Box Inc. Class ABOX

13F holders, Q2 2026 (June 30)
397holders −2
53new positions
54sold out
7famous investors
$26.54avg. 13F price*

At the end of Q2 2026, 397 institutions reported holding Box Inc. Class A (BOX) in their 13F filings, down 2 from Q1 2026. 53 opened new positions and 54 sold out. The largest holders were BlackRock, Inc. ($675.1M), Vanguard Portfolio Management LLC ($295.5M) and Earnest Partners LLC ($189.0M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions53$105.0M
Exits54$34.8M

All 13F filers, Q1 2026 → Q2 2026: 11,965,117 shares bought and 12,101,293 shares sold, net −136,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 397 holders

BlackRock, Inc. 0.01% Add +0.5% 25,435,340 $675.1M
Vanguard Portfolio Management LLC 0.01% Reduce -1.0% 11,135,984 $295.5M
Earnest Partners LLC 0.68% Reduce -2.5% 7,119,498 $189.0M
Vanguard Capital Management LLC 0.00% Reduce -3.2% 6,020,539 $159.8M
State Street Corp. 0.00% Add +4.3% 5,926,904 $157.3M
Acadian Asset Management LLC 0.16% Add +5.1% 4,964,832 $131.7M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -12.3% 4,313,769 $114.5M
Citadel Advisors 0.06% Add +59.3% 3,723,373 $98.8M
Geode Capital Management, LLC 0.01% Add +2.7% 3,629,678 $96.3M
Bank of America Corp. 0.01% Add +3.4% 3,466,446 $92.0M
Sei Investments Co. 0.07% Reduce -1.5% 3,150,393 $83.6M
Dimensional Fund Advisors LP 0.01% Reduce -0.3% 2,668,128 $70.8M
Goldman Sachs Group Inc. 0.01% Reduce -7.3% 2,281,208 $60.5M
Alyeska Investment Group, L.P. 0.15% New 2,224,418 $59.0M
Nomura Asset Management International Inc. 0.08% Add +48.6% 1,983,509 $52.6M
JPMorgan Chase & Co. 0.00% Add +11.2% 1,837,649 $49.0M
Morgan Stanley 0.00% Reduce -6.5% 1,648,829 $43.8M
Charles Schwab Investment Management Inc. 0.01% Add +4.9% 1,642,212 $43.6M
Northern Trust Corp. 0.00% Add +4.1% 1,532,429 $40.7M
Squarepoint Ops LLC 0.08% Reduce -41.6% 1,526,693 $40.5M
Two Sigma Investments, LP 0.03% Add +19.1% 1,501,681 $39.9M
Jupiter Topco LLC 0.02% — 1,446,019 $38.4M
UBS Group AG 0.01% Add +44.0% 1,312,917 $34.8M
Massachusetts Financial Services Co. 0.01% Reduce -5.1% 1,228,826 $33.4M
Fort Washington Investment Advisors Inc. 0.15% Add +8.4% 1,115,887 $29.6M
Man Group plc 0.05% Reduce -9.0% 1,079,949 $28.7M
Shaolin Capital Management LLC 3.19% Add +3.6% 1,053,001 $27.9M
Principal Financial Group Inc. 0.01% Add +1.2% 1,022,862 $27.1M
Vanguard Fiduciary Trust Co. 0.01% Add +0.0% 975,383 $25.9M
Nuveen, LLC 0.01% Add +6.7% 970,140 $25.7M
Fisher Asset Management 0.01% Add +55.3% 922,431 $24.5M
Schroder Investment Management Group 0.02% Add +97.5% 883,944 $23.5M
First Trust Advisors LP 0.01% Reduce -23.5% 845,355 $22.4M
ExodusPoint Capital Management, LP 0.21% New 843,262 $22.4M
Natixis Advisors, LLC 0.02% Add +11.9% 826,042 $21.9M
Bank of New York Mellon Corp 0.00% Reduce -7.3% 821,972 $21.8M
Jones Financial Companies LLLP 0.01% Add +19.0% 816,668 $21.6M
