Box Inc. Class ABOX

13F holders, Q3 2025 (September 30)
408holders −8
51new positions
56sold out
9famous investors
$32.27avg. 13F price*

At the end of Q3 2025, 408 institutions reported holding Box Inc. Class A (BOX) in their 13F filings, down 8 from Q2 2025. 51 opened new positions and 56 sold out. The largest holders were BlackRock, Inc. ($811.9M), Vanguard Group Inc. ($596.6M) and Earnest Partners LLC ($248.6M). 9 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions51$93.6M
Exits56$76.9M

All 13F filers, Q2 2025 → Q3 2025: 10,643,364 shares bought and 14,772,474 shares sold, net −4,129,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 408 holders

BlackRock, Inc. 0.01% Add +0.1% 25,160,419 $811.9M
Vanguard Group Inc. 0.01% Add +2.8% 18,487,018 $596.6M
Earnest Partners LLC 1.08% Reduce -1.1% 7,704,561 $248.6M
State Street Corp. 0.01% Reduce -0.9% 5,587,962 $180.3M
Acadian Asset Management LLC 0.25% Add +7.6% 4,452,753 $143.7M
Arrowstreet Capital, Limited Partnership 0.08% Reduce -8.0% 3,906,312 $126.1M
Bank of America Corp. 0.01% Reduce -3.4% 3,623,025 $116.9M
Geode Capital Management, LLC 0.01% Add +2.9% 3,445,385 $111.2M
Sei Investments Co. 0.12% Add +2.9% 3,316,783 $107.0M
UBS Group AG 0.02% Reduce -2.3% 3,215,792 $103.8M
RGM Capital, LLC 4.18% Reduce -1.1% 3,078,648 $99.3M
JPMorgan Chase & Co. 0.01% Reduce -18.7% 3,032,998 $97.9M
Dimensional Fund Advisors LP 0.02% Add +0.2% 2,651,666 $85.6M
Wells Fargo & Company 0.02% Add +57.0% 2,586,983 $83.5M
Congress Asset Management Co. 0.42% Add +2.8% 1,939,714 $62.6M
Morgan Stanley 0.00% Reduce -10.3% 1,744,706 $56.3M
Fuller & Thaler Asset Management, Inc. 0.19% Reduce -1.5% 1,704,631 $55.0M
Macquarie Group Ltd. 0.06% Add +9.5% 1,703,919 $55.0M
Deutsche Bank AG 0.02% Add +28.8% 1,688,968 $54.5M
Northern Trust Corp. 0.01% Reduce -1.0% 1,568,142 $50.6M
Sunriver Management LLC 5.32% Add +31.0% 1,517,828 $49.0M
Charles Schwab Investment Management Inc. 0.01% Reduce -8.6% 1,367,975 $44.1M
Renaissance Technologies 0.06% Reduce -32.9% 1,293,531 $41.7M
First Trust Advisors LP 0.03% Add +6.2% 1,273,546 $41.1M
BNP Paribas Financial Markets 0.03% Add +8.1% 1,259,477 $40.6M
Goldman Sachs Group Inc. 0.01% Add +127.8% 1,191,412 $38.4M
Marshall Wace, LLP 0.04% Add +193.7% 1,180,725 $38.1M
Invesco Ltd. 0.01% Reduce -2.6% 1,111,569 $35.9M
Qube Research & Technologies Ltd 0.05% Reduce -15.0% 1,029,097 $33.2M
Royal Bank of Canada 0.01% Add +12.7% 1,017,924 $32.8M
Two Sigma Investments, LP 0.05% Reduce -50.2% 1,009,251 $32.6M
Bank of New York Mellon Corp 0.01% Reduce -26.0% 971,059 $31.3M
T. Rowe Price Associates Inc. 0.00% Reduce -7.4% 968,863 $31.3M
Aristotle Capital Boston, LLC 1.48% Reduce -1.7% 889,111 $28.7M
Principal Financial Group Inc. 0.01% Add +5.5% 845,175 $27.3M
Schroder Investment Management Group 0.02% Reduce -31.2% 816,006 $26.3M
Fort Washington Investment Advisors Inc. 0.14% Add +58.9% 813,389 $26.2M
Two Sigma Advisers, LP 0.05% Reduce -62.9% 809,500 $26.1M
