Box Inc. Class ABOX

13F holders, Q2 2025 (June 30)
416holders +24
66new positions
43sold out
7famous investors
$34.17avg. 13F price*

At the end of Q2 2025, 416 institutions reported holding Box Inc. Class A (BOX) in their 13F filings, up 24 from Q1 2025. 66 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($859.3M), Vanguard Group Inc. ($614.7M) and Earnest Partners LLC ($266.3M). 7 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions66$213.8M
Exits43$41.8M

All 13F filers, Q1 2025 → Q2 2025: 17,373,034 shares bought and 8,770,910 shares sold, net +8,602,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 416 holders

BlackRock, Inc. 0.02% Reduce -0.8% 25,146,996 $859.3M
Vanguard Group Inc. 0.01% Add +0.2% 17,989,360 $614.7M
Earnest Partners LLC 1.20% Add +0.3% 7,792,719 $266.3M
State Street Corp. 0.01% Reduce -2.0% 5,639,979 $192.7M
Arrowstreet Capital, Limited Partnership 0.10% Add +10.7% 4,247,092 $145.1M
Acadian Asset Management LLC 0.29% Add +36.4% 4,137,447 $141.3M
Bank of America Corp. 0.01% Add +0.8% 3,750,019 $128.1M
JPMorgan Chase & Co. 0.01% Add +64.8% 3,730,777 $127.5M
Geode Capital Management, LLC 0.01% Add +1.0% 3,346,923 $114.4M
UBS Group AG 0.02% Reduce -4.0% 3,290,630 $112.4M
Sei Investments Co. 0.13% Add +2.3% 3,222,494 $110.1M
RGM Capital, LLC 4.30% Reduce -17.0% 3,111,648 $106.3M
Dimensional Fund Advisors LP 0.02% Reduce -5.1% 2,646,249 $90.4M
Two Sigma Advisers, LP 0.15% Add +39.5% 2,182,700 $74.6M
Two Sigma Investments, LP 0.13% Add +32.8% 2,026,650 $69.3M
Morgan Stanley 0.00% Reduce -13.6% 1,946,008 $66.5M
Renaissance Technologies 0.09% Add +29.0% 1,927,626 $65.9M
Congress Asset Management Co. 0.44% Add +2.2% 1,886,750 $64.5M
Fuller & Thaler Asset Management, Inc. 0.22% New 1,731,303 $59.2M
Wells Fargo & Company 0.01% Reduce -8.9% 1,647,392 $56.3M
Northern Trust Corp. 0.01% Reduce -2.7% 1,583,964 $54.1M
Macquarie Group Ltd. 0.07% Reduce -11.5% 1,555,562 $53.2M
Charles Schwab Investment Management Inc. 0.01% Add +8.2% 1,495,875 $51.1M
Bank of New York Mellon Corp 0.01% Add +2.6% 1,312,283 $44.8M
Deutsche Bank AG 0.02% Reduce -36.9% 1,311,859 $44.8M
D. E. Shaw & Co. 0.05% Reduce -15.5% 1,276,386 $43.6M
Qube Research & Technologies Ltd 0.06% Add +240.6% 1,210,237 $41.4M
First Trust Advisors LP 0.03% Reduce -12.9% 1,198,788 $41.0M
Schroder Investment Management Group 0.03% Reduce -21.9% 1,186,093 $40.5M
BNP Paribas Financial Markets 0.03% Add +8.8% 1,164,773 $39.8M
Sunriver Management LLC 4.24% Reduce -25.1% 1,158,499 $39.6M
Invesco Ltd. 0.01% Add +101.1% 1,141,603 $39.0M
T. Rowe Price Associates Inc. 0.00% Add +1.1% 1,046,066 $35.7M
Norges Bank 0.00% Add +77.2% 967,001 $33.0M
Neuberger Berman Group LLC 0.03% Add +38.1% 955,286 $32.6M
Squarepoint Ops LLC 0.07% Add +110.5% 949,685 $32.5M
Aristotle Capital Boston, LLC 1.57% Reduce -7.2% 904,082 $30.9M
Royal Bank of Canada 0.01% Add +41.6% 903,590 $30.9M
Ameriprise Financial Inc. 0.01% Add +21.4% 879,491 $30.0M
Principal Financial Group Inc. 0.01% Reduce -0.0% 801,520 $27.4M
