Box Ownership | Who Owns Box?
Box Ownership Summary
Box is owned by 97.71% institutional investors, 3.40% insiders. Blackrock is the largest institutional shareholder, holding 17.55% of BOX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.47% of its assets in Box shares.
BOX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Box | 97.71% | 3.40% | -1.11% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
| Idea | SaaS Stocks List | 68.23% | 6.57% | 25.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 25.50M | 17.55% | $674.22M |
| Vanguard group | 17.47M | 12.03% | $462.03M |
| Earnest partners | 7.96M | 5.48% | $210.49M |
| State street | 5.55M | 3.82% | $146.85M |
| Rgm capital | 5.28M | 3.64% | $139.65M |
| Bank of america corp /de/ | 3.72M | 2.56% | $98.28M |
| Morgan stanley | 3.29M | 2.26% | $86.86M |
| Geode capital management | 3.24M | 2.23% | $85.60M |
| Sei investments | 3.08M | 2.12% | $81.40M |
| Champlain investment partners | 3.06M | 2.11% | $80.91M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Twenty acre capital lp | 235.70K | 6.34% | $6.82M |
| Sunriver management | 1.82M | 6.10% | $48.22M |
| Rgm capital | 5.28M | 5.60% | $139.65M |
| Divisar capital management | 728.46K | 3.65% | $19.26M |
| Aristotle capital boston | 1.36M | 1.21% | $36.03M |
| Earnest partners | 7.96M | 0.98% | $210.49M |
| Cornerstone capital | 336.50K | 0.90% | $8.90M |
| Pearl river capital | 184.80K | 0.78% | $4.89M |
| Weiss asset management lp | 649.14K | 0.65% | $17.16M |
| Summit creek advisors | 177.79K | 0.64% | $4.70M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 1.87M | 0.01% | 1.60M |
| Mirae asset global etfs | 771.44K | 0.05% | 771.44K |
| Weiss asset management lp | 649.14K | 0.65% | 649.14K |
| Earnest partners | 7.96M | 0.98% | 620.45K |
| Jane street group | 553.08K | 0.00% | 444.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 1.47M | 0.04% | -1.23M |
| Macquarie group | 2.24M | 0.07% | -886.75K |
| Mirae asset global investments | 35.04K | 0.00% | -862.79K |
| Acadian asset management | 1.39M | 0.11% | -696.01K |
| Arrowstreet capital, limited partnership | - | - | -622.91K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirae asset global etfs | 771.44K | 0.05% | 771.44K | $20.40M |
| Weiss asset management lp | 649.14K | 0.65% | 649.14K | $17.16M |
| Norges bank | 408.29K | 0.00% | 408.29K | $10.80M |
| Pearl river capital | 184.80K | 0.78% | 184.80K | $4.89M |
| Capital fund management | 120.08K | 0.01% | 120.08K | $3.17M |
Sold Out
| Holder | Change |
|---|---|
| Great lakes retirement | -2.00 |
| Tfo-tdc | -3.00 |
| Cva family office | -19.00 |
| Org partners | -20.00 |
| Johnson financial group | -41.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 408 | 12.09% | 140,764,693 | 1.04% | 97 | 1.06% | 186 | 2.76% | 133 | 19.82% |
| Jun 30, 2024 | 357 | -0.83% | 139,215,890 | -1.05% | 95 | 1.01% | 175 | -5.41% | 110 | - |
| Mar 31, 2024 | 360 | 2.27% | 140,686,133 | 12.54% | 97 | 1.30% | 185 | 34.06% | 110 | -19.12% |
| Dec 31, 2023 | 352 | 1.73% | 125,013,745 | 0.34% | 86 | 1.16% | 138 | -5.48% | 136 | 10.57% |
| Sep 30, 2023 | 346 | -3.89% | 124,587,958 | -2.56% | 86 | 1.10% | 146 | -7.01% | 123 | 1.65% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 9.27M | 6.47% | 8.16K |
| Vanguard Total Stock Mkt Idx Inv | 4.34M | 3.03% | -17.95K |
| iShares Russell 2000 ETF | 3.64M | 2.54% | -8.18K |
| Vanguard Small Cap Index | 3.47M | 2.42% | 6.80K |
| Vanguard Information Technology ETF | 2.90M | 2.02% | 13.28K |
| EARNEST Partners Smid Cap Core Founders | 2.54M | 1.78% | -13.07K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.17M | 1.51% | -13.94K |
| Vanguard Small Cap Growth Index Inv | 1.91M | 1.33% | -2.07K |
| Fidelity Small Cap Index | 1.44M | 1.01% | -33.40K |
| Harbor Small Cap Value Instl | 1.39M | 0.97% | -100.88K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 16, 2024 | Berkovitch Eli | VP Chief Acct Ofr & Controller | Sell | $155.56K |
| Dec 12, 2024 | LEVIN DANIEL J | - | Sell | $3.39M |
| Dec 10, 2024 | LEVIN DANIEL J | - | Sell | $2.55M |
| Dec 11, 2024 | LEVIN DANIEL J | - | Sell | $191.32K |
| Dec 10, 2024 | Levie Aaron | Chief Executive Officer | Sell | $325.42K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 11 |
| 2024 Q3 | - | 9 |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | 8 |
| 2023 Q4 | - | 5 |
BOX Ownership FAQ
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