Box Ownership 2024 | Who Owns Box Now?
Institutional Ownership
95.74%
Insider Ownership
3.44%
Retail Ownership
0.82%
Institutional Holders
349.00
Box Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 17.55% | 0.02% | 25,499,901 | -90,203 | -0.35% | 674,217,381 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.03% | 0.01% | 17,474,565 | 160,683 | 0.93% | 462,027,498 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 5.48% | 0.98% | 7,960,924 | 620,450 | 8.45% | 210,486,831 | Jun 30, 2024 |
| STATE STREET CORP | 3.82% | 0.01% | 5,553,925 | -159,141 | -2.79% | 146,845,777,000 | Jun 30, 2024 |
| RGM CAPITAL, LLC | 3.64% | 5.60% | 5,281,907 | - | - | 139,653,621 | Jun 30, 2024 |
| UBS GROUP AG | 3.04% | 0.03% | 4,413,566 | 4,413,566 | 100.00% | 116,694,685 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 2.56% | 0.01% | 3,717,061 | 199,228 | 5.66% | 98,279,094 | Jun 30, 2024 |
| MORGAN STANLEY | 2.26% | 0.01% | 3,285,072 | 80,658 | 2.52% | 86,857,353 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.23% | 0.01% | 3,236,795 | 114,379 | 3.66% | 85,598,063 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 2.12% | 0.12% | 3,078,857 | 125,435 | 4.25% | 81,404,980,000 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 2.11% | 0.50% | 3,060,244 | -20,470 | -0.66% | 80,912,851 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.00% | 0.01% | 2,907,645 | 373,760 | 14.75% | 76,878,134 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 1.91% | 0.03% | 2,773,533 | 106,532 | 3.99% | 73,332,212 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.77% | 0.02% | 2,564,668 | 229,314 | 9.82% | 67,808,579 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.64% | 0.26% | 2,380,986 | 6,406 | 0.27% | 62,953,270 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 1.54% | 0.07% | 2,238,281 | -886,746 | -28.38% | 59,180,000 | Jun 30, 2024 |
| UBS GROUP AG | 1.29% | 0.01% | 1,871,795 | 1,597,932 | 583.48% | 49,490,259 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.27% | 0.08% | 1,846,502 | 120,076 | 6.96% | 48,821,513 | Jun 30, 2024 |
| SUNRIVER MANAGEMENT LLC | 1.26% | 6.10% | 1,823,659 | 321,816 | 21.43% | 48,217,544 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.12% | 0.05% | 1,625,941 | 195,563 | 13.67% | 42,989,880 | Jun 30, 2024 |
Box's largest institutional shareholder is BLACKROCK INC., holding 17.55% of the company's total share outstanding, currently valued at $674.22M. The top 10 institutional shareholders own together 54.72% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TWENTY ACRE CAPITAL LP | 0.16% | 6.34% | 235,700 | 34,200 | 16.97% | 6,824,478 | Jun 30, 2024 |
| SUNRIVER MANAGEMENT LLC | 1.26% | 6.10% | 1,823,659 | 321,816 | 21.43% | 48,217,544 | Jun 30, 2024 |
| RGM CAPITAL, LLC | 3.64% | 5.60% | 5,281,907 | - | - | 139,653,621 | Jun 30, 2024 |
| DIVISAR CAPITAL MANAGEMENT LLC | 0.50% | 3.65% | 728,461 | 30,000 | 4.30% | 19,260,509 | Jun 30, 2024 |
| PELOTON WEALTH STRATEGISTS | 0.09% | 1.48% | 136,250 | -19,250 | -12.38% | 3,602,000 | Jun 30, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 0.94% | 1.21% | 1,362,893 | -103,308 | -7.05% | 36,034,878 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 5.48% | 0.98% | 7,960,924 | 620,450 | 8.45% | 210,486,831 | Jun 30, 2024 |
| CORNERSTONE CAPITAL, INC. | 0.23% | 0.90% | 336,505 | -26,128 | -7.21% | 8,897,192 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.13% | 0.78% | 184,797 | 184,797 | 100.00% | 4,886,033 | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | 0.45% | 0.65% | 649,143 | 649,143 | 100.00% | 17,163,341 | Jun 30, 2024 |
| SUMMIT CREEK ADVISORS LLC | 0.12% | 0.64% | 177,792 | -10,625 | -5.64% | 4,700,820 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 2.11% | 0.50% | 3,060,244 | -20,470 | -0.66% | 80,912,851 | Jun 30, 2024 |
| FCF ADVISORS LLC | 0.05% | 0.47% | 71,768 | 40,561 | 129.97% | 1,897,546 | Jun 30, 2024 |
| OXFORD ASSET MANAGEMENT LLP | 0.01% | 0.45% | 14,565 | 14,565 | 100.00% | 385,099 | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | 0.19% | 0.45% | 276,046 | 142,166 | 106.19% | 7,298,656 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.35% | 0.39% | 508,824 | 6,609 | 1.32% | 13,453,307 | Jun 30, 2024 |
| SONOMA PRIVATE WEALTH LLC | 0.01% | 0.39% | 9,137 | -201 | -2.15% | 241,582 | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.12% | 0.37% | 176,650 | -7,700 | -4.18% | 4,670,626 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.07% | 0.30% | 100,769 | 93,003 | 1197.57% | 2,664,000 | Jun 30, 2024 |
| EFG ASSET MANAGEMENT (NORTH AMERICA) CORP. | 0.04% | 0.28% | 60,480 | 286 | 0.48% | 1,599,394 | Jun 30, 2024 |
The largest Box shareholder by % of total assets is TWENTY ACRE CAPITAL LP. The company owns 235.70K shares of Box (BOX), representing 6.34% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| UBS GROUP AG | 3.04% | 0.03% | 4,413,566 | 4,413,566 | 100.00% | 116,694,685 | Jun 30, 2024 |
| UBS GROUP AG | 1.29% | 0.01% | 1,871,795 | 1,597,932 | 583.48% | 49,490,259 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.53% | 0.05% | 771,440 | 771,440 | 100.00% | 20,396,874 | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | 0.45% | 0.65% | 649,143 | 649,143 | 100.00% | 17,163,341 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 5.48% | 0.98% | 7,960,924 | 620,450 | 8.45% | 210,486,831 | Jun 30, 2024 |
| NORGES BANK | 0.28% | 0.00% | 408,287 | 408,287 | 100.00% | 10,795,108 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.00% | 0.01% | 2,907,645 | 373,760 | 14.75% | 76,878,134 | Jun 30, 2024 |