Jupiter Asset Management Ltd. 0.21% Reduce -2.5% 748,507 $25.6M
Mizuho Markets Americas LLC 0.80% Add +15.1% 710,248 $24.3M
Nuveen, LLC 0.01% Add +169.7% 686,740 $23.5M
Fisher Asset Management 0.01% Reduce -17.5% 662,993 $22.7M
Cubist Systematic Strategies, LLC 0.25% New 662,148 $22.6M
Oberweis Asset Management Inc./ 0.97% Add +9.5% 653,920 $22.3M
Tudor Investment Corporation 0.16% New 628,988 $21.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +28.4% 613,721 $21.0M
National Bank of Canada 0.02% New 600,000 $20.5M
Natixis Advisors, LLC 0.03% Add +14.8% 571,162 $19.5M
California Public Employees Retirement System 0.01% Reduce -14.0% 564,325 $19.3M
Mackenzie Financial Corp. 0.02% Add +15.2% 560,329 $19.1M
Victory Capital Management Inc. 0.01% Reduce -14.6% 555,848 $19.0M
Public Sector Pension Investment Board 0.08% Add +6.3% 552,049 $18.9M
Voloridge Investment Management, LLC 0.07% New 545,914 $18.7M
Goldman Sachs Group Inc. 0.00% Reduce -46.1% 523,121 $17.9M
Citadel Advisors 0.02% Reduce -63.9% 513,582 $17.5M
Fort Washington Investment Advisors Inc. 0.10% Add +8.4% 511,955 $17.5M
Segall Bryant & Hamill, LLC 0.25% Add +39.0% 511,920 $17.5M
Jane Street Group, LLC 0.03% Add +77.6% 497,674 $17.0M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Add +442.0% 486,077 $16.6M
Peregrine Capital Management LLC 0.50% Reduce -9.5% 485,776 $16.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +3.0% 484,949 $16.6M
Janus Henderson Group PLC 0.01% Reduce -16.5% 477,574 $16.3M
ExodusPoint Capital Management, LP 0.19% New 452,582 $15.5M
Bank of Montreal 0.01% Reduce -11.9% 407,537 $13.9M
Marshall Wace, LLP 0.02% Add +20.4% 402,041 $13.7M
Rhumbline Advisers 0.01% Add +3.5% 401,570 $13.7M
Legal & General Group Plc 0.00% Add +0.0% 398,040 $13.6M
Man Group plc 0.03% Reduce -17.2% 384,309 $13.1M
HighTower Advisors, LLC 0.02% Reduce -10.7% 383,723 $13.1M
Barclays PLC 0.01% Reduce -19.2% 359,260 $12.3M
Nordea Investment Management AB 0.01% Add +0.0% 359,341 $12.2M
Envestnet Asset Management Inc. 0.00% Reduce -0.9% 356,604 $12.2M
Voya Investment Management LLC 0.01% Reduce -13.7% 337,071 $11.5M
Prudential Financial Inc. 0.01% Reduce -4.1% 331,412 $11.3M
Russell Investments Group, Ltd. 0.01% Reduce -6.0% 325,952 $11.1M
OP Asset Management Ltd 0.16% Add +19.2% 315,487 $10.8M
Capital Fund Management S.A. 0.12% Reduce -8.0% 315,471 $10.8M
Nearwater Capital Markets, Ltd 0.16% New 300,000 $10.3M
Cornerstone Capital, Inc. 1.02% Reduce -9.8% 286,525 $9.8M
CANADA LIFE ASSURANCE Co 0.02% Reduce -1.4% 284,901 $9.7M
Swiss National Bank 0.01% Reduce -1.3% 274,800 $9.4M
Alliancebernstein L.P. 0.00% Reduce -8.4% 256,969 $8.8M
CW Advisors, LLC 0.08% Reduce -0.4% 252,032 $8.6M
UniSuper Management Pty Ltd 0.06% Add +567.2% 249,820 $8.5M
Citigroup Inc. 0.01% Reduce -46.2% 223,457 $7.6M
Summit Creek Advisors LLC 1.02% Reduce -4.2% 215,113 $7.4M
Hillsdale Investment Management Inc. 0.27% Add +14.1% 211,350 $7.2M
Emmett Investment Management, LP 5.17% Add +21.1% 193,450 $6.5M
HSBC Holdings PLC 0.00% Add +953.5% 184,812 $6.3M
