Box Inc. Class ABOX

13F holders, Q3 2024 (September 30)
395holders +46
75new positions
28sold out
7famous investors
$32.73avg. 13F price*

At the end of Q3 2024, 395 institutions reported holding Box Inc. Class A (BOX) in their 13F filings, up 46 from Q2 2024. 75 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($837.6M), Vanguard Group Inc. ($600.3M) and Earnest Partners LLC ($253.1M). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions75$210.0M
Exits28$22.0M

All 13F filers, Q2 2024 → Q3 2024: 13,270,005 shares bought and 9,941,097 shares sold, net +3,328,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 395 holders

BlackRock, Inc. 0.02% — 25,591,361 $837.6M
Vanguard Group Inc. 0.01% Add +5.0% 18,339,723 $600.3M
Earnest Partners LLC 1.10% Reduce -2.8% 7,734,494 $253.1M
State Street Corp. 0.01% Add +1.2% 5,623,032 $184.0M
RGM Capital, LLC 6.25% Reduce -16.4% 4,413,171 $144.4M
Bank of America Corp. 0.01% Add +1.3% 3,766,830 $123.3M
Geode Capital Management, LLC 0.01% Add +0.4% 3,249,823 $106.4M
Sei Investments Co. 0.13% Reduce -1.6% 3,030,996 $99.2M
JPMorgan Chase & Co. 0.01% Reduce -1.5% 2,864,789 $93.8M
Morgan Stanley 0.01% Reduce -15.3% 2,781,298 $91.0M
Deutsche Bank AG 0.03% Reduce -6.3% 2,599,094 $85.1M
Dimensional Fund Advisors LP 0.02% Add +1.3% 2,599,074 $85.1M
Jacobs Levy Equity Management, Inc. 0.31% Add +1.9% 2,425,176 $79.4M
Acadian Asset Management LLC 0.23% Add +59.9% 2,223,598 $72.7M
Macquarie Group Ltd. 0.07% Reduce -6.7% 2,088,504 $68.4M
Renaissance Technologies 0.10% Add +6.8% 1,972,826 $64.6M
UBS Group AG 0.02% Add +2.1% 1,910,600 $62.5M
Arrowstreet Capital, Limited Partnership 0.05% New 1,661,173 $54.4M
Schroder Investment Management Group 0.05% Reduce -2.1% 1,591,707 $52.1M
Sunriver Management LLC 6.33% Reduce -13.8% 1,571,978 $51.5M
Northern Trust Corp. 0.01% Reduce -0.9% 1,543,305 $50.5M
Congress Asset Management Co. 0.32% New 1,412,653 $46.2M
Charles Schwab Investment Management Inc. 0.01% Add +10.8% 1,371,815 $44.9M
Bank of New York Mellon Corp 0.01% Reduce -16.8% 1,334,064 $43.7M
Wells Fargo & Company 0.01% Reduce -15.4% 1,328,892 $43.5M
Champlain Investment Partners, LLC 0.26% Reduce -56.6% 1,326,515 $43.4M
Aristotle Capital Boston, LLC 1.44% Reduce -2.7% 1,326,327 $43.4M
Norges Bank 0.01% Add +202.9% 1,236,837 $40.5M
First Trust Advisors LP 0.04% Reduce -21.5% 1,156,005 $37.8M
Goldman Sachs Group Inc. 0.01% Add +142.8% 1,041,783 $34.1M
T. Rowe Price Associates Inc. 0.00% Reduce -2.1% 987,214 $32.3M
Ameriprise Financial Inc. 0.01% Reduce -4.4% 962,494 $31.5M
Neuberger Berman Group LLC 0.02% Add +6.3% 945,780 $31.0M
Principal Financial Group Inc. 0.01% Reduce -4.3% 760,138 $24.9M
Nuveen Asset Management, LLC 0.01% Reduce -7.0% 708,328 $23.2M
Two Sigma Investments, LP 0.05% Add +971.5% 664,337 $21.7M
California Public Employees Retirement System 0.02% Reduce -4.7% 662,174 $21.7M
