retirement System 0.00% Reduce -1.9% 140,586 $3.7M
Peloton Wealth Strategists 1.51% Reduce -12.4% 136,250 $3.6M
Cubist Systematic Strategies, LLC 0.06% Add +240.3% 121,836 $3.2M
Focus Partners Wealth 0.01% Add +2.2% 120,171 $3.2M
Capital Fund Management S.A. 0.04% New 120,075 $3.2M
Thrivent Financial for Lutherans 0.01% Reduce -3.8% 119,834 $3.2M
State of Wisconsin Investment Board 0.01% Add +5.9% 108,534 $2.9M
Amundi 0.00% Reduce -8.0% 107,773 $2.8M
Federated Hermes, Inc. 0.01% Add +8.5% 104,296 $2.8M
D. E. Shaw & Co. 0.00% Reduce -26.0% 102,468 $2.7M
Dynamic Technology Lab Private Ltd 0.30% Add +1197.6% 100,769 $2.7M
Ensign Peak Advisors, Inc 0.00% Add +14.2% 98,893 $2.6M
Bridgewater Associates 0.01% New 98,153 $2.6M
Fifth Third Bancorp 0.01% Add +1.2% 86,171 $2.3M
State of Alaska, Department of Revenue 0.03% Reduce -3.1% 84,753 $2.2M
Massachusetts Financial Services Co. 0.00% Reduce -74.8% 84,463 $2.2M
NorthCoast Asset Management LLC 0.02% New 84,405 $2.2M
Mercer Global Advisors Inc. 0.01% Add +587.4% 83,715 $2.2M
Manufacturers Life Insurance Company, The 0.00% Add +1.4% 82,888 $2.2M
Verition Fund Management LLC 0.02% Add +390.8% 82,144 $2.2M
US Bancorp \de 0.00% Add +83.3% 81,998 $2.2M
Corebridge Financial, Inc. 0.01% — 81,840 $2.2M
Wesbanco Bank Inc. 0.08% No change 81,254 $2.1M
MetLife Investment Management, LLC 0.01% Add +11.5% 81,236 $2.1M
Paralel Advisors LLC 0.10% Add +12.8% 80,602 $2.1M
Great Lakes Advisors, LLC 0.02% Reduce -12.0% 80,022 $2.1M
Illinois Municipal Retirement Fund 0.03% New 79,127 $2.1M
Algert Global LLC 0.07% Add +56.1% 77,850 $2.1M
HRT Financial LP 0.01% New 77,602 $2.1M
HSBC Holdings PLC 0.00% Add +9.4% 77,563 $2.0M
Jasper Ridge Partners, L.P. 0.07% No change 76,853 $2.0M
Martingale Asset Management L P 0.04% Reduce -0.1% 76,089 $2.0M
State of Tennessee, Department of Treasury 0.01% Add +5.6% 75,584 $2.0M
Louisiana State Employees Retirement System 0.04% Add +2.1% 72,600 $1.9M
Abacus FCF Advisors LLC 0.47% Add +130.0% 71,768 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -37.9% 68,377 $1.8M
Gotham Asset Management 0.02% Add +215.8% 65,114 $1.7M
Susquehanna Portfolio Strategies, LLC 0.07% No change 63,304 $1.7M
Two Sigma Investments, LP 0.00% Reduce -39.4% 62,000 $1.6M
Comerica Bank 0.01% Reduce -27.8% 61,422 $1.6M
EFG Asset Management (North America) Corp. 0.28% Add +0.5% 60,480 $1.6M
Engineers Gate Manager LP 0.04% Reduce -10.5% 60,421 $1.6M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -5.0% 59,350 $1.6M
New York State Common Retirement Fund 0.00% Add +0.0% 58,958 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -11.1% 57,714 $1.5M
Oppenheimer Asset Management Inc. 0.02% Add +22.9% 55,618 $1.5M
Neo Ivy Capital Management 0.28% — 53,180 $1.4M
AQR Capital Management 0.00% Add +32.4% 51,536 $1.4M
Maryland State Retirement & Pension System 0.02% Reduce -2.7% 50,330 $1.3M
New York State Teachers Retirement System 0.00% Add +9.8% 49,739 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% Add +25.8% 48,700 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -5.2% 48,281 $1.3M
Tealwood Asset Management Inc. 0.76% Add +0.0% 47,782 $1.3M
Danske Bank A/S 0.00% Add +175.3% 47,118 $1.2M
Burney Co./ 0.05% Reduce -83.5% 45,138 $1.2M
Amalgamated Bank 0.01% Reduce -3.0% 43,990 $1.2M
American Century Companies Inc. 0.00% Reduce -27.3% 42,809 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +6.1% 41,434 $1.1M
Bessemer Group Inc. 0.00% No change 41,282 $1.1M
Arizona State Retirement System 0.01% Add +2.4% 40,412 $1.1M
State Board of Administration of Florida Retirement System 0.00% Reduce -6.6% 40,260 $1.1M
Millennium Management 0.00% Reduce -91.1% 40,200 $1.1M
Group One Trading LLC 0.03% New 39,123 $1.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +1.3% 38,723 $1.0M
Rafferty Asset Management, LLC 0.00% Reduce -35.9% 36,998 $978K
Walleye Capital LLC 0.01% Add +1.7% 36,195 $957K
Teacher Retirement System of Texas 0.01% Add +6.9% 35,825 $947K
Oregon Public Employees Retirement Fund 0.02% Reduce -9.3% 35,013 $926K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -96.1% 35,036 $919K
Sherbrooke Park Advisers LLC 0.16% New 34,073 $901K
Glenmede Trust Co. NA 0.00% Reduce -2.0% 33,572 $888K
XTX Topco Ltd 0.07% New 32,266 $853K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 31,105 $822K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +11.1% 30,839 $815K
Aquatic Capital Management LLC 0.03% New 30,800 $814K
Stifel Financial Corp. 0.00% Reduce -16.9% 30,484 $806K
Gladius Capital Management LP 0.77% Reduce -5.2% 29,288 $774K
Sanctuary Advisors, LLC 0.01% — 28,387 $762K
SpiderRock Advisors, LLC 0.02% No change 28,500 $754K
Tower Research Capital LLC (TRC) 0.01% Add +552.0% 27,040 $715K
Diversified Trust Co. 0.02% Add +2.9% 26,980 $713K
Handelsbanken Fonder AB 0.00% No change 26,353 $697K
Harbor Capital Advisors, Inc. 0.05% Add +57.5% 25,956 $686K
Malaga Cove Capital, LLC 0.27% Reduce -5.5% 25,589 $677K
Tidal Investments LLC 0.01% Add +80.8% 24,944 $660K
Campbell & CO Investment Adviser LLC 0.06% Reduce -25.6% 24,498 $648K
Linden Thomas Advisory Services, LLC 0.10% Reduce -53.5% 24,470 $647K
Schonfeld Strategic Advisors LLC 0.00% New 23,823 $630K
Mutual of America Capital Management LLC 0.01% Reduce -4.1% 23,727 $627K
Bokf, NA 0.01% New 23,033 $609K
ProShare Advisors LLC 0.00% Reduce -22.8% 22,943 $607K
IMC-Chicago, LLC 0.02% New 22,542 $596K
Penserra Capital Management LLC 0.01% Add +162.7% 22,243 $588K
Myecfo, LLC 0.33% Add +7.3% 21,918 $580K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -1.6% 21,079 $557K
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.2% 20,844 $551K
Summit Trail Advisors, LLC 0.01% Add +1.3% 20,359 $538K
Franklin Resources Inc. 0.00% Add +8.8% 20,177 $533K
PEAK6 Investments LLC 0.02% New 19,868 $525K
Pictet Asset Management Holding SA 0.00% Add +11.4% 18,597 $492K