Trek Financial, LLC 0.42% New 183,683 $6.3M
Pinebridge Investments, L.P. 0.05% Reduce -16.7% 182,835 $6.2M
Susquehanna International Group, LLP 0.01% Reduce -2.4% 170,691 $5.8M
Millennium Management 0.01% Add +1714.0% 165,929 $5.7M
Madison Asset Management, LLC 0.06% Reduce -15.7% 161,748 $5.5M
Canada Pension Plan Investment Board 0.00% Reduce -48.4% 157,600 $5.4M
Engineers Gate Manager LP 0.07% New 155,213 $5.3M
Aquatic Capital Management LLC 0.10% New 149,008 $5.1M
Amundi 0.00% Reduce -7.3% 145,877 $4.8M
Y-Intercept (Hong Kong) Ltd 0.11% Add +643.7% 136,066 $4.6M
Numerai GP LLC 0.67% Add +10.7% 135,303 $4.6M
California State Teachers Retirement System 0.01% No change 132,261 $4.5M
Divisar Capital Management LLC 1.04% Reduce -23.3% 131,743 $4.5M
Ensign Peak Advisors, Inc 0.01% Reduce -10.0% 128,508 $4.4M
EFG Asset Management (North America) Corp. 0.62% Add +6.9% 128,440 $4.4M
Focus Partners Wealth 0.01% Add +0.6% 125,522 $4.3M
Informed Momentum Co LLC 0.64% New 123,398 $4.2M
Campbell & CO Investment Adviser LLC 0.25% New 117,065 $4.0M
Schonfeld Strategic Advisors LLC 0.03% Add +220.5% 113,746 $3.9M
Quantbot Technologies LP 0.10% Add +53.3% 109,611 $3.7M
Thrivent Financial for Lutherans 0.01% Add +0.9% 106,482 $3.6M
Profit Investment Management, LLC 3.14% Reduce -0.7% 101,866 $3.5M
Dark Forest Capital Management LP 0.14% Add +27.6% 100,823 $3.4M
State of Wisconsin Investment Board 0.01% Add +7.6% 100,635 $3.4M
Abacus FCF Advisors LLC 0.45% Add +1.7% 93,128 $3.2M
Trexquant Investment LP 0.03% Reduce -45.2% 90,452 $3.1M
Comerica Bank 0.01% Add +54.8% 89,731 $3.1M
Paralel Advisors LLC 0.12% Reduce -2.4% 86,573 $3.0M
State of Alaska, Department of Revenue 0.03% Add +8.3% 86,265 $2.9M
MetLife Investment Management, LLC 0.02% Add +1.7% 83,585 $2.9M
Illinois Municipal Retirement Fund 0.04% Add +7.7% 81,392 $2.8M
Wesbanco Bank Inc. 0.08% No change 81,254 $2.8M
NorthCoast Asset Management LLC 0.01% Reduce -4.8% 78,006 $2.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.5% 76,693 $2.6M
Intech Investment Management LLC 0.02% Add +3.8% 74,335 $2.5M
Penserra Capital Management LLC 0.04% New 73,744 $2.5M
Shaolin Capital Management LLC 0.64% Add +30.9% 70,927 $2.4M
State of Tennessee, Department of Treasury 0.01% Add +5.6% 70,446 $2.4M
Mercer Global Advisors Inc. 0.01% Reduce -7.3% 69,181 $2.4M
Louisiana State Employees Retirement System 0.04% No change 67,700 $2.3M
Pathstone Holdings, LLC 0.01% Add +7.2% 66,700 $2.3M
New York State Teachers Retirement System 0.00% Add +3.0% 64,559 $2.2M
Martingale Asset Management L P 0.05% Reduce -26.2% 63,079 $2.2M
State of New Jersey Common Pension Fund D 0.01% Add +3.8% 60,251 $2.1M
Exchange Traded Concepts, LLC 0.03% Add +4.3% 58,536 $2.0M
Verition Fund Management LLC 0.01% Add +209.0% 58,378 $2.0M
Bayesian Capital Management, LP 0.31% New 57,061 $1.9M
KLP Kapitalforvaltning As 0.01% Reduce -6.7% 57,000 $1.9M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -0.4% 56,535 $1.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -5.0% 55,643 $1.9M
Parallax Volatility Advisers, L.P. 0.09% Add +11.2% 55,169 $1.9M
Yousif Capital Management, LLC 0.02% Add +2.0% 54,289 $1.9M
US Bancorp \de 0.00% Add +12.9% 54,131 $1.8M
Oppenheimer Asset Management Inc. 0.02% Reduce -4.7% 52,199 $1.8M
Stifel Financial Corp. 0.00% Add +12.8% 50,986 $1.7M
American Century Companies Inc. 0.00% Add +0.5% 49,618 $1.7M
Algert Global LLC 0.04% Add +44.2% 49,026 $1.7M
CenterBook Partners LP 0.09% Reduce -40.7% 48,892 $1.7M
Ardsley Advisory Partners LP 0.27% Add +97.9% 47,500 $1.6M
Fifth Third Bancorp 0.01% Reduce -3.5% 47,344 $1.6M
Tealwood Asset Management Inc. 0.70% Reduce -1.0% 45,947 $1.6M
Shelton Capital Management 0.04% Reduce -0.4% 45,308 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -7.2% 45,205 $1.5M
Deepwater Asset Management, LLC 0.61% New 44,952 $1.5M
New York State Common Retirement Fund 0.00% Reduce -2.8% 43,590 $1.5M
Maryland State Retirement & Pension System 0.03% Add +1.5% 42,558 $1.5M
Integrated Quantitative Investments LLC 0.43% Reduce -5.0% 42,553 $1.5M
Arizona State Retirement System 0.01% Add +1.8% 41,963 $1.4M
Cerity Partners LLC 0.00% Reduce -9.0% 41,131 $1.4M
Amalgamated Bank 0.01% Add +0.6% 41,121 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +1.1% 40,711 $1.4M
State Board of Administration of Florida Retirement System 0.00% No change 40,260 $1.4M
Creative Planning 0.00% Add +84.3% 39,251 $1.3M
Rockefeller Capital Management L.P. 0.00% Add +10.9% 38,872 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +4.1% 38,648 $1.3M
Vestcor Inc 0.04% Add +197.6% 38,447 $1.3M
Harbor Capital Advisors, Inc. 0.06% Add +23.1% 38,408 $1.3M
Raymond James Financial Inc. 0.00% Add +1.5% 37,237 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.1% 37,179 $1.3M
Danske Bank A/S 0.00% Reduce -62.4% 36,996 $1.3M
Sanctuary Advisors, LLC 0.01% Add +2.3% 36,783 $1.3M
Brevan Howard Capital Management LP 0.01% Reduce -47.5% 34,749 $1.2M
Los Angeles Capital Management LLC 0.00% Reduce -22.3% 34,438 $1.2M
Oregon Public Employees Retirement Fund 0.02% Add +0.3% 33,002 $1.1M
Elo Mutual Pension Insurance Co 0.02% Reduce -12.4% 32,994 $1.1M
Lazard Asset Management LLC 0.00% Reduce -2.3% 32,423 $1.1M
ProShare Advisors LLC 0.00% Reduce -5.2% 32,286 $1.1M
Versor Investments LP 0.19% Add +17.1% 32,200 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Add +4.5% 32,199 $1.1M
Cetera Investment Advisers 0.00% Add +105.5% 31,891 $1.1M
Handelsbanken Fonder AB 0.00% No change 31,753 $1.1M
Entropy Technologies, LP 0.09% New 31,564 $1.1M
Krilogy Financial LLC 0.06% Add +143.5% 30,544 $1.0M
SG Americas Securities, LLC 0.00% Add +0.5% 30,227 $1.0M
Militia Capital Partners, LP 0.48% New 30,000 $1.0M
Prescott Group Capital Management, L.L.C. 0.12% New 30,000 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -1.3% 29,393 $1.0M
Blue Trust, Inc. 0.01% Add +10.3% 29,012 $991K
Dynamic Technology Lab Private Ltd 0.13% New 28,601 $977K
Teacher Retirement System of Texas 0.00% Reduce -3.1% 28,422 $971K
Walleye Capital LLC 0.01% Reduce -35.1% 27,482 $939K
