Box Inc. Class ABOX

13F holders, Q4 2024 (December 31)
399holders +4
36new positions
48sold out
9famous investors
$31.60avg. 13F price*

At the end of Q4 2024, 399 institutions reported holding Box Inc. Class A (BOX) in their 13F filings, up 4 from Q3 2024. 36 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($802.7M), Vanguard Group Inc. ($572.2M) and Earnest Partners LLC ($249.5M). 9 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions36$53.6M
Exits48$105.9M

All 13F filers, Q3 2024 → Q4 2024: 14,855,983 shares bought and 11,281,712 shares sold, net +3,574,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 399 holders

BlackRock, Inc. 0.02% Reduce -0.7% 25,403,467 $802.7M
Vanguard Group Inc. 0.01% Reduce -1.3% 18,108,623 $572.2M
Earnest Partners LLC 1.12% Add +2.1% 7,896,931 $249.5M
State Street Corp. 0.01% Add +6.2% 5,971,348 $188.7M
Acadian Asset Management LLC 0.35% Add +72.4% 3,834,346 $121.1M
UBS Group AG 0.02% Add +82.4% 3,485,449 $110.1M
Bank of America Corp. 0.01% Reduce -7.9% 3,470,760 $109.7M
RGM Capital, LLC 4.48% Reduce -22.3% 3,431,314 $108.4M
Arrowstreet Capital, Limited Partnership 0.09% Add +103.8% 3,386,370 $107.0M
Sei Investments Co. 0.13% Add +8.4% 3,286,619 $103.9M
Geode Capital Management, LLC 0.01% Reduce -0.7% 3,225,937 $102.0M
Dimensional Fund Advisors LP 0.02% Add +0.4% 2,610,450 $82.5M
Deutsche Bank AG 0.03% Reduce -1.7% 2,555,099 $80.7M
Morgan Stanley 0.01% Reduce -9.2% 2,524,184 $79.8M
JPMorgan Chase & Co. 0.01% Reduce -18.6% 2,333,475 $73.7M
Renaissance Technologies 0.10% Add +11.8% 2,205,926 $69.7M
Congress Asset Management Co. 0.35% Add +17.5% 1,659,646 $52.4M
Northern Trust Corp. 0.01% Add +7.4% 1,657,127 $52.4M
Wells Fargo & Company 0.01% Add +22.9% 1,633,647 $51.6M
Macquarie Group Ltd. 0.06% Reduce -24.8% 1,570,244 $49.6M
Schroder Investment Management Group 0.04% Reduce -7.6% 1,471,155 $46.8M
Charles Schwab Investment Management Inc. 0.01% Add +2.0% 1,399,629 $44.2M
First Trust Advisors LP 0.04% Add +18.2% 1,366,007 $43.2M
Bank of New York Mellon Corp 0.01% Reduce -2.3% 1,304,049 $41.2M
Goldman Sachs Group Inc. 0.01% Add +21.8% 1,269,238 $40.1M
Aristotle Capital Boston, LLC 1.40% Reduce -9.8% 1,195,813 $37.8M
Jacobs Levy Equity Management, Inc. 0.13% Reduce -53.7% 1,123,903 $35.5M
BNP Paribas Financial Markets 0.03% Add +254.1% 1,045,295 $33.0M
T. Rowe Price Associates Inc. 0.00% Add +1.5% 1,001,896 $31.7M
Sunriver Management LLC 3.59% Reduce -39.6% 949,452 $30.0M
Norges Bank 0.00% Reduce -23.3% 948,526 $30.0M
Neuberger Berman Group LLC 0.02% Reduce -0.5% 941,527 $29.8M
Fisher Asset Management 0.01% Add +420.6% 857,498 $27.1M
Ameriprise Financial Inc. 0.01% Reduce -12.2% 845,198 $26.7M
Principal Financial Group Inc. 0.01% Add +2.5% 779,050 $24.6M
Jupiter Asset Management Ltd. 0.24% New 766,907 $24.2M
Fort Washington Investment Advisors Inc. 0.13% Add +9.6% 704,583 $22.3M