| SUNRIVER MANAGEMENT LLC | 1.26% | 6.10% | 1,823,659 | 321,816 | 21.43% | 48,217,544 | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.37% | 0.02% | 542,251 | 287,080 | 112.50% | 14,337,117 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 1.08% | 0.01% | 1,570,520 | 248,057 | 18.76% | 41,524,545 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.77% | 0.02% | 2,564,668 | 229,314 | 9.82% | 67,808,579 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 2.56% | 0.01% | 3,717,061 | 199,228 | 5.66% | 98,279,094 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.12% | 0.05% | 1,625,941 | 195,563 | 13.67% | 42,989,880 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.13% | 0.78% | 184,797 | 184,797 | 100.00% | 4,886,033 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.26% | 0.00% | 378,635 | 167,805 | 79.59% | 10,011,109 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.03% | 0.01% | 17,474,565 | 160,683 | 0.93% | 462,027,498 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.18% | 0.01% | 254,975 | 150,309 | 143.61% | 6,741,539 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.13% | 0.00% | 190,000 | 150,000 | 375.00% | 5,023,600 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.10% | 0.01% | 149,000 | 149,000 | 100.00% | 3,939,560 | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | 0.19% | 0.45% | 276,046 | 142,166 | 106.19% | 7,298,656 | Jun 30, 2024 |
As of Jun 30 2024, Box's largest institutional buyer is UBS GROUP AG. The company purchased 4.41M stocks of BOX, valued at $116.69M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 1.01% | 0.04% | 1,471,845 | -1,226,753 | -45.46% | 38,915,581 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 1.54% | 0.07% | 2,238,281 | -886,746 | -28.38% | 59,180,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.02% | 0.00% | 35,036 | -862,795 | -96.10% | 918,994 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.96% | 0.11% | 1,390,914 | -696,012 | -33.35% | 36,761,000 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -622,906 | -100.00% | - | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | - | - | - | -532,928 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.65% | 0.04% | 947,124 | -498,748 | -34.49% | 25,041,959 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.03% | 0.00% | 40,200 | -413,136 | -91.13% | 1,062,888 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.06% | 0.00% | 84,463 | -250,912 | -74.82% | 2,233,202 | Jun 30, 2024 |
| VARMA MUTUAL PENSION INSURANCE CO | 0.15% | 0.05% | 224,600 | -246,100 | -52.28% | 5,938,424 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.69% | 0.01% | 1,006,712 | -234,490 | -18.89% | 26,617,721 | Jun 30, 2024 |
| BURNEY CO/ | 0.03% | 0.05% | 45,138 | -228,840 | -83.53% | 1,193,448 | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.48% | 0.01% | 694,843 | -186,465 | -21.16% | 18,371,649 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -184,700 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.23% | 0.02% | 327,918 | -180,188 | -35.46% | 8,670,152 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.01% | 0.00% | 15,551 | -160,312 | -91.16% | 411,168 | Jun 30, 2024 |
| STATE STREET CORP | 3.82% | 0.01% | 5,553,925 | -159,141 | -2.79% | 146,845,777,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.14% | 0.00% | 197,833 | -149,694 | -43.07% | 5,230,705 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.30% | 0.00% | 428,990 | -129,267 | -23.16% | 11,342,495 | Jun 30, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 0.94% | 1.21% | 1,362,893 | -103,308 | -7.05% | 36,034,878 | Jun 30, 2024 |
As of Jun 30 2024, Box's biggest institutional seller is FIRST TRUST ADVISORS LP. The company sold -1.23M shares of BOX, valued at $38.92M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| UBS GROUP AG | 3.04% | 0.03% | 4,413,566 | 4,413,566 | 100.00% | 116,694,685 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.53% | 0.05% | 771,440 | 771,440 | 100.00% | 20,396,874 | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | 0.45% | 0.65% | 649,143 | 649,143 | 100.00% | 17,163,341 | Jun 30, 2024 |
| NORGES BANK | 0.28% | 0.00% | 408,287 | 408,287 | 100.00% | 10,795,108 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.13% | 0.78% | 184,797 | 184,797 | 100.00% | 4,886,033 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.08% | 0.01% | 120,075 | 120,075 | 100.00% | 3,174,783 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.07% | 0.01% | 98,153 | 98,153 | 100.00% | 2,595,165 | Jun 30, 2024 |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.06% | 0.02% | 84,405 | 84,405 | 100.00% | 2,231,668 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 81,840 | 81,840 | 100.00% | 2,163,850 | Jun 30, 2024 |
| ILLINOIS MUNICIPAL RETIREMENT FUND | 0.05% | 0.03% | 79,127 | 79,127 | 100.00% | 2,092,118 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.05% | 0.01% | 77,602 | 77,602 | 100.00% | 2,051,000 | Jun 30, 2024 |
| NEO IVY CAPITAL MANAGEMENT | 0.04% | 0.28% | 53,180 | 53,180 | 100.00% | 1,406,000 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.03% | 0.00% | 39,123 | 39,123 | 100.00% | 1,034,412,000 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.02% | 0.16% | 34,073 | 34,073 | 100.00% | 900,890 | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.02% | 0.03% | 30,800 | 30,800 | 100.00% | 814,352 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.02% | 0.00% | 23,823 | 23,823 | 100.00% | 629,879 | Jun 30, 2024 |
| BOKF, NA | 0.02% | 0.01% | 23,033 | 23,033 | 100.00% | 608,993 | Jun 30, 2024 |
| IMC-CHICAGO, LLC | 0.02% | 0.00% | 22,542 | 22,542 | 100.00% | 596,010 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.01% | 0.01% | 18,231 | 18,231 | 100.00% | 482,028 | Jun 30, 2024 |
| AVIVA PLC | 0.01% | 0.00% | 15,601 | 15,601 | 100.00% | 412,490 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.01% | - | 15,000 | 15,000 | 100.00% | 2,400 | Jun 30, 2024 |
| OXFORD ASSET MANAGEMENT LLP | 0.01% | 0.45% | 14,565 | 14,565 | 100.00% | 385,099 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.01% | 0.01% | 14,507 | 14,507 | 100.00% | 383,565 | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | 0.01% | 0.04% | 12,688 | 12,688 | 100.00% | 335,471 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.01% | 0.01% | 8,840 | 8,840 | 100.00% | 233,732 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.01% | 0.04% | 7,839 | 7,839 | 100.00% | 207,263 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.10% | 6,400 | 6,400 | 100.00% | 169,216 | Jun 30, 2024 |
| TORONTO DOMINION BANK | 0.00% | 0.00% | 2,000 | 2,000 | 100.00% | 52,880 | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | - | 900 | 900 | 100.00% | 23,022 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | 0.00% | 0.00% | 659 | 659 | 100.00% | 17,424 | Jun 30, 2024 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 0.00% | - | 350 | 350 | 100.00% | 9,254 | Jun 30, 2024 |
| 0.00% | 0.00% | 300 | 300 | 100.00% | 7,932 | Jun 30, 2024 | |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 279 | 279 | 100.00% | 7,318 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.00% | 200 | 200 | 100.00% | 5,288 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 125 | 125 | 100.00% | 3,305 | Jun 30, 2024 |
| GPS WEALTH STRATEGIES GROUP, LLC | 0.00% | 0.00% | 106 | 106 | 100.00% | 2,803 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 70 | 70 | 100.00% | 1,851 | Jun 30, 2024 |
| STEPHENS CONSULTING, LLC | - | 0.00% | 69 | 69 | 100.00% | 1,825 | Jun 30, 2024 |
| IFP ADVISORS, INC | - | 0.00% | 57 | 57 | 100.00% | 1,507 | Jun 30, 2024 |
| US BANCORP \DE\ | - | - | 50 | 50 | 100.00% | 250 | Jun 30, 2024 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 42 | 42 | 100.00% | 1,111 | Jun 30, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | - | 0.00% | 41 | 41 | 100.00% | 1,085 | Jun 30, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | - | 0.00% | 25 | 25 | 100.00% | 661 | Jun 30, 2024 |
| CVA FAMILY OFFICE, LLC | - | 0.00% | 19 | 19 | 100.00% | 502 | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | - | - | 2 | 2 | 100.00% | 53 | Jun 30, 2024 |
Box's largest new institutional shareholder by number of shares is UBS GROUP AG, purchased 4.41M shares, valued at $116.69M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -622,906 | -100.00% | - | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | - | - | - | -532,928 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -184,700 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| DIAMETER CAPITAL PARTNERS LP | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -98,900 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -76,185 | -100.00% | - | Jun 30, 2024 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | - | - | - | -67,424 | -100.00% | - | Jun 30, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | - | - | - | -54,900 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -52,300 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -50,800 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | - | - | - | -47,400 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -35,624 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -34,887 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -16,018 | -100.00% | - | Jun 30, 2024 |
| BRIO CONSULTANTS, LLC | - | - | - | -14,404 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -14,085 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -12,600 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -12,400 | -100.00% | - | Jun 30, 2024 |
| VONTOBEL HOLDING LTD. | - | - | - | -10,327 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -8,621 | -100.00% | - | Jun 30, 2024 |
| BLAIR WILLIAM & CO/IL | - | - | - | -8,180 | -100.00% | - | Jun 30, 2024 |
| MARINER, LLC | - | - | - | -8,162 | -100.00% | - | Jun 30, 2024 |
| ATRIA WEALTH SOLUTIONS, INC. | - | - | - | -8,105 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -7,411 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -5,811 | -100.00% | - | Jun 30, 2024 |
| STATE OF WYOMING | - | - | - | -2,295 | -100.00% | - | Jun 30, 2024 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| A16Z PERENNIAL MANAGEMENT, L.P. | - | - | - | -1,874 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -1,180 | -100.00% | - | Jun 30, 2024 |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -222 | -100.00% | - | Jun 30, 2024 |
| PERFORMA LTD (US), LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| SMITHFIELD TRUST CO | - | - | - | -93 | -100.00% | - | Jun 30, 2024 |
| GENEOS WEALTH MANAGEMENT INC. | - | - | - | -42 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
Box's largest sold out institutional shareholder by shares sold is ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, sold -0.62M shares, valued at -, as of undefined.
Box Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| FORUM FUNDS | 4.05% | 9,348,000 | - | - | Jan 31, 2024 |
| Elevation Series Trust | 1.45% | 71,468 | - | - | Jan 31, 2024 |
| FORUM FUNDS | 1.30% | 3,000,000 | - | - | Jan 31, 2024 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 1.21% | 5,882,000 | - | - | Jan 31, 2024 |
| RANGER FUNDS INVESTMENT TRUST | 1.07% | 24,698 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.81% | 292,774 | 84,059 | 40.27% | Mar 31, 2024 |
| BANCROFT FUND LTD | 0.67% | 930,000 | - | - | Dec 29, 2023 |
| FIRSTHAND FUNDS | 0.59% | 200,000 | - | - | Mar 28, 2024 |
| HSBC FUNDS | 0.57% | 18,330 | - | - | Jan 31, 2024 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 0.56% | 2,717,000 | - | - | Jan 31, 2024 |
| Virtus Strategy Trust | 0.48% | 10,075,000 | - | - | Mar 28, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.47% | 1,125,000 | - | - | Jan 31, 2024 |
| Virtus Equity & Convertible Income Fund | 0.46% | 920,000 | - | - | Jan 31, 2024 |
| UNIFIED SERIES TRUST | 0.44% | 7,000,000 | -1,000,000 | -12.50% | Mar 31, 2024 |
| FIDELITY FINANCIAL TRUST | 0.43% | 7,633,000 | - | - | Feb 29, 2024 |
| Virtus Diversified Income & Convertible Fund | 0.40% | 810,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund II | 0.32% | 1,215,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund | 0.32% | 1,580,000 | - | - | Jan 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.31% | 22,691 | - | - | Sep 30, 2022 |
| Vanguard Montgomery Funds | 0.31% | 73,034 | - | - | Mar 31, 2024 |
| ADVENT CONVERTIBLE & INCOME FUND | 0.28% | 975,000 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.28% | 862,544 | 176,951 | 25.81% | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.28% | 106,049 | - | - | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.24% | 87,884 | - | - | Mar 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.24% | 25,000,000 | - | - | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.24% | 25,000,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.22% | 704,741 | -392,206 | -35.75% | Mar 31, 2024 |
| REYNOLDS FUNDS INC | 0.21% | 2,400 | 1,900 | 380.00% | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.19% | 150,000 | -41,500 | -21.67% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.18% | 1,838,113 | -139,984 | -7.08% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.18% | 94,152 | - | - | Mar 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.16% | 5,000,000 | - | - | Mar 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.15% | 18,484 | - | - | Dec 31, 2020 |
| FIDELITY FINANCIAL TRUST | 0.14% | 2,533,000 | -1,600,000 | -38.71% | Feb 29, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.12% | 71,544 | 71,544 | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.11% | 20,356 | - | - | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND II | 0.10% | 758,512 | 96,937 | 14.65% | Mar 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.10% | 3,000,000 | - | - | Mar 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.10% | 2,883 | - | - | Mar 31, 2024 |
| TrimTabs ETF Trust | 0.09% | 60,922 | 25,199 | 70.54% | Jan 31, 2024 |
| Global Beta ETF Trust | 0.09% | 253 | -73 | -22.39% | May 31, 2022 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.08% | 800,644 | - | - | Jan 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.08% | 5,650,000 | - | - | Feb 29, 2024 |
| HARBOR FUNDS | 0.07% | 1,577,000 | - | - | Jan 31, 2024 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.05% | 2,399,000 | - | - | Feb 29, 2024 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.05% | 2,399,000 | - | - | Feb 29, 2024 |
| HARBOR FUNDS | 0.05% | 1,198,940 | -106,017 | -8.12% | Jan 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.05% | 3,650,000 | - | - | Feb 29, 2024 |
| WASATCH FUNDS TRUST | 0.04% | 414,365 | - | - | Mar 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.04% | 22,210 | -3,510 | -13.65% | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.04% | 33,400 | -3,290 | -8.97% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.04% | 247,203 | -9,668 | -3.76% | Mar 31, 2024 |
| WEITZ FUNDS | 0.04% | 1,225,000 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.04% | 92,709 | 29,496 | 46.66% | Jan 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.04% | 369,748 | -3,908 | -1.05% | Feb 29, 2024 |
| Voya EQUITY TRUST | 0.04% | 53,947 | -13,064 | -19.50% | Feb 29, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.04% | 20,878 | -706 | -3.27% | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS V | 0.03% | 1,987,705 | 6,757 | 0.34% | Feb 29, 2024 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.03% | 9,663 | -10,733 | -52.62% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.03% | 11,905,605 | -2,084,643 | -14.90% | Mar 31, 2024 |
| LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.03% | 109,800 | - | - | Dec 29, 2023 |
| HARBOR FUNDS | 0.03% | 631,000 | - | - | Jan 31, 2024 |
| VANGUARD EXPLORER FUND | 0.02% | 293,515 | -675,366 | -69.71% | Jan 31, 2024 |
| WESMARK FUNDS | 0.02% | 81,254 | - | - | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.02% | 730 | 730 | - | Mar 31, 2024 |
| AMG FUNDS III | 0.02% | 105,944 | - | - | Mar 28, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.02% | 45,886 | -2,886 | -5.92% | Mar 31, 2024 |
| VALUED ADVISERS TRUST | 0.02% | 18,619 | - | - | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.02% | 129,096 | -19,307 | -13.01% | Aug 31, 2023 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.02% | 962,000 | - | - | Mar 28, 2024 |
| MFS VARIABLE INSURANCE TRUST | 0.02% | 573,953 | - | - | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.02% | 21,159 | -6,421 | -23.28% | Mar 28, 2024 |
| MADISON FUNDS | 0.02% | 103,665 | - | - | Jan 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.02% | 29,227 | - | - | Mar 31, 2024 |
| Bernstein Fund Inc | 0.02% | 153,350 | -9,780 | -6.00% | Mar 31, 2024 |
| DEUTSCHE DWS SECURITIES TRUST | 0.02% | 629,698 | - | - | Jan 31, 2024 |
| EntrepreneurShares Series Trust | 0.02% | 4,099 | - | - | Dec 31, 2023 |
| PFM Multi-Manager Series Trust | 0.01% | 12,255 | 797 | 6.96% | Dec 31, 2023 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 3,187 | - | - | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.01% | 63,800 | - | - | Mar 31, 2024 |
| PIONEER SERIES TRUST II | 0.01% | 144,947 | - | - | Feb 29, 2024 |
| Gabelli Go Anywhere Trust | 0.01% | 3,000 | - | - | Sep 30, 2021 |
| JNL VARIABLE FUND LLC | 0.01% | 65,099 | - | - | Mar 31, 2020 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 42,139 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 421,680 | -136,410 | -24.44% | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.01% | 948,207 | - | - | Jan 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.01% | 540,207 | -32,270 | -5.64% | Mar 31, 2024 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 0.01% | 7,200 | - | - | Feb 29, 2024 |
| STEWARD FUNDS, INC. | 0.01% | 18,320 | - | - | Jan 31, 2024 |
| PUTNAM MASTER INTERMEDIATE INCOME TRUST | 0.01% | 110,000 | - | - | Dec 31, 2023 |
| Segall Bryant & Hamill Trust | 0.01% | 134,366 | 1,777 | 1.34% | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.01% | 445,600 | - | - | Feb 29, 2024 |
| Innovator ETFs Trust | 0.01% | 28,672 | - | - | Jan 31, 2024 |
| VANGUARD WORLD FUND | 0.01% | 1,702,447 | 121,892 | 7.71% | Feb 29, 2024 |
| Harbor ETF Trust | 0.01% | 29,643 | 3,997 | 15.59% | Jan 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.01% | 38,469 | -93 | -0.24% | Jan 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.01% | 800,000 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 1,262,634 | 21,880 | 1.76% | Feb 29, 2024 |
| PUTNAM MASTER INTERMEDIATE INCOME TRUST | 0.01% | 81,000 | - | - | Dec 31, 2023 |
| Capitol Series Trust | 0.01% | 54,405 | - | - | Jan 31, 2024 |
Box's largest mutual fund holder by % of total assets is "FORUM FUNDS", owning 9.35M shares, compromising 4.05% of its total assets.
Box Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 349 | -3.06% |
| 31 Mar, 24 | 360 | 2.56% |
| 31 Dec, 23 | 351 | 1.74% |
| 30 Sep, 23 | 345 | -3.90% |
| 30 Jun, 23 | 359 | -5.28% |
| 31 Mar, 23 | 379 | -0.52% |
| 31 Dec, 22 | 381 | 13.06% |
| 30 Sep, 22 | 337 | 1.20% |
| 30 Jun, 22 | 333 | -1.77% |
| 31 Mar, 22 | 339 | 2.73% |
| 31 Dec, 21 | 330 | 12.63% |
| 30 Sep, 21 | 293 | -6.69% |
| 30 Jun, 21 | 314 | -6.27% |
| 31 Mar, 21 | 335 | 8.41% |
| 31 Dec, 20 | 309 | -0.96% |
| 30 Sep, 20 | 312 | 2.63% |
| 30 Jun, 20 | 304 | 13.01% |
| 31 Mar, 20 | 269 | -2.89% |
| 31 Dec, 19 | 277 | -1.07% |
| 30 Sep, 19 | 280 | -1.75% |
| 30 Jun, 19 | 285 | -3.72% |
| 31 Mar, 19 | 296 | 3.86% |
| 31 Dec, 18 | 285 | -6.86% |
| 30 Sep, 18 | 306 | -2.55% |
| 30 Jun, 18 | 314 | 32.49% |
| 31 Mar, 18 | 237 | 0.42% |
| 31 Dec, 17 | 236 | 13.46% |
| 30 Sep, 17 | 208 | 0.97% |
| 30 Jun, 17 | 206 | 15.73% |
| 31 Mar, 17 | 178 | 7.23% |
| 31 Dec, 16 | 166 | 11.41% |
| 30 Sep, 16 | 149 | 14.62% |
| 30 Jun, 16 | 130 | 15.04% |
| 31 Mar, 16 | 113 | 7.62% |
| 31 Dec, 15 | 105 | -4.55% |
| 30 Sep, 15 | 110 | 10.00% |
| 30 Jun, 15 | 100 | 13.64% |
| 31 Mar, 15 | 88 | - |
| 30 Jun, 14 | 1 | - |
| 30 Sep, 11 | 1 | - |
| 30 Jun, 10 | 1 | - |
As of 30 Jun 24, 349 institutions are holding Box's shares, representing a decrease of -3.06% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 139,110,026 | -1.12% |
| 31 Mar, 24 | 140,686,133 | 12.54% |
| 31 Dec, 23 | 125,013,445 | 0.34% |
| 30 Sep, 23 | 124,587,658 | -2.56% |
| 30 Jun, 23 | 127,863,665 | 1.33% |
| 31 Mar, 23 | 126,186,399 | 0.41% |
| 31 Dec, 22 | 125,670,988 | 2.07% |
| 30 Sep, 22 | 123,116,545 | 0.62% |
| 30 Jun, 22 | 122,356,680 | 0.41% |
| 31 Mar, 22 | 121,852,655 | -2.75% |
| 31 Dec, 21 | 125,297,697 | -0.41% |
| 30 Sep, 21 | 125,817,764 | -2.54% |
| 30 Jun, 21 | 129,097,856 | -3.49% |
| 31 Mar, 21 | 133,768,282 | 4.13% |
| 31 Dec, 20 | 128,460,634 | 1.66% |
| 30 Sep, 20 | 126,365,820 | 3.23% |
| 30 Jun, 20 | 122,411,187 | 2.55% |
| 31 Mar, 20 | 119,362,761 | 1.32% |
| 31 Dec, 19 | 117,810,556 | 2.53% |
| 30 Sep, 19 | 114,900,944 | 7.51% |
| 30 Jun, 19 | 106,874,191 | 9.72% |
| 31 Mar, 19 | 97,404,285 | 1.92% |
| 31 Dec, 18 | 95,571,727 | 2.20% |
| 30 Sep, 18 | 93,518,927 | -2.14% |
| 30 Jun, 18 | 95,561,855 | -10.75% |
| 31 Mar, 18 | 107,066,245 | 10.22% |
| 31 Dec, 17 | 97,136,239 | 13.59% |
| 30 Sep, 17 | 85,511,683 | 10.00% |
| 30 Jun, 17 | 77,736,045 | 60.34% |
| 31 Mar, 17 | 48,481,761 | 25.54% |
| 31 Dec, 16 | 38,617,549 | 17.84% |
| 30 Sep, 16 | 32,770,510 | 11.23% |
| 30 Jun, 16 | 29,462,972 | 23.59% |
| 31 Mar, 16 | 23,840,158 | 15.38% |
| 31 Dec, 15 | 20,662,073 | 9.29% |
| 30 Sep, 15 | 18,905,791 | 130.36% |
| 30 Jun, 15 | 8,207,108 | -44.04% |
| 31 Mar, 15 | 14,666,627 | - |
| 30 Jun, 14 | 79,800 | - |
| 30 Sep, 11 | 21,257 | - |
| 30 Jun, 10 | 50 | - |
Box (BOX) has 139.11M shares outstanding as of 30 Jun 24, down -1.12% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 95.74% | 1.01% |
| 31 Mar, 24 | 97.56% | 1.30% |
| 31 Dec, 23 | 86.69% | 1.16% |
| 30 Sep, 23 | 86.57% | 1.10% |
| 30 Jun, 23 | 88.64% | 1.17% |
| 31 Mar, 23 | 87.18% | 1.14% |
| 31 Dec, 22 | 87.52% | 1.17% |
| 30 Sep, 22 | 86.47% | 1.19% |
| 30 Jun, 22 | 85.12% | 1.20% |
| 31 Mar, 22 | 84.20% | 1.18% |
| 31 Dec, 21 | 84.55% | 1.22% |
| 30 Sep, 21 | 83.13% | 1.30% |
| 30 Jun, 21 | 80.10% | 1.17% |
| 31 Mar, 21 | 82.71% | 1.22% |
| 31 Dec, 20 | 82.43% | 1.28% |
| 30 Sep, 20 | 80.25% | 1.28% |
| 30 Jun, 20 | 79.11% | 1.28% |
| 31 Mar, 20 | 78.56% | 1.27% |
| 31 Dec, 19 | 78.52% | 1.31% |
| 30 Sep, 19 | 77.35% | 1.46% |
| 30 Jun, 19 | 72.69% | 1.62% |
| 31 Mar, 19 | 67.05% | 1.47% |
| 31 Dec, 18 | 67.61% | 1.57% |
| 30 Sep, 18 | 65.69% | 1.42% |
| 30 Jun, 18 | 67.91% | 1.14% |
| 31 Mar, 18 | 77.29% | 1.47% |
| 31 Dec, 17 | 72.53% | 1.80% |
| 30 Sep, 17 | 63.51% | 1.86% |
| 30 Jun, 17 | 58.46% | 4.30% |
| 31 Mar, 17 | 36.88% | 4.02% |
| 31 Dec, 16 | 30.30% | 4.64% |
| 30 Sep, 16 | 25.55% | 4.73% |
| 30 Jun, 16 | 23.24% | 6.38% |
| 31 Mar, 16 | 19.08% | 6.57% |
| 31 Dec, 15 | 17.04% | 7.07% |
| 30 Sep, 15 | 15.52% | 33.41% |
| 30 Jun, 15 | 6.82% | 4.52% |
| 31 Mar, 15 | 12.29% | - |
| 30 Jun, 14 | 0.08% | - |
| 30 Sep, 11 | 0.02% | - |
| 30 Jun, 10 | 0.00% | - |
As of 30 Jun 24, Box is held by 95.74% institutional shareholders, representing a 1.01% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 172 | -7.03% |
| 31 Mar, 24 | 185 | 34.06% |
| 31 Dec, 23 | 138 | -5.48% |
| 30 Sep, 23 | 146 | -7.01% |
| 30 Jun, 23 | 157 | -11.80% |
| 31 Mar, 23 | 178 | -3.78% |
| 31 Dec, 22 | 185 | 14.20% |
| 30 Sep, 22 | 162 | 15.71% |
| 30 Jun, 22 | 140 | -9.09% |
| 31 Mar, 22 | 154 | -12.00% |
| 31 Dec, 21 | 175 | 30.60% |
| 30 Sep, 21 | 134 | 0.75% |
| 30 Jun, 21 | 133 | -13.64% |
| 31 Mar, 21 | 154 | 15.79% |
| 31 Dec, 20 | 133 | -14.19% |
| 30 Sep, 20 | 155 | -3.13% |
| 30 Jun, 20 | 160 | 25.98% |
| 31 Mar, 20 | 127 | 5.83% |
| 31 Dec, 19 | 120 | 0.84% |
| 30 Sep, 19 | 119 | -15.00% |
| 30 Jun, 19 | 140 | -4.76% |
| 31 Mar, 19 | 147 | 14.84% |
| 31 Dec, 18 | 128 | -24.71% |
| 30 Sep, 18 | 170 | -11.92% |
| 30 Jun, 18 | 193 | 60.83% |
| 31 Mar, 18 | 120 | -0.83% |
| 31 Dec, 17 | 121 | 23.47% |
| 30 Sep, 17 | 98 | -31.47% |
| 30 Jun, 17 | 143 | 52.13% |
| 31 Mar, 17 | 94 | - |
| 31 Dec, 16 | 94 | 17.50% |
| 30 Sep, 16 | 80 | 11.11% |
| 30 Jun, 16 | 72 | 16.13% |
| 31 Mar, 16 | 62 | 8.77% |
| 31 Dec, 15 | 57 | -21.92% |
| 30 Sep, 15 | 73 | 23.73% |
| 30 Jun, 15 | 59 | -20.27% |
| 31 Mar, 15 | 74 | - |
| 30 Jun, 14 | 1 | - |
| 30 Sep, 11 | 1 | - |
| 30 Jun, 10 | 1 | - |
172 institutional shareholders have increased their position in BOX stock as of 30 Jun 24 compared to 185 in the previous quarter (a -7.03% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 108 | -1.82% |
| 31 Mar, 24 | 110 | -19.12% |
| 31 Dec, 23 | 136 | 10.57% |
| 30 Sep, 23 | 123 | 1.65% |
| 30 Jun, 23 | 121 | -6.20% |
| 31 Mar, 23 | 129 | 4.03% |
| 31 Dec, 22 | 124 | 20.39% |
| 30 Sep, 22 | 103 | -19.53% |
| 30 Jun, 22 | 128 | 9.40% |
| 31 Mar, 22 | 117 | 36.05% |
| 31 Dec, 21 | 86 | -2.27% |
| 30 Sep, 21 | 88 | -16.19% |
| 30 Jun, 21 | 105 | -2.78% |
| 31 Mar, 21 | 108 | 4.85% |
| 31 Dec, 20 | 103 | 11.96% |
| 30 Sep, 20 | 92 | 27.78% |
| 30 Jun, 20 | 72 | -8.86% |
| 31 Mar, 20 | 79 | -2.47% |
| 31 Dec, 19 | 81 | 3.85% |
| 30 Sep, 19 | 78 | 27.87% |
| 30 Jun, 19 | 61 | -11.59% |
| 31 Mar, 19 | 69 | -24.18% |
| 31 Dec, 18 | 91 | 35.82% |
| 30 Sep, 18 | 67 | -4.29% |
| 30 Jun, 18 | 70 | 11.11% |
| 31 Mar, 18 | 63 | -4.55% |
| 31 Dec, 17 | 66 | 15.79% |
| 30 Sep, 17 | 57 | 111.11% |
| 30 Jun, 17 | 27 | -37.21% |
| 31 Mar, 17 | 43 | 22.86% |
| 31 Dec, 16 | 35 | 20.69% |
| 30 Sep, 16 | 29 | 26.09% |
| 30 Jun, 16 | 23 | 4.55% |
| 31 Mar, 16 | 22 | -8.33% |
| 31 Dec, 15 | 24 | 84.62% |
| 30 Sep, 15 | 13 | -23.53% |
| 30 Jun, 15 | 17 | - |
| 31 Mar, 15 | - | - |
| 30 Jun, 14 | - | - |
| 30 Sep, 11 | - | - |
| 30 Jun, 10 | - | - |
108 institutional shareholders have reduced their position in BOX stock as of 30 Jun 24 compared to 110 in the previous quarter (a -1.82% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 349 | -3.06% | 139,110,026 | -1.12% | 95.74% | 1.01% | 172 | -7.03% | 108 | -1.82% |