Divisar Capital Management LLC 4.57% Add +17.2% 748,049 $19.9M
Oberweis Asset Management Inc./ 0.41% Reduce -3.7% 743,000 $19.7M
Invesco Ltd. 0.00% Reduce -0.6% 660,496 $17.5M
Royal Bank of Canada 0.00% Add +0.5% 645,578 $17.1M
Aristotle Capital Boston, LLC 1.08% Reduce -12.9% 606,056 $16.1M
BNP Paribas Financial Markets 0.01% Reduce -30.0% 601,078 $16.0M
Capital Fund Management S.A. 0.10% Add +37.9% 543,011 $14.4M
Qube Research & Technologies Ltd 0.02% Add +28.0% 530,560 $14.1M
Wellington Management Group LLP 0.00% Add +5002.2% 515,932 $13.7M
Federated Hermes, Inc. 0.02% Add +34.9% 515,268 $13.7M
Public Sector Pension Investment Board 0.03% Reduce -32.8% 475,664 $12.6M
Millennium Management 0.01% Reduce -40.4% 464,207 $12.3M
Pacer Advisors, Inc. 0.03% Reduce -7.6% 464,192 $12.3M
Ameriprise Financial Inc. 0.00% Reduce -13.9% 450,861 $12.0M
Mizuho Markets Americas LLC 0.20% Add +14.8% 423,739 $11.2M
Trexquant Investment LP 0.07% Reduce -36.5% 408,611 $10.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +8.2% 408,176 $10.8M
Mackenzie Financial Corp. 0.01% Reduce -15.1% 387,361 $10.3M
Susquehanna Fundamental Investments, LLC 0.18% Reduce -15.2% 369,697 $9.8M
Russell Investments Group, Ltd. 0.01% Add +10.6% 358,689 $9.5M
Cornerstone Capital, Inc. 0.84% Add +1.5% 356,072 $9.5M
AQR Capital Management 0.00% Add +223.1% 355,611 $9.4M
Marshall Wace, LLP 0.01% Reduce -86.8% 346,834 $9.2M
Victory Capital Management Inc. 0.00% Add +1.9% 324,841 $8.6M
Rhumbline Advisers 0.01% Reduce -16.8% 320,218 $8.5M
Legal & General Group Plc 0.00% Reduce -4.7% 314,643 $8.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -18.2% 314,274 $8.3M
Wells Fargo & Company 0.00% Add +30.5% 300,163 $8.0M
Nordea Investment Management AB 0.01% Reduce -5.4% 294,928 $7.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +278.2% 294,762 $7.8M
California Public Employees Retirement System 0.00% Reduce -16.6% 286,841 $7.6M
Alliancebernstein L.P. 0.00% Reduce -32.5% 320,986 $7.6M
Swiss National Bank 0.00% Reduce -4.4% 270,900 $7.2M
Citigroup Inc. 0.00% Add +5.8% 258,485 $6.9M
FMR LLC 0.00% Reduce -8.0% 254,701 $6.8M
Hillsdale Investment Management Inc. 0.15% Add +10.9% 247,650 $6.6M
Envestnet Asset Management Inc. 0.00% Add +4.1% 242,057 $6.4M
Ardsley Advisory Partners LP 0.69% Add +1.7% 240,000 $6.4M
Panagora Asset Management Inc. 0.02% Add +2.1% 233,297 $6.2M
Jane Street Group, LLC 0.00% Reduce -81.5% 202,756 $5.4M
Adage Capital Partners Gp, L.L.C. 0.01% New 200,000 $5.3M
Y-Intercept (Hong Kong) Ltd 0.10% Add +81.9% 197,755 $5.2M
Needham Investment Management LLC 0.16% No change 195,000 $5.2M
Point72 Asset Management 0.01% Reduce -67.8% 193,541 $5.1M
Numerai GP LLC 0.41% Add +45.8% 189,720 $5.0M
T. Rowe Price Associates Inc. 0.00% Add +17.5% 189,441 $5.0M
Norges Bank 0.00% — 189,218 $5.0M
Prudential Financial Inc. 0.01% Reduce -38.5% 186,857 $5.0M