Nuveen Asset Management, LLC 0.01% Reduce -6.3% 663,415 $21.0M
California Public Employees Retirement System 0.01% Reduce -1.1% 655,253 $20.7M
Royal Bank of Canada 0.00% Add +2725.6% 608,304 $19.2M
Mizuho Markets Americas LLC 0.36% Add +1597.8% 594,248 $18.8M
Two Sigma Investments, LP 0.04% Reduce -11.2% 589,741 $18.6M
Victory Capital Management Inc. 0.02% Reduce -4.2% 582,587 $18.4M
Oberweis Asset Management Inc./ 0.83% Add +7.0% 558,500 $17.6M
Russell Investments Group, Ltd. 0.02% Add +17.9% 543,861 $17.2M
Invesco Ltd. 0.00% Add +3.0% 524,431 $16.6M
Peregrine Capital Management LLC 0.49% Add +1.8% 519,010 $16.4M
Citadel Advisors 0.01% Add +98.9% 506,322 $16.0M
Janus Henderson Group PLC 0.01% Add +126.0% 487,387 $15.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -24.9% 465,387 $14.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +20.3% 445,096 $14.1M
D. E. Shaw & Co. 0.02% Add +28.5% 433,390 $13.7M
Natixis Advisors, LLC 0.03% Add +12.9% 431,881 $13.6M
HighTower Advisors, LLC 0.02% Add +2.3% 421,922 $13.3M
Caisse de depot et placement du Quebec 0.03% Add +219.4% 420,907 $13.3M
Citigroup Inc. 0.01% Add +6.8% 417,929 $13.2M
Barclays PLC 0.01% Add +15.7% 415,222 $13.1M
Legal & General Group Plc 0.00% Reduce -0.6% 410,432 $13.0M
Man Group plc 0.04% Reduce -13.1% 406,072 $12.8M
Qube Research & Technologies Ltd 0.02% Add +51.3% 402,145 $12.7M
Rhumbline Advisers 0.01% Reduce -2.4% 387,688 $12.3M
Segall Bryant & Hamill, LLC 0.16% Reduce -1.3% 378,773 $12.0M
Prudential Financial Inc. 0.02% Reduce -6.2% 377,586 $11.9M
Bank of Montreal 0.01% Add +15.2% 368,299 $11.6M
Envestnet Asset Management Inc. 0.00% Reduce -0.9% 368,055 $11.6M
Divisar Capital Management LLC 2.49% Reduce -39.3% 363,461 $11.5M
Nordea Investment Management AB 0.01% Add +4.2% 356,309 $11.3M
Public Sector Pension Investment Board 0.05% Add +15.6% 356,841 $11.3M
Assenagon Asset Management S.A. 0.02% Add +34.9% 343,875 $10.9M
Mackenzie Financial Corp. 0.01% Add +28.1% 341,606 $10.8M
Voya Investment Management LLC 0.01% Reduce -23.0% 335,993 $10.6M
Canada Pension Plan Investment Board 0.01% Add +67.3% 317,800 $10.0M
Cornerstone Capital, Inc. 1.04% Reduce -4.5% 311,815 $9.9M
Alliancebernstein L.P. 0.00% Add +52.5% 289,179 $9.1M
CANADA LIFE ASSURANCE Co 0.02% Reduce -11.2% 288,238 $9.1M
Swiss National Bank 0.01% Reduce -0.7% 281,700 $8.9M
Squarepoint Ops LLC 0.02% Reduce -7.0% 281,597 $8.9M
Freestone Grove Partners LP 0.10% — 270,592 $8.6M
Raymond James Financial Inc. 0.00% — 265,976 $8.4M
Capital Fund Management S.A. 0.08% Add +49.2% 247,504 $7.8M
CW Advisors, LLC 0.10% Add +17.2% 227,567 $7.2M
Summit Creek Advisors LLC 0.94% Add +35.2% 226,964 $7.2M
Madison Asset Management, LLC 0.07% Reduce -7.8% 198,815 $6.3M
Madison Investment Advisors, LLC 0.07% — 198,815 $6.3M
Beacon Harbor Wealth Advisors, Inc. 1.40% New 189,765 $6.0M
Danske Bank A/S 0.02% Reduce -19.9% 189,161 $6.0M
Hillsdale Investment Management Inc. 0.29% Add +0.8% 179,150 $5.7M
Millennium Management 0.01% Reduce -41.4% 178,096 $5.6M
Amundi 0.00% Add +41.2% 170,619 $5.3M
CenterBook Partners LP 0.31% Add +114.1% 165,332 $5.2M
Los Angeles Capital Management LLC 0.02% Add +629.1% 161,865 $5.1M
Jane Street Group, LLC 0.01% Reduce -66.7% 158,878 $5.0M
Marshall Wace, LLP 0.01% Add +153.5% 157,375 $5.0M
Twenty Acre Capital LP 3.95% Reduce -15.5% 153,100 $4.8M
AXA S.A. 0.01% Add +1332.2% 144,167 $4.6M
Emmett Investment Management, LP 4.08% — 143,600 $4.5M
Tudor Investment Corporation 0.05% New 137,430 $4.3M
Federated Hermes, Inc. 0.01% Add +49.9% 135,176 $4.3M
California State Teachers Retirement System 0.00% Reduce -2.6% 133,742 $4.2M
Focus Partners Wealth 0.01% Add +2.3% 124,498 $3.9M
Simplex Trading, LLC 0.11% Add +56.9% 123,137 $3.9M
Vident Advisory, LLC 0.06% Add +15.3% 116,662 $3.7M
Susquehanna Fundamental Investments, LLC 0.06% — 116,532 $3.7M
Parallax Volatility Advisers, L.P. 0.09% Add +20.8% 115,855 $3.7M
BI Asset Management Fondsmaeglerselskab A/S 0.04% New 115,139 $3.6M
Ensign Peak Advisors, Inc 0.01% Add +22.1% 114,955 $3.6M
Bridgewater Associates 0.02% Add +1.3% 114,686 $3.6M
Schonfeld Strategic Advisors LLC 0.02% Reduce -4.8% 114,298 $3.6M
Thrivent Financial for Lutherans 0.01% Reduce -3.1% 110,708 $3.5M
Abacus FCF Advisors LLC 0.44% Add +46.5% 105,126 $3.3M
State of Wisconsin Investment Board 0.01% Reduce -9.0% 103,902 $3.3M
EFG Asset Management (North America) Corp. 0.45% Add +59.4% 103,891 $3.3M
Massachusetts Financial Services Co. 0.00% Add +13.7% 101,468 $3.2M
Trexquant Investment LP 0.04% Reduce -40.6% 101,313 $3.2M
Profit Investment Management, LLC 2.54% Add +3.9% 100,008 $3.2M
AQR Capital Management 0.00% Add +141.9% 99,502 $3.1M
Fieldview Capital Management, LLC 0.47% — 97,095 $3.1M
Townsquare Capital LLC 0.03% Add +49.7% 92,412 $2.9M
Paralel Advisors LLC 0.12% Add +10.0% 88,658 $2.8M
Two Sigma Advisers, LP 0.01% Add +694.4% 85,800 $2.7M
Martingale Asset Management L P 0.07% Add +12.0% 85,194 $2.7M
MetLife Investment Management, LLC 0.01% Add +4.6% 84,995 $2.7M
Verition Fund Management LLC 0.01% Reduce -34.0% 84,861 $2.7M
Edgestream Partners, L.P. 0.11% New 84,537 $2.7M
NorthCoast Asset Management LLC 0.01% Reduce -2.1% 84,215 $2.7M
Illinois Municipal Retirement Fund 0.04% Add +13.9% 83,929 $2.7M
State of Alaska, Department of Revenue 0.03% Reduce -2.0% 81,400 $2.6M
Wesbanco Bank Inc. 0.09% No change 81,254 $2.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.3% 79,582 $2.5M
Mercer Global Advisors Inc. 0.01% Reduce -3.5% 79,222 $2.5M
Corebridge Financial, Inc. 0.01% Reduce -7.3% 75,068 $2.4M
US Bancorp \de 0.00% Reduce -7.4% 72,485 $2.3M
Louisiana State Employees Retirement System 0.04% Reduce -1.6% 69,200 $2.2M
Comerica Bank 0.01% Add +5.5% 67,245 $2.1M
State of Tennessee, Department of Treasury 0.01% Reduce -12.2% 66,698 $2.1M
HRT Financial LP 0.01% Add +458.6% 65,502 $2.1M
New York State Teachers Retirement System 0.00% Add +27.7% 63,528 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -8.5% 63,323 $2.0M
KLP Kapitalforvaltning As 0.01% — 63,000 $2.0M
Susquehanna International Group, LLP 0.00% Add +299.0% 61,212 $1.9M
Lazard Asset Management LLC 0.00% Reduce -48.5% 59,803 $1.9M
Fifth Third Bancorp 0.01% Reduce -29.6% 58,516 $1.8M
Walleye Capital LLC 0.02% Reduce -67.6% 58,036 $1.8M
Great Lakes Advisors, LLC 0.02% Reduce -19.9% 57,342 $1.8M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -2.7% 56,750 $1.8M
Intech Investment Management LLC 0.02% Add +52.5% 55,417 $1.8M
Oppenheimer Asset Management Inc. 0.02% Add +1.0% 55,180 $1.7M
Numerai GP LLC 0.48% Add +171.0% 55,036 $1.7M
Pathstone Holdings, LLC 0.01% Add +5.7% 54,777 $1.7M
Exchange Traded Concepts, LLC 0.04% Add +4.6% 54,694 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -3.4% 54,289 $1.7M
Stifel Financial Corp. 0.00% Add +31.4% 53,924 $1.7M
Teacher Retirement System of Texas 0.01% Reduce -17.2% 51,490 $1.6M
Bryce Point Capital, LLC 0.47% — 51,272 $1.6M
Graham Capital Management, L.P. 0.08% New 51,055 $1.6M
HSBC Holdings PLC 0.00% Add +17.5% 50,762 $1.6M
American Century Companies Inc. 0.00% Reduce -20.1% 50,703 $1.6M
Algert Global LLC 0.04% Reduce -65.3% 48,726 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 48,700 $1.5M
Maryland State Retirement & Pension System 0.03% Reduce -1.8% 48,234 $1.5M
Tealwood Asset Management Inc. 0.63% Add +0.2% 47,566 $1.5M
Shelton Capital Management 0.04% Reduce -1.2% 45,781 $1.4M
Integrated Quantitative Investments LLC 0.70% — 44,874 $1.4M
New York State Common Retirement Fund 0.00% No change 44,858 $1.4M
ProShare Advisors LLC 0.00% Add +42.5% 43,308 $1.4M
Amalgamated Bank 0.01% Reduce -1.9% 41,841 $1.3M
Arizona State Retirement System 0.01% Reduce -0.8% 41,567 $1.3M
State Board of Administration of Florida Retirement System 0.00% No change 40,260 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +1.3% 39,768 $1.3M
Allspring Global Investments Holdings, LLC 0.00% Add +182.5% 39,608 $1.2M
Weiss Asset Management LP 0.04% Add +47.3% 38,568 $1.2M
Sanctuary Advisors, LLC 0.01% Add +1.2% 35,775 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +14.9% 35,427 $1.1M
Rockefeller Capital Management L.P. 0.00% Reduce -0.1% 35,124 $1.1M
Oregon Public Employees Retirement Fund 0.02% Reduce -1.6% 33,668 $1.1M
Burney Co./ 0.04% Reduce -1.7% 33,262 $1.1M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.03% New 32,500 $1.0M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -47.8% 32,285 $1.0M
Handelsbanken Fonder AB 0.00% Reduce -20.3% 31,753 $1.0M
Robeco Institutional Asset Management B.V. 0.00% New 31,049 $981K
Occudo Quantitative Strategies LP 0.18% Add +71.9% 31,040 $981K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -1.7% 30,577 $966K
Brevan Howard Capital Management LP 0.02% Add +220.6% 30,337 $959K
Police & Firemen's Retirement System of New Jersey 0.01% — 29,997 $948K
Glenmede Trust Co. NA 0.00% Reduce -16.1% 28,605 $904K
Versor Investments LP 0.16% Reduce -23.4% 28,587 $903K
Landscape Capital Management, L.L.C. 0.09% New 27,670 $874K
Harbor Capital Advisors, Inc. 0.04% Add +8.7% 27,538 $870K
Atria Investments, Inc 0.01% Add +9.4% 27,321 $863K
Summit Trail Advisors, LLC 0.03% Add +29.2% 26,596 $840K
AlphaQuest LLC 0.11% Reduce -34.0% 26,408 $834K
Rafferty Asset Management, LLC 0.00% Add +5.8% 26,128 $826K
Y-Intercept (Hong Kong) Ltd 0.05% New 25,876 $818K
Resona Asset Management Co.,Ltd. 0.00% Add +112.7% 25,827 $816K
Malaga Cove Capital, LLC 0.32% No change 25,589 $809K
Sherbrooke Park Advisers LLC 0.25% New 24,900 $787K
Bokf, NA 0.01% Add +23.3% 25,401 $783K
Campbell & CO Investment Adviser LLC 0.06% New 24,562 $776K
Engineers Gate Manager LP 0.01% Reduce -79.9% 24,490 $774K
Linden Thomas Advisory Services, LLC 0.10% Reduce -0.4% 24,182 $764K
CWA Asset Management Group, LLC 0.04% Add +60.7% 23,875 $754K
Tidal Investments LLC 0.01% Reduce -2.5% 23,499 $743K
Franklin Resources Inc. 0.00% Add +4.1% 22,725 $718K
Caption Management, LLC 0.03% New 22,100 $698K
Mutual of America Capital Management LLC 0.01% Reduce -0.8% 21,696 $686K
Kesler, Norman & Wride, LLC 0.15% New 21,536 $681K
Pictet Asset Management Holding SA 0.00% Add +19.4% 21,324 $674K
LPL Financial LLC 0.00% Add +11.1% 20,757 $656K
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.5% 19,916 $629K
Myecfo, LLC 0.33% Add +5.0% 19,205 $607K
F/m Investments LLC 0.02% Add +30.1% 18,789 $594K
Smith Group Asset Management, LLC 0.04% Add +14.8% 18,645 $589K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -41.3% 18,081 $579K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +2.8% 18,155 $574K
Dark Forest Capital Management LP 0.08% Add +138.1% 18,052 $570K
Atom Investors LP 0.07% Reduce -13.3% 17,938 $567K
Group One Trading LLC 0.02% Reduce -17.7% 17,904 $566K
Jefferies Financial Group Inc. 0.01% New 17,570 $555K
Jain Global LLC 0.02% — 17,413 $550K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +2.6% 17,340 $548K
FORA Capital, LLC 0.06% Reduce -60.6% 16,570 $524K
Connable Office Inc. 0.05% No change 15,707 $496K
Creative Planning 0.00% Reduce -1.6% 15,489 $489K
Integrated Investment Consultants, LLC 0.10% Reduce -0.8% 15,421 $487K
NorthCrest Asset Manangement, LLC 0.01% No change 15,300 $483K
Woodline Partners LP 0.00% Add +63.3% 15,294 $483K
Matisse Capital 0.24% Add +30.4% 15,000 $474K
Ameritas Investment Partners, Inc. 0.02% Add +4.7% 14,733 $466K
Coldstream Capital Management Inc. 0.01% No change 14,546 $460K
Public Employees Retirement Association of Colorado 0.00% No change 14,514 $459K
Xponance LLC 0.00% Add +6.4% 14,516 $459K
Garde Capital, Inc. 0.03% Reduce -10.8% 14,135 $447K
Quantbot Technologies LP 0.02% Reduce -83.9% 14,037 $444K
Gibbs Wealth Management 0.12% Add +52.9% 14,032 $443K
Staley Capital Advisers Inc. 0.02% No change 14,000 $442K
Blue Trust, Inc. 0.01% Add +6.6% 13,961 $441K
Elo Mutual Pension Insurance Co 0.01% New 13,589 $429K
Profund Advisors LLC 0.02% Reduce -1.2% 13,500 $427K
Henshaw Capital LLC 0.02% No change 13,293 $420K
Petrus Trust Company, LTA 0.04% Reduce -29.4% 13,264 $419K
Cibc World Markets Corp. 0.00% New 13,180 $416K
Caxton Associates LP 0.01% New 13,158 $416K
Guggenheim Capital LLC 0.00% Reduce -0.8% 12,933 $409K
O'shaughnessy Asset Management, LLC 0.00% Reduce -5.6% 12,721 $402K
Kestra Advisory Services, LLC 0.00% Add +11.9% 12,554 $397K
Praxis Investment Management Inc. 0.03% Reduce -20.4% 12,330 $390K
Jasper Ridge Partners, L.P. 0.01% Reduce -84.6% 11,814 $373K
Aviva PLC 0.00% Reduce -43.2% 11,761 $372K
Osaic Holdings, Inc. 0.00% Reduce -12.5% 12,188 $362K
Beverly Hills Private Wealth, LLC 0.07% Reduce -11.8% 11,188 $354K
Corient Private Wealth LP 0.00% Reduce -36.8% 11,075 $350K
DC Investments Management, LLC 0.21% No change 10,379 $328K
Leonteq Securities AG 0.03% Reduce -14.7% 10,181 $322K
STRS Ohio 0.00% Reduce -9.1% 10,000 $316K
Commonwealth Equity Services, LLC 0.00% Add +7.1% 9,887 $312K
Cetera Investment Advisers 0.00% Reduce -0.9% 9,872 $312K
Brown Brothers Harriman & Co. 0.00% No change 9,858 $312K
Captrust Financial Advisors 0.00% Reduce -6.4% 9,763 $309K
Sonoma Private Wealth LLC 0.50% Add +10.7% 9,740 $308K
Gotham Asset Management 0.00% New 9,730 $307K
MML Investors Services, LLC 0.00% Add +18.6% 9,642 $305K
Cornercap Investment Counsel Inc. 0.10% No change 9,521 $301K
PNC Financial Services Group, Inc. 0.00% Reduce -11.2% 9,518 $301K
Quantessence Capital LLC 0.12% — 9,472 $299K
Portside Wealth Group, LLC 0.05% New 9,441 $298K
FMR LLC 0.00% Reduce -9.3% 9,248 $292K
Quantinno Capital Management LP 0.00% New 9,139 $289K
Blueshift Asset Management, LLC 0.11% New 9,119 $288K
Aspiriant, LLC 0.01% Add +5.0% 9,048 $286K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.1% 8,916 $282K
Vise Technologies, Inc. 0.02% Add +38.5% 8,540 $270K
Cahaba Wealth Management, Inc. 0.02% No change 8,439 $267K
XTX Topco Ltd 0.02% Reduce -77.8% 8,434 $267K
Lido Advisors, LLC 0.00% Add +30.6% 8,360 $264K
Centiva Capital, LP 0.01% Reduce -12.1% 8,164 $258K
Hohimer Wealth Management, LLC 0.05% Add +13.9% 8,123 $257K
Rosenberg Matthew Hamilton 0.07% Reduce -0.6% 8,069 $255K
Shell Asset Management Co. 0.01% No change 7,982 $252K
Pacer Advisors, Inc. 0.00% Add +14.8% 7,974 $252K
Janney Montgomery Scott LLC 0.00% Add +5.3% 7,807 $247K
New Age Alpha Advisors, LLC 0.01% New 7,807 $247K
Horizon Investment Services, LLC 0.10% New 7,689 $243K
Harvest Fund Management Co., Ltd 0.01% Add +11111.8% 7,624 $241K
Wealth Enhancement Advisory Services, LLC 0.00% Add +10.5% 7,127 $225K
Evergreen Capital Management LLC 0.01% Add +0.2% 6,827 $216K
Raiffeisen Bank International AG 0.00% — 6,757 $215K