| 31 Mar, 24 | 360 | 2.56% | 140,686,133 | 12.54% | 97.56% | 1.30% | 185 | 34.06% | 110 | -19.12% |
| 31 Dec, 23 | 351 | 1.74% | 125,013,445 | 0.34% | 86.69% | 1.16% | 138 | -5.48% | 136 | 10.57% |
| 30 Sep, 23 | 345 | -3.90% | 124,587,658 | -2.56% | 86.57% | 1.10% | 146 | -7.01% | 123 | 1.65% |
| 30 Jun, 23 | 359 | -5.28% | 127,863,665 | 1.33% | 88.64% | 1.17% | 157 | -11.80% | 121 | -6.20% |
| 31 Mar, 23 | 379 | -0.52% | 126,186,399 | 0.41% | 87.18% | 1.14% | 178 | -3.78% | 129 | 4.03% |
| 31 Dec, 22 | 381 | 13.06% | 125,670,988 | 2.07% | 87.52% | 1.17% | 185 | 14.20% | 124 | 20.39% |
| 30 Sep, 22 | 337 | 1.20% | 123,116,545 | 0.62% | 86.47% | 1.19% | 162 | 15.71% | 103 | -19.53% |
| 30 Jun, 22 | 333 | -1.77% | 122,356,680 | 0.41% | 85.12% | 1.20% | 140 | -9.09% | 128 | 9.40% |
| 31 Mar, 22 | 339 | 2.73% | 121,852,655 | -2.75% | 84.20% | 1.18% | 154 | -12.00% | 117 | 36.05% |
| 31 Dec, 21 | 330 | 12.63% | 125,297,697 | -0.41% | 84.55% | 1.22% | 175 | 30.60% | 86 | -2.27% |
| 30 Sep, 21 | 293 | -6.69% | 125,817,764 | -2.54% | 83.13% | 1.30% | 134 | 0.75% | 88 | -16.19% |
| 30 Jun, 21 | 314 | -6.27% | 129,097,856 | -3.49% | 80.10% | 1.17% | 133 | -13.64% | 105 | -2.78% |
| 31 Mar, 21 | 335 | 8.41% | 133,768,282 | 4.13% | 82.71% | 1.22% | 154 | 15.79% | 108 | 4.85% |
| 31 Dec, 20 | 309 | -0.96% | 128,460,634 | 1.66% | 82.43% | 1.28% | 133 | -14.19% | 103 | 11.96% |
| 30 Sep, 20 | 312 | 2.63% | 126,365,820 | 3.23% | 80.25% | 1.28% | 155 | -3.13% | 92 | 27.78% |
| 30 Jun, 20 | 304 | 13.01% | 122,411,187 | 2.55% | 79.11% | 1.28% | 160 | 25.98% | 72 | -8.86% |
| 31 Mar, 20 | 269 | -2.89% | 119,362,761 | 1.32% | 78.56% | 1.27% | 127 | 5.83% | 79 | -2.47% |
| 31 Dec, 19 | 277 | -1.07% | 117,810,556 | 2.53% | 78.52% | 1.31% | 120 | 0.84% | 81 | 3.85% |
| 30 Sep, 19 | 280 | -1.75% | 114,900,944 | 7.51% | 77.35% | 1.46% | 119 | -15.00% | 78 | 27.87% |
| 30 Jun, 19 | 285 | -3.72% | 106,874,191 | 9.72% | 72.69% | 1.62% | 140 | -4.76% | 61 | -11.59% |
| 31 Mar, 19 | 296 | 3.86% | 97,404,285 | 1.92% | 67.05% | 1.47% | 147 | 14.84% | 69 | -24.18% |
| 31 Dec, 18 | 285 | -6.86% | 95,571,727 | 2.20% | 67.61% | 1.57% | 128 | -24.71% | 91 | 35.82% |
| 30 Sep, 18 | 306 | -2.55% | 93,518,927 | -2.14% | 65.69% | 1.42% | 170 | -11.92% | 67 | -4.29% |
| 30 Jun, 18 | 314 | 32.49% | 95,561,855 | -10.75% | 67.91% | 1.14% | 193 | 60.83% | 70 | 11.11% |
| 31 Mar, 18 | 237 | 0.42% | 107,066,245 | 10.22% | 77.29% | 1.47% | 120 | -0.83% | 63 | -4.55% |
| 31 Dec, 17 | 236 | 13.46% | 97,136,239 | 13.59% | 72.53% | 1.80% | 121 | 23.47% | 66 | 15.79% |
| 30 Sep, 17 | 208 | 0.97% | 85,511,683 | 10.00% | 63.51% | 1.86% | 98 | -31.47% | 57 | 111.11% |
| 30 Jun, 17 | 206 | 15.73% | 77,736,045 | 60.34% | 58.46% | 4.30% | 143 | 52.13% | 27 | -37.21% |
| 31 Mar, 17 | 178 | 7.23% | 48,481,761 | 25.54% | 36.88% | 4.02% | 94 | - | 43 | 22.86% |
| 31 Dec, 16 | 166 | 11.41% | 38,617,549 | 17.84% | 30.30% | 4.64% | 94 | 17.50% | 35 | 20.69% |
| 30 Sep, 16 | 149 | 14.62% | 32,770,510 | 11.23% | 25.55% | 4.73% | 80 | 11.11% | 29 | 26.09% |
| 30 Jun, 16 | 130 | 15.04% | 29,462,972 | 23.59% | 23.24% | 6.38% | 72 | 16.13% | 23 | 4.55% |
| 31 Mar, 16 | 113 | 7.62% | 23,840,158 | 15.38% | 19.08% | 6.57% | 62 | 8.77% | 22 | -8.33% |
| 31 Dec, 15 | 105 | -4.55% | 20,662,073 | 9.29% | 17.04% | 7.07% | 57 | -21.92% | 24 | 84.62% |
| 30 Sep, 15 | 110 | 10.00% | 18,905,791 | 130.36% | 15.52% | 33.41% | 73 | 23.73% | 13 | -23.53% |
| 30 Jun, 15 | 100 | 13.64% | 8,207,108 | -44.04% | 6.82% | 4.52% | 59 | -20.27% | 17 | - |
