Box Inc - Class A (BOX) 13F Investor Activity Report (Q2 2026)

BOX ranks #1525 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

402 institutions disclose a position in BOX, but none treat it as a major bet — even Divisar Capital Management LLC, its most concentrated holder, allocates just 4.6% of its own portfolio to it.

California State Teachers Retirement System has added to its BOX position for two straight quarters, increasing it by $165.0M to reach $169.1M today.

Jane Street Group, LLC has trimmed its BOX position for two straight quarters, cutting it by $28.7M while still holding $14.4M.

BOX is down 1.6% today, but institutions show net buying of $221.5M this quarter — a divergence between today's price move and the underlying institutional flow.

BOX posted net income of $130.7M over the trailing twelve months, and currently trades at a P/E of 39.5.

• Profitable — net income of $130.7M over the trailing twelve months
• Revenue grew 9.6% year over year
• Net income declined year over year, from $228.5M to $130.7M
• Generated $356.5M in positive operating cash flow
• Current ratio of 1.11x — below the conventional 1.5x liquidity buffer