Titelia

Fund shareholders of Box Inc

ISIN US10316T1043 · United States · LEI 549300KQUCPD8687YS68

Fund shareholders
324
Of which ETFs
93 231 other funds
Value held
1.4B $ 2.6M € · 14.7M SEK
Share of capital
41.9 % of 138.4M shares on Apr 30, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 8,600,100203.3M $0.22 %6.21 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,375,006103.4M $0.01 %3.16 %as of Mar 31, 2026 ↗
VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND 3,627,90285.4M $0.07 %2.62 %as of Feb 28, 2026 ↗
iShares Russell 2000 ETF iShares Trust 3,444,59781.4M $0.11 %2.49 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,134,42474.1M $0.05 %2.26 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 1,753,16541.4M $0.11 %1.27 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,597,23337.8M $0.05 %1.15 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,388,42233.6M $0.10 %1.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,298,07330.7M $0.22 %0.94 %as of Mar 31, 2026 ↗
Harbor Small Cap Value Fund HARBOR FUNDS 1,096,29526.5M $1.05 %0.79 %as of Apr 30, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 933,62122M $0.38 %0.67 %as of Feb 27, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 933,22622.1M $0.23 %0.67 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 889,51321M $0.17 %0.64 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 803,22519M $0.29 %0.58 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 768,19818.1M $0.04 %0.55 %as of Feb 28, 2026 ↗
Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust 745,19717.6M $1.18 %0.54 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 702,80216.6M $0.08 %0.51 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 696,33616.4M $0.11 %0.50 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 691,51116.7M $0.09 %0.50 %as of Apr 30, 2026 ↗
MFS New Discovery Fund MFS SERIES TRUST I 674,73815.9M $0.76 %0.49 %as of Feb 28, 2026 ↗
iShares Expanded Tech-Software Sector ETF iShares Trust 635,99215M $0.14 %0.46 %as of Mar 31, 2026 ↗
First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II 616,45614.6M $0.62 %0.45 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Growth Fund JPMorgan Trust II 545,58112.9M $0.59 %0.39 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 497,41011.7M $0.22 %0.36 %as of Feb 28, 2026 ↗
Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust 495,32512M $0.35 %0.36 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 491,34011.6M $0.15 %0.35 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 491,14211.6M $0.29 %0.35 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 468,88311.3M $0.08 %0.34 %as of Apr 30, 2026 ↗
Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST 441,68910.7M $0.06 %0.32 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 432,86310.5M $0.14 %0.31 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 375,8578.9M $0.19 %0.27 %as of Feb 27, 2026 ↗
American Century U.S. Quality Growth ETF American Century ETF Trust 348,9758.2M $0.37 %0.25 %as of Feb 28, 2026 ↗
First Trust Dow Jones Internet Index Fund First Trust Exchange-Traded Fund 343,1838.1M $0.18 %0.25 %as of Mar 31, 2026 ↗
Global X Cloud Computing ETF GLOBAL X FUNDS 320,7537.6M $3.66 %0.23 %as of Feb 28, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 311,2397.4M $0.42 %0.22 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 307,9307.5M $0.10 %0.22 %as of Apr 30, 2026 ↗
MFS New Discovery Series MFS VARIABLE INSURANCE TRUST 301,0377.1M $1.00 %0.22 %as of Mar 31, 2026 ↗
SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 287,4926.8M $0.36 %0.21 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 273,6756.4M $0.01 %0.20 %as of Feb 28, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 269,9666.4M $0.05 %0.19 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 260,9586.2M $0.15 %0.19 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Information Technology ETF Invesco Exchange-Traded Fund Trust II 251,9135.9M $1.63 %0.18 %as of Feb 28, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 230,6205.4M $0.21 %0.17 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 227,6265.4M $0.11 %0.16 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 220,8265.2M $0.22 %0.16 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 214,6705.1M $0.01 %0.16 %as of Feb 28, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 196,2604.7M $0.19 %0.14 %as of Apr 30, 2026 ↗
Needham Aggressive Growth Fund Needham Funds Inc 195,0004.6M $0.29 %0.14 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 194,6934.7M $0.25 %0.14 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 182,2234.3M $0.01 %0.13 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 176,1344.2M $0.29 %0.13 %as of Mar 31, 2026 ↗
VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS 174,3114.2M $0.21 %0.13 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 172,6304.2M $0.01 %0.12 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 169,2004.1M $0.10 %0.12 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 159,4803.8M $0.00 %0.12 %as of Mar 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 158,3173.8M $0.53 %0.11 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 146,8663.5M $0.10 %0.11 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 145,7003.5M $0.01 %0.11 %as of Apr 30, 2026 ↗
iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust 137,5553.3M $0.04 %0.10 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 134,0483.2M $0.11 %0.10 %as of Apr 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 132,6903.1M $0.44 %0.10 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 123,3322.9M $0.12 %0.09 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 122,8643M $0.03 %0.09 %as of Apr 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 122,2002.9M $0.21 %0.09 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Software & Services ETF SPDR SERIES TRUST 119,4372.8M $0.75 %0.09 %as of Mar 31, 2026 ↗
Madison Small Cap Fund MADISON FUNDS 117,9832.9M $1.84 %0.09 %as of Apr 30, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 114,3022.7M $0.55 %0.08 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 112,5822.7M $0.20 %0.08 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 111,5482.6M $0.15 %0.08 %as of Feb 28, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 105,1152.5M $0.28 %0.08 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 104,1182.5M $0.01 %0.08 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 103,6052.4M $0.22 %0.07 %as of Mar 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 103,0302.5M $0.06 %0.07 %as of Apr 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 100,4242.4M $0.10 %0.07 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 100,1992.4M $0.16 %0.07 %as of Feb 28, 2026 ↗
SIMT Global Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 97,8652.3M $0.33 %0.07 %as of Mar 31, 2026 ↗
SRH U.S. Quality GARP ETF Elevation Series Trust 97,7112.4M $1.23 %0.07 %as of Apr 30, 2026 ↗
LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 97,7002.3M $0.36 %0.07 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 96,8462.3M $0.00 %0.07 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 95,6012.3M $0.22 %0.07 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 95,3732.3M $0.01 %0.07 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 93,5992.2M $0.02 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 93,2002.2M $0.11 %0.07 %as of Mar 31, 2026 ↗
MFS Blended Research Mid Cap Equity Fund MFS Series Trust X 90,7082.1M $0.08 %0.07 %as of Feb 28, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 89,6372.1M $0.32 %0.06 %as of Mar 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 88,1182.1M $0.24 %0.06 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 87,4572.1M $0.01 %0.06 %as of Apr 30, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 86,9802.1M $0.62 %0.06 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 86,7022M $0.09 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 86,2852M $0.01 %0.06 %as of Feb 28, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 83,0982M $0.17 %0.06 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 81,0221.9M $0.16 %0.06 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 79,0901.9M $0.12 %0.06 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 78,8161.9M $0.08 %0.06 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 78,6171.9M $0.05 %0.06 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 76,7821.8M $0.00 %0.06 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 73,9601.7M $0.72 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 73,6921.8M $0.00 %0.05 %as of Apr 30, 2026 ↗
iShares Expanded Tech Sector ETF iShares Trust 73,2151.7M $0.02 %0.05 %as of Mar 31, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 72,4471.7M $1.52 %0.05 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Global X Cloud Computing ETF GLOBAL X FUNDS 3.66 %as of Feb 28, 2026 ↗
Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF Pacer Funds Trust 2.61 %as of Apr 30, 2026 ↗
Madison Small Cap Fund MADISON FUNDS 1.84 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Information Technology ETF Invesco Exchange-Traded Fund Trust II 1.63 %as of Feb 28, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 1.52 %as of Mar 31, 2026 ↗
Total Market Plus Equity Portfolio GLENMEDE FUND INC 1.41 %as of Apr 30, 2026 ↗
Harbor SMID Cap Core ETF Harbor ETF Trust 1.26 %as of Apr 30, 2026 ↗
Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust 1.23 %as of Mar 31, 2026 ↗
SRH U.S. Quality GARP ETF Elevation Series Trust 1.23 %as of Apr 30, 2026 ↗
Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust 1.18 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2319+457,933,341+0.0 %
2026Q1315-2457,918,192-6.1 %
2025Q4339-961,648,150-1.8 %
2025Q3348+762,805,864+1.3 %
2025Q2341+662,010,525-0.2 %
2025Q1335-462,162,858-2.5 %
2024Q4339+163,735,874-1.5 %
2024Q3338+264,678,591-1.7 %
2024Q2336+3965,811,345+32.2 %
2024Q1297-1549,796,200-6.1 %
2023Q431253,017,374