LPL Financial LLC 0.00% Reduce -1.0% 18,595 $492K
Advisory Services Network, LLC 0.01% Add +0.2% 18,445 $488K
Cornercap Investment Counsel Inc. 0.08% No change 18,415 $487K
Atria Investments, Inc 0.01% New 18,231 $482K
Henshaw Capital LLC 0.02% Add +1.6% 17,416 $460K
Weil Company, Inc. 0.16% Reduce -48.9% 16,721 $442K
Lazard Asset Management LLC 0.00% Add +114.0% 16,786 $442K
Profund Advisors LLC 0.02% Reduce -52.8% 16,199 $428K
Allspring Global Investments Holdings, LLC 0.00% Reduce -8.2% 16,094 $426K
Garde Capital, Inc. 0.03% No change 15,972 $422K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +3.7% 15,831 $419K
SG Americas Securities, LLC 0.00% Add +80.7% 15,794 $418K
Connable Office Inc. 0.04% Add +3.8% 15,707 $415K
Beverly Hills Private Wealth, LLC 0.09% Reduce -6.3% 15,628 $413K
Aviva PLC 0.00% New 15,601 $412K
Jefferies Financial Group Inc. 0.01% Reduce -91.2% 15,551 $411K
NorthCrest Asset Manangement, LLC 0.01% No change 15,300 $405K
Integrated Investment Consultants, LLC 0.11% No change 14,274 $404K
Cresset Asset Management, LLC 0.00% Reduce -1.3% 15,278 $404K
Creative Planning 0.00% Add +6.0% 15,112 $400K
Dark Forest Capital Management LP 0.07% Add +1.6% 14,817 $392K
Raymond James & Associates 0.00% Add +11.1% 14,655 $387K
Oxford Asset Management LLP 0.38% New 14,565 $385K
Public Employees Retirement Association of Colorado 0.00% No change 14,514 $384K
F/m Investments LLC 0.01% New 14,507 $384K
Hohimer Wealth Management, LLC 0.09% Reduce -1.4% 14,245 $377K
Ameritas Investment Partners, Inc. 0.01% No change 14,069 $372K
Staley Capital Advisers Inc. 0.02% No change 14,000 $370K
Parallax Volatility Advisers, L.P. 0.01% Add +280.0% 13,732 $363K
Guggenheim Capital LLC 0.00% Reduce -53.6% 13,549 $358K
Smith Group Asset Management, LLC 0.03% Add +0.6% 12,985 $343K
Coldstream Capital Management Inc. 0.01% Reduce -0.1% 12,856 $340K
GTS Securities LLC 0.01% Reduce -50.8% 12,739 $337K
Teza Capital Management LLC 0.04% New 12,688 $335K
CSS LLC 0.07% Reduce -24.4% 12,400 $328K
Blue Trust, Inc. 0.00% Add +20.9% 11,448 $324K
Resona Asset Management Co.,Ltd. 0.00% New 12,144 $321K
Kestra Advisory Services, LLC 0.00% Add +8.6% 12,091 $320K
O'shaughnessy Asset Management, LLC 0.00% Add +28.2% 11,946 $316K
Leonteq Securities AG 0.04% Add +13.8% 11,627 $307K
Osaic Holdings, Inc. 0.00% Reduce -21.0% 11,321 $299K
Captrust Financial Advisors 0.00% Add +5.2% 11,239 $297K
Corient Private Wealth LP 0.00% Reduce -6.9% 11,204 $296K
Stratos Wealth Partners, LTD. 0.00% Add +4.3% 10,850 $287K
United Services Automobile Association 0.01% No change 10,824 $286K
DC Investments Management, LLC 0.23% No change 10,379 $274K
Cetera Investment Advisers 0.00% Reduce -3.4% 10,135 $268K
Commonwealth Equity Services, LLC 0.00% Reduce -13.0% 9,974 $264K
Brown Brothers Harriman & Co. 0.00% No change 9,728 $257K
National Bank of Canada 0.00% Reduce -1.8% 9,725 $257K
