BOXNYSEServices-Prepackaged SoftwareFiscal year ends January 31Also trades as BXCAP
BOX INC
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Aug 26, 2026
$40.46+0.90 (+2.28%)
Close on Oct 19, 2026
- Market cap
- $5.65B
- P/E (TTM)
- 58.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
140M
Shares held, 13F filers
Institutional holders
396
59 new, 54 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 38 sales
Net sold $10.39M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| EARNEST Partners, LLC | 7,734,494 | 5.40% | 13G (passive) | Sep 30, 2024 |
| Vanguard Capital Management | 7,311,369 | 5.28% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 23,362,713 | 16.20% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 11,413,812 | 8.24% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BOX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 25,435,340 | – | $675.05M | +116,259 | 0.01% |
| Vanguard Portfolio Management LLC | 11,135,984 | – | $295.55M | −109,475 | 0.01% |
| Earnest Partners LLC | 7,119,498 | – | $188.95M | −185,760 | 0.68% |
| Vanguard Capital Management LLC | 6,020,539 | – | $159.79M | −196,373 | 0.00% |
| State Street Corp | 5,926,904 | – | $157.30M | +245,654 | 0.00% |
| Acadian Asset Management LLC | 4,964,832 | – | $131.73K | +239,346 | 0.16% |
| Arrowstreet Capital, Limited Partnership | 4,313,769 | – | $114.49M | −605,222 | 0.05% |
| Citadel Advisors LLC | 3,723,373 | – | $98.82M | +1,385,522 | 0.01% |
| Geode Capital Management, LLC | 3,629,678 | – | $96.35M | +95,562 | 0.01% |
| Bank Of America Corp /De/ | 3,466,446 | – | $92.00M | +115,247 | 0.01% |
| Sei Investments Co | 3,150,393 | – | $83.61M | −48,057 | 0.07% |
| Dimensional Fund Advisors LP | 2,668,128 | – | $70.81M | −6,755 | 0.01% |
| Goldman Sachs Group Inc | 2,281,208 | – | $60.54M | −180,139 | 0.01% |
| Alyeska Investment Group, L.P. | 2,224,418 | – | $59.04M | New | 0.15% |
| Nomura Asset Management International Inc. | 1,983,509 | – | $52.64M | +648,583 | 0.08% |
| JPMorgan Chase & Co | 1,837,649 | – | $49.00M | +184,426 | 0.00% |
| Morgan Stanley | 1,648,829 | – | $43.76M | −113,732 | 0.00% |
| Charles Schwab Investment Management Inc | 1,642,212 | – | $43.58M | +76,808 | 0.01% |
| Northern Trust Corp | 1,532,429 | – | $40.67M | +60,716 | 0.00% |
| Squarepoint Ops LLC | 1,526,693 | – | $40.52M | −1,085,981 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 396 | 140M | 59 / 153 | 131 / 54 | 14M | 12M |
| Q1 2026 | 399 | 140M | 67 / 163 | 120 / 74 | 36M | 22M |
| Q4 2025 | 412 | 145M | 59 / 125 | 171 / 48 | 13M | 21M |
| Q3 2025 | 408 | 153M | 54 / 142 | 153 / 57 | 13M | 16M |
| Q2 2025 | 416 | 156M | 70 / 149 | 141 / 43 | 18M | 9M |
| Q1 2025 | 392 | 147M | 46 / 144 | 142 / 48 | 11M | 11M |
| Q4 2024 | 399 | 148M | 58 / 153 | 128 / 48 | 17M | 14M |
| Q3 2024 | 395 | 145M | 79 / 116 | 135 / 30 | 39M | 10M |
| Q2 2024 | 349 | 142M | 53 / 128 | 112 / 41 | 11M | 17M |
| Q1 2024 | 342 | 151M | 65 / 122 | 108 / 52 | 32M | 12M |
| Q4 2023 | 332 | 130M | 53 / 92 | 133 / 42 | 18M | 12M |
| Q3 2023 | 326 | 125M | 27 / 122 | 123 / 45 | 8M | 11M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BOX | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8,341,588 | – | $221.39M | 0.20% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,184,009 | – | $111.04M | 0.00% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 3,640,760 | – | $98.15M | 0.06% | May 31, 2026 |
