
Box, Inc.
BOXNYSE
USReal-Time Price
$41.75USD
+1.29 (+3.19%)Today
$41.51-0.24 (-0.57%)Pre-Market4:10 AM ET
BTI Score
Near Future
65
Long Term
64
BTI Fair Market Cap
$6.49B
-11.72% vs fair
Growth Software & Internet
Hold
Box, Inc. (BOX) Holders & Ownership
Who owns Box, Inc. (BOX)? Top institutional holders, insider ownership and recent 13F changes showing how the smart money is positioned.
Filing Period:
Institutional Ownership
1.43%
Institutional Holders
51
Total Shares Held
1,982,522
Total Holdings Value
$66.0M
13F Holder Composition
InstitutionFund
Top Institutional Holders
| Holder | Shares Held | Market Value | % Outstanding | Change | Date Reported |
|---|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 719,453 | $24.1M | 0.52% | -35.53% | 2026-09-30 |
| ASSENAGON ASSET MANAGEMENT S.A. | 438,484 | $14.7M | 0.32% | +4928.49% | 2026-09-30 |
| COUNTERPOINT MUTUAL FUNDS LLC | 282,078 | $9.4M | 0.20% | +100.00% | 2026-09-30 |
| TRIASIMA PORTFOLIO MANAGEMENT INC. | 98,086 | $3.3M | 0.07% | +100.00% | 2026-09-30 |
| Y-INTERCEPT (HONG KONG) LTD | 66,946 | $2.2M | 0.05% | -66.15% | 2026-09-30 |
| LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 59,000 | $2.0M | 0.04% | -2.80% | 2026-09-30 |
| TEALWOOD ASSET MANAGEMENT INC | 43,706 | $1.5M | 0.03% | -1.19% | 2026-09-30 |
| BLUE TRUST, INC. | 31,873 | $1.1M | 0.02% | -2.20% | 2026-09-30 |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 30,708 | $1.0M | 0.02% | -0.36% | 2026-09-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30,126 | $538,768 | 0.02% | +2.92% | 2026-09-30 |
| STATE OF ALASKA, DEPARTMENT OF REVENUE | 29,621 | $991,000 | 0.02% | -44.07% | 2026-09-30 |
| CONCURRENT INVESTMENT ADVISORS, LLC | 17,706 | $592,797 | 0.01% | +4.44% | 2026-09-30 |
| MYECFO, LLC | 16,476 | $551,616 | 0.01% | +1.88% | 2026-09-30 |
| NORTHCREST ASSET MANANGEMENT, LLC | 15,288 | $555,107 | 0.01% | +0.15% | 2026-09-30 |
| ATRIA INVESTMENTS, INC | 15,241 | $510,269 | 0.01% | +40.86% | 2026-09-30 |
| IFP ADVISORS, INC | 15,087 | $505,113 | 0.01% | -1.17% | 2026-09-30 |
| GAMMA INVESTING LLC | 10,789 | $361,216 | 0.01% | +8.29% | 2026-09-30 |
| LEGACY ADVISORS, LLC | 8,825 | $295,461 | 0.01% | -1.70% | 2026-09-30 |
| QUADRANT CAPITAL GROUP LLC | 8,514 | $319,616 | 0.01% | -32.34% | 2026-09-30 |
| SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD | 8,593 | $287,694 | 0.01% | +100.00% | 2026-09-30 |
| BALBOA WEALTH PARTNERS | 8,319 | $278,520 | 0.01% | -0.48% | 2026-09-30 |
| NISA INVESTMENT ADVISORS, LLC | 6,111 | $204,596 | 0.00% | +2.26% | 2026-09-30 |
| ROSENBERG MATTHEW HAMILTON | 5,981 | $200,244 | 0.00% | 0.00% | 2026-09-30 |
| CENTRAL PACIFIC BANK - TRUST DIVISION | 4,464 | $149,455 | 0.00% | -36.81% | 2026-09-30 |
| VERSANT CAPITAL MANAGEMENT, INC | 2,910 | $97,427 | 0.00% | +12.10% | 2026-09-30 |
| FARTHER FINANCE ADVISORS, LLC | 2,195 | $73,489 | 0.00% | +34.83% | 2026-09-30 |
| MASSMUTUAL PRIVATE WEALTH & TRUST, FSB | 1,671 | $55,945 | 0.00% | -10.50% | 2026-09-30 |
| FORTITUDE FAMILY OFFICE, LLC | 747 | $25,010 | 0.00% | +408.16% | 2026-09-30 |
| HICKORY POINT BANK & TRUST | 700 | $23,436 | 0.00% | 0.00% | 2026-09-30 |
| V-SQUARE QUANTITATIVE MANAGEMENT LLC | 676 | $22,632 | 0.00% | +100.00% | 2026-09-30 |
| ESSENTIAL PARTNERS LLC | 654 | $21,896 | 0.00% | 0.00% | 2026-09-30 |
| OWL CREEK WEALTH PARTNERS LLC | 320 | $10,714 | 0.00% | 0.00% | 2026-09-30 |
| WOLFF WIESE MAGANA LLC | 259 | $8,672 | 0.00% | 0.00% | 2026-09-30 |
| MATHER GROUP, LLC. | 122 | $4,085 | 0.00% | 0.00% | 2026-09-30 |
| UMB PRIVATE WEALTH MANAGEMENT, LLC | 120 | $4,018 | 0.00% | +100.00% | 2026-09-30 |
| TRUE WEALTH DESIGN, LLC | 114 | $3,817 | 0.00% | 0.00% | 2026-09-30 |
| PHYSICIAN WEALTH ADVISORS, INC. | 111 | $3,717 | 0.00% | 0.00% | 2026-09-30 |
| NOBLE WEALTH MANAGEMENT PBC | 91 | $3,047 | 0.00% | 0.00% | 2026-09-30 |
| MARQUETTE ASSET MANAGEMENT, LLC | 71 | $2,378 | 0.00% | 0.00% | 2026-09-30 |
| INVESTORS RESEARCH CORP | 52 | $1,741 | 0.00% | 0.00% | 2026-09-30 |
| JAMES T. BORELLO RIA | 39 | $1,306 | 0.00% | +550.00% | 2026-09-30 |
| CORECAP ADVISORS, LLC | 37 | $1,239 | 0.00% | 0.00% | 2026-09-30 |
| ACTIVEST WEALTH MANAGEMENT | 31 | $1,038 | 0.00% | 0.00% | 2026-09-30 |
| CLARK WEALTH PARTNERS | 29 | $971 | 0.00% | +100.00% | 2026-09-30 |
| GILPIN WEALTH MANAGEMENT, LLC | 22 | $737 | 0.00% | 0.00% | 2026-09-30 |
| BREAKWATER INVESTMENT MANAGEMENT | 19 | $637 | 0.00% | 0.00% | 2026-09-30 |
| DINUZZO PRIVATE WEALTH, INC. | 16 | $536 | 0.00% | +23.08% | 2026-09-30 |
| CEDAR MOUNTAIN ADVISORS, LLC | 14 | $469 | 0.00% | 0.00% | 2026-09-30 |
| PROATHLETE WEALTH MANAGEMENT LLC | 14 | $468 | 0.00% | +100.00% | 2026-09-30 |
| DAVIS CAPITAL MANAGEMENT | 12 | $402 | 0.00% | 0.00% | 2026-09-30 |
| MARYLAND CAPITAL ADVISORS INC. | 1 | $34 | 0.00% | 0.00% | 2026-09-30 |
| GILL CAPITAL PARTNERS, LLC | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| TRUST CO OF TOLEDO NA /OH/ | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| CORNERSTONE PLANNING GROUP LLC | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| CURATED WEALTH PARTNERS LLC | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
Source: FMP Ultimate 13F Institutional Ownership. Figures reflect the latest available quarterly filings — showing Q3 2026.


