Box Inc. Class ABOX

13F holders, Q4 2025 (December 31)
411holders +3
40new positions
49sold out
9famous investors
$29.91avg. 13F price*

At the end of Q4 2025, 411 institutions reported holding Box Inc. Class A (BOX) in their 13F filings, up 3 from Q3 2025. 40 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($753.3M), Vanguard Group Inc. ($552.1M) and Earnest Partners LLC ($225.1M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.1% of Point72 Asset Management'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 2025 → Q4 2025

InstitutionsTotal Value
New Positions40$28.3M
Exits49$166.5M

All 13F filers, Q3 2025 → Q4 2025: 8,855,291 shares bought and 17,679,354 shares sold, net −8,824,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 411 holders

BlackRock, Inc. 0.01% Add +0.1% 25,185,368 $753.3M
Vanguard Group Inc. 0.01% Reduce -0.2% 18,458,285 $552.1M
Earnest Partners LLC 0.96% Reduce -2.3% 7,525,432 $225.1M
State Street Corp. 0.01% Reduce -0.2% 5,578,381 $166.8M
Arrowstreet Capital, Limited Partnership 0.08% Add +15.5% 4,511,258 $134.9M
Acadian Asset Management LLC 0.22% Add +0.9% 4,494,802 $134.4M
Bank of America Corp. 0.01% Reduce -4.3% 3,467,913 $103.7M
Geode Capital Management, LLC 0.01% Add +0.2% 3,451,683 $103.3M
Sei Investments Co. 0.10% Add +0.5% 3,331,925 $99.7M
RGM Capital, LLC 4.84% Add +8.2% 3,330,168 $99.6M
Dimensional Fund Advisors LP 0.02% Add +0.3% 2,660,900 $79.6M
Norges Bank 0.01% — 1,966,352 $58.8M
Goldman Sachs Group Inc. 0.01% Add +64.8% 1,963,428 $58.7M
Congress Asset Management Co. 0.39% Reduce -4.4% 1,855,109 $55.5M
Morgan Stanley 0.00% Add +3.5% 1,806,394 $54.0M
Marshall Wace, LLP 0.05% Add +48.0% 1,747,027 $52.3M
Sunriver Management LLC 5.46% Add +14.7% 1,741,267 $52.1M
JPMorgan Chase & Co. 0.00% Reduce -43.8% 1,704,339 $51.0M
UBS Group AG 0.01% Reduce -47.9% 1,676,885 $50.2M
Nomura Asset Management International Inc. 0.07% — 1,609,885 $48.2M
BNP Paribas Financial Markets 0.03% Add +19.0% 1,498,385 $44.8M
Northern Trust Corp. 0.01% Reduce -7.2% 1,455,789 $43.5M
Wells Fargo & Company 0.01% Reduce -45.4% 1,413,561 $42.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.4% 1,348,609 $40.3M
Deutsche Bank AG 0.01% Reduce -27.5% 1,224,790 $36.6M
First Trust Advisors LP 0.03% Reduce -8.5% 1,165,325 $34.9M
Point72 Asset Management 0.06% Add +47.7% 1,130,247 $33.8M
Jane Street Group, LLC 0.04% Add +1516.7% 1,022,368 $30.6M
Fort Washington Investment Advisors Inc. 0.16% Add +21.2% 985,887 $29.5M
Two Sigma Investments, LP 0.04% Reduce -6.4% 944,843 $28.3M
Bank of New York Mellon Corp 0.01% Reduce -2.7% 944,471 $28.2M
Principal Financial Group Inc. 0.01% Add +8.6% 917,405 $27.4M
Man Group plc 0.05% Add +7.7% 853,576 $25.5M
Nuveen, LLC 0.01% Add +18.4% 822,590 $24.6M
Aristotle Capital Boston, LLC 1.32% Reduce -9.3% 805,961 $24.1M
Massachusetts Financial Services Co. 0.01% Add +31.8% 805,447 $24.1M
Schroder Investment Management Group 0.02% Reduce -9.8% 736,183 $22.4M
Two Sigma Advisers, LP 0.04% Reduce -15.2% 686,300 $20.5M
Voloridge Investment Management, LLC 0.07% Add +76.3% 681,785 $20.4M
Janus Henderson Group PLC 0.01% Add +12.2% 655,876 $19.6M
Oberweis Asset Management Inc./ 0.71% No change 652,320 $19.5M
Royal Bank of Canada 0.00% Reduce -36.5% 646,505 $19.3M
Natixis Advisors, LLC 0.03% Reduce -9.1% 620,057 $18.5M
Millennium Management 0.01% Add +192.2% 618,836 $18.5M
Fisher Asset Management 0.01% Reduce -8.5% 607,138 $18.2M
National Bank of Canada 0.02% No change 600,000 $17.9M
Squarepoint Ops LLC 0.04% Add +55.7% 593,335 $17.7M
Invesco Ltd. 0.00% Reduce -47.4% 584,572 $17.5M
Mizuho Markets Americas LLC 0.37% Reduce -10.5% 578,203 $17.3M
Ameriprise Financial Inc. 0.00% Reduce -17.6% 573,251 $17.1M
American Century Companies Inc. 0.01% Add +10.7% 509,375 $15.2M
Public Sector Pension Investment Board 0.05% Reduce -11.2% 501,399 $15.0M
Nearwater Capital Markets, Ltd 0.23% Add +52.0% 456,000 $13.6M
Tudor Investment Corporation 0.08% Add +358.0% 449,973 $13.5M
Peregrine Capital Management LLC 0.41% Reduce -2.4% 446,849 $13.4M
HighTower Advisors, LLC 0.01% Add +5.6% 435,663 $13.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -4.0% 432,850 $12.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +8.5% 392,779 $11.7M
California Public Employees Retirement System 0.01% Reduce -13.2% 391,941 $11.7M
Renaissance Technologies 0.02% Reduce -69.8% 391,313 $11.7M
Rhumbline Advisers 0.01% Reduce -4.2% 384,098 $11.5M
Legal & General Group Plc 0.00% Reduce -5.1% 370,376 $11.1M
OP Asset Management Ltd 0.13% Reduce -26.7% 368,032 $11.0M
Qube Research & Technologies Ltd 0.02% Reduce -65.3% 357,131 $10.7M
Allianz Asset Management GmbH 0.01% New 353,000 $10.6M
Mackenzie Financial Corp. 0.01% Reduce -8.0% 345,683 $10.5M
Nordea Investment Management AB 0.01% Reduce -12.2% 326,859 $9.8M
Prudential Financial Inc. 0.01% Add +2.1% 318,745 $9.5M
Alliancebernstein L.P. 0.00% Add +2.2% 316,434 $9.5M
Cornerstone Capital, Inc. 0.92% Add +3.0% 313,210 $9.4M
Capital Fund Management S.A. 0.09% Reduce -18.4% 308,537 $9.2M
D. E. Shaw & Co. 0.01% Reduce -34.5% 305,777 $9.1M
Russell Investments Group, Ltd. 0.01% Reduce -17.6% 295,591 $8.9M
Trexquant Investment LP 0.08% Add +996.5% 293,970 $8.8M
Barclays PLC 0.00% Add +21.1% 285,817 $8.5M
Swiss National Bank 0.01% Add +1.8% 285,600 $8.5M
Envestnet Asset Management Inc. 0.00% Reduce -22.7% 263,269 $7.9M
Citadel Advisors 0.01% Reduce -30.2% 259,686 $7.8M
Panagora Asset Management Inc. 0.03% Add +8.4% 246,062 $7.4M
Voya Investment Management LLC 0.01% Reduce -13.4% 241,944 $7.2M
Bridgewater Associates 0.03% Add +201.8% 241,446 $7.2M
Canada Pension Plan Investment Board 0.00% Add +9.2% 232,800 $7.0M
UniSuper Management Pty Ltd 0.04% No change 228,425 $6.8M
Hillsdale Investment Management Inc. 0.19% Reduce -8.5% 228,250 $6.8M
Federated Hermes, Inc. 0.01% Add +6599.5% 218,941 $6.5M
Bank of Montreal 0.00% Reduce -69.3% 198,557 $5.9M
Victory Capital Management Inc. 0.00% Reduce -59.3% 197,903 $5.9M
Osaic Holdings, Inc. 0.01% Reduce -24.4% 194,354 $5.8M
