Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BOX INC (BOX)

407 + 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
↑ +11
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — BOX

Based on 387 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BOX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
387 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 (+11 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

186 buying211 selling
Last quarter: 211 funds reduced or exited vs 186 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new BOX position: 43 → 64 → 50 → 62. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 25% medium ■ 16% new
230 out of 387 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.
💎

Buying through price weakness — shares -4%, value -55%

Value
-54%
Shares
-4%
Last quarter: funds added -4% more shares while total portfolio value only changed -55%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~62 new funds/quarter

54 → 43 → 64 → 50 → 62 new funds/Q
New funds entering each quarter: 43 → 64 → 50 → 62. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 15% 1-2yr ■ 19% new
Of 407 current holders: 266 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
44 of 387 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 2025 Q4, 186 hedge funds were net buyers of BOX (62 opened a new position, 124 added to an existing one), while 211 reduced or exited (160 trimmed, 51 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 46% of total institutional value in BOX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 387.

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

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

59 top-rated funds 1 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: BOX
2026 Q1 Stats Unlock in 4 days 407 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 407 400 1.75%
13F Shares 153M 160M -4.38%
Total Value $4.59B $10.10B -54.58%
New Positions 64 50 +14
Increased Positions 148 163 -15
Closed Positions 53 63 -10
Reduced Positions 187 178 +9
Total Calls 12 14 -14.29%
Total Puts 10 12 -16.67%
PUT/CALL Ratio 0.83 0.86 Neutral

Statistics: BOX

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Financial Highlights

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Institutional Holders (2026 Q1)

407 + 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 institutional holders of BOX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Emmett Investment Management, LP 5.67% 313,400 $7.4M
2 RGM Capital, LLC 4.84% 3,330,168 $99.6M
3 Divisar Capital Management LLC 3.84% 638,049 $15.1M
4 Aristotle Capital Boston, LLC 1.02% 695,549 $16.4M
5 Shaolin Capital Management LLC 0.89% 1,016,018 $24.0M
6 Cornerstone Capital, Inc. 0.83% 350,867 $8.3M
7 EARNEST PARTNERS LLC 0.71% 7,305,258 $172.7M
8 ARDSLEY ADVISORY PARTNERS LP 0.71% 236,000 $5.6M
9 OXFORD ASSET MANAGEMENT LLP 0.54% 53,064 $1.3M
10 OBERWEIS ASSET MANAGEMENT INC/ 0.54% 771,520 $18.2M
11 Odyssean, LLC 0.50% 57,367 $1.4M
12 TEALWOOD ASSET MANAGEMENT INC 0.47% 43,957 $1K
13 Jones Kertz & Associates, Inc. 0.40% 31,739 $750K
14 nVerses Capital, LLC 0.39% 18,375 $434K
15 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.39% 435,787 $10.3M
16 Numerai GP LLC 0.31% 130,084 $3.1M
17 ARDSLEY ADVISORY PARTNERS LP 0.30% 100,000 $2.4M
18 Qsemble Capital Management, LP 0.29% 162,843 $3.8M
19 MIZUHO MARKETS AMERICAS LLC 0.24% 369,203 $8.7M
20 NEEDHAM INVESTMENT MANAGEMENT LLC 0.24% 195,000 $4.6M
21 WINTON GROUP Ltd 0.20% 241,407 $5.7M
22 MYECFO, LLC 0.17% 16,953 $401K
23 ACADIAN ASSET MANAGEMENT LLC 0.16% 4,725,486 $112K
24 Atom Investors LP 0.16% 92,991 $2.2M
25 Kesler, Norman & Wride, LLC 0.15% 36,880 $872K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BOX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BOX?

More sellers than buyers — 47% buying: Last quarter: 211 funds reduced or exited vs 186 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BOX holders?

Elite ownership — 46% AUM from top-100 funds: 44 of 387 holders are among the 100 largest funds by AUM, controlling 46% 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?

59% of holders stayed for 2+ years: 230 out of 387 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.