Box Inc (BOX) Ownership

27.28 ↓0.02 (-0.07%)

As of April 24, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Box Inc (BOX), owning a total of 15.9 million shares. Combined, the top 33 institutional holders of BOX own 74.06% of the company with a total of 106.9 million shares.

In the latest ownership report on December 31st 2023, the top 33 institutional holders increased their combined ownership of BOX by 3.6 million shares. 13 institutions bought 4,459,684 total additional shares and increased their ownership by an average of 8.82%. However 6 institutions sold 822,827 total shares and decreased their ownership by an average of 4.64%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Box increased by a net total of 3,636,857 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.025%	11.470%	15,914,984	1,637,666	2023-12-31
Vanguard Group Inc	10.436%	1.068%	15,064,800	159,111	2023-12-31
Earnest Partners LLC	4.600%	8.287%	6,640,592	508,207	2023-12-31
RGM Capital LLC	4.014%	6.330%	5,794,878	344,991	2023-12-31
State Street Corporation	2.435%	8.434%	3,515,610	273,455	2023-12-31
Champlain Investment Partners, LLC	2.365%	-5.054%	3,414,379	-181,739	2023-12-31
JPMorgan Chase & Co	2.331%	-1.186%	3,365,143	-40,376	2023-12-31
Macquarie Group Ltd	2.248%	-5.782%	3,245,321	-199,166	2023-12-31
Geode Capital Management, LLC	2.092%	4.982%	3,020,292	143,331	2023-12-31
Bank of America Corp	1.901%	1.876%	2,744,712	50,542	2023-12-31
First Trust Advisors L.P.	1.893%	-8.479%	2,732,648	-253,166	2023-12-31
Morgan Stanley - Brokerage Accounts	1.831%	3.560%	2,643,189	90,855	2023-12-31
SEI Investments Co	1.754%	26.086%	2,532,133	523,872	2023-12-31
Deutsche Bank AG	1.547%	-1.113%	2,233,530	-25,135	2023-12-31
Dimensional Fund Advisors, Inc.	1.529%	2.186%	2,207,010	47,220	2023-12-31
Acadian Asset Management LLC	1.454%	25.749%	2,098,180	429,637	2023-12-31
Sunriver Management LLC	1.330%	10.431%	1,920,378	181,396	2023-12-31
Renaissance Technologies Corp	1.284%	-6.237%	1,852,726	-123,245	2023-12-31
Credit Suisse First Boston (CSFB)	1.194%	4.194%	1,723,999	69,401	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.025%	11.470%	15,914,984	1,637,666	2023-12-31
Vanguard Group Inc	10.436%	1.068%	15,064,800	159,111	2023-12-31
Earnest Partners LLC	4.600%	8.287%	6,640,592	508,207	2023-12-31
RGM Capital LLC	4.014%	6.330%	5,794,878	344,991	2023-12-31
State Street Corporation	2.435%	8.434%	3,515,610	273,455	2023-12-31
Champlain Investment Partners, LLC	2.365%	-5.054%	3,414,379	-181,739	2023-12-31
JPMorgan Chase & Co	2.331%	-1.186%	3,365,143	-40,376	2023-12-31
Macquarie Group Ltd	2.248%	-5.782%	3,245,321	-199,166	2023-12-31
Geode Capital Management, LLC	2.092%	4.982%	3,020,292	143,331	2023-12-31
Bank of America Corp	1.901%	1.876%	2,744,712	50,542	2023-12-31
First Trust Advisors L.P.	1.893%	-8.479%	2,732,648	-253,166	2023-12-31
Morgan Stanley - Brokerage Accounts	1.831%	3.560%	2,643,189	90,855	2023-12-31
Sumitomo Mitsui Trust Holdings Inc	1.777%	4.305%	2,559,390	105,631	2023-06-30
SEI Investments Co	1.754%	26.086%	2,532,133	523,872	2023-12-31
Loomis, Sayles & Company LP	1.650%	-6.241%	2,369,845	-157,746	2023-09-30
Deutsche Bank AG	1.547%	-1.113%	2,233,530	-25,135	2023-12-31
Dimensional Fund Advisors, Inc.	1.529%	2.186%	2,207,010	47,220	2023-12-31
Acadian Asset Management LLC	1.454%	25.749%	2,098,180	429,637	2023-12-31
Arrowstreet Capital Limited Partnership	1.455%	-2.619%	2,095,272	-56,348	2023-06-30
Sunriver Management LLC	1.330%	10.431%	1,920,378	181,396	2023-12-31
Renaissance Technologies Corp	1.284%	-6.237%	1,852,726	-123,245	2023-12-31
Schroder Investment Management Group	1.289%	14.676%	1,851,117	236,902	2023-09-30
Freshford Capital Management LLC	1.237%	-12.907%	1,785,223	-264,558	2022-09-30
Credit Suisse First Boston (CSFB)	1.194%	4.194%	1,723,999	69,401	2023-12-31
Jacobs Levy Equity Management, Inc.	1.154%	-14.659%	1,665,240	-286,036	2023-09-30
Amvescap Plc.	1.131%	24.292%	1,638,683	320,268	2022-12-31
ING Investment Management LLC	1.112%	-1.874%	1,610,470	-30,760	2022-12-31
Northern Trust Corp	1.025%	0.817%	1,484,269	12,033	2023-03-31
T. Rowe Price Associates, Inc.	1.018%	-0.558%	1,468,334	-8,236	2023-03-31
Aristotle Capital Boston, LLC	1.015%	2.989%	1,465,101	42,515	2023-03-31
Two Sigma Advisers, LLC	1.012%	-17.931%	1,459,600	-318,900	2022-12-31
Two Sigma Investments LLC	0.981%	-27.033%	1,396,080	-517,217	2022-06-30
FMR Inc	0.942%	-11.930%	1,340,144	-181,530	2022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Box Inc (BOX), owning a total of 9.7 million shares. Combined, the top 41 mutual fund holders of BOX own 49.58% of the company with a total of 71.5 million shares.