ExodusPoint Capital Management, LP 0.06% Reduce -53.0% 190,100 $5.7M
Needham Investment Management LLC 0.36% Add +18.8% 190,000 $5.7M
Divisar Capital Management LLC 1.58% Add +16.3% 188,049 $5.6M
HBK Investments L P 0.07% New 186,766 $5.6M
Emmett Investment Management, LP 3.77% Reduce -9.1% 169,950 $4.9M
Madison Asset Management, LLC 0.06% Add +0.6% 162,911 $4.9M
EFG International AG 0.09% — 162,417 $4.9M
Algert Global LLC 0.07% Add +281.1% 152,896 $4.6M
Citigroup Inc. 0.00% Reduce -24.3% 149,717 $4.5M
Edgestream Partners, L.P. 0.13% Reduce -35.6% 149,469 $4.5M
Shaolin Capital Management LLC 0.57% Reduce -5.7% 145,568 $4.4M
T. Rowe Price Associates Inc. 0.00% Reduce -85.8% 137,887 $4.1M
CenterBook Partners LP 0.20% Add +36.0% 137,286 $4.1M
Amundi 0.00% Add +36.7% 136,938 $4.1M
California State Teachers Retirement System 0.00% Reduce -0.1% 136,245 $4.1M
Bessemer Group Inc. 0.01% Add +2703.3% 127,606 $3.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -11.0% 125,633 $3.8M
Focus Partners Wealth 0.00% Reduce -1.6% 122,442 $3.7M
Great Lakes Advisors, LLC 0.03% Add +283.7% 112,350 $3.4M
XTX Topco Ltd 0.08% Add +283.2% 99,652 $3.0M
Thrivent Financial for Lutherans 0.01% Reduce -4.7% 99,556 $3.0M
Engineers Gate Manager LP 0.03% Reduce -17.6% 94,849 $2.8M
State of Wisconsin Investment Board 0.01% Reduce -4.7% 86,858 $2.6M
Paralel Advisors LLC 0.10% No change 86,687 $2.6M
Sciencast Management LP 0.35% New 85,514 $2.6M
Wesbanco Bank Inc. 0.07% No change 81,254 $2.4M
State of Alaska, Department of Revenue 0.03% Add +1.5% 81,141 $2.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +9.1% 80,901 $2.4M
Fideuram Asset Management (Ireland) dac 0.19% — 73,415 $2.4M
MetLife Investment Management, LLC 0.01% Reduce -5.7% 77,423 $2.3M
Qsemble Capital Management, LP 0.19% New 77,243 $2.3M
Illinois Municipal Retirement Fund 0.03% Add +0.7% 75,955 $2.3M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.08% — 75,132 $2.2M
State of New Jersey Common Pension Fund D 0.01% Add +6.7% 72,793 $2.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.2% 69,483 $2.1M
Louisiana State Employees Retirement System 0.03% Reduce -0.3% 66,400 $2.0M
Mercer Global Advisors Inc. 0.00% Reduce -5.3% 65,123 $1.9M
KLP Kapitalforvaltning As 0.01% Add +13.7% 64,800 $1.9M
NorthCoast Asset Management LLC 0.04% Reduce -12.5% 63,521 $1.9M
Exchange Traded Concepts, LLC 0.02% Add +1.7% 62,460 $1.9M
Parallax Volatility Advisers, L.P. 0.06% Add +5.5% 61,780 $1.8M
Brevan Howard Capital Management LP 0.04% Add +24.4% 60,787 $1.8M
Martingale Asset Management L P 0.05% Reduce -1.4% 60,329 $1.8M
Group One Trading LLC 0.05% Add +44.7% 59,388 $1.8M
Integrated Quantitative Investments LLC 0.38% Add +38.7% 59,028 $1.8M
Voleon Capital Management LP 0.03% Add +267.6% 53,512 $1.6M
Intech Investment Management LLC 0.01% Reduce -9.4% 52,501 $1.6M
New York State Teachers Retirement System 0.00% Reduce -2.8% 49,038 $1.5M
Harbor Capital Advisors, Inc. 0.11% Add +11.3% 47,348 $1.4M
Oppenheimer Asset Management Inc. 0.02% Reduce -9.8% 46,606 $1.4M