Voya Investment Management LLC 0.00% Add +31.9% 182,402 $4.8M
D. E. Shaw & Co. 0.00% Reduce -63.5% 179,874 $4.8M
EFG International AG 0.09% Add +25.7% 175,173 $4.7M
Brevan Howard Capital Management LP 0.07% Add +16.7% 170,862 $4.5M
California State Teachers Retirement System 0.00% Reduce -2.6% 169,105 $4.5M
Creative Planning 0.00% Add +44.9% 165,728 $4.4M
Susquehanna International Group, LLP 0.00% Add +70.8% 158,772 $4.2M
Deutsche Bank AG 0.00% Add +13.2% 150,828 $4.0M
WINTON GROUP Ltd 0.13% Reduce -38.5% 148,592 $3.9M
Amundi 0.00% Reduce -5.9% 142,019 $3.8M
Barclays PLC 0.00% Add +59.0% 136,108 $3.6M
Madison Asset Management, LLC 0.04% Reduce -0.5% 136,011 $3.6M
Great Lakes Advisors, LLC 0.03% Add +20.7% 135,437 $3.6M
Fideuram Asset Management (Ireland) dac 0.07% Add +1230.3% 159,867 $3.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Reduce -1.9% 129,808 $3.4M
Focus Partners Wealth 0.00% Add +4.8% 127,401 $3.4M
UniSuper Management Pty Ltd 0.02% Reduce -44.8% 126,101 $3.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +53.1% 123,257 $3.3M
Bessemer Group Inc. 0.00% Reduce -0.2% 123,213 $3.3M
Emmett Investment Management, LP 2.25% Reduce -62.6% 117,136 $3.2M
Vanguard Global Advisers, LLC 0.00% Add +0.4% 119,938 $3.2M
Odyssean, LLC 0.51% Add +104.1% 117,086 $3.1M
CANADA LIFE ASSURANCE Co 0.00% Reduce -6.5% 111,085 $2.9M
HSBC Holdings PLC 0.00% Add +37.2% 106,131 $2.8M
Quantinno Capital Management LP 0.00% Add +18.3% 102,760 $2.7M
Paralel Advisors LLC 0.10% Add +12.7% 97,711 $2.6M
Thrivent Financial for Lutherans 0.00% Reduce -4.9% 90,915 $2.4M
Caption Management, LLC 0.09% New 89,992 $2.4M
Mercer Global Advisors Inc. 0.00% Add +15.4% 88,424 $2.3M
Exchange Traded Concepts, LLC 0.01% Add +1.5% 85,972 $2.3M
Verition Fund Management LLC 0.02% New 84,700 $2.2M
KLP Kapitalforvaltning As 0.01% Add +13.3% 83,600 $2.2M
Franklin Resources Inc. 0.00% Reduce -20.8% 80,973 $2.1M
MetLife Investment Management, LLC 0.01% Add +2.2% 79,975 $2.1M
Bank of Montreal 0.00% Add +121.0% 79,134 $2.1M
Gotham Asset Management 0.00% Reduce -17.8% 76,343 $2.0M
Landscape Capital Management, L.L.C. 0.13% Reduce -15.1% 74,572 $2.0M
Fifth Third Bancorp 0.00% Reduce -0.4% 73,656 $2.0M
Cerity Partners LLC 0.00% Add +84.2% 70,916 $1.9M
State of Wisconsin Investment Board 0.00% Reduce -28.7% 68,669 $1.8M
Manufacturers Life Insurance Company, The 0.00% Add +6.6% 67,444 $1.8M
Vanguard Personalized Indexing Management, LLC 0.01% Add +78.7% 67,144 $1.8M
Atom Investors LP 0.15% Reduce -29.9% 65,208 $1.7M
Graham Capital Management, L.P. 0.06% New 62,147 $1.6M
Louisiana State Employees Retirement System 0.02% Reduce -4.4% 60,700 $1.6M
State of New Jersey Common Pension Fund D 0.01% Reduce -38.7% 60,688 $1.6M
STRS Ohio 0.01% Add +1655.9% 59,700 $1.6M
Lazard Asset Management LLC 0.00% Add +0.5% 56,956 $1.5M
Schonfeld Strategic Advisors LLC 0.01% Add +221.2% 56,351 $1.5M
