Box Ownership | Who Owns Box?
Box Ownership Summary
Box is owned by 0.86% institutional investors, 3.19% insiders, and 95.96% retail investors. 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 5.97% of its assets in Box shares.
BOX Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Box | 0.86% | 3.19% | 95.96% |
Sector | Technology Stocks | 38.56% | 12.67% | 48.77% |
Idea | SaaS Stocks List | 49.09% | 6.54% | 44.38% |
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 |
Aristotle capital boston | 974.30K | 1.50% | $30.07M |
Divisar capital management | 171.74K | 1.38% | $5.30M |
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 |
Oberweis asset management inc/ | 558.50K | 0.83% | $17.65M |
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 |
Pearl river capital | 184.80K | 0.78% | 184.80K | $4.89M |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
Mar 31, 2025 | 8 | -98.10% | 1,234,340 | -99.16% | - | 0.01% | 2 | -99.05% | 4 | -96.77% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 8.65M | 5.97% | -4.45K |
Vanguard US Total Market Shares ETF | 4.36M | 3.02% | 3.39K |
Vanguard Total Stock Mkt Idx Inv | 4.38M | 3.02% | 34.98K |
iShares Russell 2000 ETF | 3.61M | 2.50% | 1.77K |
Vanguard Small Cap Index | 3.43M | 2.36% | 19.82K |
Vanguard Information Technology ETF | 2.89M | 1.99% | 33.63K |
EARNEST Partners Smid Cap Core Founders | 2.67M | 1.86% | -13.19K |
Vanguard Institutional Extnd Mkt Idx Tr | 2.22M | 1.53% | 8.91K |
Vanguard Small Cap Growth Index Inv | 1.91M | 1.31% | -3.17K |
Fidelity Small Cap Index | 1.41M | 0.97% | 8.63K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
May 30, 2025 | Berkovitch Eli | VP Chief Acct Ofr & Controller | Sell | $223.32K |
May 29, 2025 | LEVIN DANIEL J | - | Sell | $1.38M |
May 09, 2025 | Smith Dylan C | Chief Financial Officer | Sell | $409.72K |
May 09, 2025 | Nottebohm Olivia | Chief Operating Officer | Sell | $108.30K |
Apr 21, 2025 | Nottebohm Olivia | Chief Operating Officer | Sell | $62.13K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q2 | - | 8 |
2025 Q1 | - | 9 |
2024 Q4 | - | 12 |
2024 Q3 | - | 9 |
2024 Q2 | - | 4 |
BOX Ownership FAQ
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