Public record / Tickers / BOX

BOX — BOX INC†

Both disclosure regimes on one name: who in Congress filed about BOX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming BOX
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-12
filed 2019-08-12
13F holders
343
top-343 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Patrick J. Toomey · $1.0K–$15.0K

BUY · traded 2018-05-02 → filed 2019-08-12. Ranked over every BOX row by the provable lower bound, never a point estimate.

No member disclosed BOX in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated BOX rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BOX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Every row below carries amendment pending — stated once here rather than repeated on every row.
Latest congressional filings mentioning BOX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2019-08-12Patrick J. Toomey R–PABUYTraded 2018-05-02 LATE·467d$1K–$15K
2019-08-12Patrick J. Toomey R–PASELL JT (jointly owned)Traded 2018-05-02 LATE·467d$1K–$15K
2019-08-12Patrick J. Toomey R–PABUY JT (jointly owned)Traded 2018-04-23 LATE·476d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in BOX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed BOX in the trailing 12 months.

Congress ↔ notable managers · BOX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $2.2M held
Trimming
1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · BOX INC

Merged timeline of congressional filings and notable-manager moves on BOX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FNEW+92,893 sh
2026-05-15Bridgewater Associates 13FEXIT−241,446 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of BOX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$599M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$266M1
3EARNEST PARTNERS LLC$173M1
4VANGUARD CAPITAL MANAGEMENT LLC$147M1
5STATE STREET CORP$134M1
6ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$116M1
7BANK OF AMERICA CORP /DE/$79.2M1
8SEI INVESTMENTS CO$75.6M1
9DIMENSIONAL FUND ADVISORS LP$63.2M1
10Squarepoint Ops LLC$61.8M1
11CITADEL ADVISORS LLC$55.3M1
12MORGAN STANLEY$41.7M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$37.0M1
14NORTHERN TRUST CORP$34.8M1
15NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$31.6M1
16MASSACHUSETTS FINANCIAL SERVICES CO /MA/$31.2M1
17TWO SIGMA INVESTMENTS, LP$29.8M1
18Man Group plc$28.0M1
19Janus Henderson Group Ltd.$27.1M1
20FIRST TRUST ADVISORS LP$26.1M1
21JANE STREET GROUP, LLC$25.9M1
22Shaolin Capital Management LLC$24.0M1
23PRINCIPAL FINANCIAL GROUP INC$23.9M1
24VANGUARD FIDUCIARY TRUST CO$23.1M1
25UBS Group AG$21.6M1
26Nuveen, LLC$21.5M1
27MILLENNIUM MANAGEMENT LLC$18.4M1
28PUBLIC SECTOR PENSION INVESTMENT BOARD$16.7M1
29Aristotle Capital Boston, LLC$16.4M1
30Invesco Ltd.$15.7M1
31Trexquant Investment LP$15.2M1
32ROYAL BANK OF CANADA$15.2M1
33Divisar Capital Management LLC$15.1M1
34ALLIANCEBERNSTEIN L.P.$14.2M1
35Point72 Asset Management, L.P.$14.2M1
36HighTower Advisors, LLC$12.3M1
37D. E. Shaw & Co., Inc.$11.6M1
38MACKENZIE FINANCIAL CORP$10.8M1
39SCHRODER INVESTMENT MANAGEMENT GROUP$10.4M1
40SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$10.3M1
41Qube Research & Technologies Ltd$9.8M1
42MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$9.1M1
43FEDERATED HERMES, INC.$9.0M1
44UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8.9M1
45MIZUHO MARKETS AMERICAS LLC$8.7M1
46Cornerstone Capital, Inc.$8.3M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$8.1M1
48Legal & General Group Plc$7.8M1
49Emmett Investment Management, LP$7.4M1
50NORDEA INVESTMENT MANAGEMENT AB$7.3M1
51PRUDENTIAL FINANCIAL INC$7.2M1
52Swiss National Bank$6.7M1
53FMR LLC$6.5M1
54CITIGROUP INC$5.8M1
55WINTON GROUP Ltd$5.7M1
56ARDSLEY ADVISORY PARTNERS LP$5.6M1
57ENVESTNET ASSET MANAGEMENT INC$5.5M1
58CANADA PENSION PLAN INVESTMENT BOARD$5.5M1
59WELLS FARGO & COMPANY/MN$5.4M1
60PANAGORA ASSET MANAGEMENT INC$5.4M1
61UniSuper Management Pty Ltd$5.4M1
62NEEDHAM INVESTMENT MANAGEMENT LLC$4.6M1
63XTX Topco Ltd$3.9M1
64Qsemble Capital Management, LP$3.8M1
65Edgestream Partners, L.P.$3.8M1
66Amundi$3.6M1
67Brevan Howard Capital Management LP$3.5M1
68EFG International AG$3.3M1
69VOYA INVESTMENT MANAGEMENT LLC$3.3M1
70DEUTSCHE BANK AG\$3.2M1
71VANGUARD ASSET MANAGEMENT, Ltd$3.1M1
72Numerai GP LLC$3.1M1
73Focus Partners Wealth$2.9M1
74Vanguard Global Advisers, LLC$2.8M1
75Engineers Gate Manager LP$2.8M1
76Creative Planning$2.7M1
77AQR CAPITAL MANAGEMENT LLC$2.6M1
78Y-Intercept (Hong Kong) Ltd$2.6M1
79FRANKLIN RESOURCES INC$2.4M1
80State of New Jersey Common Pension Fund D$2.3M1
81Vinva Investment Management Ltd$2.3M1
82STATE OF WISCONSIN INVESTMENT BOARD$2.3M1
83Atom Investors LP$2.2M1
84SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.2M1
85Gotham Asset Management, LLC$2.2M1
86LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.1M1
87Quantinno Capital Management LP$2.1M1
88Paralel Advisors LLC$2.0M1
89EXCHANGE TRADED CONCEPTS, LLC$2.0M1
90HBK INVESTMENTS L P$1.9M1
91Universal- Beteiligungs- und Servicegesellschaft mbH$1.9M1
92Connor, Clark & Lunn Investment Management Ltd.$1.8M1
93HSBC HOLDINGS PLC$1.8M1
94MERCER GLOBAL ADVISORS INC /ADV$1.8M1
95FIFTH THIRD BANCORP$1.7M1
96KLP KAPITALFORVALTNING AS$1.7M1
97BALYASNY ASSET MANAGEMENT L.P.$1.7M1
98Illinois Municipal Retirement Fund$1.7M1
99HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.5M1
100MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.5M1
101RENAISSANCE TECHNOLOGIES LLC$1.4M1
102TEACHER RETIREMENT SYSTEM OF TEXAS$1.4M1
103Odyssean, LLC$1.4M1
104LAZARD ASSET MANAGEMENT LLC$1.3M1
105Mesirow Financial Investment Management, Inc.$1.3M1
106OXFORD ASSET MANAGEMENT LLP$1.3M1
107Zurcher Kantonalbank (Zurich Cantonalbank)$1.3M1
108QUADRANT CAPITAL GROUP LLC$1.2M1
109AMERICAN CENTURY COMPANIES INC$1.1M1
110Elo Mutual Pension Insurance Co$1.1M1
111Voleon Capital Management LP$1.1M1
112OPPENHEIMER ASSET MANAGEMENT INC.$1.1M1
113Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$995K1
114RAYMOND JAMES FINANCIAL INC$992K1
115STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$952K1
116SHELTON CAPITAL MANAGEMENT$942K1
117Arizona State Retirement System$930K1
118Cerity Partners LLC$910K1
119US BANCORP \DE\$893K1
120Vanguard Personalized Indexing Management, LLC$888K1
121Kesler, Norman & Wride, LLC$872K1