State of Tennessee, Department of Treasury 0.00% Reduce -3.6% 56,147 $1.5M
Martingale Asset Management L P 0.03% Add +97.8% 55,018 $1.5M
HighTower Advisors, LLC 0.00% Reduce -89.6% 54,314 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 53,017 $1.4M
Elo Mutual Pension Insurance Co 0.02% Add +12.8% 52,976 $1.4M
State of Alaska, Department of Revenue 0.01% Reduce -32.1% 52,961 $1.4M
Shay Capital LLC 0.15% New 51,000 $1.4M
American Century Companies Inc. 0.00% Add +3.3% 50,168 $1.3M
Handelsbanken Fonder AB 0.00% Reduce -24.3% 49,553 $1.3M
New York State Common Retirement Fund 0.00% Add +11.0% 49,419 $1.3M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -12.6% 47,230 $1.3M
XTX Topco Ltd 0.02% Reduce -71.4% 46,916 $1.2M
New York State Teachers Retirement System 0.00% Add +2.8% 45,418 $1.2M
Oppenheimer Asset Management Inc. 0.01% Reduce -1.9% 45,013 $1.2M
Tealwood Asset Management Inc. 0.45% Add +0.6% 44,234 $1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +1.4% 42,703 $1.1M
Teacher Retirement System of Texas 0.00% Reduce -26.7% 42,588 $1.1M
Engineers Gate Manager LP 0.01% Reduce -64.3% 42,049 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Add +5.6% 40,510 $1.1M
State Board of Administration of Florida Retirement System 0.00% No change 40,260 $1.1M
Raymond James Financial Inc. 0.00% Reduce -4.3% 40,155 $1.1M
Kesler, Norman & Wride, LLC 0.17% Add +8.2% 39,896 $1.1M
Campbell & CO Investment Adviser LLC 0.05% Add +14.8% 39,092 $1.0M
Shelton Capital Management 0.02% Reduce -1.9% 39,084 $1.0M
Nomura Holdings Inc. 0.00% New 38,918 $1.0M
Harbor Capital Advisors, Inc. 0.07% Add +23.7% 38,333 $1.0M
US Bancorp \de 0.00% Reduce -0.0% 37,757 $1.0M
Yousif Capital Management, LLC 0.01% Reduce -2.6% 37,347 $991K
Arizona State Retirement System 0.01% Reduce -5.4% 37,247 $989K
Amalgamated Bank 0.01% Reduce -9.7% 37,161 $986K
Entropy Technologies, LP 0.04% Reduce -25.7% 36,722 $975K
Teachers Retirement System of the State of Kentucky 0.01% No change 36,186 $960K
Vanguard Investments Australia, Ltd. 0.00% No change 35,703 $948K
Rockefeller Capital Management L.P. 0.00% Add +5.4% 34,990 $929K
Vise Technologies, Inc. 0.01% Add +157.6% 33,901 $900K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -7.3% 32,831 $871K
Blue Trust, Inc. 0.01% Add +0.5% 32,589 $865K
Summit Trail Advisors, LLC 0.01% Reduce -3.3% 31,884 $846K
Oregon Public Employees Retirement Fund 0.01% Reduce -4.0% 31,489 $836K
State of Wyoming 0.08% Add +22.5% 31,406 $834K
Capstone Investment Advisors, LLC 0.01% Add +254.6% 31,362 $832K
Linden Thomas Advisory Services, LLC 0.07% Add +0.4% 30,819 $818K
Weiss Asset Management LP 0.01% New 30,768 $817K
Cetera Investment Advisers 0.00% Add +1.2% 30,308 $804K
Intech Investment Management LLC 0.01% Reduce -7.0% 30,087 $799K
Jones Kertz & Associates, Inc. 0.36% Reduce -8.0% 29,214 $775K
Bokf, NA 0.01% Add +30.2% 28,774 $764K
Walleye Capital LLC 0.00% New 28,498 $756K