Institutional managers

391 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.25,319,081598.5M $as of Mar 31, 2026
EARNEST PARTNERS LLC7,305,258172.7M $as of Mar 31, 2026
STATE STREET CORP5,681,250134.3M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP4,918,991116.3M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC4,725,486111.7K $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,534,11683.6M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/3,351,19979.2M $as of Mar 31, 2026
SEI INVESTMENTS CO3,198,45075.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,674,88363.2M $as of Mar 31, 2026
MARSHALL WACE, LLP2,630,15462.2M $as of Mar 31, 2026
Squarepoint Ops LLC2,612,67461.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,461,34758.2M $as of Mar 31, 2026
CITADEL ADVISORS LLC2,337,85155.3M $as of Mar 31, 2026
MORGAN STANLEY1,762,56141.7M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,653,22338.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,565,40437M $as of Mar 31, 2026
NORTHERN TRUST CORP1,471,71334.8M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,334,92631.6M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,294,53931.2M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP1,260,72929.8M $as of Mar 31, 2026
Man Group plc1,186,35628M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC1,147,38127.1M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP1,104,39726.1M $as of Mar 31, 2026
JANE STREET GROUP, LLC1,094,14325.9M $as of Mar 31, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/1,029,40724.3M $as of Mar 31, 2026

Declared shareholders of Box Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 8.24 %11,413,812as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.28 %7,311,369as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Box Inc

31 funds declare 31 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Invesco Equity and Income Fund123.4M $as of Feb 28, 2026
Calamos Market Neutral Income Fund111.3M $as of Apr 30, 2026
ABSOLUTE CONVERTIBLE ARBITRAGE FUND19.2M $as of Mar 31, 2026
Miller Convertible Bond Fund17.8M $as of Apr 30, 2026
iShares Convertible Bond ETF17.2M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF14.8M $as of Mar 31, 2026
Putnam Convertible Securities Fund14.4M $as of Apr 30, 2026
Miller Intermediate Bond Fund13.3M $as of Apr 30, 2026
Miller Market Neutral Income Fund13.1M $as of Apr 30, 2026
Fidelity Convertible Securities Fund13M $as of Feb 28, 2026
Fidelity SAI Convertible Arbitrage Fund12.8M $as of Apr 30, 2026
American Beacon SSI Alternative Income Fund12.6M $as of Mar 31, 2026
Invesco V.I. Equity and Income Fund12.5M $as of Mar 31, 2026
JPMorgan Global Bond Opportunities Fund12.3M $as of Feb 28, 2026
Empower High Yield Bond Fund11.2M $as of Mar 31, 2026
Fidelity Strategic Dividend and Income Fund11.1M $as of Feb 28, 2026
Morningstar Alternatives Fund1885K $as of Apr 30, 2026
VY(R) INVESCO EQUITY AND INCOME PORTFOLIO1873.1K $as of Mar 31, 2026
Strategic Alternatives Fund1777.5K $as of Mar 31, 2026
JPMorgan Flexible Debt ETF1694.7K $as of Feb 28, 2026
ABSOLUTE FLEXIBLE FUND1459.5K $as of Mar 31, 2026
Franklin Alternative Strategies Fund1412.3K $as of Feb 27, 2026
Advent Convertible Bond ETF1409.5K $as of Feb 28, 2026
Defensive Market Strategies Fund1331.8K $as of Mar 31, 2026
Putnam Diversified Income Trust1327.2K $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of Box Inc". https://titelia.com/en/stocks/box-inc-US10316T1043