Man Group plc 0.05% Add +106.1% 792,231 $25.6M
Point72 Asset Management 0.06% New 765,128 $24.7M
Ameriprise Financial Inc. 0.01% Reduce -20.9% 695,303 $22.4M
Nuveen, LLC 0.01% Add +1.1% 694,660 $22.4M
Natixis Advisors, LLC 0.03% Add +19.5% 682,315 $22.0M
Fisher Asset Management 0.01% Add +0.0% 663,281 $21.4M
Oberweis Asset Management Inc./ 0.81% Reduce -0.2% 652,320 $21.1M
Bank of Montreal 0.01% Add +58.8% 647,240 $20.9M
Mizuho Markets Americas LLC 0.44% Reduce -9.0% 646,148 $20.9M
Massachusetts Financial Services Co. 0.01% New 611,237 $19.7M
National Bank of Canada 0.02% No change 600,000 $19.4M
Janus Henderson Group PLC 0.01% Add +22.4% 584,623 $18.9M
Public Sector Pension Investment Board 0.07% Add +2.3% 564,875 $18.2M
Segall Bryant & Hamill, LLC 0.23% Add +2.5% 524,715 $16.9M
OP Asset Management Ltd 0.21% Add +59.1% 501,828 $16.2M
Victory Capital Management Inc. 0.01% Reduce -12.5% 486,295 $15.7M
D. E. Shaw & Co. 0.01% Reduce -63.5% 466,508 $15.1M
American Century Companies Inc. 0.01% Add +827.5% 460,206 $14.9M
Peregrine Capital Management LLC 0.44% Reduce -5.8% 457,804 $14.8M
California Public Employees Retirement System 0.01% Reduce -20.0% 451,590 $14.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -7.0% 451,029 $14.6M
HighTower Advisors, LLC 0.02% Add +7.5% 412,543 $13.3M
ExodusPoint Capital Management, LP 0.18% Reduce -10.6% 404,407 $13.1M
Rhumbline Advisers 0.01% Reduce -0.2% 400,859 $12.9M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Reduce -18.4% 396,448 $12.8M
Legal & General Group Plc 0.00% Reduce -1.9% 390,353 $12.6M
Voloridge Investment Management, LLC 0.04% Reduce -29.1% 386,831 $12.5M
Squarepoint Ops LLC 0.03% Reduce -59.9% 381,066 $12.3M
Capital Fund Management S.A. 0.12% Add +19.9% 378,101 $12.2M
Mackenzie Financial Corp. 0.01% Reduce -32.9% 375,838 $12.1M
Citadel Advisors 0.01% Reduce -27.5% 372,147 $12.0M
Nordea Investment Management AB 0.01% Add +3.6% 372,300 $12.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -41.0% 362,056 $11.7M
Russell Investments Group, Ltd. 0.01% Add +10.0% 358,690 $11.6M
Envestnet Asset Management Inc. 0.00% Reduce -4.5% 340,418 $11.0M
Prudential Financial Inc. 0.01% Reduce -5.8% 312,066 $10.1M
Alliancebernstein L.P. 0.00% Add +20.5% 309,617 $10.0M
Cornerstone Capital, Inc. 0.96% Add +6.1% 304,130 $9.8M
Nearwater Capital Markets, Ltd 0.13% No change 300,000 $9.7M
Swiss National Bank 0.01% Add +2.1% 280,700 $9.1M
Voya Investment Management LLC 0.01% Reduce -17.2% 279,241 $9.0M
Osaic Holdings, Inc. 0.01% Add +2473.3% 256,970 $8.3M
Hillsdale Investment Management Inc. 0.24% Add +18.0% 249,350 $8.0M
Barclays PLC 0.00% Reduce -34.3% 235,952 $7.6M
Edgestream Partners, L.P. 0.22% New 232,063 $7.5M
Susquehanna Portfolio Strategies, LLC 0.12% New 230,999 $7.5M
UniSuper Management Pty Ltd 0.05% Reduce -8.6% 228,425 $7.4M
Panagora Asset Management Inc. 0.03% New 226,946 $7.3M
Canada Pension Plan Investment Board 0.00% Add +35.3% 213,200 $6.9M