Vestcor Inc 0.02% Add +159.6% 27,977 $743K
Canada Pension Plan Investment Board 0.00% Reduce -88.3% 27,000 $717K
Hantz Financial Services, Inc. 0.01% Add +106.3% 26,990 $716K
Smith Group Asset Management, LLC 0.03% Add +1.6% 26,754 $710K
Stifel Financial Corp. 0.00% New 26,239 $696K
Vinva Investment Management Ltd 0.00% Reduce -74.0% 17,587 $679K
Polymer Capital Management (US) LLC 0.10% New 25,399 $674K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +19.3% 25,185 $668K
Sanctuary Advisors, LLC 0.00% Add +60.0% 24,695 $655K
New Age Alpha Advisors, LLC 0.03% Add +439.7% 24,588 $653K
Jackson Creek Investment Advisors LLC 0.21% New 20,172 $636K
Federation des caisses Desjardins du Quebec 0.00% Add +34.5% 23,054 $612K
Pictet Asset Management Holding SA 0.00% Reduce -7.5% 22,456 $596K
Resona Asset Management Co.,Ltd. 0.00% Reduce -11.3% 22,142 $588K
Woodline Partners LP 0.00% New 22,024 $585K
Corient Private Wealth LP 0.00% Add +34.9% 21,836 $580K
Neuberger Berman Group LLC 0.00% Reduce -15.8% 20,720 $550K
LPL Financial LLC 0.00% Add +3.8% 20,623 $547K
ProShare Advisors LLC 0.00% Reduce -9.0% 20,166 $535K
Maryland State Retirement & Pension System 0.01% Reduce -3.4% 20,115 $534K
Captrust Financial Advisors 0.00% Add +35.2% 18,785 $499K
Dark Forest Capital Management LP 0.03% New 17,805 $473K
Coldstream Capital Management Inc. 0.01% Add +4.2% 17,522 $465K
Concurrent Investment Advisors, LLC 0.00% Add +23.0% 16,954 $450K
Ballentine Partners, LLC 0.01% New 16,932 $449K
Glenmede Trust Co. NA 0.00% Reduce -17.1% 16,574 $440K
NorthCrest Asset Manangement, LLC 0.01% Add +1.2% 15,265 $440K
PNC Financial Services Group, Inc. 0.00% Add +15.5% 16,197 $430K
Myecfo, LLC 0.16% Reduce -4.6% 16,172 $429K
Swiss Life Asset Management Ltd 0.00% Add +1.5% 16,077 $427K
Mutual of America Capital Management LLC 0.00% Reduce -3.3% 15,858 $421K
Diversified Trust Co. 0.01% Add +0.4% 15,743 $418K
Callan Family Office, LLC 0.01% Reduce -32.0% 15,296 $406K
IFP Advisors, Inc 0.01% Add +0.0% 15,266 $405K
Composition Wealth, LLC 0.00% Reduce -10.7% 15,190 $403K
Wealth Enhancement Advisory Services, LLC 0.00% Add +35.5% 29,270 $399K
Allstate Corp. 0.00% New 14,648 $389K
Public Employees Retirement Association of Colorado 0.00% No change 14,514 $385K
Staley Capital Advisers Inc. 0.01% No change 14,000 $372K
Xponance LLC 0.00% Add +3.0% 13,639 $362K
Lido Advisors, LLC 0.00% Add +13.9% 13,624 $362K
GC Wealth Management RIA, LLC 0.02% Reduce -0.2% 13,615 $361K
Elevation Point Wealth Partners, LLC 0.01% New 13,506 $358K
Sivia Capital Partners, LLC 0.04% No change 13,437 $357K
Truist Financial Corp. 0.00% Add +39.0% 13,267 $352K
McMillan Office, Inc. 0.04% No change 12,990 $345K
Ethic Inc. 0.00% Add +8.1% 12,673 $336K
Quadrant Capital Group LLC 0.01% Reduce -75.9% 12,583 $334K
Ameritas Investment Partners, Inc. 0.01% Add +9.2% 12,465 $331K
Connable Office Inc. 0.03% Reduce -6.8% 12,388 $329K
