BOX INC (BOX) — Institutional Holders, Q2 2026 (page 4)
417 institutional investment managers reported a BOX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BOX 13F holders ranked 301–400 of 417
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Versant Capital Management#301 · 2,596 sh | 2,596 | $68.9K | — | -45.5% |
| 302 | Integrated Wealth Concepts#302 · 2,101 sh | 2,101 | $55.8K | <0.01% | New |
| 303 | Cordant#303 · 2,078 sh | 2,078 | $55.2K | 0.02% | New |
| 304 | Parallel Advisors#304 · 2,024 sh | 2,024 | $53.7K | <0.01% | +10.1% |
| 305 | MassMutual Private Wealth & , FSB#305 · 1,867 sh | 1,867 | $49.5K | — | -12.0% |
| 306 | Allworth Financial#306 · 1,718 sh | 1,718 | $45.6K | <0.01% | +18.7% |
| 307 | Farther Finance Advisors#307 · 1,628 sh | 1,628 | $43.2K | — | -25.2% |
| 308 | Global Retirement Partners#308 · 1,552 sh | 1,552 | $41.2K | <0.01% | — |
| 309 | DekaBank Deutsche Girozentrale#309 · 1,583 sh | 1,583 | $37.0K | <0.01% | 0.0% |
| 310 | WHITTIER#310 · 1,205 sh | 1,205 | $34.2K | <0.01% | 0.0% |
| 311 | Center for Financial Planning#311 · 1,250 sh | 1,250 | $33.2K | — | 0.0% |
| 312 | Eurizon Capital SGR S.p.A.#312 · 1,192 sh | 1,192 | $31.7K | <0.01% | +17.8% |
| 313 | CHOREO#313 · 32,000 sh | 32,000 | $31.4K | <0.01% | -5.9% |
| 314 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#314 · 1,095 sh | 1,095 | $29.1K | <0.01% | New |
| 315 | Employees Retirement System of Texas#315 · 1,099 sh | 1,099 | $29.0K | <0.01% | 0.0% |
| 316 | North Star Investment Management#316 · 1,063 sh | 1,063 | $28.2K | <0.01% | -0.1% |
| 317 | GILL CAPITAL PARTNERS#317 · 1,050 sh | 1,050 | $27.9K | — | +100.0% |
| 318 | Geneos Wealth Management#318 · 1,000 sh | 1,000 | $26.5K | <0.01% | -37.5% |
| 319 | Kilter Group#319 · 988 sh | 988 | $26.2K | <0.01% | +83.3% |
| 320 | Bear Mountain Capital#320 · 867 sh | 867 | $26.0K | <0.01% | 0.0% |
| 321 | Salomon & Ludwin#321 · 873 sh | 873 | $24.0K | <0.01% | -54.5% |
| 322 | Sterling Capital Management#322 · 887 sh | 887 | $23.5K | — | -49.4% |
| 323 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#323 · 878 sh | 878 | $23.3K | <0.01% | +26.7% |
| 324 | UMB Bank, n.a.#324 · 861 sh | 861 | $22.9K | <0.01% | +32.3% |
| 325 | Smartleaf Asset Management#325 · 837 sh | 837 | $22.2K | <0.01% | 0.0% |
| 326 | Bare Financial Services#326 · 762 sh | 762 | $20.2K | <0.01% | +103.7% |
| 327 | OF TOLEDO NA#327 · 756 sh | 756 | $20.1K | — | New |
| 328 | LOS ANGELES CAPITAL MANAGEMENT#328 · 708 sh | 708 | $18.8K | <0.01% | 0.0% |
| 329 | Hickory Point Bank#329 · 700 sh | 700 | $18.6K | — | 0.0% |
| 330 | WealthCollab#330 · 671 sh | 671 | $17.8K | <0.01% | -30.8% |
| 331 | Essential Partners#331 · 654 sh | 654 | $17.4K | — | +271.6% |
| 332 | Mariner#332 · 16,000 sh | 16,000 | $15.6K | 0.00% | 0.0% |
| 333 | Clearstead Advisors#333 · 551 sh | 551 | $14.6K | <0.01% | New |
| 334 | ASSETMARK#334 · 542 sh | 542 | $14.4K | — | +201.1% |
| 335 | Kemnay Advisory Services#335 · 529 sh | 529 | $14.0K | <0.01% | -77.1% |
| 336 | Covestor Ltd#336 · 513 sh | 513 | $14.0K | <0.01% | -71.3% |
| 337 | NewEdge Advisors#337 · 500 sh | 500 | $13.3K | 0.00% | New |
| 338 | Optiver Holding B.V.#338 · 496 sh | 496 | $13.2K | 0.00% | New |
| 339 | Hughes Financial Services#339 · 476 sh | 476 | $12.6K | <0.01% | -68.3% |
| 340 | Fulcrum Asset Management LLP#340 · 468 sh | 468 | $12.4K | <0.01% | New |
| 341 | Larson Financial Group#341 · 439 sh | 439 | $11.7K | <0.01% | -52.2% |
| 342 | Financial Management Professionals#342 · 400 sh | 400 | $10.6K | — | New |
| 343 | Bell Investment Advisors#343 · 367 sh | 367 | $9.7K | <0.01% | +10.9% |
| 344 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#344 · 357 sh | 357 | $9.5K | 0.00% | -2.2% |
| 345 | HARBOUR INVESTMENTS#345 · 342 sh | 342 | $9.1K | <0.01% | +0.6% |
| 346 | MCF Advisors#346 · 328 sh | 328 | $8.7K | <0.01% | 0.0% |
| 347 | Owl Creek Wealth Partners#347 · 320 sh | 320 | $8.5K | — | 0.0% |
| 348 | Main Street Group, LTD#348 · 300 sh | 300 | $8.0K | <0.01% | 0.0% |
| 349 | WOLFF WIESE MAGANA#349 · 259 sh | 259 | $6.9K | — | 0.0% |
| 350 | PICTON MAHONEY ASSET MANAGEMENT#350 · 202 sh | 202 | $5.4K | 0.00% | -98.6% |
| 351 | Steigerwald, Gordon & Koch#351 · 200 sh | 200 | $5.3K | <0.01% | 0.0% |
| 352 | HUNTINGTON NATIONAL BANK#352 · 193 sh | 193 | $5.1K | 0.00% | New |
| 353 | High Note Wealth#353 · 187 sh | 187 | $5.0K | <0.01% | +15.4% |
| 354 | Keating Financial Advisory Services#354 · 180 sh | 180 | $4.8K | <0.01% | +462.5% |
| 355 | Union Bankshares#355 · 175 sh | 175 | $4.6K | <0.01% | 0.0% |
| 356 | CVA Family Office#356 · 164 sh | 164 | $4.4K | <0.01% | +20.6% |
| 357 | Rialto Wealth Management#357 · 151 sh | 151 | $4.0K | <0.01% | +586.4% |
| 358 | Avion Wealth#358 · 158 sh | 158 | $4.0K | <0.01% | +110.7% |
| 359 | Financial Avengers#359 · 150 sh | 150 | $4.0K | <0.01% | 0.0% |
| 360 | Fortitude Family Office#360 · 147 sh | 147 | $3.9K | — | +950.0% |
| 361 | Parkside Financial Bank#361 · 136 sh | 136 | $3.6K | <0.01% | +61.9% |
| 362 | PFS Partners#362 · 126 sh | 126 | $3.3K | — | 0.0% |
| 363 | MATHER GROUP#363 · 122 sh | 122 | $3.2K | — | -76.5% |
| 364 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#364 · 117 sh | 117 | $3.1K | <0.01% | 0.0% |
| 365 | Hurley Capital#365 · 116 sh | 116 | $3.1K | <0.01% | 0.0% |
| 366 | True Wealth Design#366 · 114 sh | 114 | $3.0K | — | +660.0% |
| 367 | Physician Wealth Advisors#367 · 111 sh | 111 | $2.9K | — | +32.1% |
| 368 | Spire Wealth Management#368 · 105 sh | 105 | $2.8K | <0.01% | +5.0% |
| 369 | Transamerica Financial Advisors#369 · 101 sh | 101 | $2.7K | <0.01% | +94.2% |
| 370 | Key FInancial#370 · 100 sh | 100 | $2.7K | <0.01% | 0.0% |
| 371 | Archer Investment#371 · 95 sh | 95 | $2.5K | <0.01% | 0.0% |
| 372 | Godfrey Financial Associates#372 · 95 sh | 95 | $2.5K | <0.01% | 0.0% |
| 373 | ROTHSCHILD INVESTMENT#373 · 94 sh | 94 | $2.5K | <0.01% | -46.3% |
| 374 | NBC SECURITIES#374 · 92 sh | 92 | $2.4K | — | 0.0% |
| 375 | Noble Wealth Management PBC#375 · 91 sh | 91 | $2.4K | — | New |
| 376 | ACTION POINT FINANCIAL PLANNING#376 · 87 sh | 87 | $2.2K | <0.01% | New |
| 377 | Cornerstone Financial Management#377 · 81 sh | 81 | $2.1K | <0.01% | +20.9% |
| 378 | FARMERS & MERCHANTS INVESTMENTS#378 · 80 sh | 80 | $2.1K | — | 0.0% |
| 379 | Anchor Investment Management#379 · 75 sh | 75 | $2.0K | <0.01% | 0.0% |
| 380 | WPG Advisers#380 · 75 sh | 75 | $2.0K | <0.01% | 0.0% |
| 381 | Cornerstone Planning Group#381 · 69 sh | 69 | $2.0K | — | -46.5% |
| 382 | Marquette Asset Management#382 · 71 sh | 71 | $1.9K | — | +47.9% |
| 383 | MV CAPITAL MANAGEMENT#383 · 67 sh | 67 | $1.8K | <0.01% | -68.4% |
| 384 | Institute for Wealth Management#384 · 65 sh | 65 | $1.7K | <0.01% | New |
| 385 | First Command Advisory Services#385 · 61 sh | 61 | $1.6K | 0.00% | 0.0% |
| 386 | Kingdom Financial Group#386 · 60 sh | 60 | $1.6K | <0.01% | 0.0% |
| 387 | JFS WEALTH ADVISORS#387 · 58 sh | 58 | $1.5K | <0.01% | +81.2% |
| 388 | SJS Investment Consulting#388 · 54 sh | 54 | $1.4K | — | +671.4% |
| 389 | Investors Research#389 · 52 sh | 52 | $1.4K | — | 0.0% |
| 390 | Burk#390 · 50 sh | 50 | $1.3K | <0.01% | 0.0% |
| 391 | Plante Moran Financial Advisors#391 · 48 sh | 48 | $1.3K | <0.01% | New |
| 392 | Vanguard National#392 · 41 sh | 41 | $1.1K | <0.01% | 0.0% |
| 393 | Capital Advisors, Ltd.#393 · 40 sh | 40 | $1.0K | <0.01% | -85.6% |
| 394 | CoreCap Advisors#394 · 37 sh | 37 | $982.00 | — | +640.0% |
| 395 | Activest Wealth Management#395 · 31 sh | 31 | $823.00 | — | +106.7% |
| 396 | Ankerstar Wealth#396 · 31 sh | 31 | $823.00 | <0.01% | -36.7% |
| 397 | Rossby Financial, LCC#397 · 30 sh | 30 | $796.00 | <0.01% | +66.7% |
| 398 | Quarry#398 · 27 sh | 27 | $717.00 | <0.01% | -75.0% |
| 399 | CREATIVE FINANCIAL DESIGNS#399 · 27 sh | 27 | $717.00 | 0.00% | 0.0% |
| 400 | GILPIN WEALTH MANAGEMENT#400 · 22 sh | 22 | $584.00 | — | -4.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.