Box Inc. Class ABOX

13F holders, Q1 2026 (March 31)
399holders −12
60new positions
70sold out
9famous investors
$23.66avg. 13F price*

At the end of Q1 2026, 399 institutions reported holding Box Inc. Class A (BOX) in their 13F filings, down 12 from Q4 2025. 60 opened new positions and 70 sold out. The largest holders were BlackRock, Inc. ($598.5M), Vanguard Portfolio Management LLC ($265.8M) and Earnest Partners LLC ($172.7M). 9 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions60$42.7M
Exits70$164.6M

All 13F filers, Q4 2025 → Q1 2026: 17,047,316 shares bought and 16,344,216 shares sold, net +703,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 399 holders

BlackRock, Inc. 0.01% Add +0.5% 25,319,081 $598.5M
Vanguard Portfolio Management LLC 0.01% — 11,245,459 $265.8M
Earnest Partners LLC 0.71% Reduce -2.9% 7,305,258 $172.7M
Vanguard Capital Management LLC 0.00% — 6,216,912 $147.0M
State Street Corp. 0.00% Add +1.8% 5,681,250 $134.3M
Arrowstreet Capital, Limited Partnership 0.06% Add +9.0% 4,918,991 $116.3M
Acadian Asset Management LLC 0.16% Add +5.1% 4,725,486 $111.7M
Geode Capital Management, LLC 0.01% Add +2.4% 3,534,116 $83.6M
Bank of America Corp. 0.01% Reduce -3.4% 3,351,199 $79.2M
Sei Investments Co. 0.07% Reduce -4.0% 3,198,450 $75.6M
Dimensional Fund Advisors LP 0.01% Add +0.5% 2,674,883 $63.2M
Marshall Wace, LLP 0.07% Add +50.5% 2,630,154 $62.2M
Squarepoint Ops LLC 0.13% Add +340.3% 2,612,674 $61.8M
Goldman Sachs Group Inc. 0.01% Add +25.4% 2,461,347 $58.2M
Citadel Advisors 0.04% Add +800.3% 2,337,851 $55.3M
Morgan Stanley 0.00% Reduce -2.4% 1,762,561 $41.7M
JPMorgan Chase & Co. 0.00% Reduce -3.0% 1,653,223 $38.6M
Charles Schwab Investment Management Inc. 0.01% Add +16.1% 1,565,404 $37.0M
Northern Trust Corp. 0.00% Add +1.1% 1,471,713 $34.8M
Nomura Asset Management International Inc. 0.05% Reduce -17.1% 1,334,926 $31.6M
Massachusetts Financial Services Co. 0.01% Add +60.7% 1,294,539 $31.2M
Two Sigma Investments, LP 0.03% Add +33.4% 1,260,729 $29.8M
Man Group plc 0.06% Add +39.0% 1,186,356 $28.0M
Janus Henderson Group PLC 0.01% Add +74.9% 1,147,381 $27.1M
First Trust Advisors LP 0.02% Reduce -5.2% 1,104,397 $26.1M
Jane Street Group, LLC 0.03% Add +7.0% 1,094,143 $25.9M
Fort Washington Investment Advisors Inc. 0.13% Add +4.4% 1,029,407 $24.3M
Shaolin Capital Management LLC 2.67% Add +598.0% 1,016,018 $24.0M
Principal Financial Group Inc. 0.01% Add +10.2% 1,010,921 $23.9M
Vanguard Fiduciary Trust Co. 0.01% — 975,288 $23.1M
UBS Group AG 0.00% Reduce -45.6% 911,603 $21.6M
Nuveen, LLC 0.01% Add +10.6% 909,665 $21.5M
Bank of New York Mellon Corp 0.00% Reduce -6.1% 886,786 $21.0M
BNP Paribas Financial Markets 0.01% Reduce -42.7% 858,841 $20.3M
Millennium Management 0.01% Add +25.9% 778,822 $18.4M
Oberweis Asset Management Inc./ 0.54% Add +18.3% 771,520 $18.2M
Natixis Advisors, LLC 0.02% Add +19.0% 737,903 $17.4M
Public Sector Pension Investment Board 0.05% Add +41.1% 707,372 $16.7M
