Box

BOX • NYSE

Box is a software - infrastructure company in the technology sector on NYSE, led by Olivia Nottebohm, with a market cap of $4.3B. As of Q3 2025, 103% of shares are held by 391 institutional investors, with BlackRock, Inc. as the largest holder at 17.37%.

Chief Executive OfficerOlivia Nottebohm

Market Cap$4.3B

Software - Infrastructure

Technology

Employees2.5K

Websitebox.com

Country

United States of America

Overview

Overview of institutional ownership in BOX as of Q3 2025 with a market cap of $4.7B

All Institutions

Institutions: 391
Value Held: $4.8B
Shares Held: 149.4M
Avg Position: $12.3M
Median Position: $673.7K

Hedge Funds

Hedge Funds: 49
Value Held: $543.8M
Shares Held: 16.9M
Avg Position: $11.1M
Median Position: $2.6M

Ownership Breakdown

Institutional (non-HF)

91.5%

$4.3B

Hedge Funds

11.63%

$543.8M

Retail & Other

Based on market cap of $4.7B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BOX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$811.9M 0.01% of portfolio	17.37% 25.2M shares	Q1 2015 Held for 10y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$596.6M 0.01% of portfolio	12.76% 18.5M shares	Q1 2015 Held for 10y 8m	$6.69T
EARNEST PARTNERS LLC Long Only Manager	Paul Ernest Viera CEO	$248.6M 1.08% of portfolio	5.32% 7.7M shares	Q3 2021 Held for 4y 2m	$23.1B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$180.3M 0.01% of portfolio	3.86% 5.6M shares	Q1 2015 Held for 10y 8m	$2.88T
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	Gillian Morna Therese Savage CEO	$143.7M 0.28% of portfolio	3.07% 4.5M shares	Q4 2019 Held for 5y 11m	$51.5B
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	Anthony Ryan CEO	$126.1M 0.08% of portfolio	2.70% 3.9M shares	Q2 2020 Held for 5y 5m	$158.92B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$116.9M 0.01% of portfolio	2.50% 3.6M shares	Q1 2015 Held for 10y 8m	$1.33T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$111.2M 0.01% of portfolio	2.38% 3.4M shares	Q2 2015 Held for 10y 5m	$1.57T
S SEI INVESTMENTS CO Institution	-	$107.0M 0.12% of portfolio	2.29% 3.3M shares	Q4 2017 Held for 7y 11m	$93.0B
UBS Group AG Institution	Sergio P. Ermotti CEO	$103.8M 0.02% of portfolio	2.22% 3.2M shares	Q1 2015 Held for 10y 8m	$511.54B

Net Capital Flow

Institutional buying and selling activity for BOX in Q3 2025

Traded: −$113.8M
Buyers: 189
Sellers: 201
Total Bought: +$339.6M
Total Sold: −$453.4M
Avg Position: $10.7M

Biggest Buyers

Institution	Net Bought	Current Position
WELLS FARGO & COMPANY/MN Institution	+$30.3M +939.6K shares	$83.5M 2.6M shares
Marshall Wace LLP Institution	+$25.1M +778.7K shares	$38.1M 1.2M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$24.7M +765.1K shares	$24.7M 765.1K shares
GOLDMAN SACHS GROUP INC Institution	+$21.6M +668.3K shares	$38.4M 1.2M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	+$19.7M +611.2K shares	$19.7M 611.2K shares
VANGUARD GROUP INC Institution	+$16.1M +497.7K shares	$596.6M 18.5M shares
A AMERICAN CENTURY COMPANIES INC Institution	+$13.2M +410.6K shares	$14.9M 460.2K shares
M Man Group plc Institution	+$13.2M +407.9K shares	$25.6M 792.2K shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	+$12.2M +377.1K shares	$54.5M 1.7M shares
Sunriver Management LLC Hedge Fund•Long/Short	+$11.6M +359.3K shares	$49.0M 1.5M shares

Biggest Sellers

Institution	Net Sold	Current Position
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	−$44.3M −1.4M shares	$26.1M 809.5K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$32.8M −1.0M shares	$32.6M 1.0M shares
D D. E. Shaw & Co., Inc. Institution	−$26.1M −809.9K shares	$15.1M 466.5K shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	−$25.6M −748.5K shares	Sold Off 0 shares
JPMORGAN CHASE & CO Institution	−$22.5M −697.8K shares	$97.9M 3.0M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$20.5M −634.1K shares	$41.7M 1.3M shares
C Cubist Systematic Strategies, LLC Institution	−$19.3M −597.8K shares	$2.1M 64.3K shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$18.3M −568.6K shares	$12.3M 381.1K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	−$17.1M −530.7K shares	$3.2M 98.3K shares
J JANE STREET GROUP, LLC Institution	−$14.0M −434.4K shares	$2.0M 63.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BOX in Q3 2025