Numerai GP LLC 0.17% Add +152.4% 46,524 $1.4M
Creative Planning 0.00% Reduce -22.0% 46,475 $1.4M
Shelton Capital Management 0.03% Reduce -1.1% 44,826 $1.3M
New York State Common Retirement Fund 0.00% Reduce -6.9% 44,519 $1.3M
Elo Mutual Pension Insurance Co 0.02% Reduce -27.0% 43,982 $1.3M
Handelsbanken Fonder AB 0.00% No change 43,953 $1.3M
Atom Investors LP 0.10% Reduce -43.5% 43,916 $1.3M
Tealwood Asset Management Inc. 0.59% Reduce -2.3% 43,643 $1.3M
US Bancorp \de 0.00% Reduce -7.7% 42,652 $1.3M
Hussman Strategic Advisors, Inc. 0.30% New 42,000 $1.3M
Amalgamated Bank 0.01% Add +1.9% 41,942 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +1.4% 41,765 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +6.0% 40,983 $1.2M
Arizona State Retirement System 0.01% Reduce -5.7% 40,427 $1.2M
State Board of Administration of Florida Retirement System 0.00% No change 40,260 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -27.3% 39,993 $1.2M
Fifth Third Bancorp 0.00% Reduce -10.6% 39,973 $1.2M
Raymond James Financial Inc. 0.00% Reduce -2.8% 39,369 $1.2M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -33.1% 39,065 $1.2M
Stifel Financial Corp. 0.00% Reduce -18.5% 38,958 $1.2M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -1.4% 38,360 $1.1M
Versor Investments LP 0.18% Add +35.0% 38,200 $1.1M
Cerity Partners LLC 0.00% Reduce -4.9% 37,311 $1.1M
Comerica Bank 0.00% Reduce -52.6% 37,212 $1.1M
HSBC Holdings PLC 0.00% Reduce -78.5% 37,030 $1.1M
AQR Capital Management 0.00% Reduce -6.5% 36,337 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -11.8% 36,186 $1.1M
Cetera Investment Advisers 0.00% Reduce -2.5% 36,052 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.7% 35,869 $1.1M
Rockefeller Capital Management L.P. 0.00% Reduce -0.2% 35,581 $1.1M
Franklin Resources Inc. 0.00% Add +2.1% 34,942 $1.0M
Lazard Asset Management LLC 0.00% Add +10.5% 34,555 $1.0M
Yousif Capital Management, LLC 0.01% Reduce -12.8% 39,403 $1.0M
Holocene Advisors, LP 0.00% Reduce -44.9% 33,191 $993K
Oregon Public Employees Retirement Fund 0.01% Add +1.7% 33,158 $992K
Susquehanna Portfolio Strategies, LLC 0.02% Reduce -85.8% 32,772 $980K
Oxford Asset Management LLP 0.34% New 31,880 $954K
Teacher Retirement System of Texas 0.00% Reduce -14.5% 31,805 $951K
Jones Kertz & Associates, Inc. 0.49% — 31,739 $949K
State of Tennessee, Department of Treasury 0.00% Reduce -35.3% 37,075 $940K
Quantinno Capital Management LP 0.00% Add +3.3% 30,963 $926K
Neuberger Berman Group LLC 0.00% Reduce -36.5% 30,722 $919K
Kesler, Norman & Wride, LLC 0.15% Add +38.4% 29,804 $891K
Blueshift Asset Management, LLC 0.25% Add +119.9% 28,830 $862K
Assenagon Asset Management S.A. 0.00% New 28,009 $838K
Summit Trail Advisors, LLC 0.01% Reduce -1.7% 27,808 $832K
ProShare Advisors LLC 0.00% Add +1.6% 27,634 $827K
Linden Thomas Advisory Services, LLC 0.08% Add +1.4% 27,285 $816K
Sanctuary Advisors, LLC 0.00% Reduce -21.0% 26,874 $804K
Blue Trust, Inc. 0.01% Reduce -13.6% 26,467 $792K
