BOX
Box, Inc. · Technology · Software - Infrastructure
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow -1.1% ·
net new positions +5.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 468.61K | $15.22M | n/a | n/a |
| Q2 2026 | 120 | +5 | 99.14M | $2.63B | +12 | −6 |
| Q1 2026 | 117 | -9 | 100.34M | $2.37B | +5 | −15 |
| Q4 2025 | 126 | 0 | 110.75M | $3.31B | +1 | n/a |
| Q3 2025 | 20 | +2 | 72.66M | $2.34B | +2 | −1 |
| Q2 2025 | 16 | 0 | 65.40M | $2.23B | n/a | n/a |
| Q1 2025 | 13 | -2 | 21.66M | $668.49M | n/a | −2 |
| Q4 2024 | 15 | +1 | 19.69M | $622.11M | +1 | n/a |
| Q3 2024 | 13 | +1 | 11.05M | $361.66M | +2 | −1 |
| Q2 2024 | 12 | n/a | 7.26M | $192.04M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 25.16M | +0.1% | $811.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×18 |
| 2 | The Vanguard Group ✦ (passive) | 18.49M | +2.8% | $596.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 3 | JPMorgan Chase ✦ | 6.07M | n/a | $195.75M | 0.0% | n/c | 1 | SEC ↗ ×24 |
| 4 | State Street Global Advisors ✦ (passive) | 5.59M | -0.9% | $180.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Arrowstreet Capital ✦ | 3.91M | -8.0% | $126.06M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 3.45M | +2.9% | $111.20M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 1.74M | n/a | $56.30M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 8 | Renaissance Technologies ✦ | 1.29M | -32.9% | $41.74M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 1.19M | n/a | $38.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Marshall Wace ✦ | 1.18M | +193.7% | $38.10M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 11 | Two Sigma Investments ✦ | 1.01M | -50.2% | $32.57M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 968.86K | -7.4% | $31.27M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 13 | Point72 Asset Management ✦ | 765.13K | New | $24.69M | 0.1% | New | 1 | SEC ↗ ×2 |
| 14 | Fisher Asset Management ✦ | 663.28K | 0.0% | $21.40M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 466.51K | -63.5% | $15.05M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 372.15K | -27.5% | $12.01M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 17 | Millennium Management ✦ | 211.77K | +27.6% | $6.83M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 18 | Bridgewater Associates ✦ | 80.01K | New | $2.58M | 0.0% | New | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 38.87K | +88.3% | $1.25M | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
| 20 | Fidelity (FMR) ✦ | 17.35K | -0.4% | $559,970 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $24.69M | 0.1% |
| Bridgewater Associates | $2.58M | 0.0% |
Exited
| Norges Bank | $33.04M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 395 holders, 137.66M shares, $3.10B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 17.00K sh · $621,571
Officer · 5.29K sh · $182,608
Director · 6.16K sh · $215,530
Officer, Director · 15.00K sh · $513,660
Officer · 17.00K sh · $586,874
Officer · 3.85K sh · $138,562
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology