BOX BOX INC CL A

Ownership history in SEGALL BRYANT & HAMILL, LLC  ·  15 quarters on record

AI Ownership Summary

SEGALL BRYANT & HAMILL, LLC reported BOX INC CL A (BOX) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.25% in 2025 Q2. The latest visible filing shows BOX at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BOX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEGALL BRYANT & HAMILL, LLC's position in BOX INC CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BOX was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SEGALL BRYANT & HAMILL, LLC held BOX — position size vs. price
% of Fund (quarterly)    BOX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 524,715 +12,795 +2.5% 0.23% $16.9M 2025-11-12 $31.96
2025 Q2 ADDED 511,920 +143,568 +39.0% 0.25% $17.5M 2025-08-12 $31.06
2025 Q1 REDUCED 368,352 -10,421 -2.8% 0.17% $11.4M 2025-05-02 $31.18
2024 Q4 REDUCED 378,773 -5,101 -1.3% 0.16% $12.0M 2025-02-11 $34.64
2024 Q3 REDUCED 383,874 -15,734 -3.9% 0.17% $12.6M 2024-11-08 $33.74
2024 Q2 ADDED 399,608 +10,815 +2.8% 0.19% $10.6M 2024-08-14 $27.81
2024 Q1 REDUCED 388,793 -5,423 -1.4% 0.21% $11.0M 2024-05-15 $27.04
2023 Q4 ADDED 394,216 +1,300 +0.3% 0.19% $10.1M 2024-02-14 $26.35
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SEGALL BRYANT & HAMILL, LLC and BOX

These are the practical questions this page is built to answer before you even open the full history table.

How long has SEGALL BRYANT & HAMILL, LLC reported owning BOX?

SEGALL BRYANT & HAMILL, LLC reported BOX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BOX position in SEGALL BRYANT & HAMILL, LLC's portfolio?

The largest reported portfolio weight for BOX was 0.25% in 2025 Q2.

What is the latest reported BOX position on this page?

The most recent filing on this page is 2025 Q3, when SEGALL BRYANT & HAMILL, LLC reported 524,715 shares, equal to 0.23% of portfolio, with an estimated market value of $16.9M.

What does the chart on this BOX ownership page compare?

The chart compares SEGALL BRYANT & HAMILL, LLC's quarterly BOX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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