BOX — BOX INC

Ownership history in True Wealth Design, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in BOX INC (BOX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 32 +19 +146.2% 0.00% $1K $32.27
2025 Q2 UNCHANGED 13 — 0% 0.00% $445 $34.17
2025 Q1 INITIATED 13 — — 0.00% $402 $30.86
% of Fund (quarterly)    BOX price (monthly, adj. close)

Other funds also holding BOX

As of 2025 Q4 — sorted by position size

Sunriver Management LLC 3Y 7Y 5.46% RGM Capital, LLC 3Y 7Y 4.84% Emmett Investment Management, LP 3.77% Profit Investment Management, LLC 3Y 7Y 1.85% Divisar Capital Management LLC 3Y 7Y 1.58% Aristotle Capital Boston, LLC 3Y 7Y 1.32% EARNEST PARTNERS LLC 3Y 7Y 0.96% Cornerstone Capital, Inc. 3Y 7Y 0.92% OBERWEIS ASSET MANAGEMENT INC/ 3Y 7Y 0.71% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 0.59%
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