Aristotle Capital Boston, LLC 1.02% Reduce -13.7% 695,549 $16.4M
Jones Financial Companies LLLP 0.01% Add +38294.8% 686,115 $15.8M
Invesco Ltd. 0.00% Add +13.7% 664,410 $15.7M
Trexquant Investment LP 0.11% Add +118.9% 643,625 $15.2M
Royal Bank of Canada 0.00% Reduce -0.6% 642,370 $15.2M
Divisar Capital Management LLC 3.84% Add +239.3% 638,049 $15.1M
Alliancebernstein L.P. 0.00% Add +50.2% 475,168 $14.2M
Point72 Asset Management 0.03% Reduce -46.9% 600,576 $14.2M
Fisher Asset Management 0.00% Reduce -2.2% 593,865 $14.0M
Ameriprise Financial Inc. 0.00% Reduce -8.6% 523,727 $12.4M
HighTower Advisors, LLC 0.01% Add +19.6% 520,969 $12.3M
Pacer Advisors, Inc. 0.03% Add +13002.6% 502,355 $11.9M
D. E. Shaw & Co. 0.01% Add +61.0% 492,320 $11.6M
Mackenzie Financial Corp. 0.01% Add +32.0% 456,487 $10.8M
Schroder Investment Management Group 0.01% Reduce -39.2% 447,580 $10.4M
Susquehanna Fundamental Investments, LLC 0.39% New 435,787 $10.3M
Qube Research & Technologies Ltd 0.01% Add +16.1% 414,613 $9.8M
Capital Fund Management S.A. 0.08% Add +27.6% 393,830 $9.3M
Rhumbline Advisers 0.01% Add +0.2% 384,914 $9.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -11.2% 384,394 $9.1M
Federated Hermes, Inc. 0.01% Add +74.5% 381,998 $9.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -4.0% 377,102 $8.9M
Mizuho Markets Americas LLC 0.24% Reduce -36.1% 369,203 $8.7M
Cornerstone Capital, Inc. 0.83% Add +12.0% 350,867 $8.3M
California Public Employees Retirement System 0.01% Reduce -12.2% 344,099 $8.1M
Legal & General Group Plc 0.00% Reduce -10.9% 330,163 $7.8M
Russell Investments Group, Ltd. 0.01% Add +9.8% 324,411 $7.6M
Victory Capital Management Inc. 0.00% Add +61.0% 318,713 $7.5M
Emmett Investment Management, LP 5.67% Add +84.4% 313,400 $7.4M
Nordea Investment Management AB 0.01% Reduce -4.6% 311,814 $7.3M
Prudential Financial Inc. 0.01% Reduce -4.6% 303,999 $7.2M
Swiss National Bank 0.00% Reduce -0.8% 283,400 $6.7M
FMR LLC 0.00% Add +1189.0% 276,798 $6.5M
Citigroup Inc. 0.00% Add +63.2% 244,405 $5.8M
WINTON GROUP Ltd 0.20% New 241,407 $5.7M
Ardsley Advisory Partners LP 0.85% New 236,000 $5.6M
Envestnet Asset Management Inc. 0.00% Reduce -11.7% 232,579 $5.5M
Canada Pension Plan Investment Board 0.00% Reduce -0.7% 231,100 $5.5M
Wells Fargo & Company 0.00% Reduce -83.7% 230,011 $5.4M
Panagora Asset Management Inc. 0.02% Reduce -7.2% 228,474 $5.4M
UniSuper Management Pty Ltd 0.04% No change 228,425 $5.4M
Hillsdale Investment Management Inc. 0.14% Reduce -2.2% 223,250 $5.3M
Needham Investment Management LLC 0.24% Add +2.6% 195,000 $4.6M
California State Teachers Retirement System 0.00% Add +27.5% 173,666 $4.1M
XTX Topco Ltd 0.07% Add +64.8% 164,226 $3.9M
Qsemble Capital Management, LP 0.29% Add +110.8% 162,843 $3.8M
T. Rowe Price Associates Inc. 0.00% Add +16.9% 161,258 $3.8M
Edgestream Partners, L.P. 0.13% Add +7.8% 161,154 $3.8M
Amundi 0.00% Add +10.2% 150,941 $3.6M
