Box Ownership | Who Owns Box?
Box Ownership Summary
Box is owned by 97.71% institutional investors, 3.40% insiders. 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 6.40% of its assets in Box shares.
BOX Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Box | 97.71% | 3.40% | -1.11% |
Sector | Technology Stocks | 54.56% | 11.38% | 34.06% |
Idea | SaaS Stocks List | 70.86% | 6.75% | 22.39% |
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 | 17.47M | 12.03% | $462.03M |
Earnest partners | 7.96M | 5.48% | $210.49M |
State street | 5.55M | 3.82% | $146.85M |
Rgm capital | 5.28M | 3.64% | $139.65M |
Bank of america corp /de/ | 3.72M | 2.56% | $98.28M |
Morgan stanley | 3.29M | 2.26% | $86.86M |
Geode capital management | 3.24M | 2.23% | $85.60M |
Sei investments | 3.08M | 2.12% | $81.40M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Twenty acre capital lp | 235.70K | 6.34% | $6.82M |
Sunriver management | 1.82M | 6.10% | $48.22M |
Rgm capital | 5.28M | 5.60% | $139.65M |
Divisar capital management | 728.46K | 3.65% | $19.26M |
Profit investment management | 100.01K | 2.54% | $3.16M |
Beacon harbor wealth advisors | 189.76K | 1.40% | $6.00M |
Aristotle capital boston | 1.36M | 1.21% | $36.03M |
Earnest partners | 7.96M | 0.98% | $210.49M |
Cornerstone capital | 336.50K | 0.90% | $8.90M |
Pearl river capital | 184.80K | 0.78% | $4.89M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ubs group | 1.87M | 0.01% | 1.60M |
Mirae asset global etfs | 771.44K | 0.05% | 771.44K |
Jupiter asset management | 766.91K | 0.24% | 766.91K |
Fisher asset management | 857.50K | 0.01% | 692.78K |
Weiss asset management lp | 649.14K | 0.65% | 649.14K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
First trust advisors lp | 1.47M | 0.04% | -1.23M |
Macquarie group | 2.24M | 0.07% | -886.75K |
Mirae asset global investments | 35.04K | 0.00% | -862.79K |
Acadian asset management | 1.39M | 0.11% | -696.01K |
Arrowstreet capital, limited partnership | - | - | -622.91K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Mirae asset global etfs | 771.44K | 0.05% | 771.44K | $20.40M |
Jupiter asset management | 766.91K | 0.24% | 766.91K | $24.23M |
Weiss asset management lp | 649.14K | 0.65% | 649.14K | $17.16M |
Norges bank | 408.29K | 0.00% | 408.29K | $10.80M |
Raymond james financial | 265.98K | 0.00% | 265.98K | $8.40M |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Dec 31, 2023 | 352 | 1.73% | 125,013,745 | 0.34% | 86 | 1.16% | 138 | -5.48% | 136 | 10.57% |
Sep 30, 2023 | 346 | -3.89% | 124,587,958 | -2.56% | 86 | 1.10% | 146 | -7.01% | 123 | 1.65% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 9.20M | 6.40% | 20.96K |
Vanguard Total Stock Mkt Idx Inv | 4.33M | 3.01% | 3.76K |
iShares Russell 2000 ETF | 3.82M | 2.65% | -29.00K |
Vanguard Small Cap Index | 3.46M | 2.41% | -24.54K |
Vanguard Information Technology ETF | 2.80M | 1.95% | 40.48K |
EARNEST Partners Smid Cap Core Founders | 2.74M | 1.91% | -12.07K |
Vanguard Institutional Extnd Mkt Idx Tr | 2.16M | 1.50% | -16.81K |
Vanguard Small Cap Growth Index Inv | 1.96M | 1.37% | 45.09K |
Fidelity Small Cap Index | 1.43M | 0.99% | -7.72K |
Harbor Small Cap Value Instl | 1.37M | 0.95% | -21.03K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jan 21, 2025 | Nottebohm Olivia | Chief Operating Officer | Sell | $193.98K |
Jan 10, 2025 | Smith Dylan C | Chief Financial Officer | Sell | $403.65K |
Jan 10, 2025 | Berkovitch Eli | VP Chief Acct Ofr & Controller | Sell | $148.81K |
Dec 26, 2024 | Nottebohm Olivia | Chief Operating Officer | Sell | $395.39K |
Dec 16, 2024 | Berkovitch Eli | VP Chief Acct Ofr & Controller | Sell | $155.56K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | 3 |
2024 Q4 | - | 12 |
2024 Q3 | - | 9 |
2024 Q2 | - | 4 |
2024 Q1 | - | 8 |
BOX Ownership FAQ
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