Millennium Management 0.01% Add +27.6% 211,774 $6.8M
Summit Creek Advisors LLC 0.94% Reduce -7.4% 199,117 $6.4M
Citigroup Inc. 0.00% Reduce -11.5% 197,708 $6.4M
Emmett Investment Management, LP 4.71% Reduce -3.4% 186,950 $6.0M
HSBC Holdings PLC 0.00% Reduce -6.7% 172,424 $5.6M
EFG Asset Management (North America) Corp. 0.69% Add +29.7% 166,553 $5.4M
Madison Asset Management, LLC 0.06% Add +0.1% 161,870 $5.2M
Divisar Capital Management LLC 1.42% Add +22.8% 161,743 $5.2M
Needham Investment Management LLC 0.36% New 160,000 $5.2M
Shaolin Capital Management LLC 0.94% Add +117.6% 154,326 $5.0M
Susquehanna Fundamental Investments, LLC 0.19% Add +2134.0% 149,676 $4.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -50.5% 141,146 $4.6M
California State Teachers Retirement System 0.00% Add +3.1% 136,427 $4.4M
Focus Partners Wealth 0.01% Reduce -0.9% 124,383 $4.0M
HRT Financial LP 0.01% New 117,719 $3.8M
Engineers Gate Manager LP 0.04% Reduce -25.9% 115,086 $3.7M
Ensign Peak Advisors, Inc 0.01% Reduce -12.9% 111,923 $3.6M
Thrivent Financial for Lutherans 0.01% Reduce -1.9% 104,472 $3.4M
Amundi 0.00% Reduce -31.3% 100,189 $3.3M
CenterBook Partners LP 0.16% Add +106.5% 100,954 $3.3M
Tudor Investment Corporation 0.02% Reduce -84.4% 98,250 $3.2M
State of Wisconsin Investment Board 0.01% Reduce -9.4% 91,130 $2.9M
Schonfeld Strategic Advisors LLC 0.02% Reduce -23.5% 87,022 $2.8M
Paralel Advisors LLC 0.11% Add +0.1% 86,687 $2.8M
Jump Financial, LLC 0.04% New 86,565 $2.8M
Dark Forest Capital Management LP 0.10% Reduce -17.9% 82,786 $2.7M
MetLife Investment Management, LLC 0.01% Reduce -1.8% 82,118 $2.6M
Wesbanco Bank Inc. 0.07% No change 81,254 $2.6M
Bridgewater Associates 0.01% New 80,007 $2.6M
State of Alaska, Department of Revenue 0.03% Reduce -7.3% 79,933 $2.6M
Comerica Bank 0.01% Reduce -12.4% 78,589 $2.5M
Atom Investors LP 0.19% New 77,799 $2.5M
Illinois Municipal Retirement Fund 0.03% Reduce -7.4% 75,403 $2.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +33.3% 74,175 $2.4M
NorthCoast Asset Management LLC 0.01% Reduce -6.9% 72,622 $2.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.4% 72,519 $2.3M
Profit Investment Management, LLC 2.80% Reduce -32.3% 68,958 $2.2M
Mercer Global Advisors Inc. 0.00% Reduce -0.6% 68,799 $2.2M
State of New Jersey Common Pension Fund D 0.01% Add +13.2% 68,219 $2.2M
Pathstone Holdings, LLC 0.01% Add +0.9% 67,310 $2.2M
Louisiana State Employees Retirement System 0.04% Reduce -1.6% 66,600 $2.1M
Cubist Systematic Strategies, LLC 0.03% Reduce -90.3% 64,319 $2.1M
Jane Street Group, LLC 0.00% Reduce -87.3% 63,240 $2.0M
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -54.3% 62,148 $2.0M
Exchange Traded Concepts, LLC 0.02% Add +5.0% 61,435 $2.0M
Martingale Asset Management L P 0.05% Reduce -3.0% 61,179 $2.0M
Elo Mutual Pension Insurance Co 0.03% Add +82.5% 60,223 $1.9M
Holocene Advisors, LP 0.00% New 60,197 $1.9M
Creative Planning 0.00% Add +51.8% 59,566 $1.9M
Parallax Volatility Advisers, L.P. 0.06% Add +6.1% 58,552 $1.9M
