undamentalytics Newsletter

BOX Inc: which funds bought and sold

Institutions that bought and sold BOX shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 202 institutions that filed 13F reports for both quarters added to or opened positions in BOX, and 183 cut or closed them. Together they sold a net 118K shares, −0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 492K shares (+1.3%); index fund managers were net buyers of 252K shares (+0.5%). 51 opened a new position and 54 sold out entirely.

Bought, Q2 2026 202 institutions, 51 of them new holders Sold, Q2 2026 183 institutions, 54 of them sold out
Net change, all compared −118K shares (−0.1%)
Net change, active managers +492K shares (+1.3%), 27 bought, 33 sold

Buyers versus sellers

institutions compared, 438
Active managers and hedge funds 27 bought · 33 sold · +492K
Index fund managers 7 bought · 4 sold · +252K
Other institutions 168 bought · 146 sold · −862K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Alyeska Investment Group, L.P. Hedge fund +2.2M New position 2.2M $59M
Citadel Advisors LLC Hedge fund +1.4M +59.3% 3.7M $98.8M
Exoduspoint Capital Management, LP Hedge fund +843K New position 843K $22.4M
Nomura Asset Management International Inc. +649K +48.6% 2.0M $52.6M
Wellington Management Group LLP Active manager +506K +5002.2% 516K $13.7M
Schroder Investment Management Group Active manager +436K +97.5% 884K $23.5M
UBS Group AG +401K +44.0% 1.3M $34.8M
Fisher Asset Management, LLC Active manager +329K +55.3% 922K $24.5M
State Street Corp Index funds +246K +4.3% 5.9M $157M
AQR Capital Management LLC Hedge fund +246K +223.1% 356K $9.4M
Two Sigma Investments, LP Hedge fund +241K +19.1% 1.5M $39.9M
Acadian Asset Management LLC Active manager +239K +5.1% 5.0M $132M
Connor, Clark & Lunn Investment Management Ltd. +217K +278.2% 295K $7.8M
Adage Capital Partners Gp, L.L.C. Hedge fund +200K New position 200K $5.3M
Jpmorgan Chase & Co +184K +11.2% 1.8M $49M
Capital Fund Management S.A. Hedge fund +149K +37.9% 543K $14.4M
Fideuram Asset Management (Ireland) Dac +148K +1230.3% 160K $3.5M
Federated Hermes, Inc. Active manager +133K +34.9% 515K $13.7M
Jones Financial Companies LLLP +131K +19.0% 817K $21.6M
Blackrock, Inc. Index funds +116K +0.5% 25.4M $675M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Marshall Wace, LLP Hedge fund −2.3M −86.8% 347K $9.2M
Squarepoint Ops LLC Hedge fund −1.1M −41.6% 1.5M $40.5M
Jane Street Group, LLC −891K −81.5% 203K $5.4M
Arrowstreet Capital, Limited Partnership Hedge fund −605K −12.3% 4.3M $114M
Hightower Advisors, LLC −467K −89.6% 54K $1.4M
Point72 Asset Management, L.P. Hedge fund −407K −67.8% 194K $5.1M
Millennium Management LLC Hedge fund −315K −40.4% 464K $12.3M
D. E. Shaw & Co., Inc. Hedge fund −312K −63.5% 180K $4.8M
First Trust Advisors LP −259K −23.5% 845K $22.4M
BNP Paribas Financial Markets −258K −30.0% 601K $16M
Trexquant Investment LP Hedge fund −235K −36.5% 409K $10.8M
Public Sector Pension Investment Board −232K −32.8% 476K $12.6M
Canada Pension Plan Investment Board −204K −88.3% 27K $716,580
Vanguard Capital Management LLC Index funds −196K −3.2% 6.0M $160M
Emmett Investment Management, LP −196K −62.6% 117K $3.2M
Earnest Partners LLC Active manager −186K −2.5% 7.1M $189M
Goldman Sachs Group Inc −180K −7.3% 2.3M $60.5M
Qsemble Capital Management, LP −163K Sold out 0 —
Edgestream Partners, L.P. Hedge fund −161K Sold out 0 —
Alliancebernstein L.P. Active manager −154K −32.4% 321K $7.6M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Alyeska Investment Group, L.P.Hedge fund 2.2M $59M
Exoduspoint Capital Management, LPHedge fund 843K $22.4M
Adage Capital Partners Gp, L.L.C.Hedge fund 200K $5.3M
Caption Management, LLC 90K $2.4M
Verition Fund Management LLCHedge fund 85K $2.2M
Graham Capital Management, L.P.Hedge fund 62K $1.6M
Shay Capital LLC 51K $1.4M
Nomura Holdings Inc 39K $1M
Walleye Capital LLCHedge fund 28K $756,337
Stifel Financial Corp 26K $696,387

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Qsemble Capital Management, LP 163K $3.8M
Edgestream Partners, L.P.Hedge fund 161K $3.8M
Algert Global LLCHedge fund 144K $3.4M
Tudor Investment Corp Et AlHedge fund 129K $3.1M
HBK Investments L PHedge fund 82K $1.9M
Balyasny Asset Management L.P.Hedge fund 72K $1.7M
Illinois Municipal Retirement Fund 70K $1.7M
Quantbot Technologies LPHedge fund 66K $1.6M
Healthcare Of Ontario Pension Plan Trust Fund 65K $1.5M
Renaissance Technologies LLCHedge fund 61K $1.4M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
391
Ten largest holders
54.1%
of 13F-reported shares
Index fund managers
40.5%
of 13F-reported shares
Active managers and hedge funds
26.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 27 33 8 13 +492K +1.3%
Index fund managers 7 4 0 0 +252K +0.5%
Other institutions 168 146 43 41 −862K −1.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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