In the latest ownership report on March 31st 2024, the top 41 fund holders increased their combined ownership of BOX by 149 thousand shares. 1 funds bought 113,514 total additional shares and increased their ownership by an average of 4.78%. However 1 funds sold 262,275 total shares and decreased their ownership by an average of 10.19%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Box decreased by a net total of -148,761 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
EARNEST Partners Smid Cap Core Founders	1.723%	4.781%	2,487,683	113,514	2024-03-31
Champlain Small Company Fund, LLC	1.601%	-10.190%	2,311,549	-262,275	2024-03-31
First Trust Dow Jones Internet ETF	1.273%	0.000%	1,838,113	0	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.718%	-0.131%	9,697,124	-12,748	2024-03-28
Vanguard Total Stock Mkt Idx Inv	2.971%	-0.237%	4,289,168	-10,172	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.900%	1.412%	4,177,938	58,149	2023-03-31
Vanguard Small Cap Index	2.443%	0.932%	3,527,037	32,552	2024-02-29
iShares Russell 2000 ETF	2.395%	0.286%	3,457,157	9,871	2024-03-28
EARNEST Partners Smid Cap Core Founders	1.723%	4.781%	2,487,683	113,514	2024-03-31
Champlain Small Company Fund, LLC	1.601%	-10.190%	2,311,549	-262,275	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.475%	0.044%	2,129,826	944	2024-02-29
Delaware Small Cap Core I	1.377%	1.544%	1,987,705	30,222	2024-02-29
Vanguard Extended Market Index Investor	1.378%	0.403%	1,984,311	7,958	2023-08-31
Macquarie US Small Cap Core Equity	1.372%	0.000%	1,980,948	0	2023-12-31
Vanguard Small Cap Growth Index Inv	1.369%	1.379%	1,976,131	26,882	2024-02-29
First Trust Dow Jones Internet ETF	1.273%	0.000%	1,838,113	0	2024-03-31
Vanguard Information Technology ETF	1.172%	8.406%	1,692,367	131,231	2024-02-29
EARNEST Small Cap Value	1.067%	65,538.600%	1,532,004	1,529,670	2023-12-31
Fidelity Small Cap Index	0.986%	1.525%	1,423,413	21,375	2024-01-31
Champlain Small Company Adv	0.963%	-7.333%	1,390,000	-110,000	2023-12-31
Fidelity® Small Cap Index	0.946%	2.845%	1,358,581	37,582	2023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.881%	0.103%	1,272,315	1,305	2024-03-28
MUKAM Cyber Security Equity Mother Fund	0.852%	-47.675%	1,227,825	-1,118,730	2022-12-06
iShares Russell 2000 Growth ETF	0.848%	-0.116%	1,224,224	-1,424	2024-03-28
Harbor Small Cap Value Instl	0.834%	-9.003%	1,203,748	-119,102	2023-12-31
JPMorgan Small Cap Growth A	0.765%	-26.031%	1,104,501	-388,686	2024-02-29
Invesco Discovery A	0.735%	0.000%	1,060,638	0	2023-02-28
TRP Integrated US Small-Cap Gr Eq	0.737%	0.714%	1,058,700	7,500	2023-09-30
T. Rowe Price Integrated US Sm Gr Eq	0.733%	0.000%	1,058,700	0	2023-12-31
T. Rowe Price QM US Small-Cap Gr Eq	0.729%	0.000%	1,051,200	0	2023-03-31
Vanguard Explorer Inv	0.687%	-6.831%	986,459	-72,324	2023-09-30
Invesco OFI Small Cap Growth	0.621%	36.064%	895,879	237,455	2022-12-31
Stephens SMID Select Growth	0.608%	0.000%	872,344	0	2023-09-30
iShares Digital Security ETF USD Acc	0.603%	0.000%	869,226	0	2023-10-31
Small Company Equity - FTWA	0.598%	0.000%	863,438	863,438	2022-06-30
Loomis Sayles Small Cap Growth Instl	0.594%	0.000%	860,495	0	2023-05-31
iShares S&P Small-Cap 600 Growth ETF	0.593%	0.000%	856,207	0	2024-03-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.591%	2.452%	852,405	20,400	2024-02-29
American Century U.S. Small Cap Growth	0.583%	0.000%	841,228	0	2022-12-31
American Century U.S. Small Cap Gr SMA	0.591%	5.759%	841,228	45,806	2022-09-30
American Century Small Cap Growth Inv	0.589%	5.759%	841,228	45,806	2022-09-30
Fidelity Extended Market Index	0.560%	1.786%	808,391	14,187	2024-01-31
Global X Cloud Computing ETF	0.560%	0.000%	807,961	0	2024-02-29
Old Westbury Small & Mid Cap Strategies	0.557%	0.000%	800,000	0	2023-10-31