Truvestments Capital LLC 0.05% No change 6,748 $213K
Clearstead Advisors, LLC 0.00% No change 6,643 $210K
Old National Bancorp 0.00% New 6,435 $203K
Perigon Wealth Management, LLC 0.01% Add +0.1% 6,414 $202K
Bleakley Financial Group, LLC 0.01% New 6,334 $200K
Tower Research Capital LLC (TRC) 0.00% Add +25.2% 6,315 $200K
Central Pacific Bank - Trust Division 0.03% Add +9.6% 6,070 $192K
Headlands Technologies LLC 0.02% New 5,822 $184K
SG Americas Securities, LLC 0.00% Reduce -84.9% 5,781 $183K
State of Wyoming 0.02% New 5,736 $181K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -5.6% 5,570 $175K
KBC Group NV 0.00% Add +35.6% 5,403 $171K
Concourse Financial Group Securities, Inc. 0.01% Reduce -5.5% 4,959 $156K
Parallel Advisors, LLC 0.00% Add +0.2% 4,927 $156K
Bessemer Group Inc. 0.00% Reduce -81.5% 4,491 $142K
Plato Investment Management Ltd 0.01% New 4,225 $134K
SBI Securities Co., Ltd. 0.00% — 4,162 $132K
Ameliora Wealth Management Ltd. 0.05% No change 4,000 $126K
Globeflex Capital L P 0.01% Reduce -5.7% 3,844 $121K
Nisa Investment Advisors, LLC 0.00% Add +6.9% 3,011 $95K
Northwestern Mutual Wealth Management Co. 0.00% Add +2759.1% 3,002 $95K
Farther Finance Advisors, LLC 0.00% Add +19.3% 2,579 $81K
Whittier Trust Co. 0.00% No change 2,410 $76K
TD Waterhouse Canada Inc. 0.00% Add +42.4% 2,194 $69K
Smartleaf Asset Management LLC 0.01% Add +715.9% 2,162 $69K
Federation des caisses Desjardins du Quebec 0.00% No change 1,900 $60K
Covestor Ltd 0.03% Reduce -27.2% 1,649 $53K
DekaBank Deutsche Girozentrale 0.00% No change 1,583 $50K
National Bank of Canada 0.00% Reduce -78.3% 1,564 $49K
MAI Capital Management 0.00% New 1,468 $46K
GAMMA Investing LLC 0.00% Add +8.8% 1,454 $46K
Glass Jacobson Investment Advisors llc 0.01% No change 1,400 $44K
Center for Financial Planning, Inc. 0.01% No change 1,250 $40K
Quadrant Capital Group LLC 0.00% Reduce -4.5% 1,065 $34K
North Star Investment Management Corp. 0.00% No change 1,000 $32K
Quarry LP 0.01% Reduce -31.9% 920 $29K
Bear Mountain Capital, Inc. 0.01% No change 867 $27K
Wolff Wiese Magana LLC 0.02% No change 727 $23K
Larson Financial Group LLC 0.00% No change 659 $21K
Cwm, LLC 0.00% Add +40.6% 630 $20K
Mather Group, Llc. 0.00% Add +325.4% 519 $16K
Bayforest Capital Ltd 0.02% — 510 $16K
Wingate Wealth Advisors, Inc. 0.02% — 500 $16K
NewEdge Advisors, LLC 0.00% No change 500 $16K
CIBC Private Wealth Group LLC 0.00% Reduce -35.7% 482 $15K
Global Retirement Partners, LLC 0.00% Add +114.5% 384 $12K
TCTC Holdings, LLC 0.00% New 383 $12K
UMB Bank, n.a. 0.00% Add +6.3% 338 $11K
Versant Capital Management, Inc 0.00% New 315 $10K
Main Street Group, LTD 0.00% No change 300 $9K
Fairfield Financial Advisors, LTD 0.00% No change 300 $9K
Caitong International Asset Management Co., Ltd 0.01% — 291 $9K
Hexagon Capital Partners LLC 0.00% Add +6.3% 270 $9K
Jones Financial Companies LLLP 0.00% Add +43.4% 251 $8K
Spire Wealth Management 0.00% No change 210 $7K
Centricity Wealth Management, LLC 0.01% — 200 $6K
Operose Advisors LLC 0.00% No change 200 $6K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 200 $6K
Trust Co. of Vermont 0.00% No change 200 $6K
WASHINGTON TRUST Co 0.00% Reduce -5.7% 183 $6K
Assetmark, Inc. 0.00% Add +250.0% 182 $6K
Cape Investment Advisory, Inc. 0.00% Add +21.4% 176 $6K
Sandy Spring Bank 0.00% No change 175 $6K
Avior Wealth Management, LLC 0.00% Reduce -11.7% 174 $5K
Lindbrook Capital, LLC 0.00% No change 169 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Add +21.2% 166 $5K
Eagle Bay Advisors LLC 0.00% Add +7.9% 164 $5K
Elequin Capital, LP 0.00% Reduce -30.9% 152 $5K
Financial Avengers, Inc. 0.00% No change 150 $5K
WealthCollab, LLC 0.00% No change 147 $5K
Sterling Capital Management LLC 0.00% Add +2.1% 146 $5K
EverSource Wealth Advisors, LLC 0.00% Add +69.1% 137 $4K
Principal Securities, Inc. 0.00% No change 133 $4K
Hantz Financial Services, Inc. 0.00% No change 134 $4K
Arax Advisory Partners 0.00% No change 125 $4K
Hurley Capital, LLC 0.00% — 116 $4K
Parkside Financial Bank & Trust 0.00% Add +0.9% 111 $4K
Rothschild Investment LLC 0.00% Reduce -8.3% 110 $3K
Signaturefd, LLC 0.00% No change 108 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 106 $3K
Key Financial Inc 0.00% No change 100 $3K
Archer Investment Corp 0.00% No change 95 $3K
Hemington Wealth Management 0.00% Add +20.0% 96 $3K
Carolinas Wealth Consulting LLC 0.00% Reduce -12.5% 91 $3K
Farmers & Merchants Investments Inc. 0.00% No change 80 $3K
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% No change 70 $2K
Sunbelt Securities, Inc. 0.00% Add +110.0% 63 $2K
Valued Wealth Advisors LLC 0.00% New 63 $2K
Allworth Financial LP 0.00% Reduce -17.1% 63 $2K
Whipplewood Advisors, LLC 0.00% — 56 $2K
Manchester Capital Management LLC 0.00% Add +25.6% 54 $2K
Creative Financial Designs Inc. 0.00% New 54 $2K
Golden State Wealth Management, LLC 0.00% — 50 $2K
Walleye Trading LLC 0.00% Reduce -99.7% 46 $1K
Private Wealth Management Group, LLC 0.00% No change 42 $1K
First Horizon Advisors, Inc. 0.00% No change 41 $1K
GeoWealth Management, LLC 0.00% Add +68.2% 37 $1K
Picton Mahoney Asset Management 0.00% No change 34 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 25 $796
Aventura Private Wealth, LLC 0.00% — 22 $695
SJS Investment Consulting Inc. 0.00% Add +5.0% 21 $664
DiNuzzo Private Wealth, Inc. 0.00% Reduce -24.0% 19 $601
Harbour Investments, Inc. 0.00% No change 12 $379
Cornerstone Planning Group LLC 0.00% No change 10 $323
Huntington National Bank 0.00% No change 9 $284
Abound Wealth Management 0.00% No change 8 $253
MV Capital Management, Inc. 0.00% No change 7 $222
Global Financial Private Client, LLC 0.00% New 6 $190
Parkworth Wealth Management, Inc. 0.00% — 3 $95
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -81.5% 10 $0
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.