Arax Advisory Partners 0.00% Add +19183.9% 11,956 $317K
Evergreen Capital Management LLC 0.01% New 11,822 $314K
Jasper Ridge Partners, L.P. 0.01% No change 11,814 $314K
Atria Investments, Inc 0.00% New 10,820 $287K
Group One Trading LLC 0.01% Add +43.0% 10,627 $282K
Voleon Capital Management LP 0.01% Reduce -77.2% 10,589 $281K
Total Wealth Planning & Management, Inc. 0.19% New 10,054 $267K
GAMMA Investing LLC 0.01% Add +37.6% 9,963 $264K
Ensign Peak Advisors, Inc 0.00% No change 9,943 $264K
Brown Brothers Harriman & Co. 0.00% No change 9,728 $258K
AE Wealth Management LLC 0.00% Reduce -2.6% 9,506 $252K
Kestra Advisory Services, LLC 0.00% Reduce -5.2% 9,462 $251K
Integrated Investment Consultants, LLC 0.05% Reduce -0.3% 9,277 $246K
Crossmark Global Holdings, Inc. 0.00% No change 9,035 $240K
Hohimer Wealth Management, LLC 0.02% Add +0.5% 9,028 $240K
LSV Asset Management 0.00% No change 9,000 $239K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 9,000 $239K
Legacy Advisors, LLC 0.02% New 8,978 $238K
nVerses Capital, LLC 0.36% Reduce -51.4% 8,939 $237K
&partners 0.00% New 8,747 $232K
Assenagon Asset Management S.A. 0.00% New 8,720 $231K
SG Americas Securities, LLC 0.00% Reduce -78.0% 8,681 $230K
D.A. Davidson & Co. 0.00% New 8,555 $227K
Beacon Pointe Advisors, LLC 0.00% New 8,400 $223K
Balboa Wealth Partners 0.03% New 8,359 $222K
EverSource Wealth Advisors, LLC 0.01% Add +35.3% 8,319 $221K
IMC-Chicago, LLC 0.00% New 8,296 $220K
Praxis Investment Management Inc. 0.01% New 8,036 $213K
Pure Financial Advisors, LLC 0.00% New 7,772 $206K
CIBC Bancorp USA Inc. 0.00% New 7,769 $206K
Osaic Holdings, Inc. 0.00% Reduce -10.5% 7,665 $203K
CIBC Asset Management Inc 0.00% New 7,557 $201K
Central Pacific Bank - Trust Division 0.02% Add +8.6% 7,064 $187K
Steward Partners Investment Advisory, LLC 0.00% Add +0.7% 6,707 $178K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +17.1% 6,450 $171K
Rosenberg Matthew Hamilton 0.03% Reduce -3.6% 5,981 $159K
Nisa Investment Advisors, LLC 0.00% Add +117.1% 5,976 $159K
Leonteq Securities AG 0.01% No change 5,660 $150K
Nykredit A/S 0.00% — 5,504 $146K
Bayforest Capital Ltd 0.13% Add +36.7% 5,207 $138K
Simplex Trading, LLC 0.00% Reduce -58.3% 5,094 $135K
KBC Group NV 0.00% No change 4,868 $129K
SBI Securities Co., Ltd. 0.00% Reduce -1.3% 4,758 $126K
Tower Research Capital LLC (TRC) 0.00% Reduce -57.1% 4,376 $116K
Signaturefd, LLC 0.00% Reduce -1.1% 4,161 $110K
Corient IA LP 0.10% Reduce -24.9% 4,000 $106K
Ameliora Wealth Management Ltd. 0.03% No change 4,000 $106K
Summit Securities Group LLC 0.02% New 3,991 $106K
Globeflex Capital L P 0.01% No change 3,844 $102K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -35.4% 3,565 $95K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -21.6% 2,953 $78K
Truvestments Capital LLC 0.01% Reduce -19.3% 2,915 $77K
Versant Capital Management, Inc 0.01% Reduce -45.5% 2,596 $69K