122JUPITER ASSET MANAGEMENT LTD$869K1
123BANK OF MONTREAL /CAN/$846K1
124Vanguard Investments Australia, Ltd.$844K1
125COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$837K1
126VOLORIDGE INVESTMENT MANAGEMENT, LLC$793K1
127Rockefeller Capital Management L.P.$785K1
128Havemeyer Place LP$784K1
129Summit Trail Advisors, LLC$779K1
130OREGON PUBLIC EMPLOYEES RETIREMENT FUND$775K1
131Blue Trust, Inc.$767K1
132INTECH INVESTMENT MANAGEMENT LLC$765K1
133Jones Kertz & Associates, Inc.$750K1
134Linden Thomas Advisory Services, LLC$726K1
135Cetera Investment Advisers$708K1
136Quadrature Capital Ltd$705K1
137Smith Group Asset Management, LLC$623K1
138State of Wyoming$606K1
139Resona Asset Management Co.,Ltd.$590K1
140Pictet Asset Management Holding SA$574K1
141Callan Family Office, LLC$532K1
142ProShare Advisors LLC$524K1
143Mirae Asset Global Investments Co., Ltd.$499K1
144Maryland State Retirement & Pension System$492K1
145GLENMEDE TRUST CO NA$473K1
146LPL Financial LLC$470K1
147FOX RUN MANAGEMENT, L.L.C.$459K1
148Tidal Investments LLC$451K1
149nVerses Capital, LLC$434K1
150Schonfeld Strategic Advisors LLC$415K1
151Brooklyn Investment Group$413K1
152Federation des caisses Desjardins du Quebec$405K1
153Composition Wealth, LLC$402K1
154MYECFO, LLC$401K1
155COLDSTREAM CAPITAL MANAGEMENT INC$397K1
156Vise Technologies, Inc.$394K1
157MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$387K1
158Corient Private Wealth LLC$380K1
159Swiss Life Asset Management Ltd$375K1
160MIRABELLA FINANCIAL SERVICES LLP$372K1
161Diversified Trust Co$371K1
162Sumitomo Mitsui DS Asset Management Company, Ltd$369K1
163Sanctuary Advisors, LLC$365K1
164NorthCrest Asset Manangement, LLC$362K1
165OCCUDO QUANTITATIVE STRATEGIES LP$361K1
166PICTON MAHONEY ASSET MANAGEMENT$354K1
167Lighthouse Investment Partners, LLC$352K1
168Aquatic Capital Management LLC$330K1
169Concurrent Investment Advisors, LLC$326K1
170GC Wealth Management RIA, LLC$322K1
171Sivia Capital Partners, LLC$318K1
172XPONANCE LLC$313K1
173Fideuram Asset Management (Ireland) dac$313K1
174Abel Hall, LLC$312K1
175Empowered Funds, LLC$301K1
176Vident Advisory, LLC$299K1
177Lido Advisors, LLC$283K1
178ROYCE & ASSOCIATES LP$282K1
179Jasper Ridge Partners, L.P.$279K1
180PROFUND ADVISORS LLC$266K1
181JOURNEY STRATEGIC WEALTH LLC$246K1
182Sequoia Financial Advisors, LLC$245K1
183Tower Research Capital LLC (TRC)$241K1
184WELLINGTON MANAGEMENT GROUP LLP$239K1
185Kestra Advisory Services, LLC$236K1
186Ensign Peak Advisors, Inc$235K1
187AE Wealth Management LLC$231K1
188TRUIST FINANCIAL CORP$226K1
189Beverly Hills Private Wealth, LLC$222K1
190Crossmark Global Holdings, Inc.$214K1
191Dynamic Technology Lab Private Ltd$213K1
192HOHIMER WEALTH MANAGEMENT, LLC$212K1
193CAPSTONE INVESTMENT ADVISORS, LLC$209K1
194OSAIC HOLDINGS, INC.$202K1
195GROUP ONE TRADING LLC$176K1
196CWM, LLC$159K1
197Steward Partners Investment Advisory, LLC$157K1
198WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$157K1
199Central Pacific Bank - Trust Division$154K1
200Leonteq Securities AG$134K1
201Pinnacle Wealth Planning Services, Inc.$130K1
202Mitsubishi UFJ Asset Management Co., Ltd.$130K1
