Box Ownership | Who Owns Box?
Box Ownership Summary
Box is owned by 60.72% institutional investors, 3.30% insiders, and 35.98% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.70% of BOX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.34% of its assets in Box shares.
BOX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Box | 60.72% | 3.30% | 35.98% |
| Sector | Technology Stocks | 36.93% | 14.89% | 48.18% |
| Idea | SaaS Stocks List | 59.32% | 6.71% | 33.97% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 25.32M | 17.70% | $598.54M |
| Blackrock | 25.50M | 17.55% | $674.22M |
| Vanguard group | 18.46M | 12.77% | $552.09M |
| Earnest partners | 7.31M | 5.11% | $172.70M |
| State street | 5.68M | 3.97% | $134.30M |
| Arrowstreet capital, limited partnership | 4.92M | 3.44% | $116.28M |
| Acadian asset management | 4.73M | 3.30% | $111.67M |
| Bank of america corp /de/ | 3.72M | 2.56% | $98.28M |
| Geode capital management | 3.53M | 2.47% | $83.56M |
| Sei investments | 3.20M | 2.24% | $75.61M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Emmett investment management, lp | 313.40K | 5.67% | $7.42M |
| Rgm capital | 3.08M | 4.18% | $99.35M |
| Divisar capital management | 638.05K | 3.84% | $15.08M |
| Profit investment management | 15.29K | 1.85% | $457.47K |
| Aristotle capital boston | 695.55K | 1.02% | $16.44M |
| Shaolin capital management | 1.02M | 0.89% | $24.02M |
| Cornerstone capital | 350.87K | 0.83% | $8.29M |
| Pearl river capital | 184.80K | 0.78% | $4.89M |
| Earnest partners | 7.31M | 0.71% | $172.70M |
| Ardsley advisory partners lp | 236.00K | 0.71% | $5.58M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Citadel advisors | 2.34M | 0.01% | 2.08M |
| Squarepoint ops | 2.61M | 0.07% | 2.02M |
| Norges bank | 1.97M | 0.01% | 1.97M |
| Vanguard fiduciary trust | 975.29K | 0.01% | 975.29K |
| Marshall wace, llp | 2.63M | 0.06% | 883.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Congress asset management co /ma | 12.82K | 0.00% | -1.84M |
| Sunriver management | - | - | -1.74M |
| Fuller & thaler asset management | - | - | -1.70M |
| Macquarie group | - | - | -1.70M |
| Two sigma advisers, lp | 809.50K | 0.05% | -1.37M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.97M | 0.01% | 1.97M | $58.81M |
| Vanguard fiduciary trust | 975.29K | 0.01% | 975.29K | $23.06M |
| Winton group | 241.41K | 0.20% | 241.41K | $5.71M |
| Ardsley advisory partners lp | 236.00K | 0.71% | 236.00K | $5.58M |
| Madison investment advisors | 198.81K | 0.07% | 198.81K | $6.28M |
Sold Out
| Holder | Change |
|---|---|
| Great lakes retirement | -2.00 |
| Tfo-tdc | -3.00 |
| Dv trading | -4.00 |
| Claris advisors, llc / mo / | -6.00 |
| Cbiz investment advisory services | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 299 | -30.47% | 86,872,351 | -40.05% | 60 | 0.60% | 157 | -13.74% | 92 | -46.20% |
| Dec 31, 2025 | 324 | -23.94% | 117,727,962 | -21.26% | 81 | 0.76% | 138 | -28.13% | 124 | -18.95% |
| Sep 30, 2025 | 406 | -6.24% | 149,254,755 | -4.34% | 103 | 0.88% | 184 | -14.42% | 146 | 2.10% |
| Jun 30, 2025 | 424 | 5.47% | 155,839,936 | 6.94% | 107 | 1.05% | 210 | 8.25% | 142 | 5.97% |
| Mar 31, 2025 | 8 | -98.10% | 1,234,340 | -99.16% | - | 0.01% | 2 | -99.05% | 4 | -96.77% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8.78M | 6.34% | 1.91K |
| Vanguard Total Stock Mkt Idx Inv | 4.39M | 3.17% | 13.27K |
| Vanguard US Total Market Shares ETF | 4.36M | 3.02% | 3.39K |
| Vanguard Information Technology ETF | 3.58M | 2.59% | 18.41K |
| iShares Russell 2000 ETF | 3.31M | 2.39% | 27.92K |
| Vanguard Small Cap Index | 3.14M | 2.27% | -6.59K |
| EARNEST Partners Smid Cap Core Founders | 2.82M | 2.04% | 43.16K |
| EARNEST Partners Smid Cap Core Fdrs | 2.82M | 1.97% | 43.16K |
| Vanguard Small Cap Growth Index Inv | 1.76M | 1.27% | -1.37K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.62M | 1.17% | 14.05K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 11, 2026 | Smith Dylan C | Chief Financial Officer | Sell | $44.82K |
| May 11, 2026 | Smith Dylan C | Chief Financial Officer | Sell | $547.28K |
| May 08, 2026 | Nottebohm Olivia | Chief Operating Officer | Sell | $313.88K |
| May 01, 2026 | Nottebohm Olivia | Chief Operating Officer | Sell | $148.55K |
| Apr 10, 2026 | Smith Dylan C | Chief Financial Officer | Sell | $227.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 8 |
| 2026 Q1 | - | 7 |
| 2025 Q4 | - | 11 |
| 2025 Q3 | - | 8 |
| 2025 Q2 | - | 12 |
BOX Ownership FAQ
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