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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Patrick J. Toomey · $1.0K–$15.0K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2019-08-12Patrick J. Toomey R–PAPurchaseTraded 2018-05-02 LATE·467d$1K–$15K
2019-08-12Patrick J. Toomey R–PASale · JT (jointly owned)Traded 2018-05-02 LATE·467d$1K–$15K
2019-08-12Patrick J. Toomey R–PAPurchase · JT (jointly owned)Traded 2018-04-23 LATE·476d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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.$01
285VANGUARD GROUP INC$01
286&PARTNERS$01
287COMMONWEALTH EQUITY SERVICES, LLC$01
288MML INVESTORS SERVICES, LLC$01
289STIFEL FINANCIAL CORP$01
290SouthState Bank Corp$01
291DANSKE BANK A/S$01
292HARBOUR INVESTMENTS, INC.$01
293Clearstead Advisors, LLC$01
294COMERICA BANK$01
295NATIONAL BANK OF CANADA /FI/$01
296BURNEY CO/$01
297TORONTO DOMINION BANK$01
298VIRGINIA RETIREMENT SYSTEMS ET Al$01
299CIBC Asset Management Inc$01
300CIBC WORLD MARKETS CORP$01
301AVIVA PLC$01
302HUSSMAN STRATEGIC ADVISORS, INC.$01
303EVERGREEN CAPITAL MANAGEMENT LLC$01
304FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$01
305Profit Investment Management, LLC$01
306CIBC Private Wealth Group LLC$01
307RGM Capital, LLC$01
308Bridgewater Associates, LP$01
309NORGES BANK$01
310Laurion Capital Management LP$01
311O'SHAUGHNESSY ASSET MANAGEMENT, LLC$01
312HRT FINANCIAL LP$01
313TWO SIGMA ADVISERS, LP$01
314Parallax Volatility Advisers, L.P.$01
315Allianz Asset Management GmbH$01
316Atria Investments, Inc$01
317Assenagon Asset Management S.A.$01
318Garde Capital, Inc.$01
319Versor Investments LP$01
320Sunriver Management LLC$01
321NorthCoast Asset Management LLC$01
322Holocene Advisors, LP$01
323CAHABA WEALTH MANAGEMENT, INC.$01
324DV Trading LLC$01
325ExodusPoint Capital Management, LP$01
326Global Retirement Partners, LLC$01
327Walleye Capital LLC$01
328OSSIAM$01
329Occidental Asset Management, LLC$01
330F/m Investments LLC$01
331CenterBook Partners LP$01
332AlphaQuest LLC$01
333SageView Advisory Group, LLC$01
334Nearwater Capital Markets, Ltd$01
335Dunhill Financial, LLC$01
336Portside Wealth Group, LLC$01
337Susquehanna Portfolio Strategies, LLC$01
338Private Wealth Management Group, LLC$01
339Pathstone Holdings, LLC$01
340Integrated Quantitative Investments LLC$01
341Total Wealth Planning & Management, Inc.$01
342OPTIMA CAPITAL LLC$01
343Gibbs Wealth Management$01
Truncated by Public Filings. The published aggregate ranks the top 343 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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