New Positions: 21
New Value: $8.8M
Exited Positions: 55
Exited Value: $78.6M

New Positions

Institution	Position Value
NEEDHAM INVESTMENT MANAGEMENT LLC Hedge Fund•Long/Short	$5.2M 160.0K shares
T Torrey Growth & Income Advisors RIA/Wealth	$728.1K 22.6K shares
Miracle Mile Advisors, LLC RIA/Wealth	$555.1K 17.2K shares
B Banco Santander, S.A. Institution	$471.5K 14.6K shares
Voleon Capital Management LP Hedge Fund•Quant	$469.7K 14.6K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$439.4K 13.6K shares
L LSV ASSET MANAGEMENT Long Only Manager	$290.4K 9.0K shares
L Lombard Odier Asset Management Corp Hedge Fund•Multi-Strategy	$257.5K 8.0K shares
Concurrent Investment Advisors, LLC RIA/Wealth	$225.6K 7.0K shares
O OSSIAM Institution	$123.0K 3.8K shares

Exited Positions

Institution	Previous Position
JUPITER ASSET MANAGEMENT LTD Long Only Manager	$25.6M 748.5K shares
BCJ Capital Management, LLC RIA/Wealth	$6.3M 183.7K shares
P PineBridge Investments Ltd Institution	$6.2M 182.8K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$5.1M 149.0K shares
EAM Investors, LLC Long Only Manager	$4.2M 123.4K shares
C Campbell & CO Investment Adviser LLC Hedge Fund•Quant Macro	$4.0M 117.1K shares
Quantbot Technologies LLC Hedge Fund•Quant	$3.7M 109.6K shares
TrimTabs Asset Management, LLC Long Only Manager	$3.2M 93.1K shares
Penserra Capital Management LLC ETF Provider	$2.5M 73.7K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.9M 55.4K shares

Options Activity

Institutions with the largest Call and Put options positions in BOX as of Q3 2025

Call Positions: 15
Call Value: $318.5M
Put Positions: 17
Put Value: $32.7M

Call Positions

Institution	Position Value
UBS Group AG Institution	$253.2M 78.5K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$15.0M 4.6K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$13.4M 4.2K contracts
J JANE STREET GROUP, LLC Institution	$11.0M 3.4K contracts
Walleye Trading LLC RIA/Wealth	$7.8M 2.4K contracts
GOLDMAN SACHS GROUP INC Institution	$7.3M 2.3K contracts
D D. E. Shaw & Co., Inc. Institution	$3.0M 936.0 contracts
W WOLVERINE TRADING, LLC Institution	$2.9M 884.0 contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$1.3M 400.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$1.2M 372.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$8.9M 2.8K contracts
GOLDMAN SACHS GROUP INC Institution	$7.3M 2.3K contracts
J JANE STREET GROUP, LLC Institution	$3.2M 989.0 contracts
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	$3.1M 954.0 contracts
Walleye Trading LLC RIA/Wealth	$3.0M 929.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.1M 650.0 contracts
D D. E. Shaw & Co., Inc. Institution	$1.9M 600.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.4M 433.0 contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$1.3M 400.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$274.3K 85.0 contracts

Most Committed Institutions

Institutions with BOX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Sunriver Management LLC Hedge Fund•Long/Short	Randolph Willett Cook Founder	5.32% $49.0M	1.05% 1.5M shares	Q4 2020 Held for 4y 11m	$920.0M
Emmett Investment Management, LP Hedge Fund•Long/Short	Alexander M Rohr Managing Partner	4.23% $6.0M	0.13% 187.0K shares	Q4 2024 Held for 11 months	$141.7M
RGM Capital, LLC Hedge Fund•Value	Robert Glyn Moses Managing Partner	4.18% $99.3M	2.12% 3.1M shares	Q1 2019 Held for 6y 8m	$2.4B
P Profit Investment Management, LLC Institution	-	2.80% $2.2M	0.05% 69.0K shares	Q3 2024 Held for 1y 2m	$79.5M
Aristotle Capital Boston, LLC Long Only Manager	David Michael Adams CEO	1.47% $28.7M	0.61% 889.1K shares	Q1 2021 Held for 4y 8m	$2.0B
D Divisar Capital Management LLC Hedge Fund•Long/Short	Steven Richard Baughman CEO	1.42% $5.2M	0.11% 161.7K shares	Q1 2020 Held for 5y 8m	$367.6M
Shaolin Capital Management LLC Hedge Fund•Multi-Strategy	David Barry Puritz CIO	1.11% $5.0M	0.11% 154.3K shares	Q1 2025 Held for 8 months	$449.9M
EARNEST PARTNERS LLC Long Only Manager	Paul Ernest Viera CEO	1.08% $248.6M	5.32% 7.7M shares	Q3 2021 Held for 4y 2m	$23.1B
PETERSEN FLYNN & DINSMORE INC RIA/Wealth	Mason William Ford President	0.96% $9.8M	0.21% 304.1K shares	Q3 2018 Held for 7y 2m	$1.0B
S Summit Creek Advisors LLC Long Only Manager	Adam Nathan Benson Managing Partner	0.94% $6.4M	0.14% 199.1K shares	Q3 2020 Held for 5y 2m	$686.1M

Hedge Fund Spotlight

Discover hedge funds investing in BOX

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Box

Market Value: $41.7M
Shares Held: 1.3M
Portfolio Weight: 0.06%
Owned Since: 2016-Q3

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%