BOX Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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M&G Plc

INCREASED

Shares38,060,000 from 37,455,000

Change+605,000 (+2%)

Value$39.2M (+$2.5M)

Filed 2026-11-04

Wolverine Asset Management LLC

NEW

Shares21,304,000

Change+21,304,000

Value$22.0M

Filed 2026-11-02

Calamos Advisors LLC

UNCHANGED

Shares11,951,000 from 11,951,000

Change0 (0%)

Value$12.3M (+$652.2K)

Filed 2026-11-02

Absolute Investment Advisers, LLC

DECREASED

Shares8,000,000 from 10,500,000

Change-2,500,000 (-24%)

Value$8.2M (-$2.0M)

Filed 2026-10-21

Bank of New York Mellon Corp

UNCHANGED

Shares200,000 from 200,000

Change0 (0%)

Value$206.9K (+$11.2K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

NEW

Shares152,000

Change+152,000

Value$15.7M

Filed 2026-11-06

LPL Financial LLC

DECREASED

Shares44,000 from 53,000

Change-9,000 (-17%)

Value$45.4K (-$6.5K)

Filed 2026-11-06

Choreo, LLC

UNCHANGED

Shares32,000 from 32,000

Change0 (0%)

Value$33.2K (+$1.8K)

Filed 2026-10-28

XML Financial, LLC

NEW

Shares29,000

Change+29,000

Value$30.0K

Filed 2026-10-29

Foresight Capital Management Advisors, Inc.

NEW

Shares20,000

Change+20,000

Value$20.6K

Filed 2026-10-27

Wealth Enhancement Advisory Services, LLC

NEW

Shares12,000

Change+12,000

Value$12.8K

Filed 2026-10-13

Fifth Third Bancorp

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$10.4K (+$593)

Filed 2026-11-05

Jefferies Financial Group Inc.

CLOSED

Shares0 from 130,000

Change-130,000 (-100%)

Value$0 (-$126.3K)

Filed 2026-11-05

Wellesley Asset Management

N/A

Shares— from 49,546,000

Change-49,546,000 (-100%)

Value—

Opti Capital Management, LP

N/A

Shares— from 49,500,000

Change-49,500,000 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 43,973,000

Change-43,973,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 28,685,000

Change-28,685,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 25,125,000

Change-25,125,000 (-100%)

Value—

LMR Partners LLP

N/A

Shares— from 20,000,000

Change-20,000,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 18,580,000

Change-18,580,000 (-100%)

Value—

Tenor Capital Management Co., L.P.

N/A

Shares— from 18,000,000

Change-18,000,000 (-100%)

Value—

Camden Asset Management L P

N/A

Shares— from 17,500,000

Change-17,500,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 13,422,000

Change-13,422,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 10,570,000

Change-10,570,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 9,798,000

Change-9,798,000 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 9,500,000

Change-9,500,000 (-100%)

Value—

Man Group plc

N/A

Shares— from 9,458,000

Change-9,458,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 8,500,000

Change-8,500,000 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 7,500,000

Change-7,500,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 6,985,000

Change-6,985,000 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 5,880,000

Change-5,880,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 4,504,000

Change-4,504,000 (-100%)

Value—

KIM, LLC

N/A

Shares— from 3,318,000

Change-3,318,000 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 3,124,000

Change-3,124,000 (-100%)

Value—

Advent Capital Management

N/A

Shares— from 3,031,000

Change-3,031,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,462,000

Change-2,462,000 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 510,000

Change-510,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 120,000

Change-120,000 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 40,000

Change-40,000 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 36,000

Change-36,000 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 27,000

Change-27,000 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

K2 Principal Fund, L.P.

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Intellectus Partners, LLC

N/A

Shares— from 242

Change-242 (-100%)

Value—

	Status
M&G Plc	INCREASED	38,060,000	37,455,000	+605,000	+2%	$36.7M	$39.2M	+$2.5M	2026-11-04
Wolverine Asset Management LLC	NEW	21,304,000	—	+21,304,000	—	—	$22.0M	—	2026-11-02
Calamos Advisors LLC	UNCHANGED	11,951,000	11,951,000	0	0%	$11.7M	$12.3M	+$652.2K	2026-11-02
Absolute Investment Advisers, LLC	DECREASED	8,000,000	10,500,000	-2,500,000	-24%	$10.2M	$8.2M	-$2.0M	2026-10-21
Bank of New York Mellon Corp	UNCHANGED	200,000	200,000	0	0%	$195.7K	$206.9K	+$11.2K	2026-11-05
PNC Financial Services Group, Inc.	NEW	152,000	—	+152,000	—	—	$15.7M	—	2026-11-06
LPL Financial LLC	DECREASED	44,000	53,000	-9,000	-17%	$51.9K	$45.4K	-$6.5K	2026-11-06
Choreo, LLC	UNCHANGED	32,000	32,000	0	0%	$31.4K	$33.2K	+$1.8K	2026-10-28
XML Financial, LLC	NEW	29,000	—	+29,000	—	—	$30.0K	—	2026-10-29
Foresight Capital Management Advisors, Inc.	NEW	20,000	—	+20,000	—	—	$20.6K	—	2026-10-27
Wealth Enhancement Advisory Services, LLC	NEW	12,000	—	+12,000	—	—	$12.8K	—	2026-10-13
Fifth Third Bancorp	UNCHANGED	10,000	10,000	0	0%	$9.8K	$10.4K	+$593	2026-11-05
Jefferies Financial Group Inc.	CLOSED	0	130,000	-130,000	-100%	$126.3K	$0	-$126.3K	2026-11-05
Wellesley Asset Management	N/A	—	49,546,000	-49,546,000	-100%	$47.0M	—	—	—
Opti Capital Management, LP	N/A	—	49,500,000	-49,500,000	-100%	$48.5M	—	—	—
Walleye Capital LLC	N/A	—	43,973,000	-43,973,000	-100%	$43.0M	—	—	—
Invesco Ltd.	N/A	—	28,685,000	-28,685,000	-100%	$28.0M	—	—	—
Lazard Asset Management LLC	N/A	—	25,125,000	-25,125,000	-100%	$245.8K	—	—	—
LMR Partners LLP	N/A	—	20,000,000	-20,000,000	-100%	$19.5M	—	—	—
BlackRock, Inc.	N/A	—	18,580,000	-18,580,000	-100%	$18.1M	—	—	—
Tenor Capital Management Co., L.P.	N/A	—	18,000,000	-18,000,000	-100%	$17.7M	—	—	—
Camden Asset Management L P	N/A	—	17,500,000	-17,500,000	-100%	$17.1M	—	—	—
State Street Corp	N/A	—	13,422,000	-13,422,000	-100%	$13.2M	—	—	—
Morgan Stanley	N/A	—	10,570,000	-10,570,000	-100%	$10.3M	—	—	—
FMR LLC	N/A	—	9,798,000	-9,798,000	-100%	$9.6M	—	—	—
Bank of Montreal	N/A	—	9,500,000	-9,500,000	-100%	$9.6M	—	—	—
Man Group plc	N/A	—	9,458,000	-9,458,000	-100%	$9.2M	—	—	—
Millennium Management LLC	N/A	—	8,500,000	-8,500,000	-100%	$8.3M	—	—	—
Toronto Dominion Bank	N/A	—	7,500,000	-7,500,000	-100%	$7.3M	—	—	—
JPMorgan Chase & Co	N/A	—	6,985,000	-6,985,000	-100%	$6.8M	—	—	—
SSI Investment Management LLC	N/A	—	5,880,000	-5,880,000	-100%	$5.7M	—	—	—
UBS Group AG	N/A	—	5,000,000	-5,000,000	-100%	$4.9M	—	—	—
BNP Paribas Financial Markets	N/A	—	4,504,000	-4,504,000	-100%	$4.4M	—	—	—
KIM, LLC	N/A	—	3,318,000	-3,318,000	-100%	$3.2M	—	—	—
Nomura Asset Management International Inc.	N/A	—	3,124,000	-3,124,000	-100%	$3.1M	—	—	—
Advent Capital Management	N/A	—	3,031,000	-3,031,000	-100%	$3.0M	—	—	—
Royal Bank of Canada	N/A	—	2,462,000	-2,462,000	-100%	$2.4M	—	—	—
Franklin Resources Inc	N/A	—	510,000	-510,000	-100%	$499.0K	—	—	—
Cetera Investment Advisers	N/A	—	120,000	-120,000	-100%	$117.1K	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	100,000	-100,000	-100%	$97.8K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	100,000	-100,000	-100%	$98.2K	—	—	—
Cerity Partners LLC	N/A	—	40,000	-40,000	-100%	$39.2K	—	—	—
Raymond James Financial Inc	N/A	—	36,000	-36,000	-100%	$35.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	27,000	-27,000	-100%	$26.4K	—	—	—
Squarepoint Ops LLC	N/A	—	20,000	-20,000	-100%	$19.6M	—	—	—
Mariner, LLC	N/A	—	16,000	-16,000	-100%	$15.6K	—	—	—
Goldman Sachs Group Inc	N/A	—	15,000	-15,000	-100%	$14.6K	—	—	—
K2 Principal Fund, L.P.	N/A	—	10,000	-10,000	-100%	$9.8M	—	—	—
Intellectus Partners, LLC	N/A	—	242	-242	-100%	$237.3K	—	—	—

Showing 49 of 49 institutions