Box Ownership | Who Owns Box?
Box Ownership Summary
Box is owned by 102.21% institutional investors, 3.50% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.71% of BOX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.18% of its assets in Box shares.
BOX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Box | 102.21% | 3.50% | -5.70% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
| Idea | SaaS Stocks List | 57.10% | 6.98% | 35.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 25.40M | 17.71% | $802.75M |
| Blackrock | 25.50M | 17.55% | $674.22M |
| Vanguard group | 18.11M | 12.62% | $572.23M |
| Earnest partners | 7.90M | 5.50% | $249.54M |
| State street | 5.97M | 4.16% | $188.69M |
| Acadian asset management | 3.83M | 2.67% | $121.13M |
| Bank of america corp /de/ | 3.72M | 2.56% | $98.28M |
| Ubs group | 3.49M | 2.43% | $110.14M |
| Rgm capital | 3.43M | 2.39% | $108.43M |
| Arrowstreet capital, limited partnership | 3.39M | 2.36% | $107.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rgm capital | 3.43M | 4.48% | $108.43M |
| Twenty acre capital lp | 153.10K | 3.95% | $4.84M |
| Sunriver management | 949.45K | 3.59% | $30.00M |
| Profit investment management | 100.01K | 2.54% | $3.16M |
| Divisar capital management | 363.46K | 2.49% | $11.49M |
| Aristotle capital boston | 1.20M | 1.40% | $37.79M |
| Beacon harbor wealth advisors | 189.76K | 1.40% | $6.00M |
| Earnest partners | 7.90M | 1.12% | $249.54M |
| Cornerstone capital | 311.81K | 1.04% | $9.85M |
| Summit creek advisors | 226.96K | 0.94% | $7.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowstreet capital, limited partnership | 3.39M | 0.09% | 1.73M |
| Acadian asset management | 3.83M | 0.35% | 1.61M |
| Ubs group | 3.49M | 0.02% | 1.57M |
| Norges bank | 948.53K | 0.00% | 948.53K |
| Jupiter asset management | 766.91K | 0.24% | 766.91K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Champlain investment partners | - | - | -1.33M |
| Rgm capital | 3.43M | 4.48% | -981.86K |
| Sunriver management | 949.45K | 3.59% | -622.53K |
| Readystate asset management lp | - | - | -532.93K |
| Jpmorgan chase | 2.33M | 0.01% | -531.31K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 948.53K | 0.00% | 948.53K | $29.97M |
| Jupiter asset management | 766.91K | 0.24% | 766.91K | $24.23M |
| Raymond james financial | 265.98K | 0.00% | 265.98K | $8.40M |
| Madison investment advisors | 198.81K | 0.07% | 198.81K | $6.28M |
| Beacon harbor wealth advisors | 189.76K | 1.40% | 189.76K | $6.00M |
Sold Out
| Holder | Change |
|---|---|
| Great lakes retirement | -2.00 |
| Tfo-tdc | -3.00 |
| Claris advisors, llc / mo / | -6.00 |
| Anfield capital management | -12.00 |
| Mendota financial group | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 412 | 0.49% | 146,642,687 | 4.14% | 102 | 1.06% | 205 | 9.63% | 121 | -9.70% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8.89M | 6.18% | 5.13K |
| Vanguard US Total Market Shares ETF | 4.36M | 3.02% | 3.39K |
| Vanguard Total Stock Mkt Idx Inv | 4.34M | 3.02% | 2.33K |
| iShares Russell 2000 ETF | 3.71M | 2.58% | -32.12K |
| Vanguard Small Cap Index | 3.47M | 2.42% | 2.83K |
| Vanguard Information Technology ETF | 2.86M | 1.99% | 7.77K |
| EARNEST Partners Smid Cap Core Founders | 2.69M | 1.86% | -14.98K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.17M | 1.51% | -3.13K |
| Vanguard Small Cap Growth Index Inv | 1.95M | 1.36% | -10.94K |
| Fidelity Small Cap Index | 1.39M | 0.97% | -26.06K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 07, 2025 | Nottebohm Olivia | Chief Operating Officer | Sell | $38.64K |
| Mar 25, 2025 | Nottebohm Olivia | Chief Operating Officer | Sell | $64.75K |
| Mar 24, 2025 | Berkovitch Eli | VP Chief Acct Ofr & Controller | Sell | $173.26K |
| Mar 10, 2025 | Levie Aaron | Chief Executive Officer | Sell | $320.82K |
| Mar 10, 2025 | Smith Dylan C | Chief Financial Officer | Sell | $415.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 9 |
| 2024 Q4 | - | 12 |
| 2024 Q3 | - | 9 |
| 2024 Q2 | - | 4 |
BOX Ownership FAQ
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