| 31 Mar, 15 | 88 | - | 14,666,627 | - | 12.29% | - | 74 | - | - | - |
| 30 Jun, 14 | 1 | - | 79,800 | - | 0.08% | - | 1 | - | - | - |
| 30 Sep, 11 | 1 | - | 21,257 | - | 0.02% | - | 1 | - | - | - |
| 30 Jun, 10 | 1 | - | 50 | - | 0.00% | - | 1 | - | - | - |
Box Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Box's stock was made by Smith Dylan C on Aug 13 2024, selling 13,000 shares at $27.05 per share (valued at $351.68K).
Box Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 8 | 4 | 200.00% |
| Q2 2024 | 9 | 14 | 64.29% |
| Q1 2024 | 3 | 14 | 21.43% |
| Q4 2023 | 1 | 7 | 14.29% |
| Q3 2023 | - | 9 | - |
| Q2 2023 | 11 | 11 | 100.00% |
| Q1 2023 | 5 | 11 | 45.45% |
| Q4 2022 | 10 | 22 | 45.45% |
| Q3 2022 | 7 | 2 | 350.00% |
| Q2 2022 | 4 | 11 | 36.36% |
| Q1 2022 | 6 | 13 | 46.15% |
| Q4 2021 | 2 | 14 | 14.29% |
| Q3 2021 | 11 | 11 | 100.00% |
| Q2 2021 | 8 | 10 | 80.00% |
| Q1 2021 | - | 5 | - |
| Q4 2020 | - | 5 | - |
| Q3 2020 | 7 | 13 | 53.85% |
| Q2 2020 | 16 | 23 | 69.57% |
| Q1 2020 | 2 | 2 | 100.00% |
| Q4 2019 | - | 3 | - |
8 total buy trades, and 4 total sell trades (buy/sell ratio of 2.00%) were made by Box's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 4 | - |
| Q2 2024 | - | 4 | - |
| Q1 2024 | - | 8 | - |
| Q4 2023 | - | 5 | - |
| Q3 2023 | - | 5 | - |
| Q2 2023 | - | 6 | - |
| Q1 2023 | - | 6 | - |
| Q4 2022 | - | 9 | - |
| Q3 2022 | - | 2 | - |
| Q2 2022 | - | 3 | - |
| Q1 2022 | - | 4 | - |
| Q4 2021 | - | 9 | - |
| Q3 2021 | - | 6 | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | 2 | - |
| Q4 2020 | - | 2 | - |
| Q3 2020 | - | 8 | - |
| Q2 2020 | - | 9 | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | 1 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 4 open market sell trades of Box's stocks.
Box Peer Ownership
| Ticker | Company |
|---|---|
| MDB | MongoDB, Inc. |
| ESMT | EngageSmart, Inc. |
| VMW | VMware, Inc. |
| FLT | Corpay, Inc. |
| FFIV | F5, Inc. |
| NTNX | Nutanix, Inc. |
| WEX | WEX Inc. |
| AVDX | AvidXchange Holdings, Inc. |
| GDDY | GoDaddy Inc. |
| ZS | Zscaler, Inc. |
| DAVA | Endava plc |
| NET | Cloudflare, Inc. |
| SQSP | Squarespace, Inc. |
| CSGS | CSG Systems International, Inc. |
| GEN | Gen Digital Inc. |
| CCCS | CCC Intelligent Solutions Holdings Inc. |
| VRSN | VeriSign, Inc. |
| EVTC | EVERTEC, Inc. |
| PAGS | PagSeguro Digital Ltd. |
| CRWD | CrowdStrike Holdings, Inc. |
| NTCT | NetScout Systems, Inc. |
BOX Ownership FAQ
Who Owns Box?
Box is owned by institutional shareholders (95.74%), insiders (3.44%), and public (0.82%). The largest institutional shareholder of Box is BLACKROCK INC. (17.55% of total shares) and the top mutual fund owner is FORUM FUNDS (4.05% of total shares).
Who are the major institutional shareholders of Box?
Box's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, EARNEST PARTNERS LLC, STATE STREET CORP, and RGM CAPITAL, LLC. The top five shareholders own together 42.51% of the company's share outstanding.
How many Box shareholders are there?
As of Jun 2024, there are 349 institutional shareholders of Box.
What percentage of Box is owned by BLACKROCK INC?
BLACKROCK INC owns 25.5M shares of Box, representing 17.55% of the company's total shares outstanding, valued at $674.22M (as of Jun 2024).
What percentage of Box is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 17.47M shares of Box (BOX), compromising 12.03% of the company, valued at $462.03M.
What percentage of Box is owned by EARNEST PARTNERS LLC?
EARNEST PARTNERS LLC is the third largest holder of Box. The company owns 7.96M of the company's shares outstanding (worth $210.49M).