Summit Trail Advisors, LLC 0.02% Reduce -0.2% 27,438 $938K
Resona Asset Management Co.,Ltd. 0.00% Add +3.0% 27,158 $928K
Kesler, Norman & Wride, LLC 0.16% Reduce -0.6% 27,109 $927K
Great Lakes Advisors, LLC 0.01% Reduce -8.3% 26,868 $918K
Scientech Research LLC 0.22% New 26,544 $907K
FORA Capital, LLC 0.10% New 25,844 $883K
Jefferies Financial Group Inc. 0.01% Add +254.2% 25,111 $858K
Bryce Point Capital, LLC 0.72% Reduce -1.9% 24,928 $852K
Linden Thomas Advisory Services, LLC 0.09% Reduce -0.0% 24,744 $846K
Franklin Resources Inc. 0.00% Add +2.1% 24,219 $828K
Centiva Capital, LP 0.05% New 23,728 $811K
Vident Advisory, LLC 0.01% Reduce -21.1% 22,989 $786K
Quantinno Capital Management LP 0.00% Add +15.6% 22,726 $777K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -26.6% 22,579 $772K
Rafferty Asset Management, LLC 0.00% Reduce -5.5% 21,674 $741K
Glenmede Investment Management, LP 0.00% — 21,587 $738K
Gibbs Wealth Management 0.14% Add +14.2% 21,457 $733K
Atria Investments, Inc 0.01% Reduce -2.5% 21,399 $731K
Hussman Strategic Advisors, Inc. 0.16% New 21,000 $718K
Pictet Asset Management Holding SA 0.00% Reduce -2.1% 20,878 $713K
AQR Capital Management 0.00% Reduce -71.3% 20,638 $705K
Scott Marsh Financial, LLC 0.26% — 20,575 $703K
LPL Financial LLC 0.00% Add +4.5% 20,011 $684K
111 Capital 0.11% New 19,285 $659K
Smith Group Asset Management, LLC 0.04% No change 18,716 $640K
Myecfo, LLC 0.31% Reduce -9.7% 18,623 $636K
Mutual of America Capital Management LLC 0.01% Reduce -11.1% 18,603 $636K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +7.5% 18,424 $630K
Bokf, NA 0.01% Reduce -6.8% 18,134 $620K
Tidal Investments LLC 0.00% Reduce -17.8% 18,076 $618K
FMR LLC 0.00% Add +49.5% 17,421 $595K
Tower Research Capital LLC (TRC) 0.02% Add +268.5% 17,391 $594K
Cibc World Markets Corp. 0.00% Reduce -44.6% 17,321 $592K
Point72 (DIFC) Ltd 0.05% New 16,740 $572K
F/m Investments LLC 0.02% Reduce -1.4% 15,966 $546K
Connable Office Inc. 0.05% No change 15,707 $537K
DC Investments Management, LLC 0.22% No change 15,664 $535K
Coldstream Capital Management Inc. 0.01% Add +1.4% 14,756 $504K
Headlands Technologies LLC 0.06% New 14,730 $503K
Public Employees Retirement Association of Colorado 0.00% No change 14,514 $496K
Wolverine Trading, LLC 0.01% Reduce -13.0% 14,438 $491K
Ameritas Investment Partners, Inc. 0.02% No change 14,343 $490K
Sivia Capital Partners, LLC 0.16% New 14,174 $484K
O'shaughnessy Asset Management, LLC 0.00% Add +2.9% 14,036 $480K
Staley Capital Advisers Inc. 0.02% No change 14,000 $478K
Aviva PLC 0.00% Add +3.4% 13,488 $461K
Henshaw Capital LLC 0.02% No change 13,293 $454K
DRW Securities, LLC 0.03% New 13,157 $450K
Vise Technologies, Inc. 0.02% — 12,865 $440K
Kestra Advisory Services, LLC 0.00% Add +0.4% 12,848 $439K
Profund Advisors LLC 0.02% Reduce -14.9% 12,833 $439K
Xponance LLC 0.00% Reduce -14.9% 12,787 $437K
STRS Ohio 0.00% Add +11.5% 12,600 $431K
Fieldview Capital Management, LLC 0.06% New 12,480 $426K
Vanguard Personalized Indexing Management, LLC 0.00% New 12,465 $426K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Reduce -35.8% 12,373 $423K
Townsquare Capital LLC 0.04% Reduce -88.6% 11,950 $408K
Burney Co./ 0.01% Reduce -44.0% 11,870 $406K
Jasper Ridge Partners, L.P. 0.01% No change 11,814 $404K
PNC Financial Services Group, Inc. 0.00% Reduce -1.1% 11,744 $401K
Quadrant Capital Group LLC 0.01% Add +1.9% 11,635 $398K
Bridgefront Capital, LLC 0.10% New 10,771 $368K
Captrust Financial Advisors 0.00% Add +1.3% 10,646 $364K
Beverly Hills Private Wealth, LLC 0.07% Reduce -7.9% 10,637 $363K
Steward Partners Investment Advisory, LLC 0.00% Reduce -47.1% 10,530 $360K
Perbak Capital Partners LLP 0.08% New 10,522 $360K
Portside Wealth Group, LLC 0.05% Add +3.6% 10,380 $355K
PharVision Advisers, LLC 0.49% New 10,005 $342K
Osaic Holdings, Inc. 0.00% Add +10.6% 9,986 $341K
State of Wyoming 0.04% Add +68.8% 9,942 $340K
MML Investors Services, LLC 0.00% Reduce -1.9% 9,735 $333K
Brown Brothers Harriman & Co. 0.00% No change 9,728 $332K
Garde Capital, Inc. 0.02% No change 9,627 $329K
Sonoma Private Wealth LLC 0.40% Reduce -5.0% 9,566 $327K
Integrated Investment Consultants, LLC 0.06% Reduce -38.5% 9,512 $325K
Capstone Investment Advisors, LLC 0.00% New 9,303 $318K
NorthCrest Asset Manangement, LLC 0.01% Reduce -37.8% 9,538 $317K
Crossmark Global Holdings, Inc. 0.01% Add +2.5% 9,035 $309K
Lido Advisors, LLC 0.00% Add +9.9% 8,960 $306K
Aspiriant, LLC 0.01% Add +0.1% 8,610 $294K
Occidental Asset Management, LLC 0.04% Reduce -12.8% 8,469 $289K
Longboard Asset Management, LP 0.69% New 8,096 $277K
XTX Topco Ltd 0.01% Reduce -84.5% 8,062 $275K
Janney Montgomery Scott LLC 0.00% Reduce -1.3% 8,027 $274K
Occudo Quantitative Strategies LP 0.03% New 7,781 $266K
Wealth Enhancement Advisory Services, LLC 0.00% New 7,685 $256K
Pacer Advisors, Inc. 0.00% Add +32.4% 7,391 $253K
Rosenberg Matthew Hamilton 0.06% Reduce -10.8% 7,204 $246K
New Age Alpha Advisors, LLC 0.01% Reduce -2.1% 7,176 $245K
Group One Trading LLC 0.01% Reduce -41.4% 7,157 $245K
Shell Asset Management Co. 0.01% Reduce -7.8% 7,051 $241K
Aigen Investment Management, LP 0.03% Reduce -79.3% 6,879 $235K
&partners 0.00% New 6,762 $232K
Farringdon Capital, Ltd. 0.08% New 6,734 $230K
Cahaba Wealth Management, Inc. 0.02% Reduce -20.2% 6,733 $230K
Clearstead Advisors, LLC 0.00% Add +1.0% 6,708 $229K
Evergreen Capital Management LLC 0.01% Reduce -14.5% 6,703 $229K
Praxis Investment Management Inc. 0.01% Reduce -27.7% 6,690 $229K
Susquehanna Fundamental Investments, LLC 0.01% Reduce -90.9% 6,700 $229K
AlphaQuest LLC 0.02% Reduce -2.9% 6,662 $228K
Narus Financial Partners, LLC 0.07% Reduce -5.6% 6,438 $220K
Hohimer Wealth Management, LLC 0.04% Reduce -21.5% 6,205 $212K
Ethic Inc. 0.00% New 6,220 $211K
Choreo, LLC 0.00% New 6,049 $207K
Corient IA LP 0.12% New 6,000 $205K
NewEdge Wealth, LLC 0.00% New 6,376 $204K
Truvestments Capital LLC 0.04% Reduce -9.4% 5,663 $194K
GAMMA Investing LLC 0.01% Add +19.9% 4,957 $169K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -2.7% 4,808 $164K
Federation des caisses Desjardins du Quebec 0.00% No change 4,728 $161K