Brevan Howard Capital Management LP 0.04% Add +140.8% 146,376 $3.5M
Algert Global LLC 0.05% Reduce -5.9% 143,876 $3.4M
EFG International AG 0.07% Reduce -14.2% 139,356 $3.3M
Voya Investment Management LLC 0.00% Reduce -42.8% 138,343 $3.3M
Madison Asset Management, LLC 0.04% Reduce -16.1% 136,719 $3.2M
Deutsche Bank AG 0.00% Reduce -89.1% 133,286 $3.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 132,378 $3.1M
Numerai GP LLC 0.31% Add +179.6% 130,084 $3.1M
Tudor Investment Corporation 0.02% Reduce -71.3% 129,025 $3.1M
Bessemer Group Inc. 0.00% Reduce -3.3% 123,416 $2.9M
Focus Partners Wealth 0.00% Reduce -0.7% 121,621 $2.9M
Vanguard Global Advisers, LLC 0.00% — 119,441 $2.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -5.4% 118,839 $2.8M
Engineers Gate Manager LP 0.03% Add +24.1% 117,746 $2.8M
Creative Planning 0.00% Add +146.1% 114,395 $2.7M
Great Lakes Advisors, LLC 0.02% Reduce -0.1% 112,205 $2.7M
AQR Capital Management 0.00% Add +202.8% 110,047 $2.6M
Y-Intercept (Hong Kong) Ltd 0.05% Add +367.6% 108,698 $2.6M
Franklin Resources Inc. 0.00% Add +192.4% 102,169 $2.4M
State of New Jersey Common Pension Fund D 0.01% Add +36.0% 98,984 $2.3M
Vinva Investment Management Ltd 0.03% New 67,626 $2.3M
State of Wisconsin Investment Board 0.01% Add +10.8% 96,259 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -4.0% 95,601 $2.3M
Atom Investors LP 0.16% Add +111.8% 92,991 $2.2M
Susquehanna International Group, LLP 0.00% Add +132.5% 92,982 $2.2M
Gotham Asset Management 0.01% New 92,893 $2.2M
Landscape Capital Management, L.L.C. 0.13% New 87,788 $2.1M
Quantinno Capital Management LP 0.00% Add +180.5% 86,849 $2.1M
Paralel Advisors LLC 0.09% No change 86,687 $2.0M
Barclays PLC 0.00% Reduce -70.0% 85,632 $2.0M
Exchange Traded Concepts, LLC 0.02% Add +35.6% 84,697 $2.0M
HBK Investments L P 0.03% Reduce -56.2% 81,850 $1.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -0.5% 80,499 $1.9M
MetLife Investment Management, LLC 0.01% Add +1.1% 78,279 $1.9M
State of Alaska, Department of Revenue 0.02% Reduce -3.9% 78,011 $1.8M
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 77,931 $1.8M
HSBC Holdings PLC 0.00% Add +108.9% 77,371 $1.8M
Mercer Global Advisors Inc. 0.00% Add +17.6% 76,594 $1.8M
Fifth Third Bancorp 0.00% Add +85.1% 73,983 $1.7M
KLP Kapitalforvaltning As 0.01% Add +13.9% 73,800 $1.7M
Balyasny Asset Management L.P. 0.00% New 71,541 $1.7M
Illinois Municipal Retirement Fund 0.02% Reduce -7.8% 70,039 $1.7M
Quantbot Technologies LP 0.06% New 65,637 $1.6M
Handelsbanken Fonder AB 0.01% Add +48.9% 65,453 $1.5M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +491.1% 64,940 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -4.4% 63,500 $1.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -8.9% 63,267 $1.5M
Renaissance Technologies 0.00% Reduce -84.3% 61,308 $1.4M
State of Tennessee, Department of Treasury 0.00% Add +57.1% 58,240 $1.4M
Teacher Retirement System of Texas 0.01% Add +82.7% 58,100 $1.4M
Odyssean, LLC 0.50% New 57,367 $1.4M
Lazard Asset Management LLC 0.00% Add +64.0% 56,667 $1.3M
Mesirow Financial Investment Management, Inc. 0.02% Add +38.3% 54,040 $1.3M
Oxford Asset Management LLP 0.51% Add +66.5% 53,064 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +29.4% 53,017 $1.3M
Quadrant Capital Group LLC 0.04% Add +236.9% 52,274 $1.2M
Entropy Technologies, LP 0.05% Add +342.6% 49,436 $1.2M
American Century Companies Inc. 0.00% Reduce -90.5% 48,552 $1.1M
Elo Mutual Pension Insurance Co 0.02% Add +6.8% 46,984 $1.1M
Voleon Capital Management LP 0.02% Reduce -13.1% 46,530 $1.1M
Oppenheimer Asset Management Inc. 0.01% Reduce -1.6% 45,865 $1.1M
New York State Common Retirement Fund 0.00% No change 44,519 $1.1M
New York State Teachers Retirement System 0.00% Reduce -9.9% 44,175 $1.0M
Tealwood Asset Management Inc. 0.47% Add +0.7% 43,957 $1.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +0.8% 42,110 $995K
Raymond James Financial Inc. 0.00% Add +6.6% 41,973 $992K
Amalgamated Bank 0.01% Reduce -1.9% 41,154 $973K
State Board of Administration of Florida Retirement System 0.00% No change 40,260 $952K
Shelton Capital Management 0.02% Reduce -11.1% 39,843 $942K
SG Americas Securities, LLC 0.00% Add +55.1% 39,423 $932K
Arizona State Retirement System 0.01% Reduce -2.6% 39,358 $930K
Cerity Partners LLC 0.00% Add +3.2% 38,499 $910K
Police & Firemen's Retirement System of New Jersey 0.01% No change 38,360 $907K
Yousif Capital Management, LLC 0.01% Reduce -2.7% 38,346 $906K
US Bancorp \de 0.00% Reduce -11.5% 37,761 $893K
Vanguard Personalized Indexing Management, LLC 0.01% Add +145.6% 37,573 $888K
Kesler, Norman & Wride, LLC 0.15% Add +23.7% 36,880 $872K
Jupiter Asset Management Ltd. 0.00% Add +78.4% 36,764 $869K
Teachers Retirement System of the State of Kentucky 0.01% No change 36,186 $856K
Bank of Montreal 0.00% Reduce -82.0% 35,805 $846K
Vanguard Investments Australia, Ltd. 0.00% — 35,703 $844K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -1.3% 35,419 $837K
Campbell & CO Investment Adviser LLC 0.05% Add +97.0% 34,058 $805K
Voloridge Investment Management, LLC 0.00% Reduce -95.1% 33,524 $793K
Rockefeller Capital Management L.P. 0.00% Reduce -6.7% 33,206 $785K
Havemeyer Place LP 0.09% New 33,145 $784K
Summit Trail Advisors, LLC 0.01% Add +18.6% 32,966 $779K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.1% 32,789 $775K
Blue Trust, Inc. 0.01% Add +22.6% 32,435 $767K
Intech Investment Management LLC 0.01% Reduce -38.4% 32,350 $765K
Jones Kertz & Associates, Inc. 0.40% No change 31,739 $750K
Harbor Capital Advisors, Inc. 0.06% Reduce -34.5% 30,995 $733K
Linden Thomas Advisory Services, LLC 0.07% Add +12.5% 30,702 $726K
Cetera Investment Advisers 0.00% Reduce -17.0% 29,938 $708K
Quadrature Capital Ltd 0.01% New 29,819 $705K
Martingale Asset Management L P 0.02% Reduce -53.9% 27,808 $657K
Smith Group Asset Management, LLC 0.03% Add +33.4% 26,343 $623K
State of Wyoming 0.07% Add +526.8% 25,644 $606K
Resona Asset Management Co.,Ltd. 0.00% No change 24,972 $590K
Neuberger Berman Group LLC 0.00% Reduce -19.9% 24,599 $582K
Pictet Asset Management Holding SA 0.00% Add +7.7% 24,264 $574K
Gsa Capital Partners LLP 0.03% New 23,531 $556K
Callan Family Office, LLC 0.01% Add +227.4% 22,486 $532K
ProShare Advisors LLC 0.00% Reduce -19.8% 22,171 $524K
Bokf, NA 0.01% Add +22.7% 22,105 $523K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -14.7% 21,105 $499K
Maryland State Retirement & Pension System 0.01% Reduce -2.3% 20,827 $492K
Glenmede Trust Co. NA 0.00% Reduce -20.4% 20,005 $473K
LPL Financial LLC 0.00% Reduce -5.3% 19,868 $470K
Fox Run Management, L.L.C. 0.08% New 19,673 $459K
Tidal Investments LLC 0.00% Add +6.7% 19,063 $451K
nVerses Capital, LLC 0.39% New 18,375 $434K
Schonfeld Strategic Advisors LLC 0.00% Add +151.5% 17,546 $415K
Brooklyn Investment Group 0.01% New 17,485 $413K
Federation des caisses Desjardins du Quebec 0.00% Add +262.6% 17,145 $405K
Composition Wealth, LLC 0.01% Reduce -1.1% 17,012 $402K
Myecfo, LLC 0.17% Reduce -12.3% 16,953 $401K
Janney Montgomery Scott LLC 0.00% Add +4.2% 16,860 $399K
Coldstream Capital Management Inc. 0.00% New 16,812 $397K
Vise Technologies, Inc. 0.01% No change 13,163 $394K
Mutual of America Capital Management LLC 0.00% Reduce -1.0% 16,391 $387K
Corient Private Wealth LP 0.00% New 16,185 $380K
Swiss Life Asset Management Ltd 0.00% Add +22.3% 15,844 $375K
Mirabella Financial Services LLP 0.04% New 15,749 $372K
Diversified Trust Co. 0.01% Add +13.0% 15,678 $371K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +4.3% 15,622 $369K
Sanctuary Advisors, LLC 0.00% Reduce -42.6% 15,433 $365K
NorthCrest Asset Manangement, LLC 0.01% Add +3.7% 15,090 $362K
Occudo Quantitative Strategies LP 0.02% New 14,923 $361K
IFP Advisors, Inc 0.01% Add +1.1% 15,260 $361K
Picton Mahoney Asset Management 0.00% Add +43885.3% 14,955 $354K
Lighthouse Investment Partners, LLC 0.01% New 14,897 $352K
Public Employees Retirement Association of Colorado 0.00% No change 14,514 $343K
PNC Financial Services Group, Inc. 0.00% Add +8.6% 14,018 $331K
Staley Capital Advisers Inc. 0.01% No change 14,000 $331K
Aquatic Capital Management LLC 0.01% New 13,980 $330K
Captrust Financial Advisors 0.00% Add +25.8% 13,894 $328K
Concurrent Investment Advisors, LLC 0.00% Add +38.2% 13,788 $326K
GC Wealth Management RIA, LLC 0.01% No change 13,640 $322K
Sivia Capital Partners, LLC 0.06% Reduce -6.1% 13,437 $318K
Connable Office Inc. 0.03% Reduce -15.4% 13,286 $314K
Xponance LLC 0.00% Add +19.1% 13,243 $313K
Fideuram Asset Management (Ireland) dac 0.04% Reduce -83.6% 12,017 $313K
Abel Hall, LLC 0.07% Add +30.9% 13,178 $312K
Hantz Financial Services, Inc. 0.00% Add +548.4% 13,085 $309K
McMillan Office, Inc. 0.04% Reduce -1.5% 12,990 $307K
Congress Asset Management Co. 0.00% Reduce -99.3% 12,821 $303K
