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Joel Greenblatt’s BOX Holdings & Trades

First Buy
Q3 2016
Duration Held
20 Quarters
Largest Add
Q1 2026
+92,893 Shares
Current Position
92,893 Shares
$2.2 M Value

Joel Greenblatt's BOX Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 92,893 shares of Box, Inc. (BOX) worth $2.2 M, representing 0.01% of the portfolio. First purchased in 2016-Q3, this medium-term investment has been held for 20 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in BOX, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 92,893 shares. Largest reduction occurred in Q4 2021, reducing 72,580 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Box (BOX) Holding Value Over Time

Track share changes against reported price movement

Quarterly Box (BOX) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +92,893 New Buy 92,893 $23.64
Q1 2025 -9,730 Sold Out 0 $0.00
Q4 2024 +9,730 New Buy 9,730 $31.60
Q3 2024 -65,114 Sold Out 0 $0.00
Q2 2024 +44,497 Add 215.83% 65,114 $26.44
Q1 2024 +20,617 New Buy 20,617 $28.32
Q4 2023 -14,948 Sold Out 0 $0.00
Q3 2023 +4,089 Add 37.66% 14,948 $24.21
Q2 2023 -52,131 Reduce 82.76% 10,859 $29.38
Q1 2023 +30,193 Add 92.06% 62,990 $26.79
Q4 2022 +4,108 Add 14.32% 32,797 $31.13
Q3 2022 +15,889 Add 124.13% 28,689 $24.40
Q2 2022 +3,887 Add 43.61% 12,800 $25.16
Q1 2022 -19,345 Reduce 68.46% 8,913 $29.06
Q4 2021 -72,580 Reduce 71.98% 28,258 $26.19
Q3 2021 +65,057 Add 181.82% 100,838 $23.67
Q2 2021 +25,423 Add 245.44% 35,781 $25.54
Q1 2021 +10,358 New Buy 10,358 $22.98
Q4 2016 -29,408 Sold Out 0 $0.00
Q3 2016 +29,408 New Buy 29,408 $15.74

Joel Greenblatt's Box Investment FAQs

Joel Greenblatt first purchased Box, Inc. (BOX) in Q3 2016, acquiring 29,408 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Box, Inc. (BOX) for 20 quarters since Q3 2016.

Joel Greenblatt's largest addition to Box, Inc. (BOX) was in Q1 2026, adding 92,893 shares worth $2.2 M.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 92,893 shares of Box, Inc. (BOX), valued at approximately $2.2 M.

As of the Q1 2026 filing, Box, Inc. (BOX) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Box, Inc. (BOX) was 100,838 shares, as reported at the end of Q3 2021.