Bessemer Group Inc. 0.00% Add +0.8% 4,329 $148K
SBI Securities Co., Ltd. 0.00% Add +0.6% 4,265 $146K
Central Pacific Bank - Trust Division 0.02% Add +3.8% 4,070 $139K
University of Texas/Texas Am Investment Management Co. 0.02% No change 4,032 $138K
Ameliora Wealth Management Ltd. 0.05% No change 4,000 $137K
Globeflex Capital L P 0.01% No change 3,844 $131K
Parallel Advisors, LLC 0.00% Reduce -22.7% 3,756 $128K
Quarry LP 0.03% New 3,453 $118K
TD Waterhouse Canada Inc. 0.00% Add +16.9% 3,493 $118K
KBC Group NV 0.00% Reduce -36.1% 3,383 $116K
Nisa Investment Advisors, LLC 0.00% Reduce -6.3% 2,991 $102K
Smartleaf Asset Management LLC 0.01% Add +22.9% 2,633 $90K
EverSource Wealth Advisors, LLC 0.00% Add +1995.4% 2,263 $77K
Versant Capital Management, Inc 0.01% Add +11.4% 2,173 $74K
Geneos Wealth Management Inc. 0.00% Add +79.2% 1,810 $62K
Farther Finance Advisors, LLC 0.00% Reduce -52.4% 1,767 $60K
MAI Capital Management 0.00% Add +7.9% 1,642 $56K
Leonteq Securities AG 0.00% No change 1,634 $56K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 1,600 $55K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -81.1% 1,603 $55K
DekaBank Deutsche Girozentrale 0.00% No change 1,583 $54K
MassMutual Private Wealth & Trust, FSB 0.00% Add +692.8% 1,316 $45K
Center for Financial Planning, Inc. 0.00% No change 1,250 $43K
Whittier Trust Co. 0.00% Reduce -50.0% 1,205 $41K
Cwm, LLC 0.00% Add +26.5% 1,197 $41K
Ameritas Advisory Services, LLC 0.00% New 1,187 $41K
Sterling Capital Management LLC 0.00% Add +660.3% 1,110 $38K
MorganRosel Wealth Management, LLC 0.01% No change 1,000 $34K
North Star Investment Management Corp. 0.00% No change 1,000 $34K
Jones Financial Companies LLLP 0.00% Add +15.1% 928 $32K
Larson Financial Group LLC 0.00% Add +35.5% 893 $31K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 865 $30K
Bear Mountain Capital, Inc. 0.01% No change 867 $28K
Caitong International Asset Management Co., Ltd 0.02% Add +7130.0% 723 $25K
Covestor Ltd 0.01% Reduce -70.9% 623 $22K
Arax Advisory Partners 0.00% New 549 $19K
Twin Peaks Wealth Advisors, LLC 0.01% New 563 $17K
NewEdge Advisors, LLC 0.00% No change 500 $17K
UMB Bank, n.a. 0.00% Reduce -5.1% 480 $16K
Global Retirement Partners, LLC 0.00% — 439 $15K
CI Investments Inc. 0.00% New 438 $15K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -69.9% 360 $12K
Raffa Wealth Management, LLC 0.00% New 350 $12K
Brooklyn Investment Group 0.00% Add +217.8% 321 $11K
Main Street Group, LTD 0.00% No change 300 $10K
Rise Advisors, LLC 0.00% No change 269 $9K
Hantz Financial Services, Inc. 0.00% Reduce -24.2% 257 $9K
Wolff Wiese Magana LLC 0.01% No change 259 $9K
Public Employees Retirement System of Ohio 0.00% Add +101.6% 250 $9K
Rothschild Investment LLC 0.00% Add +16.2% 215 $7K
Centricity Wealth Management, LLC 0.01% No change 200 $7K
Operose Advisors LLC 0.00% No change 200 $7K
Parkside Financial Bank & Trust 0.00% Add +13.1% 198 $7K
ORG Partners LLC 0.00% New 180 $6K
Atlantic Union Bankshares Corp 0.00% New 175 $6K
Financial Avengers, Inc. 0.00% No change 150 $5K
Allworth Financial LP 0.00% Add +109.9% 149 $5K
WealthCollab, LLC 0.00% No change 147 $5K
Hemington Wealth Management 0.00% Reduce -1.3% 148 $5K
Principal Securities, Inc. 0.00% No change 133 $5K
Signaturefd, LLC 0.00% Add +21.3% 131 $4K
Vermillion & White Wealth Management Group, LLC 0.00% Add +1.6% 128 $4K
PFS Partners, LLC 0.00% New 126 $4K
Hurley Capital, LLC 0.00% No change 116 $4K
Bartlett & Co. Wealth Management LLC 0.00% New 114 $4K
Spire Wealth Management 0.00% Reduce -79.9% 112 $4K
GPS Wealth Strategies Group, LLC 0.00% No change 106 $4K
Key Financial Inc 0.00% No change 100 $3K
Archer Investment Corp 0.00% No change 95 $3K
IFP Advisors, Inc 0.00% Reduce -18.4% 89 $3K
Highline Wealth Partners LLC 0.00% No change 84 $3K
JFS Wealth Advisors, LLC 0.00% Add +12.2% 83 $3K
Farmers & Merchants Investments Inc. 0.00% No change 80 $3K
Manchester Capital Management LLC 0.00% Add +16.9% 76 $3K
NewSquare Capital LLC 0.00% No change 76 $3K
Assetmark, Inc. 0.00% Add +192.3% 76 $3K
Anchor Investment Management, LLC 0.00% No change 75 $3K
Bell Investment Advisors, Inc 0.00% Reduce -29.7% 71 $2K
Financial Network Wealth Advisors LLC 0.00% No change 67 $2K
Huntington National Bank 0.00% No change 66 $2K
Cornerstone Planning Group LLC 0.00% Add +600.0% 70 $2K
CIBC Private Wealth Group LLC 0.00% Add +100.0% 64 $2K
Sunbelt Securities, Inc. 0.00% Add +110.0% 63 $2K
Whipplewood Advisors, LLC 0.00% Reduce -92.1% 56 $2K
Kilter Group LLC 0.00% New 54 $2K
WPG Advisers, LLC 0.00% New 49 $2K
Private Wealth Management Group, LLC 0.00% No change 42 $1K
Whittier Trust Co. of Nevada Inc. 0.00% New 40 $1K
Bare Financial Services, Inc 0.00% New 33 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 32 $1K
Fortitude Family Office, LLC 0.00% New 30 $1K
Picton Mahoney Asset Management 0.00% No change 34 $1K
Clearstead Trust, LLC 0.00% New 27 $923
Creative Financial Designs Inc. 0.00% No change 27 $923
GeoWealth Management, LLC 0.00% Add +100.0% 26 $888
Riggs Asset Managment Co. Inc. 0.00% No change 25 $855
DiNuzzo Private Wealth, Inc. 0.00% Add +15.8% 22 $752
SouthState Bank Corp 0.00% Reduce -84.8% 18 $616
True Wealth Design, LLC 0.00% No change 13 $445
Federated Hermes, Inc. 0.00% Reduce -99.8% 13 $444
Harbour Investments, Inc. 0.00% No change 12 $410
Atticus Wealth Management, LLC 0.00% New 11 $376
SJS Investment Consulting Inc. 0.00% Reduce -35.3% 11 $376
Bay Harbor Wealth Management, LLC 0.00% Add +60.0% 8 $273
HFM Investment Advisors, LLC 0.00% Add +300.0% 8 $273
MV Capital Management, Inc. 0.00% No change 7 $240
Abound Wealth Management 0.00% No change 6 $206
CBIZ Investment Advisory Services, LLC 0.00% New 6 $205
CoreCap Advisors, LLC 0.00% No change 5 $171
Parkworth Wealth Management, Inc. 0.00% No change 3 $103
Rialto Wealth Management, LLC 0.00% New 3 $103
Migdal Insurance & Financial Holdings Ltd. 0.00% New 3 $0
Capital Advisors, Ltd. LLC 0.00% No change 4 $0
Avion Wealth 0.00% New 15 $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.