Guru Ownership Trend
Guru Analysis for Box, Inc. (BOX)
Box, Inc. (BOX), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $40.73 M.
Top institutional holders include Steven Cohen and Ken Fisher.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $32.75 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 202.9%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 84.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Box, Inc. (BOX)
Major holders include Steven Cohen ($14.2 M), Ken Fisher ($14.04 M), Paul Tudor Jones ($3.05 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.6 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $32.75 M, with 3 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited BOX. The total reported sell value was $36.97 M.
Yes, 2 managers opened new positions in BOX, and 1 increased their existing holdings. The total reported buy value was $4.22 M.