Cordant, Inc. 0.02% New 2,078 $55K
Parallel Advisors, LLC 0.00% Add +10.1% 2,024 $54K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -12.0% 1,867 $50K
Allworth Financial LP 0.00% Add +18.7% 1,718 $46K
Farther Finance Advisors, LLC 0.00% Reduce -25.2% 1,628 $43K
Global Retirement Partners, LLC 0.00% — 1,552 $41K
DekaBank Deutsche Girozentrale 0.00% No change 1,583 $37K
Whittier Trust Co. 0.00% No change 1,205 $34K
Center for Financial Planning, Inc. 0.00% No change 1,250 $33K
Eurizon Capital SGR S.p.A. 0.00% Add +17.8% 1,192 $32K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 1,095 $29K
Employees Retirement System of Texas 0.00% No change 1,099 $29K
North Star Investment Management Corp. 0.00% Reduce -0.1% 1,063 $28K
Geneos Wealth Management Inc. 0.00% Reduce -37.5% 1,000 $27K
Kilter Group LLC 0.01% Add +83.3% 988 $26K
Bear Mountain Capital, Inc. 0.01% No change 867 $26K
Salomon & Ludwin, LLC 0.00% Reduce -54.5% 873 $24K
Sterling Capital Management LLC 0.00% Reduce -49.4% 887 $24K
Public Employees Retirement System of Ohio 0.00% Add +26.7% 878 $23K
UMB Bank, n.a. 0.00% Add +32.3% 861 $23K
Smartleaf Asset Management LLC 0.00% No change 837 $22K
Bare Financial Services, Inc 0.00% Add +103.7% 762 $20K
Trust Co. of Toledo NA 0.00% New 756 $20K
Los Angeles Capital Management LLC 0.00% No change 708 $19K
Hickory Point Bank & Trust 0.01% No change 700 $19K
Toronto Dominion Bank 0.00% New 673 $18K
WealthCollab, LLC 0.01% Reduce -30.8% 671 $18K
Essential Partners LLC 0.01% Add +271.6% 654 $17K
Clearstead Advisors, LLC 0.00% New 551 $15K
Assetmark, Inc. 0.00% Add +201.1% 542 $14K
Kemnay Advisory Services Inc. 0.00% Reduce -77.1% 529 $14K
Covestor Ltd 0.01% Reduce -71.3% 513 $14K
Gill Capital Partners, LLC 0.00% No change 525 $14K
NewEdge Advisors, LLC 0.00% No change 500 $13K
Optiver Holding B.V. 0.00% New 496 $13K
Hughes Financial Services, LLC 0.00% Reduce -68.3% 476 $13K
Fulcrum Asset Management LLP 0.00% New 468 $12K
Larson Financial Group LLC 0.00% Reduce -52.2% 439 $12K
Financial Management Professionals, Inc. 0.00% New 400 $11K
Bell Investment Advisors, Inc 0.00% Add +10.9% 367 $10K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.2% 357 $9K
Harbour Investments, Inc. 0.00% Add +0.6% 342 $9K
MCF Advisors LLC 0.00% No change 328 $9K
Owl Creek Wealth Partners LLC 0.00% No change 320 $8K
Main Street Group, LTD 0.00% No change 300 $8K
Wolff Wiese Magana LLC 0.00% No change 259 $7K
Picton Mahoney Asset Management 0.00% Reduce -98.7% 202 $5K
Steigerwald, Gordon & Koch Inc. 0.00% No change 200 $5K
Huntington National Bank 0.00% Add +19200.0% 193 $5K
High Note Wealth, LLC 0.00% Add +15.4% 187 $5K
Keating Financial Advisory Services, Inc. 0.00% Add +462.5% 180 $5K
Atlantic Union Bankshares Corp 0.00% No change 175 $5K
CVA Family Office, LLC 0.00% Add +20.6% 164 $4K
Rialto Wealth Management, LLC 0.00% Add +586.4% 151 $4K