Empowered Funds, LLC 0.00% New 12,734 $301K
Vident Advisory, LLC 0.00% Reduce -34.3% 12,652 $299K
Simplex Trading, LLC 0.01% New 12,217 $289K
Lido Advisors, LLC 0.00% Add +26.5% 11,963 $283K
Royce & Associates LP 0.00% New 11,926 $282K
Jasper Ridge Partners, L.P. 0.01% No change 11,814 $279K
Ethic Inc. 0.00% New 11,723 $277K
Ameritas Investment Partners, Inc. 0.01% No change 11,411 $270K
Profund Advisors LLC 0.01% Reduce -27.9% 11,267 $266K
Vestcor Inc 0.01% No change 10,777 $255K
Journey Strategic Wealth LLC 0.01% New 10,402 $246K
Sequoia Financial Advisors, LLC 0.00% New 10,363 $245K
Tower Research Capital LLC (TRC) 0.01% Add +93.5% 10,200 $241K
Wellington Management Group LLP 0.00% New 10,112 $239K
Kestra Advisory Services, LLC 0.00% Reduce -2.0% 9,979 $236K
Ensign Peak Advisors, Inc 0.00% Reduce -45.3% 9,943 $235K
AE Wealth Management LLC 0.00% Add +28.9% 9,765 $231K
Brown Brothers Harriman & Co. 0.00% Reduce -1.1% 9,728 $230K
Truist Financial Corp. 0.00% Add +28.8% 9,546 $226K
Beverly Hills Private Wealth, LLC 0.04% Reduce -6.8% 9,398 $222K
Integrated Investment Consultants, LLC 0.05% Reduce -2.2% 9,304 $220K
Crossmark Global Holdings, Inc. 0.00% No change 9,035 $214K
LSV Asset Management 0.00% No change 9,000 $213K
Dynamic Technology Lab Private Ltd 0.03% Reduce -60.6% 9,000 $213K
Hohimer Wealth Management, LLC 0.03% New 8,988 $212K
DRW Securities, LLC 0.01% New 8,904 $210K
Capstone Investment Advisors, LLC 0.00% Add +22.9% 8,845 $209K
Osaic Holdings, Inc. 0.00% Reduce -95.6% 8,561 $202K
Group One Trading LLC 0.01% Reduce -87.5% 7,432 $176K
GAMMA Investing LLC 0.01% Add +50.2% 7,242 $171K
Cwm, LLC 0.00% Add +570.0% 6,740 $159K
Steward Partners Investment Advisory, LLC 0.00% Reduce -36.1% 6,662 $157K
Wealth Enhancement Advisory Services, LLC 0.00% Add +229.1% 21,610 $157K
Central Pacific Bank - Trust Division 0.02% Add +3.6% 6,504 $154K
Rosenberg Matthew Hamilton 0.03% Reduce -11.6% 6,202 $147K
EverSource Wealth Advisors, LLC 0.00% Add +59.4% 6,150 $145K
Leonteq Securities AG 0.01% Add +62788.9% 5,660 $134K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +4.8% 5,514 $130K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +8.2% 5,510 $130K
Corient IA LP 0.12% New 5,330 $126K
KBC Group NV 0.00% Add +43.9% 4,868 $115K
SBI Securities Co., Ltd. 0.00% Add +17.6% 4,821 $114K
Versant Capital Management, Inc 0.01% Add +164.7% 4,761 $113K
New Age Alpha Advisors, LLC 0.01% Reduce -2.9% 4,556 $108K
Signaturefd, LLC 0.00% Add +2630.5% 4,205 $99K
Ameliora Wealth Management Ltd. 0.03% No change 4,000 $95K
Caitong International Asset Management Co., Ltd 0.02% Add +35590.9% 3,926 $93K
Globeflex Capital L P 0.01% No change 3,844 $91K
Bayforest Capital Ltd 0.10% Add +172.5% 3,809 $90K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +55.6% 3,765 $89K
Truvestments Capital LLC 0.02% Reduce -1.7% 3,614 $85K
STRS Ohio 0.00% Reduce -54.7% 3,400 $80K
Nisa Investment Advisors, LLC 0.00% Reduce -7.8% 2,753 $65K