Sonoma Private Wealth LLC 0.39% Reduce -2.1% 9,137 $242K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.3% 8,927 $236K
Xponance LLC 0.00% Add +4.0% 8,899 $235K
Point72 (DIFC) Ltd 0.02% New 8,840 $234K
Aspiriant, LLC 0.01% Reduce -1.3% 8,586 $227K
STRS Ohio 0.00% Reduce -12.4% 8,500 $225K
Cahaba Wealth Management, Inc. 0.02% No change 8,439 $223K
Praxis Investment Management Inc. 0.02% No change 8,570 $223K
Integrated Advisors Network LLC 0.01% Add +13.2% 8,000 $212K
CIBC Asset Management Inc 0.00% Reduce -3.4% 7,910 $209K
Occudo Quantitative Strategies LP 0.04% New 7,839 $207K
FMR LLC 0.00% Reduce -49.6% 7,372 $195K
Rosenberg Matthew Hamilton 0.05% Reduce -14.3% 6,960 $184K
Central Pacific Bank - Trust Division 0.02% Add +13.1% 6,900 $182K
Clearstead Advisors, LLC 0.00% Add +10971.7% 6,643 $176K
nVerses Capital, LLC 0.10% New 6,400 $169K
Parallel Advisors, LLC 0.00% Add +0.7% 6,171 $163K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -8.0% 5,900 $156K
Concourse Financial Group Securities, Inc. 0.01% Add +0.5% 5,160 $136K
PNC Financial Services Group, Inc. 0.00% Reduce -40.9% 4,431 $117K
Globeflex Capital L P 0.01% Add +1649.8% 4,077 $108K
Ameliora Wealth Management Ltd. 0.05% No change 4,000 $106K
KBC Group NV 0.00% Add +27.9% 3,983 $105K
AlphaQuest LLC 0.01% New 3,596 $95K
Covestor Ltd 0.06% Reduce -23.8% 3,286 $87K
Pacer Advisors, Inc. 0.00% Add +7.0% 3,070 $81K
Nisa Investment Advisors, LLC 0.00% Add +31.7% 2,627 $69K
Whittier Trust Co. 0.00% No change 2,410 $64K
Toronto Dominion Bank 0.00% New 2,000 $53K
NFSG Corp 0.02% No change 1,805 $48K
DekaBank Deutsche Girozentrale 0.00% No change 1,583 $41K
Federation des caisses Desjardins du Quebec 0.00% No change 1,500 $40K
Quarry LP 0.02% Add +324.6% 1,418 $37K
Glass Jacobson Investment Advisors llc 0.01% No change 1,400 $37K
Quadrant Capital Group LLC 0.00% Add +43.4% 1,335 $35K
Center for Financial Planning, Inc. 0.00% No change 1,250 $33K
North Star Investment Management Corp. 0.00% No change 1,000 $26K
Spire Wealth Management 0.00% Add +1.0% 997 $26K
TD Waterhouse Canada Inc. 0.00% Add +23.9% 981 $26K
CIBC Private Wealth Group LLC 0.00% New 900 $23K
Bear Mountain Capital, Inc. 0.01% No change 867 $23K
SYSTM Wealth Solutions LLC 0.00% No change 752 $20K
Larson Financial Group LLC 0.00% New 659 $17K
Farther Finance Advisors, LLC 0.00% Reduce -26.0% 626 $17K
Strategic Investment Solutions, Inc. 0.00% — 650 $15K
GAMMA Investing LLC 0.00% Add +292.9% 550 $15K
CoreCap Advisors, LLC 0.00% No change 500 $13K
NewEdge Advisors, LLC 0.00% Reduce -96.4% 500 $13K
Gilliland Jeter Wealth Management LLC 0.00% No change 489 $13K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -30.2% 411 $11K
Catalyst Funds Management Pty Ltd 0.00% New 400 $11K
Barrow Hanley Mewhinney & Strauss LLC 0.00% New 350 $9K
Lindbrook Capital, LLC 0.00% New 337 $9K
Lynx Investment Advisory 0.01% — 300 $8K
Fairfield Financial Advisors, LTD 0.00% — 300 $8K
Main Street Group, LTD 0.00% No change 300 $8K
