Box Inc. Class ABOX

13F holders, Q1 2025 (March 31)
392holders −7
41new positions
47sold out
6famous investors
$30.86avg. 13F price*

At the end of Q1 2025, 392 institutions reported holding Box Inc. Class A (BOX) in their 13F filings, down 7 from Q4 2024. 41 opened new positions and 47 sold out. The largest holders were BlackRock, Inc. ($782.4M), Vanguard Group Inc. ($554.3M) and Earnest Partners LLC ($239.8M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions41$26.5M
Exits47$61.7M

All 13F filers, Q4 2024 → Q1 2025: 10,501,466 shares bought and 10,337,400 shares sold, net +164,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 392 holders

BlackRock, Inc. 0.02% Reduce -0.2% 25,353,620 $782.4M
Vanguard Group Inc. 0.01% Reduce -0.8% 17,961,151 $554.3M
Earnest Partners LLC 1.15% Reduce -1.6% 7,772,080 $239.8M
State Street Corp. 0.01% Reduce -3.6% 5,757,429 $177.7M
Arrowstreet Capital, Limited Partnership 0.10% Add +13.3% 3,836,901 $118.4M
RGM Capital, LLC 4.80% Add +9.3% 3,749,773 $115.7M
Bank of America Corp. 0.01% Add +7.2% 3,721,878 $114.9M
UBS Group AG 0.02% Reduce -1.6% 3,428,990 $105.8M
Geode Capital Management, LLC 0.01% Add +2.7% 3,314,039 $102.3M
Sei Investments Co. 0.13% Reduce -4.2% 3,148,756 $97.2M
Acadian Asset Management LLC 0.26% Reduce -20.9% 3,033,133 $93.6M
Dimensional Fund Advisors LP 0.02% Add +6.8% 2,787,579 $86.0M
JPMorgan Chase & Co. 0.01% Reduce -3.0% 2,264,543 $69.9M
Morgan Stanley 0.01% Reduce -10.8% 2,252,471 $69.5M
Deutsche Bank AG 0.03% Reduce -18.6% 2,080,436 $64.2M
Congress Asset Management Co. 0.43% Add +11.2% 1,846,069 $57.0M
Wells Fargo & Company 0.01% Add +10.7% 1,807,881 $55.8M
Macquarie Group Ltd. 0.07% Add +11.9% 1,757,877 $54.2M
Northern Trust Corp. 0.01% Reduce -1.7% 1,628,646 $50.3M
Two Sigma Advisers, LP 0.11% Add +1724.0% 1,565,000 $48.3M
Sunriver Management LLC 5.89% Add +62.9% 1,546,862 $47.7M
Schroder Investment Management Group 0.05% Add +3.3% 1,519,472 $47.3M
Two Sigma Investments, LP 0.11% Add +158.7% 1,525,811 $47.1M
D. E. Shaw & Co. 0.06% Add +248.4% 1,510,048 $46.6M
Renaissance Technologies 0.07% Reduce -32.3% 1,494,026 $46.1M
Citadel Advisors 0.04% Add +181.2% 1,423,768 $43.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.2% 1,383,082 $42.7M
First Trust Advisors LP 0.04% Add +0.8% 1,376,716 $42.5M
Bank of New York Mellon Corp 0.01% Reduce -1.9% 1,279,414 $39.5M
BNP Paribas Financial Markets 0.03% Add +2.4% 1,070,157 $33.0M
T. Rowe Price Associates Inc. 0.00% Add +3.3% 1,034,604 $31.9M
Aristotle Capital Boston, LLC 1.50% Reduce -18.5% 974,303 $30.1M
Goldman Sachs Group Inc. 0.01% Reduce -23.5% 970,876 $30.0M
Fisher Asset Management 0.01% Reduce -6.3% 803,521 $24.8M
Principal Financial Group Inc. 0.01% Add +2.9% 801,576 $24.7M
Jupiter Asset Management Ltd. 0.23% Add +0.1% 767,629 $23.7M
Ameriprise Financial Inc. 0.01% Reduce -14.3% 724,502 $22.4M
Neuberger Berman Group LLC 0.02% Reduce -26.5% 691,667 $21.3M
California Public Employees Retirement System 0.01% Add +0.1% 655,895 $20.2M
Victory Capital Management Inc. 0.02% Add +11.7% 650,713 $20.1M
Royal Bank of Canada 0.00% Add +4.9% 638,062 $19.7M
Mizuho Markets Americas LLC 0.41% Add +3.8% 616,948 $19.0M
Oberweis Asset Management Inc./ 0.92% Add +6.9% 597,100 $18.4M
Janus Henderson Group PLC 0.01% Add +17.4% 572,047 $17.8M
Invesco Ltd. 0.00% Add +8.3% 567,786 $17.5M
Norges Bank 0.00% Reduce -42.5% 545,787 $16.8M
Peregrine Capital Management LLC 0.55% Add +3.4% 536,707 $16.6M
Public Sector Pension Investment Board 0.07% Add +45.5% 519,079 $16.0M
Natixis Advisors, LLC 0.03% Add +15.2% 497,592 $15.4M
Mackenzie Financial Corp. 0.02% Add +42.4% 486,433 $15.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +7.3% 477,822 $14.7M
Fort Washington Investment Advisors Inc. 0.09% Reduce -33.0% 472,163 $14.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +1.2% 471,030 $14.5M
Man Group plc 0.04% Add +14.3% 464,184 $14.3M
Bank of Montreal 0.01% Add +25.6% 462,450 $14.3M
Squarepoint Ops LLC 0.03% Add +60.2% 451,151 $13.9M
Barclays PLC 0.01% Add +7.1% 444,603 $13.7M
HighTower Advisors, LLC 0.02% Add +1.9% 429,903 $13.3M
Citigroup Inc. 0.01% Reduce -0.7% 415,164 $12.8M
Legal & General Group Plc 0.00% Reduce -3.0% 398,024 $12.3M
Voya Investment Management LLC 0.02% Add +16.3% 390,661 $12.1M
Rhumbline Advisers 0.01% Add +0.0% 387,789 $12.0M
Segall Bryant & Hamill, LLC 0.17% Reduce -2.8% 368,352 $11.4M
Envestnet Asset Management Inc. 0.00% Reduce -2.2% 359,949 $11.1M
Nordea Investment Management AB 0.01% Add +0.8% 359,241 $11.0M
Qube Research & Technologies Ltd 0.02% Reduce -11.7% 355,284 $11.0M
Russell Investments Group, Ltd. 0.01% Reduce -36.2% 346,907 $10.8M
Prudential Financial Inc. 0.02% Reduce -8.4% 345,662 $10.7M
Capital Fund Management S.A. 0.13% Add +38.5% 342,753 $10.6M
Marshall Wace, LLP 0.01% Add +112.3% 334,049 $10.3M
Cornerstone Capital, Inc. 1.06% Add +1.9% 317,795 $9.8M
Canada Pension Plan Investment Board 0.01% Reduce -3.9% 305,500 $9.4M
Edgestream Partners, L.P. 0.31% Add +248.8% 294,887 $9.1M
CANADA LIFE ASSURANCE Co 0.02% Add +0.3% 288,986 $8.9M
Alliancebernstein L.P. 0.00% Reduce -3.0% 280,593 $8.7M
Jane Street Group, LLC 0.02% Add +76.3% 280,175 $8.6M
Swiss National Bank 0.01% Reduce -1.2% 278,400 $8.6M
OP Asset Management Ltd 0.14% — 264,759 $8.2M
CW Advisors, LLC 0.09% Add +11.2% 253,012 $7.8M
Nuveen, LLC 0.00% — 254,634 $7.6M
Summit Creek Advisors LLC 1.01% Reduce -1.1% 224,542 $6.9M
Pinebridge Investments, L.P. 0.05% New 219,571 $6.8M
AXA S.A. 0.02% Add +39.5% 201,184 $6.2M
Voss Capital, LP 0.46% New 193,067 $6.0M
Madison Asset Management, LLC 0.07% Reduce -3.5% 191,805 $5.9M
Hillsdale Investment Management Inc. 0.29% Add +3.4% 185,250 $5.7M
Susquehanna International Group, LLP 0.01% Add +185.6% 174,819 $5.4M
Divisar Capital Management LLC 1.38% Reduce -52.8% 171,743 $5.3M
Trexquant Investment LP 0.06% Add +62.8% 164,928 $5.1M
Emmett Investment Management, LP 4.57% Add +11.3% 159,750 $5.0M
Amundi 0.00% Reduce -7.7% 157,429 $4.9M
Twenty Acre Capital LP 3.95% No change 153,100 $4.8M
Ensign Peak Advisors, Inc 0.01% Add +24.2% 142,796 $4.4M
California State Teachers Retirement System 0.01% Reduce -1.1% 132,261 $4.1M
Focus Partners Wealth 0.01% Add +0.3% 124,809 $3.9M
Numerai GP LLC 0.71% Add +122.2% 122,261 $3.8M
EFG Asset Management (North America) Corp. 0.62% Add +15.6% 120,115 $3.7M
Thrivent Financial for Lutherans 0.01% Reduce -4.7% 105,553 $3.3M
Townsquare Capital LLC 0.03% Add +13.8% 105,178 $3.2M
Profit Investment Management, LLC 2.94% Add +2.6% 102,619 $3.2M
Danske Bank A/S 0.01% Reduce -48.0% 98,453 $3.0M
State of Wisconsin Investment Board 0.01% Reduce -10.0% 93,495 $2.9M
Abacus FCF Advisors LLC 0.44% Reduce -12.9% 91,532 $2.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +177.8% 89,677 $2.8M
Paralel Advisors LLC 0.11% No change 88,658 $2.7M
Martingale Asset Management L P 0.07% Add +0.3% 85,479 $2.6M
CenterBook Partners LP 0.16% Reduce -50.1% 82,461 $2.5M
MetLife Investment Management, LLC 0.01% Reduce -3.3% 82,172 $2.5M
NorthCoast Asset Management LLC 0.01% Reduce -2.7% 81,944 $2.5M
Wesbanco Bank Inc. 0.09% No change 81,254 $2.5M
Manufacturers Life Insurance Company, The 0.00% Add +2.0% 81,158 $2.5M
State of Alaska, Department of Revenue 0.03% Reduce -2.2% 79,625 $2.5M
Dark Forest Capital Management LP 0.11% Add +337.8% 79,024 $2.4M
Illinois Municipal Retirement Fund 0.03% Reduce -9.9% 75,608 $2.3M
Mercer Global Advisors Inc. 0.01% Reduce -5.8% 74,623 $2.3M
Susquehanna Fundamental Investments, LLC 0.04% Reduce -36.6% 73,843 $2.3M
Corebridge Financial, Inc. 0.01% Reduce -1.9% 73,635 $2.3M
AQR Capital Management 0.00% Reduce -27.6% 71,991 $2.2M
Intech Investment Management LLC 0.02% Add +29.2% 71,596 $2.2M
Quantbot Technologies LP 0.07% Add +409.3% 71,489 $2.2M
Louisiana State Employees Retirement System 0.04% Reduce -2.2% 67,700 $2.1M
State of Tennessee, Department of Treasury 0.01% No change 66,698 $2.1M
Brevan Howard Capital Management LP 0.06% Add +118.0% 66,125 $2.0M
New York State Teachers Retirement System 0.00% Reduce -1.4% 62,659 $1.9M
Pathstone Holdings, LLC 0.01% Add +13.6% 62,249 $1.9M
KLP Kapitalforvaltning As 0.01% Reduce -3.0% 61,100 $1.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 58,585 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -8.3% 58,076 $1.8M
Comerica Bank 0.01% Reduce -13.8% 57,959 $1.8M
Mesirow Financial Investment Management, Inc. 0.03% No change 56,750 $1.8M
Exchange Traded Concepts, LLC 0.03% Add +2.6% 56,135 $1.7M
Oppenheimer Asset Management Inc. 0.02% Reduce -0.7% 54,771 $1.7M
Shaolin Capital Management LLC 0.59% New 54,179 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -1.9% 53,245 $1.6M
XTX Topco Ltd 0.08% Add +517.8% 52,105 $1.6M
Parallax Volatility Advisers, L.P. 0.06% Reduce -57.2% 49,594 $1.5M
American Century Companies Inc. 0.00% Reduce -2.6% 49,359 $1.5M
Fifth Third Bancorp 0.01% Reduce -16.2% 49,049 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 48,700 $1.5M
US Bancorp \de 0.00% Reduce -33.9% 47,930 $1.5M
Tealwood Asset Management Inc. 0.66% Reduce -2.4% 46,418 $1.4M
Shelton Capital Management 0.03% Reduce -0.6% 45,509 $1.4M
Stifel Financial Corp. 0.00% Reduce -16.2% 45,192 $1.4M
Cerity Partners LLC 0.00% New 45,189 $1.4M
New York State Common Retirement Fund 0.00% No change 44,858 $1.4M
Integrated Quantitative Investments LLC 0.68% Reduce -0.2% 44,800 $1.4M
Los Angeles Capital Management LLC 0.01% Reduce -72.6% 44,311 $1.4M
Caption Management, LLC 0.06% Add +94.7% 43,025 $1.3M
Walleye Capital LLC 0.02% Reduce -27.0% 42,377 $1.3M
Maryland State Retirement & Pension System 0.03% Reduce -13.1% 41,913 $1.3M
Arizona State Retirement System 0.01% Reduce -0.8% 41,221 $1.3M
Amalgamated Bank 0.01% Reduce -2.3% 40,869 $1.3M
State Board of Administration of Florida Retirement System 0.00% No change 40,260 $1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +1.2% 40,250 $1.2M
Elo Mutual Pension Insurance Co 0.03% Add +177.1% 37,660 $1.2M
CWA Asset Management Group, LLC 0.06% Add +57.2% 37,524 $1.2M
UniSuper Management Pty Ltd 0.01% New 37,443 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +4.8% 37,116 $1.1M
Freestone Grove Partners LP 0.01% Reduce -86.3% 37,018 $1.1M
Raymond James Financial Inc. 0.00% Reduce -86.2% 36,696 $1.1M
Sanctuary Advisors, LLC 0.01% Add +0.6% 35,972 $1.1M
Schonfeld Strategic Advisors LLC 0.01% Reduce -69.0% 35,489 $1.1M
Rockefeller Capital Management L.P. 0.00% Reduce -0.2% 35,038 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +12.5% 34,389 $1.1M
ProShare Advisors LLC 0.00% Reduce -21.4% 34,038 $1.1M
Algert Global LLC 0.03% Reduce -30.2% 34,006 $1.0M
Allspring Global Investments Holdings, LLC 0.00% Reduce -16.3% 33,168 $1.0M
Aigen Investment Management, LP 0.16% New 33,303 $1.0M
Lazard Asset Management LLC 0.00% Reduce -44.5% 33,182 $1.0M
Oregon Public Employees Retirement Fund 0.02% Reduce -2.3% 32,902 $1.0M
Handelsbanken Fonder AB 0.00% No change 31,753 $980K
Cibc World Markets Corp. 0.01% Add +137.1% 31,250 $964K
Harbor Capital Advisors, Inc. 0.04% Add +13.3% 31,208 $963K
Robeco Institutional Asset Management B.V. 0.00% No change 31,049 $958K
Police & Firemen's Retirement System of New Jersey 0.01% Add +2.8% 30,823 $951K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 30,779 $950K
SG Americas Securities, LLC 0.00% Add +420.1% 30,067 $928K
Commonwealth Equity Services, LLC 0.00% Add +201.1% 29,773 $919K
Teacher Retirement System of Texas 0.00% Reduce -43.0% 29,332 $905K
Great Lakes Advisors, LLC 0.01% Reduce -48.9% 29,296 $904K
Vident Advisory, LLC 0.01% Reduce -75.0% 29,124 $899K
Glenmede Trust Co. NA 0.00% Add +0.2% 28,657 $884K
Summit Trail Advisors, LLC 0.03% Add +3.4% 27,504 $849K
Versor Investments LP 0.14% Reduce -3.9% 27,487 $848K
Bryce Point Capital, LLC 0.64% Reduce -50.4% 25,425 $846K
Kesler, Norman & Wride, LLC 0.16% Add +26.6% 27,260 $841K
Resona Asset Management Co.,Ltd. 0.00% Add +2.1% 26,373 $814K
Blue Trust, Inc. 0.01% Add +88.3% 26,291 $811K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -97.8% 24,986 $771K
Linden Thomas Advisory Services, LLC 0.10% Add +2.4% 24,754 $764K
Ardsley Advisory Partners LP 0.17% New 24,000 $741K
Franklin Resources Inc. 0.00% Add +4.4% 23,730 $732K
Rafferty Asset Management, LLC 0.00% Reduce -12.2% 22,935 $708K
Landscape Capital Management, L.L.C. 0.06% Reduce -19.9% 22,162 $684K
Tidal Investments LLC 0.01% Reduce -6.5% 21,983 $678K
Atria Investments, Inc 0.01% Reduce -19.6% 21,956 $678K
Pictet Asset Management Holding SA 0.00% No change 21,324 $658K
Creative Planning 0.00% Add +37.5% 21,301 $657K
Burney Co./ 0.02% Reduce -36.3% 21,192 $654K
Mutual of America Capital Management LLC 0.01% Reduce -3.5% 20,926 $646K
Myecfo, LLC 0.34% Add +7.4% 20,632 $637K
Allianz Asset Management GmbH 0.00% New 20,200 $623K
Steward Partners Investment Advisory, LLC 0.01% No change 19,916 $615K
Quantinno Capital Management LP 0.00% Add +115.1% 19,659 $607K
Bokf, NA 0.01% Reduce -23.4% 19,462 $601K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +11.2% 19,281 $595K
LPL Financial LLC 0.00% Reduce -7.7% 19,154 $591K
Verition Fund Management LLC 0.00% Reduce -77.7% 18,891 $583K
Gibbs Wealth Management 0.14% Add +33.9% 18,787 $580K
Smith Group Asset Management, LLC 0.04% Add +0.4% 18,716 $578K
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -29.3% 18,295 $565K
Woodline Partners LP 0.00% Add +16.4% 17,800 $549K
HSBC Holdings PLC 0.00% Reduce -65.4% 17,542 $541K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -5.2% 17,145 $533K
Twinbeech Capital LP 0.01% New 17,093 $527K
Blue Oak Capital, LLC 0.29% New 17,000 $525K
Wolverine Trading, LLC 0.02% New 16,602 $516K
Hudson Bay Capital Management LP 0.00% New 16,580 $512K
F/m Investments LLC 0.02% Reduce -13.8% 16,195 $500K
Connable Office Inc. 0.05% No change 15,707 $485K
Atom Investors LP 0.06% Reduce -12.6% 15,687 $484K
DC Investments Management, LLC 0.25% Add +50.9% 15,664 $483K
Cetera Investment Advisers 0.00% Add +57.2% 15,516 $479K
Integrated Investment Consultants, LLC 0.10% Add +0.2% 15,457 $477K
NorthCrest Asset Manangement, LLC 0.01% Add +0.2% 15,336 $473K
Profund Advisors LLC 0.02% Add +11.7% 15,078 $465K
Xponance LLC 0.00% Add +3.5% 15,029 $464K
Quadrature Capital Ltd 0.01% New 14,683 $453K
Coldstream Capital Management Inc. 0.01% Add +0.1% 14,555 $449K
Public Employees Retirement Association of Colorado 0.00% No change 14,514 $448K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.6% 14,343 $443K
Staley Capital Advisers Inc. 0.02% No change 14,000 $432K
O'shaughnessy Asset Management, LLC 0.00% Add +7.3% 13,647 $421K
Henshaw Capital LLC 0.02% No change 13,293 $410K
Aviva PLC 0.00% Add +10.9% 13,046 $403K
Vestcor Inc 0.01% New 12,918 $399K
Kestra Advisory Services, LLC 0.00% Add +2.0% 12,802 $395K
HRT Financial LP 0.00% Reduce -80.5% 12,746 $393K
Krilogy Financial LLC 0.03% New 12,542 $387K
Group One Trading LLC 0.02% Reduce -31.8% 12,208 $377K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -33.1% 12,136 $375K
PNC Financial Services Group, Inc. 0.00% Add +24.7% 11,870 $366K
Jasper Ridge Partners, L.P. 0.01% No change 11,814 $365K
FMR LLC 0.00% Add +26.0% 11,654 $360K
Beverly Hills Private Wealth, LLC 0.07% Add +3.2% 11,550 $356K
Quadrant Capital Group LLC 0.01% Add +972.1% 11,418 $352K
STRS Ohio 0.00% Add +13.0% 11,300 $349K
SummitTX Capital, L.P. 0.02% — 11,142 $344K
Captrust Financial Advisors 0.00% Add +7.7% 10,514 $324K
Sonoma Private Wealth LLC 0.43% Add +3.4% 10,074 $311K
Portside Wealth Group, LLC 0.05% Add +6.1% 10,019 $309K
MML Investors Services, LLC 0.00% Add +3.0% 9,926 $306K
Brown Brothers Harriman & Co. 0.00% Reduce -1.3% 9,728 $300K
Occidental Asset Management, LLC 0.05% New 9,710 $300K
Garde Capital, Inc. 0.02% Reduce -31.9% 9,627 $297K
Praxis Investment Management Inc. 0.02% Reduce -25.0% 9,250 $285K
United Services Automobile Association 0.01% New 9,097 $283K
Millennium Management 0.00% Reduce -94.9% 9,147 $282K
Osaic Holdings, Inc. 0.00% Reduce -25.9% 9,033 $279K
Aster Capital Management (DIFC) Ltd 0.05% New 8,494 $278K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.1% 8,816 $272K
Aspiriant, LLC 0.01% Reduce -5.0% 8,600 $265K
Cahaba Wealth Management, Inc. 0.02% No change 8,439 $260K
Lido Advisors, LLC 0.00% Reduce -2.5% 8,152 $252K
Janney Montgomery Scott LLC 0.00% Add +4.1% 8,129 $251K
Rosenberg Matthew Hamilton 0.06% Add +0.1% 8,073 $249K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.12% New 8,000 $247K
Hohimer Wealth Management, LLC 0.05% Reduce -2.8% 7,900 $244K
Evergreen Capital Management LLC 0.01% Add +14.9% 7,843 $242K
Jain Global LLC 0.00% Reduce -55.9% 7,677 $237K
Shell Asset Management Co. 0.01% Reduce -4.2% 7,651 $236K
New Age Alpha Advisors, LLC 0.01% Reduce -6.1% 7,328 $226K
MQS Management LLC 0.13% New 7,320 $226K
Jefferies Financial Group Inc. 0.00% Reduce -59.6% 7,090 $219K
Qsemble Capital Management, LP 0.02% New 6,930 $214K
AlphaQuest LLC 0.02% Reduce -74.0% 6,864 $212K
Narus Financial Partners, LLC 0.07% New 6,823 $211K
Clearstead Advisors, LLC 0.00% No change 6,643 $205K
Raiffeisen Bank International AG 0.00% Reduce -5.2% 6,405 $199K
Truvestments Capital LLC 0.04% Reduce -7.4% 6,251 $193K
State of Wyoming 0.02% Add +2.6% 5,888 $182K
Federated Hermes, Inc. 0.00% Reduce -95.7% 5,830 $180K
Pacer Advisors, Inc. 0.00% Reduce -30.0% 5,583 $172K
KBC Group NV 0.00% Reduce -2.0% 5,293 $163K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -11.3% 4,942 $153K
Parallel Advisors, LLC 0.00% Reduce -1.4% 4,859 $150K
Federation des caisses Desjardins du Quebec 0.00% Add +148.8% 4,728 $146K
Tower Research Capital LLC (TRC) 0.00% Reduce -25.3% 4,719 $145K
Bessemer Group Inc. 0.00% Reduce -4.4% 4,293 $132K
SBI Securities Co., Ltd. 0.00% Add +1.9% 4,239 $131K
GAMMA Investing LLC 0.01% Add +184.4% 4,135 $128K
University of Texas/Texas Am Investment Management Co. 0.02% New 4,032 $124K
Ameliora Wealth Management Ltd. 0.05% No change 4,000 $123K
Central Pacific Bank - Trust Division 0.02% Reduce -35.4% 3,920 $121K
Globeflex Capital L P 0.01% No change 3,844 $119K
Farther Finance Advisors, LLC 0.00% Add +43.8% 3,709 $116K
Nisa Investment Advisors, LLC 0.00% Add +6.0% 3,193 $99K
TD Waterhouse Canada Inc. 0.00% Add +36.2% 2,989 $93K
Whittier Trust Co. 0.00% No change 2,410 $74K
Smartleaf Asset Management LLC 0.01% Reduce -0.9% 2,143 $67K
Covestor Ltd 0.04% Add +29.9% 2,142 $66K
Versant Capital Management, Inc 0.01% Add +519.4% 1,951 $60K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -98.5% 1,775 $55K
Leonteq Securities AG 0.00% Reduce -84.0% 1,634 $50K
DekaBank Deutsche Girozentrale 0.00% No change 1,583 $49K
MAI Capital Management 0.00% Add +3.7% 1,522 $47K
Glass Jacobson Investment Advisors llc 0.01% No change 1,400 $44K
Center for Financial Planning, Inc. 0.00% No change 1,250 $39K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -60.1% 1,197 $37K
Geneos Wealth Management Inc. 0.00% New 1,010 $31K
MorganRosel Wealth Management, LLC 0.01% New 1,000 $31K
North Star Investment Management Corp. 0.00% No change 1,000 $31K
Cwm, LLC 0.00% Add +50.2% 946 $29K
Bear Mountain Capital, Inc. 0.01% No change 867 $27K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +332.5% 865 $27K
TCTC Holdings, LLC 0.00% Add +115.4% 825 $25K
Jones Financial Companies LLLP 0.00% Add +221.1% 806 $25K
Larson Financial Group LLC 0.00% No change 659 $20K
Spire Wealth Management 0.00% Add +165.7% 558 $17K
Mather Group, Llc. 0.00% No change 519 $16K
UMB Bank, n.a. 0.00% Add +49.7% 506 $16K
NewEdge Advisors, LLC 0.00% No change 500 $15K
SVB Wealth LLC 0.00% New 388 $12K
Hantz Financial Services, Inc. 0.00% Add +153.0% 339 $10K
Main Street Group, LTD 0.00% No change 300 $9K
Hexagon Capital Partners LLC 0.00% Add +10.4% 298 $9K
Rise Advisors, LLC 0.00% New 269 $8K
Wolff Wiese Magana LLC 0.01% Reduce -64.4% 259 $8K
Copeland Capital Management, LLC 0.00% New 235 $7K
Centricity Wealth Management, LLC 0.01% No change 200 $6K
Operose Advisors LLC 0.00% No change 200 $6K
Rothschild Investment LLC 0.00% Add +68.2% 185 $6K
WASHINGTON TRUST Co 0.00% Add +0.6% 184 $6K
Cape Investment Advisory, Inc. 0.00% No change 176 $5K
Parkside Financial Bank & Trust 0.00% Add +57.7% 175 $5K
Sandy Spring Bank 0.00% No change 175 $5K
Lindbrook Capital, LLC 0.00% Add +3.0% 174 $5K