Mesirow Financial Investment Management, Inc. 0.03% Add +3.2% 58,355 $1.9M
Intech Investment Management LLC 0.02% Reduce -22.1% 57,927 $1.9M
State of Tennessee, Department of Treasury 0.01% Reduce -18.7% 57,258 $1.8M
KLP Kapitalforvaltning As 0.01% No change 57,000 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -67.8% 54,976 $1.8M
Oppenheimer Asset Management Inc. 0.02% Reduce -1.0% 51,690 $1.7M
New York State Teachers Retirement System 0.00% Reduce -21.8% 50,459 $1.6M
Brevan Howard Capital Management LP 0.02% Add +40.6% 48,855 $1.6M
Neuberger Berman Group LLC 0.00% Reduce -94.9% 48,400 $1.6M
New York State Common Retirement Fund 0.00% Add +9.7% 47,819 $1.5M
Stifel Financial Corp. 0.00% Reduce -6.3% 47,780 $1.5M
US Bancorp \de 0.00% Reduce -14.7% 46,184 $1.5M
Shelton Capital Management 0.03% No change 45,308 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -16.7% 45,212 $1.5M
Fifth Third Bancorp 0.00% Reduce -5.6% 44,695 $1.4M
Tealwood Asset Management Inc. 0.58% Reduce -2.8% 44,650 $1.4M
Handelsbanken Fonder AB 0.00% Add +38.4% 43,953 $1.4M
Arizona State Retirement System 0.01% Add +2.1% 42,851 $1.4M
Integrated Quantitative Investments LLC 0.39% No change 42,553 $1.4M
Harbor Capital Advisors, Inc. 0.11% Add +10.8% 42,536 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +1.1% 41,180 $1.3M
Amalgamated Bank 0.01% Add +0.1% 41,149 $1.3M
Group One Trading LLC 0.04% Add +473.4% 41,039 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -9.3% 41,004 $1.3M
Raymond James Financial Inc. 0.00% Add +8.8% 40,507 $1.3M
State Board of Administration of Florida Retirement System 0.00% No change 40,260 $1.3M
Algert Global LLC 0.02% Reduce -18.2% 40,116 $1.3M
Cerity Partners LLC 0.00% Reduce -4.6% 39,230 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% Add +20.9% 38,914 $1.3M
AQR Capital Management 0.00% Add +88.3% 38,866 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 38,648 $1.2M
Teacher Retirement System of Texas 0.00% Add +30.9% 37,205 $1.2M
Cetera Investment Advisers 0.00% Add +16.0% 36,990 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.8% 36,879 $1.2M
Rockefeller Capital Management L.P. 0.00% Reduce -8.3% 35,660 $1.2M
Commonwealth Equity Services, LLC 0.00% Add +18.4% 34,802 $1.1M
Franklin Resources Inc. 0.00% Add +41.3% 34,224 $1.1M
Sanctuary Advisors, LLC 0.01% Reduce -7.5% 34,024 $1.1M
Oregon Public Employees Retirement Fund 0.01% Reduce -1.2% 32,602 $1.1M
Lazard Asset Management LLC 0.00% Reduce -3.5% 31,280 $1.0M
Blue Trust, Inc. 0.01% Add +5.6% 30,647 $989K
Quantinno Capital Management LP 0.00% Add +31.9% 29,988 $968K
SG Americas Securities, LLC 0.00% Reduce -1.5% 29,768 $961K
Great Lakes Advisors, LLC 0.01% Add +9.0% 29,281 $945K
Versor Investments LP 0.17% Reduce -12.1% 28,300 $913K
Summit Trail Advisors, LLC 0.01% Add +3.1% 28,290 $913K
Entropy Technologies, LP 0.07% Reduce -10.8% 28,145 $908K
ProShare Advisors LLC 0.00% Reduce -15.8% 27,185 $877K