Smartleaf Asset Management LLC 0.00% New 279 $7K
Northwestern Mutual Wealth Management Co. 0.00% New 273 $7K
Eagle Bay Advisors LLC 0.00% Reduce -37.5% 250 $7K
Cwm, LLC 0.00% Reduce -15.8% 239 $6K
Operose Advisors LLC 0.00% No change 200 $5K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 200 $5K
FinTrust Capital Advisors, LLC 0.00% No change 200 $5K
Trust Co. of Vermont 0.00% Reduce -87.5% 200 $5K
Avior Wealth Management, LLC 0.00% Reduce -71.9% 188 $5K
Global Retirement Partners, LLC 0.00% No change 179 $5K
WASHINGTON TRUST Co 0.00% Add +16.3% 178 $5K
Sandy Spring Bank 0.00% No change 175 $5K
Hantz Financial Services, Inc. 0.00% No change 134 $4K
Financial Avengers, Inc. 0.00% No change 150 $4K
Principal Securities, Inc. 0.00% No change 149 $4K
WealthCollab, LLC 0.00% No change 147 $4K
UMB Bank, n.a. 0.00% Add +143.1% 141 $4K
Naples Money Management LLC 0.00% Reduce -9.6% 141 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -36.6% 140 $4K
Mather Group, Llc. 0.00% No change 122 $3K
Arax Advisory Partners 0.00% New 125 $3K
Signaturefd, LLC 0.00% Add +14.8% 124 $3K
GPS Wealth Strategies Group, LLC 0.00% New 106 $3K
Parkside Financial Bank & Trust 0.00% Reduce -13.3% 104 $3K
Carolinas Wealth Consulting LLC 0.00% Reduce -1.9% 103 $3K
Key Financial Inc 0.00% No change 100 $3K
Archer Investment Corp 0.00% No change 95 $3K
Farmers & Merchants Investments Inc. 0.00% Add +14.3% 80 $2K
Allworth Financial LP 0.00% Add +13.4% 76 $2K
Anchor Investment Management, LLC 0.00% No change 75 $2K
Jones Financial Companies LLLP 0.00% New 75 $2K
Bell Investment Advisors, Inc 0.00% No change 71 $2K
Innealta Capital, LLC 0.00% New 70 $2K
Stephens Consulting, LLC 0.00% New 69 $2K
JFS Wealth Advisors, LLC 0.00% No change 68 $2K
Cullen/Frost Bankers, Inc. 0.00% No change 68 $2K
EverSource Wealth Advisors, LLC 0.00% Add +43.2% 63 $2K
IFP Advisors, Inc 0.00% New 57 $2K
Walleye Trading LLC 0.00% No change 46 $1K
Private Wealth Management Group, LLC 0.00% New 42 $1K
Johnson Financial Group, Inc. 0.00% New 41 $1K
Sound Income Strategies, LLC 0.00% No change 40 $1K
Manchester Capital Management LLC 0.00% Add +50.0% 33 $873
Sunbelt Securities, Inc. 0.00% No change 30 $793
Riggs Asset Managment Co. Inc. 0.00% New 25 $661
Emfo, LLC 0.00% No change 21 $556
SJS Investment Consulting Inc. 0.00% Reduce -19.2% 21 $556
ORG Partners LLC 0.00% New 20 $528
CVA Family Office, LLC 0.00% New 19 $502
DiNuzzo Private Wealth, Inc. 0.00% Reduce -15.0% 17 $450
Anfield Capital Management, LLC 0.00% No change 12 $317
Harbour Investments, Inc. 0.00% No change 12 $317
Abound Wealth Management 0.00% No change 11 $291
Huntington National Bank 0.00% Reduce -92.0% 9 $238
MV Capital Management, Inc. 0.00% Add +33.3% 8 $212
Rothschild Investment LLC 0.00% Reduce -50.0% 5 $132
Great Lakes Retirement, Inc. 0.00% New 2 $53
Hexagon Capital Partners LLC 0.00% Reduce -60.0% 2 $53
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.