Commonwealth Equity Services, LLC 0.00% Reduce -24.9% 26,120 $781K
SG Americas Securities, LLC 0.00% Reduce -14.6% 25,411 $760K
Glenmede Trust Co. NA 0.00% — 25,115 $751K
Resona Asset Management Co.,Ltd. 0.00% Reduce -2.4% 24,972 $747K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -6.2% 24,752 $740K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -62.6% 23,245 $695K
Dynamic Technology Lab Private Ltd 0.15% Add +22.6% 22,822 $683K
Laurion Capital Management LP 0.05% New 22,775 $681K
Pictet Asset Management Holding SA 0.00% Add +7.9% 22,529 $674K
FMR LLC 0.00% Add +23.7% 21,473 $642K
Maryland State Retirement & Pension System 0.01% Add +2.4% 21,318 $638K
LPL Financial LLC 0.00% Reduce -5.2% 20,981 $628K
Pathstone Holdings, LLC 0.00% Reduce -69.1% 20,824 $623K
Jupiter Asset Management Ltd. 0.00% New 20,607 $616K
Smith Group Asset Management, LLC 0.03% Add +2.4% 19,748 $591K
Myecfo, LLC 0.25% Add +5.8% 19,330 $578K
Vident Advisory, LLC 0.01% Reduce -17.1% 19,260 $576K
Ensign Peak Advisors, Inc 0.00% Reduce -83.8% 18,185 $544K
Bokf, NA 0.01% Reduce -0.5% 18,012 $539K
Tidal Investments LLC 0.00% Add +3.2% 17,875 $535K
Atria Investments, Inc 0.01% Reduce -17.2% 17,807 $533K
Campbell & CO Investment Adviser LLC 0.02% New 17,285 $517K
Composition Wealth, LLC 0.01% No change 17,203 $515K
Mutual of America Capital Management LLC 0.01% Add +2.1% 16,559 $495K
Gibbs Wealth Management 0.12% Reduce -5.6% 16,541 $491K
Janney Montgomery Scott LLC 0.00% Reduce -13.5% 16,185 $484K
Aviva PLC 0.00% Add +8.3% 15,983 $478K
Connable Office Inc. 0.04% No change 15,707 $470K
Profund Advisors LLC 0.01% Add +27.0% 15,617 $467K
Quadrant Capital Group LLC 0.01% Add +33.2% 15,515 $464K
Vanguard Personalized Indexing Management, LLC 0.00% Add +1.0% 15,301 $458K
Profit Investment Management, LLC 1.85% Reduce -77.8% 15,295 $457K
IFP Advisors, Inc 0.01% Add +11074.8% 15,086 $451K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +19.0% 14,983 $448K
Legato Capital Management LLC 0.04% New 14,800 $443K
Public Employees Retirement Association of Colorado 0.00% No change 14,514 $434K
Sivia Capital Partners, LLC 0.09% Add +0.2% 14,307 $428K
Staley Capital Advisers Inc. 0.02% No change 14,000 $419K
NorthCrest Asset Manangement, LLC 0.01% Reduce -0.9% 14,550 $415K
Diversified Trust Co. 0.01% Add +7.0% 13,874 $415K
GC Wealth Management RIA, LLC 0.01% Add +0.2% 13,640 $408K
McMillan Office, Inc. 0.05% — 13,190 $395K
Portside Wealth Group, LLC 0.05% Add +11.2% 13,163 $394K
Vise Technologies, Inc. 0.01% Add +7.6% 13,163 $394K
Swiss Life Asset Management Ltd 0.00% Add +90.6% 12,958 $388K
PNC Financial Services Group, Inc. 0.00% Reduce -21.0% 12,908 $386K
HRT Financial LP 0.00% Reduce -89.8% 11,971 $358K
F/m Investments LLC 0.01% Reduce -23.9% 11,842 $354K
Jasper Ridge Partners, L.P. 0.01% No change 11,814 $353K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.8% 11,411 $341K
O'shaughnessy Asset Management, LLC 0.00% Reduce -14.6% 11,301 $338K
Entropy Technologies, LP 0.02% Reduce -60.3% 11,170 $334K
Xponance LLC 0.00% Reduce -11.3% 11,122 $333K
Captrust Financial Advisors 0.00% Reduce -0.5% 11,045 $330K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 10,987 $329K
Burney Co./ 0.01% Reduce -9.7% 10,835 $324K
Vestcor Inc 0.01% Reduce -25.0% 10,777 $322K
Evergreen Capital Management LLC 0.01% Add +18.8% 10,615 $317K
AlphaQuest LLC 0.02% Add +28.6% 10,508 $314K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.4% 10,420 $312K
Kestra Advisory Services, LLC 0.00% Reduce -4.1% 10,179 $304K
Beverly Hills Private Wealth, LLC 0.05% Reduce -1.6% 10,085 $302K
Abel Hall, LLC 0.07% New 10,068 $301K
Lido Advisors, LLC 0.00% Add +4.1% 9,460 $300K
Concurrent Investment Advisors, LLC 0.00% Add +42.7% 9,977 $298K
Brown Brothers Harriman & Co. 0.00% Add +1.1% 9,836 $294K
Integrated Investment Consultants, LLC 0.06% No change 9,512 $285K
MML Investors Services, LLC 0.00% Add +6.2% 9,499 $284K
Cibc World Markets Corp. 0.00% — 9,300 $278K
Crossmark Global Holdings, Inc. 0.00% No change 9,035 $270K
LSV Asset Management 0.00% No change 9,000 $269K
Jefferies Financial Group Inc. 0.00% New 8,977 $269K
&partners 0.00% Add +7.9% 8,908 $266K
CIBC Asset Management Inc 0.00% New 7,933 $237K
Occidental Asset Management, LLC 0.03% Reduce -19.5% 7,833 $234K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -45.1% 7,729 $231K
Garde Capital, Inc. 0.01% No change 7,577 $227K
AE Wealth Management LLC 0.00% Add +9.6% 7,576 $227K
STRS Ohio 0.00% Reduce -21.1% 7,500 $224K
Truist Financial Corp. 0.00% New 7,411 $222K
Capstone Investment Advisors, LLC 0.00% Reduce -53.2% 7,195 $215K
Rosenberg Matthew Hamilton 0.04% Reduce -2.6% 7,013 $210K
Schonfeld Strategic Advisors LLC 0.00% Reduce -92.0% 6,977 $209K
Walleye Capital LLC 0.00% Add +278.1% 6,953 $208K
Callan Family Office, LLC 0.00% New 6,868 $205K
Total Wealth Planning & Management, Inc. 0.16% — 6,769 $202K
Cahaba Wealth Management, Inc. 0.01% No change 6,733 $201K
Praxis Investment Management Inc. 0.01% No change 6,690 $200K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -23.9% 6,567 $200K
Central Pacific Bank - Trust Division 0.02% Add +10.6% 6,280 $188K
Tower Research Capital LLC (TRC) 0.00% Add +16.5% 5,270 $158K
Pinnacle Wealth Planning Services, Inc. 0.02% New 5,261 $157K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +8.6% 5,093 $147K
GAMMA Investing LLC 0.01% Reduce -20.0% 4,823 $144K
Federation des caisses Desjardins du Quebec 0.00% No change 4,728 $141K
New Age Alpha Advisors, LLC 0.01% Reduce -33.2% 4,691 $140K
SBI Securities Co., Ltd. 0.00% Reduce -2.5% 4,098 $123K
State of Wyoming 0.01% Add +160.7% 4,091 $122K
Ameliora Wealth Management Ltd. 0.04% No change 4,000 $120K
EverSource Wealth Advisors, LLC 0.00% Add +10.0% 3,858 $115K
Globeflex Capital L P 0.02% No change 3,844 $115K
Pacer Advisors, Inc. 0.00% Reduce -30.0% 3,834 $115K
Ossiam 0.00% No change 3,811 $114K
Truvestments Capital LLC 0.02% Reduce -12.6% 3,678 $110K
Parallel Advisors, LLC 0.00% Reduce -0.3% 3,483 $104K
KBC Group NV 0.00% No change 3,383 $101K