203ACADIAN ASSET MANAGEMENT LLC$112K1
204New Age Alpha Advisors, LLC$108K1
205SIGNATUREFD, LLC$99.4K1
206Ameliora Wealth Management Ltd.$94.6K1
207Caitong International Asset Management Co., Ltd$92.8K1
208Bayforest Capital Ltd$90.0K1
209BNP Paribas Asset Management Holding S.A.$89.0K1
210Truvestments Capital LLC$85.4K1
211Kemnay Advisory Services Inc.$54.5K1
212Geneos Wealth Management Inc.$37.8K1
213Allworth Financial LP$34.2K1
214MAI Capital Management$32.3K1
215Aster Capital Management (DIFC) Ltd$31.2K1
216Center for Financial Planning, Inc.$29.6K1
217Eurizon Capital SGR S.p.A.$23.7K1
218WealthCollab, LLC$22.9K1
219Larson Financial Group LLC$21.7K1
220Smartleaf Asset Management LLC$19.5K1
221Hickory Point Bank & Trust$16.5K1
222UMB Bank, n.a.$15.4K1
223Destiny Wealth Partners, LLC$15.0K1
224Kilter Group LLC$12.7K1
225MATHER GROUP, LLC.$12.3K1
226Crewe Advisors LLC$9.4K1
227NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.6K1
228Bell Investment Advisors, Inc$7.8K1
229MCF Advisors LLC$7.8K1
230Owl Creek Wealth Partners LLC$7.6K1
231Abound Wealth Management$6.5K1
232WOLFF WIESE MAGANA LLC$6.1K1
233MV CAPITAL MANAGEMENT, INC.$5.0K1
234First Pacific Financial$4.5K1
235TD Waterhouse Canada Inc.$4.5K1
236ASSETMARK, INC$4.3K1
237Atlantic Union Bankshares Corp$4.1K1
238ALGERT GLOBAL LLC$3.4K1
239CVA Family Office, LLC$3.2K1
240PFS Partners, LLC$3.0K1
241CANADA LIFE ASSURANCE Co$2.8K1
242Quarry LP$2.6K1
243Key FInancial Inc$2.4K1
244Spire Wealth Management$2.4K1
245THRIVENT FINANCIAL FOR LUTHERANS$2.3K1
246Godfrey Financial Associates, Inc.$2.2K1
247Parkside Financial Bank & Trust$2.0K1
248Physician Wealth Advisors, Inc.$2.0K1
249FARMERS & MERCHANTS INVESTMENTS INC$1.9K1
250State of Alaska, Department of Revenue$1.8K1
251WPG Advisers, LLC$1.8K1
252Arax Advisory Partners$1.5K1
253Kingdom Financial Group LLC.$1.4K1
254TD Capital Management LLC$1.3K1
255Transamerica Financial Advisors, LLC$1.2K1
256Investors Research Corp$1.2K1
257Burk Holdings LLC$1.2K1
258Ankerstar Wealth, LLC$1.2K1
259Marquette Asset Management, LLC$1.1K1
260TEALWOOD ASSET MANAGEMENT INC$1.0K1
261Vanguard National Trust Co$9691
262Elequin Capital, LP$8981
263JFS WEALTH ADVISORS, LLC$7571
264Keating Financial Advisory Services, Inc.$7561
265GSA CAPITAL PARTNERS LLP$5561
266GILPIN WEALTH MANAGEMENT, LLC$5441
267CENTRAL TRUST Co$5211
268Rialto Wealth Management, LLC$5211
269TopTier Wealth Management, LLC$5201
270Breakwater Investment Management$4971
271Activest Wealth Management$3551
272True Wealth Design, LLC$3551
273DiNuzzo Private Wealth, Inc.$3081
274American Capital Advisory, LLC$2841
275Vestcor Inc$2551
276SJS Investment Consulting Inc.$1661
277KBC Group NV$1151
278DekaBank Deutsche Girozentrale$381
279Employees Retirement System of Texas$261
280Vermillion Wealth Management, Inc.$241
281HFM Investment Advisors, LLC$241
282Capital Advisors, Ltd. LLC$71
283Avion Wealth$11
284Jefferies Financial Group Inc.— value not disclosed1
285VANGUARD GROUP INC— value not disclosed1
286&PARTNERS— value not disclosed1
287COMMONWEALTH EQUITY SERVICES, LLC— value not disclosed1
288MML INVESTORS SERVICES, LLC— value not disclosed1
289STIFEL FINANCIAL CORP— value not disclosed1
290SouthState Bank Corp— value not disclosed1
291DANSKE BANK A/S— value not disclosed1
292HARBOUR INVESTMENTS, INC.— value not disclosed1
293Clearstead Advisors, LLC— value not disclosed1
294COMERICA BANK— value not disclosed1
295NATIONAL BANK OF CANADA /FI/— value not disclosed1
296BURNEY CO/— value not disclosed1
297TORONTO DOMINION BANK— value not disclosed1
298VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
299CIBC Asset Management Inc— value not disclosed1
300CIBC WORLD MARKETS CORP— value not disclosed1
301AVIVA PLC— value not disclosed1
302HUSSMAN STRATEGIC ADVISORS, INC.— value not disclosed1
303EVERGREEN CAPITAL MANAGEMENT LLC— value not disclosed1
304FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.— value not disclosed1
305Profit Investment Management, LLC— value not disclosed1
306CIBC Private Wealth Group LLC— value not disclosed1
307RGM Capital, LLC— value not disclosed1
308Bridgewater Associates, LP— value not disclosed1
309NORGES BANK— value not disclosed1
310Laurion Capital Management LP— value not disclosed1
311O'SHAUGHNESSY ASSET MANAGEMENT, LLC— value not disclosed1
312HRT FINANCIAL LP— value not disclosed1
313TWO SIGMA ADVISERS, LP— value not disclosed1
314Parallax Volatility Advisers, L.P.— value not disclosed1
315Allianz Asset Management GmbH— value not disclosed1
316Atria Investments, Inc— value not disclosed1
317Assenagon Asset Management S.A.— value not disclosed1
318Garde Capital, Inc.— value not disclosed1
319Versor Investments LP— value not disclosed1
320Sunriver Management LLC— value not disclosed1
321NorthCoast Asset Management LLC— value not disclosed1
322Holocene Advisors, LP— value not disclosed1
323CAHABA WEALTH MANAGEMENT, INC.— value not disclosed1
324DV Trading LLC— value not disclosed1
325ExodusPoint Capital Management, LP— value not disclosed1
326Global Retirement Partners, LLC— value not disclosed1
327Walleye Capital LLC— value not disclosed1
328OSSIAM— value not disclosed1
329Occidental Asset Management, LLC— value not disclosed1
330F/m Investments LLC— value not disclosed1
331CenterBook Partners LP— value not disclosed1
332AlphaQuest LLC— value not disclosed1
333SageView Advisory Group, LLC— value not disclosed1
334Nearwater Capital Markets, Ltd— value not disclosed1
335Dunhill Financial, LLC— value not disclosed1
336Portside Wealth Group, LLC— value not disclosed1
337Susquehanna Portfolio Strategies, LLC— value not disclosed1
338Private Wealth Management Group, LLC— value not disclosed1
339Pathstone Holdings, LLC— value not disclosed1
340Integrated Quantitative Investments LLC— value not disclosed1
341Total Wealth Planning & Management, Inc.— value not disclosed1
342OPTIMA CAPITAL LLC— value not disclosed1
343Gibbs Wealth Management— value not disclosed1
Truncated by Public Filings. Every one of the 283 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BOX

RETAINED WINDOW · ACTIVE HITS

Zero hits on BOX in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for BOX · financials and macro

Financials — as filed PLANNED

BOX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BOX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing