HolderBook

BOX INC (BOX)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

13
Reporting holders
$970.8K
Reported value
0.0%
Calls
0.0%
Puts
-389
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
GAMMA Investing LLC$361.2K10,7890.01%12q+8.3%+$27.7K
Rosenberg Matthew Hamilton$200.2K5,9810.04%27qHELD
Central Pacific Bank - Trust Division$149.5K4,4640.02%11q-36.8%-$87.0K
Versant Capital Management, Inc$97.4K2,9100.01%8q+12.1%+$10.5K
Farther Finance Advisors, LLC$73.5K2,1950.00%15q+34.8%+$19.0K
MassMutual Private Wealth & Trust, FSB$55.9K1,6710.00%17q-10.5%-$6.6K
Hickory Point Bank & Trust$23.4K7000.01%3qHELD
Noble Wealth Management PBC$3.0K910.00%2qHELD
Marquette Asset Management, LLC$2.4K710.00%5qHELD
Investors Research Corp$1.7K520.00%3qHELD
CoreCap Advisors, LLC$1.2K370.00%7qHELD
GILPIN WEALTH MANAGEMENT, LLC$737220.00%4qHELD
Davis Capital Management$402120.00%2qHELD

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-062026-09-30Directors or officers departed or appointedfiling
2026-09-252026-09-22Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-11Smith Dylan CChief Financial OfficerSold23,720$592.1K ×2
2026-09-10Smith Dylan CChief Financial OfficerSold17,000$586.9K
2026-09-10Levie AaronChief Executive OfficerSold15,000$513.7K
2026-07-10Smith Dylan CChief Financial OfficerSold17,000$493.9K
2026-06-10Smith Dylan CChief Financial OfficerSold17,000$442.0K
2026-06-22Levie AaronChief Executive OfficerSold15,000$364.8K
2026-05-08Nottebohm OliviaChief Operating OfficerSold12,470$313.9K
2026-09-15EVAN DANA LDirectorSold6,158$215.5K
2026-08-07Nottebohm OliviaChief Operating OfficerSold5,834$188.5K
2026-10-05Nottebohm OliviaChief Operating OfficerSold5,293$182.6K
2026-07-21Nottebohm OliviaChief Operating OfficerSold5,834$175.8K
2026-06-10Nottebohm OliviaChief Operating OfficerSold6,528$170.8K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202613$970.8K28,9950320.0%
Q2 2026402$4.2B152,415,108601471263.0%
Q1 2026400$3.4B140,221,347621611152.6%
Q4 2025413$4.6B145,477,453411191664.4%
Q3 2025409$5.4B154,025,332501331477.2%
Q2 2025417$5.7B156,714,212661441356.8%
Q1 2025394$4.9B147,439,289381321416.9%
Q4 2024403$5.0B147,769,077371481247.1%
Q3 2024397$5.1B145,339,481751111336.7%
Q2 2024352$3.9B142,275,415471231064.2%
Q1 2024349$4.3B150,665,820661191071.6%
Q4 2023333$3.4B130,421,83937891271.7%
Q3 2023328$3.1B125,407,516231171132.1%
Q2 2023349$3.8B127,728,686381041211.5%
Q1 2023365$3.4B126,825,691461211201.0%
Q4 2022375$4.0B125,384,897651001131.8%
Q3 2022327$3.1B123,461,105401201041.6%
Q2 2022326$3.2B122,494,54946921232.1%
Q1 2022321$3.7B123,457,23154891132.5%
Q4 2021310$3.5B125,724,05857100804.7%
Q3 2021274$3.1B126,094,8233694834.8%
Q2 2021282$3.6B129,392,99633901028.4%
Q1 2021308$3.4B134,083,89263871019.3%
Q4 2020287$2.4B129,421,0373099953.6%
Q3 2020292$2.3B126,605,66947101882.4%
Q2 2020279$2.6B122,593,6856291722.9%
Q1 2020251$1.7B119,540,0244774782.1%
Q4 2019251$2.1B120,082,3782681802.6%
Q3 2019253$2.0B114,963,6704080713.4%
Q2 2019259$2.0B108,023,3834092614.6%
Q1 2019269$2.0B97,498,08839101663.7%
Q4 2018264$1.7B97,250,0764693.4%