Fort Washington Investment Advisors Inc. 0.13% Reduce -18.8% 642,923 $21.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Reduce -19.7% 619,590 $20.3M
Victory Capital Management Inc. 0.02% Reduce -8.0% 607,866 $19.9M
Divisar Capital Management LLC 3.61% Reduce -17.9% 598,461 $19.6M
Oberweis Asset Management Inc./ 0.88% New 522,000 $17.1M
Peregrine Capital Management LLC 0.50% Add +0.2% 510,001 $16.7M
Invesco Ltd. 0.00% Reduce -16.9% 509,330 $16.7M
Jane Street Group, LLC 0.03% Reduce -13.8% 476,986 $15.6M
Man Group plc 0.04% Reduce -31.9% 467,090 $15.3M
Russell Investments Group, Ltd. 0.02% Add +3.5% 461,212 $15.1M
Voya Investment Management LLC 0.02% Reduce -19.6% 436,196 $14.3M
Nishkama Capital, LLC 2.09% New 414,260 $13.6M
Legal & General Group Plc 0.00% Add +1.1% 412,777 $13.5M
HighTower Advisors, LLC 0.02% Reduce -7.3% 412,352 $13.5M
Prudential Financial Inc. 0.02% Add +25.9% 402,406 $13.2M
Rhumbline Advisers 0.01% Reduce -3.8% 397,189 $13.0M
Citigroup Inc. 0.01% Add +22.6% 391,434 $12.8M
Segall Bryant & Hamill, LLC 0.17% Reduce -3.9% 383,874 $12.6M
Natixis Advisors, LLC 0.02% Add +20.5% 382,530 $12.5M
Envestnet Asset Management Inc. 0.00% Add +11.9% 371,237 $12.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.3% 369,998 $12.1M
Cubist Systematic Strategies, LLC 0.18% Add +202.6% 368,691 $12.1M
Barclays PLC 0.01% Add +144.3% 358,894 $11.7M
Nordea Investment Management AB 0.01% Reduce -4.5% 342,101 $11.2M
D. E. Shaw & Co. 0.02% Add +229.1% 337,243 $11.0M
Cornerstone Capital, Inc. 1.00% Reduce -3.0% 326,365 $10.7M
CANADA LIFE ASSURANCE Co 0.02% Reduce -12.2% 324,494 $10.6M
Bank of Montreal 0.00% Reduce -9.1% 319,726 $10.5M
Public Sector Pension Investment Board 0.05% Reduce -2.8% 308,725 $10.1M
Millennium Management 0.01% Add +656.0% 303,900 $9.9M
Squarepoint Ops LLC 0.03% New 302,950 $9.9M
BNP Paribas Financial Markets 0.01% Add +3.4% 295,196 $9.7M
Swiss National Bank 0.01% No change 283,800 $9.3M
Mackenzie Financial Corp. 0.01% Reduce -3.9% 266,565 $8.7M
Qube Research & Technologies Ltd 0.02% Reduce -71.9% 265,787 $8.7M
Scout Investments, Inc. 0.22% Reduce -13.9% 257,548 $8.4M
Assenagon Asset Management S.A. 0.02% No change 254,975 $8.3M
Citadel Advisors 0.01% Add +37.1% 254,571 $8.3M
Danske Bank A/S 0.03% Add +401.0% 236,081 $7.7M
Madison Asset Management, LLC 0.08% Add +20.6% 215,665 $7.1M
Janus Henderson Group PLC 0.00% Add +20.8% 215,642 $7.1M
Jump Financial, LLC 0.14% New 199,617 $6.5M
CW Advisors, LLC 0.08% New 194,172 $6.4M
Canada Pension Plan Investment Board 0.01% No change 190,000 $6.2M
Alliancebernstein L.P. 0.00% Reduce -4.2% 189,570 $6.2M
Twenty Acre Capital LP 5.46% Reduce -23.1% 181,200 $5.9M
Walleye Capital LLC 0.07% Add +394.7% 179,065 $5.9M
Hillsdale Investment Management Inc. 0.45% Add +0.6% 177,750 $5.8M
Trexquant Investment LP 0.07% Reduce -45.8% 170,609 $5.6M
Summit Creek Advisors LLC 0.75% Reduce -5.6% 167,851 $5.5M
Capital Fund Management S.A. 0.06% Add +38.1% 165,869 $5.4M
Fisher Asset Management 0.00% Add +4.6% 164,714 $5.4M
ExodusPoint Capital Management, LP 0.05% New 160,407 $5.3M
Algert Global LLC 0.12% Add +80.3% 140,390 $4.6M
California State Teachers Retirement System 0.01% Reduce -2.4% 137,284 $4.5M
Caisse de depot et placement du Quebec 0.01% New 131,795 $4.3M
Verition Fund Management LLC 0.03% Add +56.6% 128,606 $4.2M
Focus Partners Wealth 0.01% Add +1.3% 121,682 $4.0M
Engineers Gate Manager LP 0.08% Add +101.3% 121,626 $4.0M
Schonfeld Strategic Advisors LLC 0.03% Add +404.0% 120,076 $3.9M
Amundi 0.00% Add +12.1% 120,839 $3.9M
Lazard Asset Management LLC 0.01% Add +592.3% 116,203 $3.8M
Thrivent Financial for Lutherans 0.01% Reduce -4.7% 114,250 $3.7M
State of Wisconsin Investment Board 0.01% Add +5.2% 114,197 $3.7M
Bridgewater Associates 0.02% Add +15.4% 113,272 $3.7M
Vident Advisory, LLC 0.08% New 101,187 $3.3M
Profit Investment Management, LLC 2.48% New 96,288 $3.2M
Parallax Volatility Advisers, L.P. 0.09% Add +598.4% 95,906 $3.1M
Ensign Peak Advisors, Inc 0.01% Reduce -4.8% 94,108 $3.1M
Federated Hermes, Inc. 0.01% Reduce -13.5% 90,174 $3.0M
Massachusetts Financial Services Co. 0.00% Add +5.6% 89,229 $2.9M
Aristeia Capital, L.L.C. 0.18% New 88,600 $2.9M
Quantbot Technologies LP 0.11% New 87,349 $2.9M
NorthCoast Asset Management LLC 0.02% Add +1.9% 86,012 $2.8M
Fifth Third Bancorp 0.01% Reduce -3.6% 83,063 $2.7M
State of Alaska, Department of Revenue 0.03% Reduce -2.0% 83,024 $2.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.7% 81,449 $2.7M
Wesbanco Bank Inc. 0.09% No change 81,254 $2.7M
MetLife Investment Management, LLC 0.02% No change 81,236 $2.7M
Corebridge Financial, Inc. 0.01% Reduce -1.0% 81,021 $2.7M
Paralel Advisors LLC 0.12% No change 80,602 $2.6M
Mercer Global Advisors Inc. 0.01% Reduce -2.0% 82,050 $2.6M
Simplex Trading, LLC 0.09% New 78,461 $2.6M
US Bancorp \de 0.00% Reduce -4.5% 78,283 $2.6M
CenterBook Partners LP 0.16% Reduce -72.0% 77,226 $2.5M
Dynamic Technology Lab Private Ltd 0.27% Reduce -23.4% 77,214 $2.5M
Jasper Ridge Partners, L.P. 0.07% No change 76,853 $2.5M
Martingale Asset Management L P 0.06% No change 76,089 $2.5M
State of Tennessee, Department of Treasury 0.01% Add +0.5% 75,993 $2.5M
Illinois Municipal Retirement Fund 0.03% Reduce -6.9% 73,694 $2.4M
Abacus FCF Advisors LLC 0.54% Add +0.0% 71,770 $2.3M
Great Lakes Advisors, LLC 0.02% Reduce -10.6% 71,551 $2.3M
Louisiana State Employees Retirement System 0.04% Reduce -3.2% 70,300 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +1.2% 69,211 $2.3M
EFG Asset Management (North America) Corp. 0.36% Add +7.8% 65,181 $2.1M
Comerica Bank 0.01% Add +3.8% 63,758 $2.1M
American Century Companies Inc. 0.00% Add +48.1% 63,415 $2.1M
Susquehanna Portfolio Strategies, LLC 0.14% Reduce 0.0% 63,302 $2.1M
Teacher Retirement System of Texas 0.01% Add +73.7% 62,210 $2.0M
Marshall Wace, LLP 0.00% New 62,073 $2.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -66.8% 61,854 $2.0M
Townsquare Capital LLC 0.02% New 61,746 $2.0M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -1.7% 58,350 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -2.6% 56,190 $1.8M
Oppenheimer Asset Management Inc. 0.02% Reduce -1.8% 54,624 $1.8M
Aquatic Capital Management LLC 0.05% Add +76.6% 54,400 $1.8M
Exchange Traded Concepts, LLC 0.04% New 52,287 $1.7M
Pathstone Holdings, LLC 0.01% Add +7.3% 51,813 $1.7M
Gsa Capital Partners LLP 0.13% New 50,654 $1.7M
New York State Teachers Retirement System 0.00% No change 49,739 $1.6M
Maryland State Retirement & Pension System 0.03% Reduce -2.4% 49,130 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 48,700 $1.6M
Tealwood Asset Management Inc. 0.68% Reduce -0.7% 47,459 $1.6M
Shelton Capital Management 0.04% New 46,330 $1.5M
New York State Common Retirement Fund 0.00% Reduce -23.9% 44,858 $1.5M
Whitebox Advisors LLC 0.20% New 44,300 $1.4M
Sculptor Capital LP 0.04% New 44,300 $1.4M
HSBC Holdings PLC 0.00% Reduce -44.3% 43,202 $1.4M
Amalgamated Bank 0.01% Reduce -3.0% 42,654 $1.4M
FORA Capital, LLC 0.16% New 42,074 $1.4M
Arizona State Retirement System 0.01% Add +3.7% 41,893 $1.4M
AQR Capital Management 0.00% Reduce -20.2% 41,136 $1.3M
Stifel Financial Corp. 0.00% Add +34.6% 41,026 $1.3M
State Board of Administration of Florida Retirement System 0.00% No change 40,260 $1.3M
AlphaQuest LLC 0.12% Add +1012.4% 40,003 $1.3M
Handelsbanken Fonder AB 0.01% Add +51.2% 39,853 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +1.4% 39,246 $1.3M
SG Americas Securities, LLC 0.00% Add +142.6% 38,316 $1.3M
XTX Topco Ltd 0.09% Add +17.8% 38,002 $1.2M
Versor Investments LP 0.19% New 37,300 $1.2M
Sanctuary Advisors, LLC 0.01% Add +24.5% 35,352 $1.2M
Intech Investment Management LLC 0.01% New 36,343 $1.2M
Rockefeller Capital Management L.P. 0.00% Reduce -15.2% 35,140 $1.1M
Ardsley Advisory Partners LP 0.22% New 35,000 $1.1M
Mizuho Markets Americas LLC 0.03% New 35,000 $1.1M
Semanteon Capital Management, LP 0.78% New 34,862 $1.1M
Oregon Public Employees Retirement Fund 0.02% Reduce -2.3% 34,213 $1.1M
Glenmede Trust Co. NA 0.01% Add +1.6% 34,107 $1.1M
Burney Co./ 0.04% Reduce -25.0% 33,846 $1.1M
Bayesian Capital Management, LP 0.12% New 32,100 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.0% 31,098 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 30,839 $1.0M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -12.1% 30,801 $1.0M
ProShare Advisors LLC 0.00% Add +32.4% 30,384 $994K
Weiss Asset Management LP 0.03% Reduce -96.0% 26,193 $857K
Malaga Cove Capital, LLC 0.34% No change 25,589 $838K
Harbor Capital Advisors, Inc. 0.04% Reduce -2.4% 25,333 $829K
Atria Investments, Inc 0.01% Add +37.0% 24,969 $817K
Rafferty Asset Management, LLC 0.00% Reduce -33.3% 24,689 $808K
Bessemer Group Inc. 0.00% Reduce -41.1% 24,312 $796K
Linden Thomas Advisory Services, LLC 0.11% Reduce -0.7% 24,290 $795K
Tidal Investments LLC 0.01% Reduce -3.4% 24,090 $788K
SpiderRock Advisors, LLC 0.02% Reduce -15.8% 24,000 $786K
Friedenthal Financial 0.45% New 23,473 $768K
Los Angeles Capital Management LLC 0.00% New 22,201 $727K
Mutual of America Capital Management LLC 0.01% Reduce -7.8% 21,882 $716K
Franklin Resources Inc. 0.00% Add +8.2% 21,823 $712K
Group One Trading LLC 0.03% Reduce -44.4% 21,747 $712K
Royal Bank of Canada 0.00% Reduce -91.4% 21,528 $704K
Aviva PLC 0.00% Add +32.8% 20,716 $678K
Atom Investors LP 0.07% New 20,678 $677K
Summit Trail Advisors, LLC 0.02% Add +1.1% 20,579 $674K
Numerai GP LLC 0.18% New 20,306 $665K
Steward Partners Investment Advisory, LLC 0.01% Reduce -4.0% 20,007 $655K
Bokf, NA 0.01% Reduce -10.6% 20,603 $652K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -5.7% 19,881 $651K
Petrus Trust Company, LTA 0.06% New 18,777 $615K
LPL Financial LLC 0.00% Add +0.5% 18,691 $612K
Myecfo, LLC 0.32% Reduce -16.5% 18,299 $599K
Occudo Quantitative Strategies LP 0.11% Add +130.4% 18,058 $591K
Pictet Asset Management Holding SA 0.00% Reduce -4.0% 17,863 $585K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 17,669 $578K
Corient Private Wealth LP 0.00% Add +56.4% 17,521 $573K
Fox Run Management, L.L.C. 0.13% New 17,229 $564K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +6.7% 16,898 $553K
Weil Company, Inc. 0.18% No change 16,721 $547K
Smith Group Asset Management, LLC 0.04% Add +25.1% 16,238 $531K
Garde Capital, Inc. 0.03% Reduce -0.8% 15,842 $519K
Creative Planning 0.00% Add +4.2% 15,743 $515K
Connable Office Inc. 0.05% No change 15,707 $514K
Balyasny Asset Management L.P. 0.00% Reduce -95.2% 15,599 $511K
Integrated Investment Consultants, LLC 0.11% Add +8.9% 15,542 $509K
Praxis Investment Management Inc. 0.03% Add +80.8% 15,490 $507K
Cresset Asset Management, LLC 0.00% Add +1.2% 15,464 $506K
Susquehanna International Group, LLP 0.00% New 15,342 $502K
NorthCrest Asset Manangement, LLC 0.02% No change 15,300 $501K
Raymond James & Associates 0.00% Add +2.2% 14,976 $490K
Advisory Services Network, LLC 0.01% No change 18,445 $488K
CWA Asset Management Group, LLC 0.03% — 14,859 $486K
Coldstream Capital Management Inc. 0.01% Add +13.2% 14,546 $476K
Unique Wealth Strategies, LLC 0.21% New 14,541 $476K
Public Employees Retirement Association of Colorado 0.00% No change 14,514 $475K
F/m Investments LLC 0.01% Reduce -0.4% 14,445 $473K
Ameritas Investment Partners, Inc. 0.01% No change 14,069 $460K
Allspring Global Investments Holdings, LLC 0.00% Reduce -12.9% 14,021 $459K
Staley Capital Advisers Inc. 0.02% No change 14,000 $458K
Osaic Holdings, Inc. 0.00% Add +23.0% 13,922 $456K
Walleye Trading LLC 0.01% Add +29719.6% 13,717 $449K
Profund Advisors LLC 0.02% Reduce -15.7% 13,659 $447K
Xponance LLC 0.00% Add +53.3% 13,640 $446K
O'shaughnessy Asset Management, LLC 0.00% Add +12.8% 13,476 $440K
Henshaw Capital LLC 0.02% Reduce -23.7% 13,293 $435K
Diversified Trust Co. 0.01% Reduce -51.1% 13,205 $432K
Inceptionr LLC 0.10% New 13,058 $427K
Guggenheim Capital LLC 0.00% Reduce -3.8% 13,034 $427K
Beverly Hills Private Wealth, LLC 0.08% Reduce -18.8% 12,692 $415K
GTS Securities LLC 0.01% Reduce -1.5% 12,550 $411K
Two Sigma Securities, LLC 0.03% New 12,168 $398K
Resona Asset Management Co.,Ltd. 0.00% No change 12,144 $397K
Leonteq Securities AG 0.05% Add +2.6% 11,931 $391K
HRT Financial LP 0.00% Reduce -84.9% 11,726 $383K
Matisse Capital 0.18% New 11,500 $376K
Kestra Advisory Services, LLC 0.00% Reduce -7.3% 11,214 $367K
STRS Ohio 0.00% Add +29.4% 11,000 $360K
CSS LLC 0.06% Reduce -12.1% 10,904 $357K
Two Sigma Advisers, LP 0.00% New 10,800 $353K
PNC Financial Services Group, Inc. 0.00% Add +142.0% 10,722 $351K
Blue Trust, Inc. 0.00% Add +14.4% 13,098 $346K
Captrust Financial Advisors 0.00% Reduce -7.2% 10,431 $341K
DC Investments Management, LLC 0.24% No change 10,379 $340K
FMR LLC 0.00% Add +38.4% 10,199 $334K
AXA S.A. 0.00% New 10,066 $329K
Brio Consultants, LLC 0.05% New 10,000 $327K
Cetera Investment Advisers 0.00% Reduce -1.8% 9,958 $326K
Brown Brothers Harriman & Co. 0.00% Add +1.3% 9,858 $323K
Cornercap Investment Counsel Inc. 0.09% Reduce -48.3% 9,521 $312K
Brevan Howard Capital Management LP 0.02% New 9,463 $310K
Woodline Partners LP 0.00% New 9,364 $306K
Centiva Capital, LP 0.01% New 9,290 $304K
Commonwealth Equity Services, LLC 0.00% Reduce -7.5% 9,228 $302K
Gibbs Wealth Management 0.10% New 9,176 $300K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.0% 8,926 $293K
Baldwin Wealth Partners LLC 0.02% New 8,827 $289K
Sonoma Private Wealth LLC 0.45% Reduce -3.7% 8,799 $288K
Aspiriant, LLC 0.01% Add +0.4% 8,621 $282K
Cahaba Wealth Management, Inc. 0.02% No change 8,439 $276K
Scientech Research LLC 0.05% New 8,271 $271K
MML Investors Services, LLC 0.00% New 8,127 $266K
Rosenberg Matthew Hamilton 0.07% Add +16.6% 8,119 $266K
Integrated Advisors Network LLC 0.01% Add +0.7% 8,052 $264K
Shell Asset Management Co. 0.01% — 7,982 $261K
CIBC Asset Management Inc 0.00% Add +0.5% 7,949 $260K
Dark Forest Capital Management LP 0.03% Reduce -48.8% 7,582 $248K
Janney Montgomery Scott LLC 0.00% New 7,416 $243K
National Bank of Canada 0.00% Reduce -25.9% 7,210 $236K
Hohimer Wealth Management, LLC 0.05% Reduce -49.9% 7,133 $233K
Penserra Capital Management LLC 0.00% Reduce -68.7% 6,967 $228K
Pacer Advisors, Inc. 0.00% Add +126.3% 6,947 $227K
Evergreen Capital Management LLC 0.01% New 6,811 $223K
Truvestments Capital LLC 0.06% New 6,748 $221K
Clearstead Advisors, LLC 0.00% No change 6,643 $217K
Stratos Wealth Partners, LTD. 0.00% Reduce -40.4% 6,471 $212K
Wealth Enhancement Advisory Services, LLC 0.00% New 6,448 $211K
Perigon Wealth Management, LLC 0.01% New 6,405 $210K
Lido Advisors, LLC 0.00% New 6,400 $209K
Vise Technologies, Inc. 0.03% New 6,168 $202K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 5,900 $193K
Central Pacific Bank - Trust Division 0.02% Reduce -19.7% 5,540 $181K
Concourse Financial Group Securities, Inc. 0.01% Add +1.6% 5,245 $172K
Tower Research Capital LLC (TRC) 0.00% Reduce -81.3% 5,044 $165K
Parallel Advisors, LLC 0.00% Reduce -20.3% 4,918 $161K
Globeflex Capital L P 0.01% No change 4,077 $133K
Ameliora Wealth Management Ltd. 0.05% No change 4,000 $131K
KBC Group NV 0.00% No change 3,983 $130K
Nisa Investment Advisors, LLC 0.00% Add +7.2% 2,816 $92K
Whittier Trust Co. 0.00% No change 2,410 $79K
Covestor Ltd 0.05% Reduce -31.1% 2,265 $74K
Farther Finance Advisors, LLC 0.00% Add +245.4% 2,162 $71K
Federation des caisses Desjardins du Quebec 0.00% Add +26.7% 1,900 $62K
Catalyst Funds Management Pty Ltd 0.01% Add +350.0% 1,800 $59K
DekaBank Deutsche Girozentrale 0.00% No change 1,583 $51K
TD Waterhouse Canada Inc. 0.00% Add +57.1% 1,541 $49K
Glass Jacobson Investment Advisors llc 0.02% No change 1,400 $46K
Quarry LP 0.01% Reduce -4.7% 1,351 $44K
GAMMA Investing LLC 0.00% Add +143.1% 1,337 $44K
Center for Financial Planning, Inc. 0.01% No change 1,250 $41K
Quadrant Capital Group LLC 0.00% Reduce -16.5% 1,115 $36K
Itau Unibanco Holding S.A. 0.00% New 1,087 $36K
North Star Investment Management Corp. 0.00% No change 1,000 $33K
Bear Mountain Capital, Inc. 0.01% No change 867 $28K
CIBC Private Wealth Group LLC 0.00% Reduce -16.7% 750 $25K
Wolff Wiese Magana LLC 0.02% New 727 $24K
Larson Financial Group LLC 0.00% No change 659 $22K
NFSG Corp 0.01% Reduce -70.6% 530 $17K
CoreCap Advisors, LLC 0.00% No change 500 $16K
NewEdge Advisors, LLC 0.00% No change 500 $16K
Gilliland Jeter Wealth Management LLC 0.01% No change 489 $16K
Cwm, LLC 0.00% Add +87.5% 448 $15K
UMB Bank, n.a. 0.00% Add +125.5% 318 $10K
Main Street Group, LTD 0.00% No change 300 $10K
Fairfield Financial Advisors, LTD 0.00% No change 300 $10K
Jaffetilchin Investment Partners, LLC 0.00% New 292 $10K
Coston, McIsaac & Partners 0.00% New 300 $9K
Smartleaf Asset Management LLC 0.00% Reduce -5.0% 265 $9K
Hexagon Capital Partners LLC 0.00% Add +12600.0% 254 $8K
Elequin Capital, LP 0.02% New 220 $7K
Spire Wealth Management 0.00% Reduce -78.9% 210 $7K
Operose Advisors LLC 0.00% No change 200 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 200 $7K
FinTrust Capital Advisors, LLC 0.00% No change 200 $7K
Trust Co. of Vermont 0.00% No change 200 $7K
Avior Wealth Management, LLC 0.00% Add +4.8% 197 $6K
WASHINGTON TRUST Co 0.00% Add +9.0% 194 $6K
Global Retirement Partners, LLC 0.00% No change 179 $6K
Jones Financial Companies LLLP 0.00% Add +133.3% 175 $6K
Sandy Spring Bank 0.00% No change 175 $6K
Lindbrook Capital, LLC 0.00% Reduce -49.9% 169 $6K
Eagle Bay Advisors LLC 0.00% Reduce -39.2% 152 $5K
Financial Avengers, Inc. 0.00% No change 150 $5K
WealthCollab, LLC 0.00% No change 147 $5K
Cape Investment Advisory, Inc. 0.00% New 145 $5K
Sterling Capital Management LLC 0.00% — 143 $5K
Naples Money Management LLC 0.00% No change 141 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.1% 137 $4K
Principal Securities, Inc. 0.00% Reduce -10.7% 133 $4K
Arax Advisory Partners 0.00% No change 125 $4K
Hantz Financial Services, Inc. 0.00% No change 134 $4K
Mather Group, Llc. 0.00% No change 122 $4K
Rothschild Investment LLC 0.00% Add +2300.0% 120 $4K
Parkside Financial Bank & Trust 0.00% Add +5.8% 110 $4K
Signaturefd, LLC 0.00% Reduce -12.9% 108 $4K
GPS Wealth Strategies Group, LLC 0.00% No change 106 $3K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -61.5% 105 $3K
Carolinas Wealth Consulting LLC 0.00% Add +1.0% 104 $3K
Key Financial Inc 0.00% No change 100 $3K
Archer Investment Corp 0.00% No change 95 $3K
EverSource Wealth Advisors, LLC 0.00% Add +28.6% 81 $3K
Farmers & Merchants Investments Inc. 0.00% No change 80 $3K
Allworth Financial LP 0.00% No change 76 $2K
Anchor Investment Management, LLC 0.00% No change 75 $2K
Bell Investment Advisors, Inc 0.00% No change 71 $2K
JFS Wealth Advisors, LLC 0.00% Add +2.9% 70 $2K
Hemington Wealth Management 0.00% New 80 $2K
Harvest Fund Management Co., Ltd 0.00% New 68 $2K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -86.9% 54 $2K
Financial Network Wealth Advisors LLC 0.00% New 52 $2K
Assetmark, Inc. 0.00% New 52 $2K
AdvisorNet Financial, Inc 0.00% New 48 $2K
Earned Wealth Advisors, LLC 0.00% New 46 $2K
Manchester Capital Management LLC 0.00% Add +30.3% 43 $1K
Private Wealth Management Group, LLC 0.00% No change 42 $1K
First Horizon Advisors, Inc. 0.00% New 41 $1K
Sound Income Strategies, LLC 0.00% No change 40 $1K
Picton Mahoney Asset Management 0.00% New 34 $1K
Sunbelt Securities, Inc. 0.00% No change 30 $982
Riggs Asset Managment Co. Inc. 0.00% No change 25 $819
DiNuzzo Private Wealth, Inc. 0.00% Add +47.1% 25 $819
GeoWealth Management, LLC 0.00% New 22 $720
SJS Investment Consulting Inc. 0.00% Reduce -4.8% 20 $655
Mendota Financial Group, LLC 0.00% New 15 $491
Anfield Capital Management, LLC 0.00% No change 12 $393
Harbour Investments, Inc. 0.00% No change 12 $393
Cornerstone Planning Group LLC 0.00% New 10 $321
Huntington National Bank 0.00% No change 9 $295
Abound Wealth Management 0.00% Reduce -27.3% 8 $262
MV Capital Management, Inc. 0.00% Reduce -12.5% 7 $230
Claris Advisors, LLC / Mo / 0.00% New 6 $196
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.