Linden Thomas Advisory Services, LLC 0.09% Add +8.7% 26,898 $868K
Trexquant Investment LP 0.01% Reduce -70.4% 26,809 $865K
Danske Bank A/S 0.00% Reduce -27.9% 26,683 $861K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +43.2% 26,391 $852K
XTX Topco Ltd 0.04% Add +222.6% 26,007 $839K
Resona Asset Management Co.,Ltd. 0.00% Reduce -5.8% 25,588 $826K
Vident Advisory, LLC 0.01% Add +1.1% 23,242 $750K
Torrey Growth & Income Advisors 0.21% — 22,562 $728K
LPL Financial LLC 0.00% Add +10.6% 22,130 $714K
Glenmede Investment Management, LP 0.00% Add +0.1% 21,600 $697K
Atria Investments, Inc 0.01% Add +0.5% 21,512 $694K
Perbak Capital Partners LLP 0.12% Add +101.2% 21,167 $683K
Kesler, Norman & Wride, LLC 0.13% Reduce -20.6% 21,536 $681K
Pictet Asset Management Holding SA 0.00% No change 20,878 $674K
Maryland State Retirement & Pension System 0.01% Reduce -51.1% 20,818 $672K
Woodline Partners LP 0.00% New 19,679 $635K
Smith Group Asset Management, LLC 0.04% Add +3.0% 19,278 $622K
Verition Fund Management LLC 0.00% Reduce -67.1% 19,191 $619K
Janney Montgomery Scott LLC 0.00% Add +133.0% 18,703 $604K
Dynamic Technology Lab Private Ltd 0.10% Reduce -34.9% 18,623 $601K
Numerai GP LLC 0.08% Reduce -86.4% 18,433 $595K
Fox Run Management, L.L.C. 0.09% New 18,419 $594K
Myecfo, LLC 0.27% Reduce -1.9% 18,279 $590K
Bokf, NA 0.01% Reduce -0.2% 18,104 $584K
Gibbs Wealth Management 0.13% Reduce -18.3% 17,526 $566K
FMR LLC 0.00% Reduce -0.4% 17,353 $560K
Tidal Investments LLC 0.00% Reduce -4.2% 17,323 $559K
Composition Wealth, LLC 0.01% New 17,203 $555K
Aigen Investment Management, LP 0.08% Add +143.5% 16,752 $541K
Bryce Point Capital, LLC 0.65% Reduce -34.3% 16,381 $529K
PNC Financial Services Group, Inc. 0.00% Add +39.1% 16,341 $527K
Mutual of America Capital Management LLC 0.01% Reduce -12.8% 16,221 $523K
Rafferty Asset Management, LLC 0.00% Reduce -26.1% 16,014 $517K
Connable Office Inc. 0.05% No change 15,707 $507K
DC Investments Management, LLC 0.21% No change 15,664 $505K
F/m Investments LLC 0.02% Reduce -2.5% 15,563 $502K
Capstone Investment Advisors, LLC 0.01% Add +65.1% 15,363 $496K
Vanguard Personalized Indexing Management, LLC 0.01% Add +21.5% 15,146 $489K
CIBC Bancorp USA Inc. 0.00% — 14,986 $484K
NorthCrest Asset Manangement, LLC 0.01% Add +54.0% 14,686 $481K
Summit Wealth Group LLC / Co. 0.05% New 3,214 $479K
Aviva PLC 0.00% Add +9.4% 14,755 $476K
Banco Santander, S.A. 0.00% New 14,610 $471K
Voleon Capital Management LP 0.01% New 14,555 $470K
Public Employees Retirement Association of Colorado 0.00% No change 14,514 $468K
Vestcor Inc 0.01% Reduce -62.6% 14,368 $464K
Sivia Capital Partners, LLC 0.13% Add +0.8% 14,280 $461K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -37.6% 14,079 $454K
Staley Capital Advisers Inc. 0.02% No change 14,000 $452K
GC Wealth Management RIA, LLC 0.01% New 13,615 $439K
O'shaughnessy Asset Management, LLC 0.00% Reduce -5.7% 13,232 $427K
Blueshift Asset Management, LLC 0.13% New 13,110 $423K