Kemnay Advisory Services Inc. 0.01% Add +473.9% 2,307 $55K
Farther Finance Advisors, LLC 0.00% Add +4.6% 2,177 $52K
MassMutual Private Wealth & Trust, FSB 0.00% Add +72.7% 2,122 $50K
Salomon & Ludwin, LLC 0.00% Add +38.7% 1,918 $46K
Parallel Advisors, LLC 0.00% Reduce -47.2% 1,838 $43K
Covestor Ltd 0.03% Add +26.6% 1,789 $43K
Sterling Capital Management LLC 0.00% Reduce -30.3% 1,753 $41K
DekaBank Deutsche Girozentrale 0.00% No change 1,583 $38K
Geneos Wealth Management Inc. 0.00% No change 1,600 $38K
Hughes Financial Services, LLC 0.01% New 1,502 $36K
Allworth Financial LP 0.00% Add +756.2% 1,447 $34K
MAI Capital Management 0.00% Add +11.1% 1,368 $32K
Aster Capital Management (DIFC) Ltd 0.01% New 1,012 $31K
Center for Financial Planning, Inc. 0.00% No change 1,250 $30K
Whittier Trust Co. 0.00% No change 1,205 $29K
Employees Retirement System of Texas 0.00% No change 1,099 $26K
North Star Investment Management Corp. 0.00% Add +6.4% 1,064 $25K
Eurizon Capital SGR S.p.A. 0.00% Add +102.8% 1,012 $24K
WealthCollab, LLC 0.01% Add +559.9% 970 $23K
Larson Financial Group LLC 0.00% Add +4.7% 919 $22K
Bear Mountain Capital, Inc. 0.01% No change 867 $21K
Smartleaf Asset Management LLC 0.00% Reduce -71.6% 837 $20K
Los Angeles Capital Management LLC 0.00% No change 708 $17K
Hickory Point Bank & Trust 0.01% New 700 $17K
Public Employees Retirement System of Ohio 0.00% Add +38.0% 693 $16K
UMB Bank, n.a. 0.00% Add +15.8% 651 $15K
Destiny Wealth Partners, LLC 0.00% New 635 $15K
Kilter Group LLC 0.01% Add +729.2% 539 $13K
Gill Capital Partners, LLC 0.00% New 525 $12K
Mather Group, Llc. 0.00% New 519 $12K
NewEdge Advisors, LLC 0.00% No change 500 $12K
Crewe Advisors LLC 0.00% Reduce -9.2% 397 $9K
Bare Financial Services, Inc 0.00% Add +2237.5% 374 $9K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.8% 365 $9K
Harbour Investments, Inc. 0.00% Add +2733.3% 340 $8K
Bell Investment Advisors, Inc 0.00% Add +29.3% 331 $8K
MCF Advisors LLC 0.00% New 328 $8K
Owl Creek Wealth Partners LLC 0.00% — 320 $8K
Main Street Group, LTD 0.00% New 300 $7K
Capital Advisors, Ltd. LLC 0.00% Add +6825.0% 277 $7K
Abound Wealth Management 0.00% Reduce -2.1% 274 $6K
Wolff Wiese Magana LLC 0.00% No change 259 $6K
MV Capital Management, Inc. 0.00% Add +2550.0% 212 $5K
Steigerwald, Gordon & Koch Inc. 0.00% No change 200 $5K
First Pacific Financial 0.00% Add +100.0% 192 $5K
TD Waterhouse Canada Inc. 0.00% Reduce -47.6% 189 $4K
Assetmark, Inc. 0.00% Reduce -56.1% 180 $4K
Essential Partners LLC 0.00% Add +1253.8% 176 $4K
Atlantic Union Bankshares Corp 0.00% No change 175 $4K
Rothschild Investment LLC 0.00% Add +105.9% 175 $4K
High Note Wealth, LLC 0.00% New 162 $4K
Financial Avengers, Inc. 0.00% No change 150 $4K
Cornerstone Planning Group LLC 0.00% Add +115.0% 129 $3K
CVA Family Office, LLC 0.00% New 136 $3K
PFS Partners, LLC 0.00% No change 126 $3K
Twin Peaks Wealth Advisors, LLC 0.00% New 117 $3K
