Box Inc (BOX) Ownership

34.42 ↓0.69 (-1.97%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Box Inc (BOX), owning a total of 25.5 million shares. Combined, the top 37 institutional holders of BOX own 95.87% of the company with a total of 137.5 million shares.

In the latest ownership report on September 30th 2024, the top 37 institutional holders decreased their combined ownership of BOX by 37 thousand shares. 5 institutions bought 1,083,106 total additional shares and increased their ownership by an average of 3.08%. However 2 institutions sold 1,120,417 total shares and decreased their ownership by an average of 15.12%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Box decreased by a net total of -37,311 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.805%	4.951%	18,339,723	865,158	2024-09-30
RGM Capital LLC	3.081%	-16.447%	4,413,171	-868,736	2024-09-30
Geode Capital Management, LLC	2.269%	0.403%	3,249,823	13,028	2024-09-30
Dimensional Fund Advisors, Inc.	1.815%	1.342%	2,599,074	34,406	2024-09-30
Jacobs Levy Equity Management, Inc.	1.693%	1.856%	2,425,176	44,190	2024-09-30
Renaissance Technologies Corp	1.377%	6.841%	1,972,826	126,324	2024-09-30
Sunriver Management LLC	1.098%	-13.801%	1,571,978	-251,681	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	17.804%	-0.353%	25,499,901	-90,203	2024-06-30
Vanguard Group Inc	12.805%	4.951%	18,339,723	865,158	2024-09-30
Earnest Partners LLC	5.558%	8.453%	7,960,924	620,450	2024-06-30
Morgan Stanley - Brokerage Accounts	4.587%	2.517%	6,570,144	161,316	2024-06-30
State Street Corporation	3.941%	62.506%	5,713,066	2,197,456	2024-03-31
State Street Corp	3.878%	-2.786%	5,553,925	-159,141	2024-06-30
RGM Capital LLC	3.081%	-16.447%	4,413,171	-868,736	2024-09-30
Bank of America Corp	2.595%	5.663%	3,717,061	199,228	2024-06-30
Geode Capital Management, LLC	2.269%	0.403%	3,249,823	13,028	2024-09-30
SEI Investments Co	2.150%	4.247%	3,078,857	125,435	2024-06-30
Champlain Investment Partners, LLC	2.137%	-0.665%	3,060,244	-20,470	2024-06-30
JPMorgan Chase & Co	2.030%	14.751%	2,907,645	373,760	2024-06-30
Deutsche Bank AG	1.936%	3.994%	2,773,533	106,532	2024-06-30
First Trust Advisors L.P.	1.884%	-1.246%	2,698,598	-34,050	2024-03-31
Dimensional Fund Advisors, Inc.	1.815%	1.342%	2,599,074	34,406	2024-09-30
Sumitomo Mitsui Trust Holdings Inc	1.777%	4.305%	2,559,390	105,631	2023-06-30
Jacobs Levy Equity Management, Inc.	1.693%	1.856%	2,425,176	44,190	2024-09-30
Loomis, Sayles & Company LP	1.650%	-6.241%	2,369,845	-157,746	2023-09-30
Macquarie Group Ltd	1.563%	-28.376%	2,238,281	-886,746	2024-06-30
Arrowstreet Capital Limited Partnership	1.455%	-2.619%	2,095,272	-56,348	2023-06-30
Acadian Asset Management LLC	1.457%	-0.536%	2,086,926	-11,254	2024-03-31
Renaissance Technologies Corp	1.377%	6.841%	1,972,826	126,324	2024-09-30
UBS Group AG	1.307%	583.479%	1,871,795	1,597,932	2024-06-30
Freshford Capital Management LLC	1.237%	-12.907%	1,785,223	-264,558	2022-09-30
Amvescap Plc.	1.131%	24.292%	1,638,683	320,268	2022-12-31
Schroder Investment Management Group	1.135%	13.672%	1,625,941	195,563	2024-06-30
Credit Suisse First Boston (CSFB)	1.134%	-5.789%	1,624,205	-99,794	2024-03-31
ING Investment Management LLC	1.112%	-1.874%	1,610,470	-30,760	2022-12-31
Bank of New York Mellon Corp	1.120%	6.951%	1,603,725	104,228	2024-06-30
Northern Trust Corp	1.091%	5.041%	1,581,131	75,875	2024-03-31
Sunriver Management LLC	1.098%	-13.801%	1,571,978	-251,681	2024-09-30
Wells Fargo & Co	1.097%	18.757%	1,570,520	248,057	2024-06-30
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 9.3 million shares. Combined, the top 46 mutual fund holders of BOX own 53.33% of the company with a total of 76.6 million shares.