Diversified Trust Co. 0.01% New 12,960 $418K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +1.8% 12,593 $406K
Xponance LLC 0.00% Reduce -1.9% 12,544 $405K
Profund Advisors LLC 0.01% Reduce -4.2% 12,301 $397K
Jackson Creek Investment Advisors LLC 0.11% New 12,257 $396K
Vise Technologies, Inc. 0.01% Reduce -4.9% 12,229 $395K
Krilogy Financial LLC 0.01% Reduce -58.8% 12,577 $395K
Burney Co./ 0.01% Add +1.1% 11,997 $387K
Portside Wealth Group, LLC 0.05% Add +14.0% 11,833 $382K
Jasper Ridge Partners, L.P. 0.01% No change 11,814 $381K
Ameritas Investment Partners, Inc. 0.01% Reduce -18.1% 11,745 $379K
Quadrant Capital Group LLC 0.01% Add +0.1% 11,644 $376K
Captrust Financial Advisors 0.00% Add +4.3% 11,103 $358K
Bayesian Capital Management, LP 0.07% Reduce -81.1% 10,761 $347K
Corient Private Wealth LP 0.00% New 10,732 $346K
Kestra Advisory Services, LLC 0.00% Reduce -17.4% 10,612 $342K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.6% 10,466 $338K
Beverly Hills Private Wealth, LLC 0.06% Reduce -3.6% 10,250 $331K
Occidental Asset Management, LLC 0.04% Add +14.9% 9,729 $314K
Brown Brothers Harriman & Co. 0.00% No change 9,728 $314K
Henshaw Capital LLC 0.01% Reduce -26.9% 9,714 $313K
Integrated Investment Consultants, LLC 0.05% No change 9,512 $307K
STRS Ohio 0.00% Reduce -24.6% 9,500 $307K
MQS Management LLC 0.17% New 9,255 $299K
Lido Advisors, LLC 0.00% Add +1.4% 9,090 $293K
Crossmark Global Holdings, Inc. 0.00% No change 9,035 $292K
LSV Asset Management 0.00% New 9,000 $290K
MML Investors Services, LLC 0.00% Reduce -8.1% 8,946 $289K
Evergreen Capital Management LLC 0.01% Add +33.3% 8,936 $288K
Wealth Enhancement Advisory Services, LLC 0.00% Add +12.3% 8,634 $283K
Sender Co & Partners, Inc. 0.11% New 8,635 $279K
Aspiriant, LLC 0.01% Reduce -0.3% 8,586 $277K
Guggenheim Capital LLC 0.00% New 8,526 $275K
&partners 0.00% Add +22.1% 8,254 $266K
AlphaQuest LLC 0.02% Add +22.7% 8,173 $264K
Los Angeles Capital Management LLC 0.00% Reduce -76.5% 8,078 $261K
Sequoia Financial Advisors, LLC 0.00% New 8,039 $259K
Lombard Odier Asset Management (USA) Corp 0.07% New 7,978 $257K
Garde Capital, Inc. 0.01% Reduce -21.3% 7,577 $245K
Rosenberg Matthew Hamilton 0.05% No change 7,204 $232K
New Age Alpha Advisors, LLC 0.01% Reduce -2.1% 7,026 $227K
Concurrent Investment Advisors, LLC 0.00% New 6,992 $226K
AE Wealth Management LLC 0.00% New 6,911 $223K
Swiss Life Asset Management Ltd 0.00% New 6,799 $219K
Hohimer Wealth Management, LLC 0.03% Add +9.2% 6,778 $219K
Cahaba Wealth Management, Inc. 0.02% No change 6,733 $217K
Praxis Investment Management Inc. 0.01% No change 6,690 $216K
Prelude Capital Management, LLC 0.02% New 6,523 $210K
DRW Securities, LLC 0.01% Reduce -52.4% 6,269 $202K
GAMMA Investing LLC 0.01% Add +21.6% 6,030 $195K
Central Pacific Bank - Trust Division 0.02% Add +39.6% 5,680 $183K
Pacer Advisors, Inc. 0.00% Reduce -25.9% 5,476 $177K
Federation des caisses Desjardins du Quebec 0.00% No change 4,728 $153K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -2.5% 4,688 $151K
