Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Box Inc (BOX)

390 + Investors. Track Smart Money conviction in BOX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
2Q ▼
Buyers last Q
52%

Smart Money Signals — BOX

Based on 395 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their BOX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
395 hedge funds hold BOX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BOX is almost the same as a year ago (-13 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

216 buying203 selling
Last quarter: 216 funds bought or added vs 203 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 51 → 64 → 71 → 61. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 18% medium ■ 21% new
240 out of 395 hedge funds have held BOX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

71 → 51 → 64 → 71 → 61 new funds/Q
New funds entering each quarter: 51 → 64 → 71 → 61. A growing number of institutions are discovering BOX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

■ 66% veterans ■ 12% 1-2yr ■ 23% new
Entry-cohort mix of 410 holders: 269 (66%) are 2+ year veterans, 48 entered 1–2 years ago, and 93 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
63 of 392 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in BOX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BOX

In 2026 Q2, 216 hedge funds were net buyers of BOX (61 opened a new position, 155 added to an existing one), while 203 reduced or exited (134 trimmed, 69 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 60% of total institutional value in BOX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 395.

Hedge Fund Ownership: BOX

How many hedge funds hold BOX — quarterly history vs. share price
Quarterly hedge fund ownership of BOX vs. share price

Market Analysis: BOX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BOX

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: BOX
390 + Investors

Track Smart Money conviction in BOX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 390 403 -3.23%
13F Shares 144M 146M -1.13%
Total Value $3.63B $3.32B 9.25%
New Positions 60 71 -11
Increased Positions 149 159 -10
Closed Positions 70 74 -4
Reduced Positions 131 122 +9
Total Calls 12 10 20.0%
Total Puts 6 9 -33.33%
PUT/CALL Ratio 0.5 0.9 Bullish

Statistics: BOX

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Institutional Holders (2026 Q2)

390 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BOX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BOX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Divisar Capital Management LLC 4.57% 748,049 $19.9M
2 Emmett Investment Management, LP 2.25% 117,136 $3.2M
3 Shaolin Capital Management LLC 1.33% 1,053,001 $27.9M
4 Aristotle Capital Boston, LLC 1.08% 606,056 $16.1M
5 Cornerstone Capital, Inc. 0.84% 356,072 $9.5M
6 Kultura Capital Management LP 0.76% 158,500 $4.2M
7 Earnest Partners LLC 0.68% 7,119,498 $189.0M
8 Ardsley Advisory Partners LP 0.66% 240,000 $6.4M
9 Odyssean, LLC 0.51% 117,086 $3.1M
10 Numerai GP LLC 0.41% 189,720 $5.0M
11 Oberweis Asset Management Inc/ 0.41% 743,000 $19.7M
12 nVerses Capital, LLC 0.36% 8,939 $237K
13 Jones Kertz & Associates, Inc. 0.36% 29,214 $775K
14 Susquehanna Fundamental Investments, LLC 0.18% 369,697 $9.8M
15 Total Wealth Planning & Management, Inc. 0.18% 10,054 $267K
16 Mizuho Markets Americas LLC 0.18% 423,739 $11.2M
17 Kesler, Norman & Wride, LLC 0.17% 39,896 $1.1M
18 Myecfo, LLC 0.16% 16,172 $429K
19 Needham Investment Management LLC 0.16% 195,000 $5.2M
20 Atom Investors LP 0.15% 65,208 $1.7M
21 Alyeska Investment Group, L.P. 0.15% 2,224,418 $59.0M
22 Hillsdale Investment Management Inc. 0.15% 247,650 $6.6M
23 Fort Washington Investment Advisors Inc /Oh/ 0.15% 1,115,887 $29.6M
24 ExodusPoint Capital Management, LP 0.14% 843,262 $22.4M
25 Landscape Capital Management, L.L.C. 0.13% 74,572 $2.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Box Inc (BOX)

What does the Smart Money Trend signal show for BOX?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their BOX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BOX?

Slight buying edge — 52% buying: Last quarter: 216 funds bought or added vs 203 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BOX holders?

Elite ownership — 60% AUM from top-100 funds: 63 of 392 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in BOX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BOX?

61% of holders stayed for 2+ years: 240 out of 395 hedge funds have held BOX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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