13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
BOX 1.5 09/15/29

BOX INC

48 institutions still hold BOX INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 10316TAD6·48 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.8%
vs prior quarter
13F value held
$401M
45.0% inst. owned
of float
Holders
48
+136 QoQ
filers reporting
Activity
+13 / −64
+881 added · −836 reduced
this quarter
Concentration
11.40%
Opti Capital Management, LP #1
top holder share
AI Holders Summary · Q1 2026

48 institutions reported BOX 1.5 09/15/29 in Q1 2026. Opti Capital Management, LP leads at 11.4% of the visible book. +136 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Opti Capital Management, LP
CIK 0001738654
$46M49.5M3.29%Q1 202602
Wellesley Asset Management
CIK 0001533551
$45M51.2M4.76%Q1 202603
M&G Plc
CIK 0001802539
$34M37.5M0.18%Q1 202604
Walleye Capital LLC
CIK 0001758720
$32M35.0M0.13%Q1 202605
MOORE CAPITAL MANAGEMENT, LP
CIK 0001448574
$29M31.5M0.59%Q1 202606
AQR Arbitrage LLC
CIK 0001167456
$27M27.6M0.57%Q4 202507
TPG GP A, LLC
CIK 0001903793
$27M29.0M0.72%Q1 202608
Invesco Ltd.
CIK 0000914208
$26M28.7M0.00%Q1 202609
CAMDEN ASSET MANAGEMENT L P /CA
CIK 0000903944
$23M25.0M0.78%Q1 202610
BlackRock, Inc.
CIK 0002012383
$14M15.7M0.00%Q1 202611
MORGAN STANLEY
CIK 0000895421
$12M13.2M0.00%Q1 202612
JPMORGAN CHASE & CO
CIK 0000019617
$12M13.1M0.00%Q1 202613
Calamos Advisors LLC
CIK 0001316507
$11M12.0M0.04%Q1 202614
Verition Fund Management LLC
CIK 0001454027
$10M11.0M0.07%Q1 202615
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 0001316187
$10M10.5M1.13%Q1 202616
K2 PRINCIPAL FUND, L.P.
CIK 0001461790
$9M10K0.64%Q1 202617
FMR LLC
CIK 0000315066
$9M9.8M0.00%Q1 202618
BANK OF MONTREAL /CAN/
CIK 0000927971
$9M9.5M0.00%Q1 202619
STATE STREET CORP
CIK 0000093751
$8M9.0M0.00%Q1 202620
TORONTO DOMINION BANK
CIK 0000947263
$7M8.0M0.01%Q1 2026
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