Bessemer Group Inc. 0.00% Add +5.2% 4,552 $147K
Tower Research Capital LLC (TRC) 0.00% Reduce -74.0% 4,523 $146K
Truvestments Capital LLC 0.02% Reduce -25.7% 4,209 $136K
SBI Securities Co., Ltd. 0.00% Reduce -1.4% 4,205 $136K
University of Texas/Texas Am Investment Management Co. 0.02% No change 4,032 $130K
Ameliora Wealth Management Ltd. 0.04% No change 4,000 $129K
Globeflex Capital L P 0.02% No change 3,844 $124K
Ossiam 0.00% New 3,811 $123K
Nisa Investment Advisors, LLC 0.00% Add +17.5% 3,514 $113K
EverSource Wealth Advisors, LLC 0.00% Add +54.9% 3,506 $113K
Parallel Advisors, LLC 0.00% Reduce -7.0% 3,495 $113K
TD Waterhouse Canada Inc. 0.00% Reduce -0.1% 3,488 $112K
KBC Group NV 0.00% No change 3,383 $109K
Federated Hermes, Inc. 0.00% Add +25038.5% 3,268 $105K
Smartleaf Asset Management LLC 0.01% Add +23.2% 3,244 $105K
Shell Asset Management Co. 0.01% Reduce -54.9% 3,182 $103K
Sterling Capital Management LLC 0.00% Add +119.3% 2,434 $79K
Versant Capital Management, Inc 0.01% Reduce -9.9% 1,957 $63K
Farther Finance Advisors, LLC 0.00% Add +8.8% 1,923 $62K
Walleye Capital LLC 0.00% Reduce -93.3% 1,839 $59K
MAI Capital Management 0.00% Add +7.3% 1,762 $57K
Leonteq Securities AG 0.00% No change 1,634 $53K
Geneos Wealth Management Inc. 0.00% Reduce -11.6% 1,600 $52K
DekaBank Deutsche Girozentrale 0.00% No change 1,583 $51K
State of Wyoming 0.01% Reduce -84.2% 1,569 $51K
Cwm, LLC 0.00% Add +25.6% 1,503 $49K
Creative Financial Designs Inc. 0.00% Add +5000.0% 1,377 $44K
FNY Investment Advisers, LLC 0.01% New 1,365 $44K
MassMutual Private Wealth & Trust, FSB 0.00% Add +3.3% 1,360 $44K
Covestor Ltd 0.02% Add +112.8% 1,326 $42K
Center for Financial Planning, Inc. 0.00% No change 1,250 $40K
CIBC Private Wealth Group LLC 0.00% Add +1778.1% 1,202 $39K
Whittier Trust Co. 0.00% No change 1,205 $39K
Jones Financial Companies LLLP 0.00% Add +25.2% 1,162 $38K
Employees Retirement System of Texas 0.00% New 1,099 $35K
Salomon & Ludwin, LLC 0.00% New 1,007 $32K
North Star Investment Management Corp. 0.00% No change 1,000 $32K
Bear Mountain Capital, Inc. 0.01% Add +0.5% 871 $29K
Larson Financial Group LLC 0.00% Reduce -1.7% 878 $28K
Quarry LP 0.01% Reduce -77.5% 778 $25K
UMB Bank, n.a. 0.00% Add +28.3% 616 $20K
Mather Group, Llc. 0.00% New 519 $17K
Arax Advisory Partners 0.00% Reduce -6.6% 513 $17K
NewEdge Advisors, LLC 0.00% No change 500 $16K
Abound Wealth Management 0.00% Add +7733.3% 470 $15K
Hantz Financial Services, Inc. 0.00% Add +79.4% 461 $15K
Wealthspire Advisors, LLC 0.00% New 448 $14K
Ameriflex Group, Inc. 0.01% New 446 $14K
Optiver Holding B.V. 0.00% New 440 $14K
Crewe Advisors LLC 0.00% New 397 $13K
Public Employees Retirement System of Ohio 0.00% Add +53.2% 383 $12K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.1% 371 $12K
CI Investments Inc. 0.00% Reduce -20.1% 350 $11K
First Horizon Corp. 0.00% — 335 $11K
Global Retirement Partners, LLC 0.00% Reduce -30.8% 304 $10K