MassMutual Private Wealth & Trust, FSB 0.00% No change 166 $5K
Financial Avengers, Inc. 0.00% No change 150 $5K
WealthCollab, LLC 0.00% No change 147 $5K
Sterling Capital Management LLC 0.00% No change 146 $5K
Principal Securities, Inc. 0.00% No change 133 $4K
Hemington Wealth Management 0.00% Add +56.3% 150 $4K
Vermillion & White Wealth Management Group, LLC 0.00% New 126 $4K
IFP Advisors, Inc 0.00% Add +0.0% 109 $4K
Public Employees Retirement System of Ohio 0.00% New 124 $4K
SouthState Bank Corp 0.00% New 118 $4K
Hurley Capital, LLC 0.00% No change 116 $4K
EverSource Wealth Advisors, LLC 0.00% Reduce -21.2% 108 $3K
Signaturefd, LLC 0.00% No change 108 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 106 $3K
Brooklyn Investment Group 0.00% New 101 $3K
Bell Investment Advisors, Inc 0.00% Add +42.3% 101 $3K
Key Financial Inc 0.00% No change 100 $3K
Archer Investment Corp 0.00% No change 95 $3K
Carolinas Wealth Consulting LLC 0.00% No change 91 $3K
Highline Wealth Partners LLC 0.00% New 84 $3K
Farmers & Merchants Investments Inc. 0.00% No change 80 $2K
NewSquare Capital LLC 0.00% New 76 $2K
Anchor Investment Management, LLC 0.00% No change 75 $2K
JFS Wealth Advisors, LLC 0.00% Add +5.7% 74 $2K
Allworth Financial LP 0.00% Add +12.7% 71 $2K
Financial Network Wealth Advisors LLC 0.00% New 67 $2K
Huntington National Bank 0.00% Add +633.3% 66 $2K
Manchester Capital Management LLC 0.00% Add +20.4% 65 $2K
Whipplewood Advisors, LLC 0.00% Add +1166.1% 709 $2K
Golden State Wealth Management, LLC 0.00% No change 50 $2K
Private Wealth Management Group, LLC 0.00% No change 42 $1K
First Horizon Advisors, Inc. 0.00% No change 41 $1K
Picton Mahoney Asset Management 0.00% No change 34 $1K
Stephens Consulting, LLC 0.00% New 30 $926
Sunbelt Securities, Inc. 0.00% Reduce -52.4% 30 $926
CIBC Private Wealth Group LLC 0.00% Reduce -93.4% 32 $909
Creative Financial Designs Inc. 0.00% Reduce -50.0% 27 $833
Assetmark, Inc. 0.00% Reduce -85.7% 26 $802
Riggs Asset Managment Co. Inc. 0.00% No change 25 $772
Aventura Private Wealth, LLC 0.00% No change 22 $679
Global Financial Private Client, LLC 0.00% Add +266.7% 22 $679
DiNuzzo Private Wealth, Inc. 0.00% No change 19 $587
SJS Investment Consulting Inc. 0.00% Reduce -19.1% 17 $525
True Wealth Design, LLC 0.00% New 13 $402
GeoWealth Management, LLC 0.00% Reduce -64.9% 13 $401
Harbour Investments, Inc. 0.00% No change 12 $370
Caitong International Asset Management Co., Ltd 0.00% Reduce -96.6% 10 $309
Cornerstone Planning Group LLC 0.00% No change 10 $303
MV Capital Management, Inc. 0.00% No change 7 $217
Abound Wealth Management 0.00% Reduce -25.0% 6 $186
Bay Harbor Wealth Management, LLC 0.00% New 5 $154
CoreCap Advisors, LLC 0.00% New 5 $154
Parkworth Wealth Management, Inc. 0.00% No change 3 $93
HFM Investment Advisors, LLC 0.00% — 2 $62
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.