Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Box Inc (BOX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — BOX

Based on 400 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
400 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
+21 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

234 buying201 selling
Last quarter: 234 funds bought or added vs 201 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new BOX position: 69 → 51 → 64 → 70. 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 400 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%
Shares
-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 → 69 → 51 → 64 → 70 new funds/Q
New funds entering each quarter: 69 → 51 → 64 → 70. 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 417 holders: 259 (62%) are 2+ year veterans, 63 entered 1–2 years ago, and 95 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
58 of 398 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — BOX

In 2026 Q1, 234 hedge funds were net buyers of BOX (70 opened a new position, 164 added to an existing one), while 201 reduced or exited (126 trimmed, 75 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 35% of total institutional value in BOX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 400.

Hedge Fund Ownership: BOX

How many hedge funds hold BOX — quarterly history vs. share price
Quarterly hedge fund ownership of BOX vs. share price

Market Analysis: BOX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BOX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Box Inc (BOX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BOX has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
BOX
nan%
XLK
+39.8%

BOX outperformed XLK by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
BOX
nan%
XLK
+5.4%

Since the filing became public, BOX outperformed XLK by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 2 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: BOX
396 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 396 405 -2.22%
13F Shares 145M 153M -5.52%
Total Value $3.30B $4.60B -28.28%
New Positions 68 64 +4
Increased Positions 158 120 +38
Closed Positions 77 52 +25
Reduced Positions 119 164 -45
Total Calls 10 12 -16.67%
Total Puts 9 10 -10.0%
PUT/CALL Ratio 0.9 0.83 Neutral

Statistics: BOX

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Valuation Measures Data as of: --

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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

396 + 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:
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: 234 funds bought or added vs 201 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?

Strong quality — 35% AUM from major funds: 58 of 398 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BOX?

59% of holders stayed for 2+ years: 237 out of 400 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.

Is it too late to buy Box Inc (BOX) following the 2026 Q1 hedge fund 13F filings?

As of today, BOX has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLK sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BOX has gained nan% vs +39.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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