Box Inc (BOX) Hedge Fund Ownership (Q1 2026)

Box Inc (BOX)

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

Smart Money Signals — BOX

Based on 401 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their BOX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

401 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.

📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q

+22 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 54% buying

235 buying202 selling

Last quarter: 235 funds bought or added vs 202 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new BOX position: 70 → 51 → 64 → 71. 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+) ■ 20% medium ■ 21% new

237 out of 401 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 -6%, value -28%

Value

-28%

-5%

Last quarter: funds added -6% more shares while total portfolio value only changed -28%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

45 → 70 → 51 → 64 → 71 new funds/Q

New funds entering each quarter: 70 → 51 → 64 → 71. A growing number of institutions are discovering BOX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 62% veterans vs 23% newcomers

■ 62% veterans ■ 15% 1-2yr ■ 23% new

Entry-cohort mix of 418 holders: 259 (62%) are 2+ year veterans, 63 entered 1–2 years ago, and 96 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds

59 of 399 holders are among the 100 largest funds by AUM, controlling 54% 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.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	399	406	-1.72%
13F Shares	145M	153M	-5.5%
Total Value	$3.30B	$4.60B	-28.27%
New Positions	71	64	+7
Increased Positions	158	121	+37
Closed Positions	76	52	+24
Reduced Positions	121	164	-43
Total Calls	10	12	-16.67%
Total Puts	9	10	-10.0%
PUT/CALL Ratio	0.9	0.83	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

399

406

-1.72%

13F Shares

145M

153M

-5.5%

Total Value

$3.30B

$4.60B

-28.27%

New Positions

Increased Positions

158

121

+37

Closed Positions

+24

Reduced Positions

121

164

-43

Total Calls

-16.67%

Total Puts

-10.0%

PUT/CALL Ratio

0.9

0.83

Neutral

Institutional Holders (2026 Q1)

399 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BOX holders by conviction (% of portfolio weight) — 2026 Q1 · 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	Jones Kertz & Associates, Inc.	0.40%	31,739	$750K
13	nVerses Capital, LLC	0.39%	18,375	$434K
14	Susquehanna Fundamental Investments, LLC	0.39%	435,787	$10.3M
15	Numerai GP LLC	0.31%	130,084	$3.1M
16	Ardsley Advisory Partners LP	0.30%	100,000	$2.4M
17	Qsemble Capital Management, LP	0.29%	162,843	$3.8M
18	Mizuho Markets Americas LLC	0.24%	369,203	$8.7M
19	Needham Investment Management LLC	0.24%	195,000	$4.6M
20	WINTON GROUP Ltd	0.20%	241,407	$5.7M
21	Myecfo, LLC	0.17%	16,953	$401K
22	Atom Investors LP	0.16%	92,991	$2.2M
23	Kesler, Norman & Wride, LLC	0.15%	36,880	$872K
24	Hillsdale Investment Management Inc.	0.14%	223,250	$5.3M
25	Fort Washington Investment Advisors Inc /Oh/	0.13%	1,029,407	$24.3M

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BOX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BOX?

Slight buying edge — 54% buying: Last quarter: 235 funds bought or added vs 202 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BOX holders?

Elite ownership — 54% AUM from top-100 funds: 59 of 399 holders are among the 100 largest funds by AUM, controlling 54% 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: 237 out of 401 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.

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Box Inc (BOX)

Smart Money Signals — BOX

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Steady growth — +6% more funds vs a year ago

Slight buying edge — 54% buying

More new buyers each quarter (+7 vs last Q)

59% of holders stayed for 2+ years

Buying through price weakness — shares -6%, value -28%

Growing discovery — still being found

Veteran-anchored — 62% veterans vs 23% newcomers

Elite ownership — 54% AUM from top-100 funds

Institutional Sentiment Summary — BOX

Hedge Fund Ownership: BOX

Market Analysis: BOX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BOX

Hedge Fund Positioning: BOX

Statistics: BOX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Box Inc (BOX)

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