In the latest ownership report on October 31st 2024, the top 46 fund holders increased their combined ownership of BOX by 32 thousand shares. 5 funds bought 117,957 total additional shares and increased their ownership by an average of 2.16%. However 6 funds sold 86,110 total shares and decreased their ownership by an average of 0.89%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Box increased by a net total of 31,847 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.471%	0.088%	9,267,518	8,160	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.029%	-0.412%	4,338,399	-17,954	2024-10-31
iShares Russell 2000 ETF	2.539%	-0.224%	3,636,771	-8,176	2024-10-31
Vanguard Small Cap Index	2.422%	0.196%	3,469,059	6,800	2024-10-31
Vanguard Information Technology ETF	2.022%	0.461%	2,896,464	13,277	2024-10-31
EARNEST Partners Smid Cap Core Founders	1.775%	-0.511%	2,542,806	-13,066	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.513%	-0.639%	2,167,145	-13,941	2024-10-31
Vanguard Small Cap Growth Index Inv	1.332%	-0.109%	1,907,038	-2,073	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.898%	0.762%	1,286,204	9,720	2024-10-31
iShares Russell 2000 Growth ETF	0.875%	0.000%	1,252,643	0	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.716%	0.000%	1,024,838	0	2024-10-31
Congress Small Cap Growth Institutional	0.656%	9.302%	940,000	80,000	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.610%	-3.417%	873,505	-30,900	2024-10-31
iShares S&P Small-Cap 600 Growth ETF	0.600%	0.000%	859,845	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.471%	0.088%	9,267,518	8,160	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.029%	-0.412%	4,338,399	-17,954	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.900%	1.412%	4,177,938	58,149	2023-03-31
iShares Russell 2000 ETF	2.539%	-0.224%	3,636,771	-8,176	2024-10-31
Vanguard Small Cap Index	2.422%	0.196%	3,469,059	6,800	2024-10-31
Vanguard Information Technology ETF	2.022%	0.461%	2,896,464	13,277	2024-10-31
EARNEST Partners Smid Cap Core Founders	1.775%	-0.511%	2,542,806	-13,066	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.513%	-0.639%	2,167,145	-13,941	2024-10-31
Delaware US Small Cap Core Equity (SMA)	1.388%	0.341%	1,987,705	6,757	2024-03-31
Macquarie US Small Cap Core Equity	1.388%	0.341%	1,987,705	6,757	2024-03-31
Vanguard Extended Market Index Investor	1.378%	0.403%	1,984,311	7,958	2023-08-31
Vanguard Small Cap Growth Index Inv	1.332%	-0.109%	1,907,038	-2,073	2024-10-31
First Trust Dow Jones Internet ETF	1.195%	-0.169%	1,732,417	-2,936	2024-05-30
EARNEST Small Cap Value	1.067%	65,538.600%	1,532,004	1,529,670	2023-12-31
Fidelity Small Cap Index	1.007%	-2.263%	1,442,359	-33,403	2024-08-31
Harbor Small Cap Value Instl	0.972%	-6.756%	1,392,397	-100,879	2024-09-30
Delaware Small Cap Core I	0.954%	-0.616%	1,366,072	-8,466	2024-09-30
Fidelity® Small Cap Index	0.946%	2.845%	1,358,581	37,582	2023-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.898%	0.762%	1,286,204	9,720	2024-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.873%	-0.143%	1,265,501	-1,813	2024-05-30
iShares Russell 2000 Growth ETF	0.875%	0.000%	1,252,643	0	2024-10-31
Champlain Small Company Adv	0.862%	-1.594%	1,235,000	-20,000	2024-06-30
MUKAM Cyber Security Equity Mother Fund	0.852%	-47.675%	1,227,825	-1,118,730	2022-12-06
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
T. Rowe Price Integrated US SmCapGrEq	0.725%	0.000%	1,051,200	1,051,200	2024-03-31
Vanguard Tax-Managed Small Cap Adm	0.716%	0.000%	1,024,838	0	2024-10-31
Vanguard Explorer Inv	0.687%	-6.831%	986,459	-72,324	2023-09-30
Champlain Small Company Fund, LLC	0.663%	-26.125%	949,910	-335,925	2024-09-30
Congress Small Cap Growth Institutional	0.656%	9.302%	940,000	80,000	2024-10-31
Invesco OFI Small Cap Growth	0.621%	36.064%	895,879	237,455	2022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.610%	-3.417%	873,505	-30,900	2024-10-31
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	0.600%	0.000%	859,845	0	2024-10-31
Fidelity Extended Market Index	0.590%	-2.182%	845,624	-18,859	2024-09-30
JPMorgan Small Cap Growth A	0.589%	0.000%	842,992	0	2024-09-30
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
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