Zions Bancorporation, National Association 0.00% New 117 $3K
Hurley Capital, LLC 0.00% No change 116 $3K
Quarry LP 0.00% Reduce -76.8% 108 $3K
Key Financial Inc 0.00% No change 100 $2K
Spire Wealth Management 0.00% Reduce -9.1% 100 $2K
Godfrey Financial Associates, Inc. 0.00% No change 95 $2K
Archer Investment Corp 0.00% No change 95 $2K
Lanark Financial, Inc. 0.00% No change 92 $2K
Root Financial Partners, LLC 0.00% Reduce -52.7% 89 $2K
Parkside Financial Bank & Trust 0.00% Reduce -54.6% 84 $2K
Physician Wealth Advisors, Inc. 0.00% New 84 $2K
Farmers & Merchants Investments Inc. 0.00% No change 80 $2K
WPG Advisers, LLC 0.00% No change 75 $2K
Anchor Investment Management, LLC 0.00% No change 75 $2K
Cornerstone Financial Management LLC 0.00% Add +294.1% 67 $2K
Advisory Services Network, LLC 0.00% New 67 $2K
Arax Advisory Partners 0.00% Reduce -59.7% 62 $1K
First Command Advisory Services, Inc. 0.00% No change 61 $1K
Lloyd Advisory Services, LLC. 0.00% New 60 $1K
Kingdom Financial Group LLC. 0.00% No change 60 $1K
Whipplewood Advisors, LLC 0.00% New 56 $1K
TD Capital Management LLC 0.00% New 56 $1K
Investors Research Corp 0.00% New 52 $1K
Transamerica Financial Advisors, LLC 0.00% New 52 $1K
Burk Holdings LLC 0.00% New 50 $1K
Ankerstar Wealth, LLC 0.00% Add +145.0% 49 $1K
Marquette Asset Management, LLC 0.00% No change 48 $1K
Avion Wealth 0.00% Add +341.2% 75 $1K
Vanguard National Trust Co 0.00% — 41 $969
Elequin Capital, LP 0.00% Reduce -74.0% 38 $898
JFS Wealth Advisors, LLC 0.00% Reduce -71.4% 32 $757
Keating Financial Advisory Services, Inc. 0.00% Reduce -62.4% 32 $756
Sunbelt Securities, Inc. 0.00% No change 30 $709
Creative Financial Designs Inc. 0.00% Reduce -96.9% 27 $638
Gilpin Wealth Management, LLC 0.00% Add +64.3% 23 $544
Rialto Wealth Management, LLC 0.00% Add +266.7% 22 $521
CENTRAL TRUST Co 0.00% No change 22 $521
TopTier Wealth Management, LLC 0.00% New 22 $520
Breakwater Investment Management 0.00% Add +31.3% 21 $497
Rossby Financial, LCC 0.00% Reduce -47.1% 18 $426
USA Financial Formulas 0.00% No change 16 $378
Activest Wealth Management 0.00% New 15 $355
True Wealth Design, LLC 0.00% New 15 $355
Cedar Mountain Advisors, LLC 0.00% New 14 $331
Fortitude Family Office, LLC 0.00% Reduce -54.8% 14 $331
DiNuzzo Private Wealth, Inc. 0.00% Reduce -35.0% 13 $308
American Capital Advisory, LLC 0.00% New 12 $284
Bay Harbor Wealth Management, LLC 0.00% Reduce -10.0% 9 $212
SJS Investment Consulting Inc. 0.00% Reduce -12.5% 7 $166
CoreCap Advisors, LLC 0.00% No change 5 $118
Dunhill Financial, LLC 0.00% No change 3 $74
Huntington National Bank 0.00% No change 1 $24
Raffa Wealth Management, LLC 0.00% New 1 $24
Vermillion Wealth Management, Inc. 0.00% New 1 $24
Curio Wealth, LLC 0.00% New 1 $24
HFM Investment Advisors, LLC 0.00% Reduce -83.3% 1 $24

"% of holder's portfolio" is BOX's weight in each manager's 13F, not the share of Box Inc. Class A the manager owns.