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

BOX ranks #1522 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

405 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.

Tealwood Asset Management Inc has added to its BOX position for two straight quarters, increasing it by $424.0K to reach $1.5M today.

State of Alaska, Department of Revenue has trimmed its BOX position for two straight quarters, cutting it by $853.0K while still holding $991.0K.

BOX is up 0.2% today, and institutions have been net buyers of $221.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

BOX posted net income of $130.7M over the trailing twelve months, and currently trades at a P/E of 45.1.

• 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