Main Street Group, LTD 0.00% No change 300 $10K
Rise Advisors, LLC 0.00% No change 269 $9K
Principal Securities, Inc. 0.00% Add +97.7% 263 $8K
Wolff Wiese Magana LLC 0.00% No change 259 $8K
Parkside Financial Bank & Trust 0.00% Add +10.6% 219 $7K
Assetmark, Inc. 0.00% Add +182.9% 215 $7K
Allworth Financial LP 0.00% Add +35.6% 202 $7K
Operose Advisors LLC 0.00% No change 200 $6K
Steigerwald, Gordon & Koch Inc. 0.00% New 200 $6K
Root Financial Partners, LLC 0.00% New 193 $6K
Atlantic Union Bankshares Corp 0.00% No change 175 $6K
Caitong International Asset Management Co., Ltd 0.00% Reduce -78.2% 158 $5K
Hemington Wealth Management 0.00% Add +14.9% 170 $5K
Financial Avengers, Inc. 0.00% No change 150 $5K
Rothschild Investment LLC 0.00% Reduce -30.2% 150 $5K
WealthCollab, LLC 0.00% No change 147 $5K
Signaturefd, LLC 0.00% Add +6.9% 140 $5K
IFP Advisors, Inc 0.00% Add +51.7% 135 $4K
Vermillion & White Wealth Management Group, LLC 0.00% No change 128 $4K
PFS Partners, LLC 0.00% No change 126 $4K
Clearstead Advisors, LLC 0.00% Reduce -98.1% 125 $4K
PEAK6 LLC 0.00% New 121 $4K
Hurley Capital, LLC 0.00% No change 116 $4K
Spire Wealth Management 0.00% No change 112 $4K
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
Advisory Services Network, LLC 0.00% New 92 $3K
Lanark Financial, Inc. 0.00% New 92 $3K
Cornerstone Planning Group LLC 0.00% Add +31.4% 92 $3K
Manchester Capital Management LLC 0.00% Add +13.2% 86 $3K
JFS Wealth Advisors, LLC 0.00% No change 83 $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
Kilter Group LLC 0.00% Add +29.6% 70 $2K
Financial Network Wealth Advisors LLC 0.00% Reduce -6.0% 63 $2K
Marquette Asset Management, LLC 0.00% New 56 $2K
Private Wealth Management Group, LLC 0.00% No change 42 $1K
Fortitude Family Office, LLC 0.00% Add +26.7% 38 $1K
True Wealth Design, LLC 0.00% Add +146.2% 32 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 32 $1K
Bare Financial Services, Inc 0.00% Reduce -6.1% 31 $1K
Picton Mahoney Asset Management 0.00% No change 34 $1K
Sunbelt Securities, Inc. 0.00% Reduce -52.4% 30 $968
Golden State Wealth Management, LLC 0.00% New 28 $904
Clearstead Trust, LLC 0.00% No change 27 $872
DiNuzzo Private Wealth, Inc. 0.00% Reduce -9.1% 20 $653
SouthState Bank Corp 0.00% No change 18 $581
Harbour Investments, Inc. 0.00% No change 12 $387
SJS Investment Consulting Inc. 0.00% No change 11 $355
Bay Harbor Wealth Management, LLC 0.00% Add +37.5% 11 $354
Huntington National Bank 0.00% Reduce -86.4% 9 $290
Essential Partners LLC 0.00% New 7 $226
MV Capital Management, Inc. 0.00% No change 7 $226
Rialto Wealth Management, LLC 0.00% Add +100.0% 6 $194
HFM Investment Advisors, LLC 0.00% Reduce -25.0% 6 $194
CoreCap Advisors, LLC 0.00% No change 5 $161
Great Lakes Retirement, Inc. 0.00% New 2 $65
Capital Advisors, Ltd. LLC 0.00% No change 4 $0
Avion Wealth 0.00% Add +6.7% 16 $0
Cloud Capital Management, LLC 0.00% New 21 $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.