Smartleaf Asset Management LLC 0.00% Reduce -9.3% 2,944 $90K
Nisa Investment Advisors, LLC 0.00% Reduce -15.0% 2,986 $89K
Sterling Capital Management LLC 0.00% Add +3.3% 2,514 $75K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 2,420 $72K
Global Retirement Partners, LLC 0.00% Add +624.3% 2,202 $66K
Farther Finance Advisors, LLC 0.00% Add +8.3% 2,082 $62K
Hantz Financial Services, Inc. 0.00% Add +337.7% 2,018 $60K
Toronto Dominion Bank 0.00% New 2,001 $60K
Versant Capital Management, Inc 0.01% Reduce -8.1% 1,799 $54K
Jones Financial Companies LLLP 0.00% Add +53.8% 1,787 $53K
Geneos Wealth Management Inc. 0.00% No change 1,600 $48K
DekaBank Deutsche Girozentrale 0.00% No change 1,583 $46K
Covestor Ltd 0.02% Add +6.6% 1,413 $42K
Bayforest Capital Ltd 0.03% New 1,398 $42K
Salomon & Ludwin, LLC 0.00% Add +37.3% 1,383 $39K
Center for Financial Planning, Inc. 0.00% No change 1,250 $37K
MAI Capital Management 0.00% Reduce -30.1% 1,231 $37K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -9.6% 1,229 $37K
Whittier Trust Co. 0.00% No change 1,205 $35K
Employees Retirement System of Texas 0.00% No change 1,099 $33K
Cwm, LLC 0.00% Reduce -33.1% 1,006 $30K
North Star Investment Management Corp. 0.00% No change 1,000 $30K
Larson Financial Group LLC 0.00% No change 878 $26K
Creative Financial Designs Inc. 0.00% Reduce -36.3% 877 $26K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 865 $26K
First Horizon Corp. 0.00% Add +148.1% 831 $25K
Bear Mountain Capital, Inc. 0.01% Reduce -0.5% 867 $23K
Los Angeles Capital Management LLC 0.00% Reduce -91.2% 708 $23K
UMB Bank, n.a. 0.00% Reduce -8.8% 562 $17K
Eurizon Capital SGR S.p.A. 0.00% — 499 $15K
Public Employees Retirement System of Ohio 0.00% Add +31.1% 502 $15K
NewEdge Advisors, LLC 0.00% No change 500 $15K
Quarry LP 0.00% Reduce -40.2% 465 $14K
Crewe Advisors LLC 0.00% Add +10.1% 437 $13K
FNY Investment Advisers, LLC 0.00% Reduce -65.9% 465 $13K
Assetmark, Inc. 0.00% Add +90.7% 410 $12K
Kemnay Advisory Services Inc. 0.00% New 402 $12K
Danske Bank A/S 0.00% Reduce -98.5% 400 $12K
Northwestern Mutual Wealth Management Co. 0.00% Add +7.8% 400 $12K
TD Waterhouse Canada Inc. 0.00% Reduce -89.7% 361 $11K
Sound Income Strategies, LLC 0.00% New 361 $9K
Abound Wealth Management 0.00% Reduce -40.4% 280 $8K
Ancora Advisors LLC 0.00% New 264 $8K
Wolff Wiese Magana LLC 0.00% No change 259 $8K
Bell Investment Advisors, Inc 0.00% Add +260.6% 256 $8K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 223 $7K
Operose Advisors LLC 0.00% No change 200 $6K
Steigerwald, Gordon & Koch Inc. 0.00% No change 200 $6K
Root Financial Partners, LLC 0.00% Reduce -2.6% 188 $6K
Parkside Financial Bank & Trust 0.00% Reduce -15.5% 185 $6K
Atlantic Union Bankshares Corp 0.00% No change 175 $5K
Allworth Financial LP 0.00% Reduce -16.3% 169 $5K
Clearstead Advisors, LLC 0.00% Add +32.0% 165 $5K
CIBC Private Wealth Group LLC 0.00% Reduce -86.4% 164 $5K
Signaturefd, LLC 0.00% Add +10.0% 154 $5K
Arax Advisory Partners 0.00% Reduce -70.0% 154 $5K
Financial Avengers, Inc. 0.00% No change 150 $4K
WealthCollab, LLC 0.00% No change 147 $4K
Elequin Capital, LP 0.00% New 146 $4K
SageView Advisory Group, LLC 0.00% New 142 $4K
Vermillion & White Wealth Management Group, LLC 0.00% No change 128 $4K
PFS Partners, LLC 0.00% No change 126 $4K
Hurley Capital, LLC 0.00% No change 116 $3K
JFS Wealth Advisors, LLC 0.00% Add +34.9% 112 $3K
Spire Wealth Management 0.00% Reduce -1.8% 110 $3K
Key Financial Inc 0.00% No change 100 $3K
First Pacific Financial 0.00% New 96 $3K
Godfrey Financial Associates, Inc. 0.00% — 95 $3K
Bravera Wealth 0.00% — 95 $3K
Archer Investment Corp 0.00% No change 95 $3K
Lanark Financial, Inc. 0.00% No change 92 $3K
Keating Financial Advisory Services, Inc. 0.00% — 85 $3K
Rothschild Investment LLC 0.00% Reduce -43.3% 85 $3K
Farmers & Merchants Investments Inc. 0.00% No change 80 $2K
WPG Advisers, LLC 0.00% New 75 $2K
Anchor Investment Management, LLC 0.00% No change 75 $2K
Kilter Group LLC 0.00% Reduce -7.1% 65 $2K
Financial Network Wealth Advisors LLC 0.00% No change 63 $2K
First Command Advisory Services, Inc. 0.00% New 61 $2K
Kingdom Financial Group LLC. 0.00% New 60 $2K
Optima Capital LLC 0.00% New 55 $2K
Cornerstone Planning Group LLC 0.00% Reduce -34.8% 60 $2K
Marquette Asset Management, LLC 0.00% Reduce -14.3% 48 $1K
Private Wealth Management Group, LLC 0.00% No change 42 $1K
Rossby Financial, LCC 0.00% New 34 $1K
Picton Mahoney Asset Management 0.00% No change 34 $1K
Fortitude Family Office, LLC 0.00% Reduce -18.4% 31 $927
Sunbelt Securities, Inc. 0.00% No change 30 $897
Golden State Wealth Management, LLC 0.00% No change 28 $837
TD Private Client Wealth LLC 0.00% New 27 $808
CENTRAL TRUST Co 0.00% New 22 $659
DiNuzzo Private Wealth, Inc. 0.00% No change 20 $599
Ankerstar Wealth, LLC 0.00% — 20 $598
SouthState Bank Corp 0.00% No change 18 $539
Cornerstone Financial Management LLC 0.00% — 17 $508
Basecamp Wealth Advisors LLC 0.00% — 17 $508
Breakwater Investment Management 0.00% New 16 $479
USA Financial Formulas 0.00% New 16 $479
Bare Financial Services, Inc 0.00% Reduce -48.4% 16 $479
Gilpin Wealth Management, LLC 0.00% — 14 $419
Essential Partners LLC 0.00% Add +85.7% 13 $389
Harbour Investments, Inc. 0.00% No change 12 $359
Caitong International Asset Management Co., Ltd 0.00% Reduce -93.0% 11 $329
Bay Harbor Wealth Management, LLC 0.00% Reduce -9.1% 10 $299
Leonteq Securities AG 0.00% Reduce -99.5% 9 $269
Flagship Harbor Advisors, LLC 0.00% New 9 $269
MV Capital Management, Inc. 0.00% Add +14.3% 8 $240
SJS Investment Consulting Inc. 0.00% Reduce -27.3% 8 $240
Elyxium Wealth, LLC 0.00% New 7 $209
HFM Investment Advisors, LLC 0.00% No change 6 $180
Rialto Wealth Management, LLC 0.00% No change 6 $180
CoreCap Advisors, LLC 0.00% No change 5 $150
DV Trading LLC 0.00% — 4 $120
Dunhill Financial, LLC 0.00% New 3 $94
Huntington National Bank 0.00% Reduce -88.9% 1 $30
Capital Advisors, Ltd. LLC 0.00% No change 4 $0
Avion Wealth 0.00% Add +6.3% 17 $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.