Avion Wealth 0.00% Add +110.7% 158 $4K
Financial Avengers, Inc. 0.00% No change 150 $4K
Fortitude Family Office, LLC 0.00% Add +950.0% 147 $4K
PFS Partners, LLC 0.00% No change 126 $3K
Mather Group, Llc. 0.00% Reduce -76.5% 122 $3K
Zions Bancorporation, National Association 0.00% No change 117 $3K
Hurley Capital, LLC 0.00% No change 116 $3K
True Wealth Design, LLC 0.00% Add +660.0% 114 $3K
Physician Wealth Advisors, Inc. 0.00% Add +32.1% 111 $3K
Spire Wealth Management 0.00% Add +5.0% 105 $3K
Transamerica Financial Advisors, LLC 0.00% Add +94.2% 101 $3K
Key Financial Inc 0.00% No change 100 $3K
Godfrey Financial Associates, Inc. 0.00% No change 95 $3K
Archer Investment Corp 0.00% No change 95 $3K
Rothschild Investment LLC 0.00% Reduce -46.3% 94 $2K
Lanark Financial, Inc. 0.00% No change 92 $2K
Noble Wealth Management PBC 0.00% New 91 $2K
Fiduciary Financial Advisors 0.00% New 87 $2K
Cornerstone Financial Management LLC 0.00% Add +20.9% 81 $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 Planning Group LLC 0.00% Reduce -46.5% 69 $2K
Marquette Asset Management, LLC 0.00% Add +47.9% 71 $2K
Parkside Financial Bank & Trust 0.00% Reduce -19.1% 68 $2K
MV Capital Management, Inc. 0.00% Reduce -68.4% 67 $2K
Institute for Wealth Management, LLC. 0.00% New 65 $2K
First Command Advisory Services, Inc. 0.00% No change 61 $2K
Kingdom Financial Group LLC. 0.00% No change 60 $2K
JFS Wealth Advisors, LLC 0.00% Add +81.3% 58 $2K
SJS Investment Consulting Inc. 0.00% Add +671.4% 54 $1K
Investors Research Corp 0.00% No change 52 $1K
Burk Holdings LLC 0.00% No change 50 $1K
Plante Moran Financial Advisors, LLC 0.00% New 48 $1K
Vanguard National Trust Co 0.00% No change 41 $1K
Capital Advisors, Ltd. LLC 0.00% Reduce -85.6% 40 $1K
CoreCap Advisors, LLC 0.00% Add +640.0% 37 $982
Ankerstar Wealth, LLC 0.00% Reduce -36.7% 31 $823
Activest Wealth Management 0.00% Add +106.7% 31 $823
Rossby Financial, LCC 0.00% Add +66.7% 30 $796
Quarry LP 0.00% Reduce -75.0% 27 $717
Creative Financial Designs Inc. 0.00% No change 27 $717
Gilpin Wealth Management, LLC 0.00% Reduce -4.3% 22 $584
Breakwater Investment Management 0.00% Reduce -9.5% 19 $505
Cedar Mountain Advisors, LLC 0.00% No change 14 $372
Creative Capital Management Investments LLC 0.00% New 14 $372
DiNuzzo Private Wealth, Inc. 0.00% No change 13 $346
American Capital Advisory, LLC 0.00% No change 12 $319
Davis Capital Management 0.00% New 12 $318
Signature Equity Partners, LLC 0.00% New 10 $265
HFM Investment Advisors, LLC 0.00% Add +800.0% 9 $239
Bay Harbor Wealth Management, LLC 0.00% Reduce -11.1% 8 $212
LRI Investments, LLC 0.00% New 5 $133
DecisionPoint Financial, LLC 0.00% New 2 $55
Raffa Wealth Management, LLC 0.00% No change 1 $27
Maryland Capital Advisors Inc. 0.00% — 1 $27
Evolution Advisers, Inc. 0.00% New 20 $0
Navigoe, LLC 0.00% New 3 $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.