| iShares Russell 2000 ETF | 3,525,124 | – | $93.56M | 0.11% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,019,562 | – | $80.14M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,731,229 | – | $45.95M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,587,621 | – | $42.14M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,498,377 | – | $47.27M | 0.14% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,261,770 | – | $33.49M | 0.20% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 1,168,928 | – | $31.51M | 0.57% | May 29, 2026 |
| Small Cap Growth Fund | 1,148,785 | – | $36.24M | 0.65% | Jul 31, 2026 |
| Harbor Small Cap Value Fund | 1,058,497 | – | $33.40M | 1.33% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 1,043,226 | – | $27.69M | 0.18% | Jun 30, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 933,226 | – | $24.77M | 0.22% | Jun 30, 2026 |
| MFS New Discovery Fund | 827,966 | – | $22.32M | 1.04% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Aaron Levie | Chief Executive Officer, Director | 2,859,673 | Sep 11, 2026 |
| Dylan C. Smith | Chief Financial Officer | 1,395,100 | Sep 22, 2026 |
| Eli Berkovitch | VP Chief Acct Ofr & Controller | 103,880 | Sep 22, 2026 |
| Olivia Nottebohm | Chief Operating Officer | 492,052 | Sep 22, 2026 |
| Dana L. Evan | Director | 115,739 | Sep 16, 2026 |
| Jack R. Lazar | Director | 55,282 | Jun 29, 2026 |
| Stephen Francis Murphy | Director | 30,440 | Jun 29, 2026 |
| Sue Barsamian | Director | 69,317 | Jun 29, 2026 |
| Bethany Mayer | Director | 84,956 | Jun 29, 2026 |
| Daniel J. Levin | Director | 66,060 | Jun 29, 2026 |
| Amit Walia | Director | 43,321 | Jun 29, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Eli Berkovitch VP Chief Acct Ofr & Controller | Sep 20, 2026 | Tax withholding | −1,925 | $33.72 | $64.91K | 103,880 |
| Dylan C. Smith Chief Financial Officer | Sep 20, 2026 | Tax withholding | −9,975 | $33.72 | $336.36K | 1,310,100 |
| Olivia Nottebohm Chief Operating Officer | Sep 20, 2026 | Tax withholding | −21,330 | $33.72 | $719.25K | 492,052 |
| Dana L. Evan Director | Sep 15, 2026 | Sale | −6,158 | $35.00 | $215.53K | 115,739 |
| Aaron Levie Chief Executive Officer, Director | Sep 10, 2026 | Sale(10b5-1 plan) | −15,000 | $34.24 | $513.60K | 2,859,673 |
| Dylan C. Smith Chief Financial Officer | Sep 10, 2026 | Sale(10b5-1 plan) | −17,000 | $34.52 | $586.84K | 1,320,075 |
| Eli Berkovitch VP Chief Acct Ofr & Controller | Aug 31, 2026 | Sale | −3,850 | $35.99 | $138.56K | 105,404 |
| Olivia Nottebohm Chief Operating Officer | Aug 7, 2026 | Sale(10b5-1 plan) | −5,834 | $32.31 | $188.50K | 513,382 |
| Olivia Nottebohm Chief Operating Officer | Jul 21, 2026 | Sale(10b5-1 plan) | −5,834 | $30.13 | $175.78K | 519,216 |
| Dylan C. Smith Chief Financial Officer | Jul 10, 2026 | Sale(10b5-1 plan) | −17,000 | $29.05 | $493.85K | 1,337,075 |
| Eli Berkovitch VP Chief Acct Ofr & Controller | Jul 8, 2026 | Sale | −1,800 | $28.95 | $52.11K | 109,254 |
| Bethany Mayer Director | Jun 26, 2026 | Sale(10b5-1 plan) | −1,325 | $25.78 | $34.16K | 19,963 |
| Bethany Mayer Director | Jun 26, 2026 | Sale(10b5-1 plan) | −2,735 | $26.11 | $71.41K | 17,228 |
| Sue Barsamian Director | Jun 25, 2026 | Award | +8,372 | – | – | 69,317 |
| Dana L. Evan Director | Jun 25, 2026 | Award | +8,372 | – | – | 121,897 |
| Stephen Francis Murphy Director | Jun 25, 2026 | Award | +8,372 | – | – | 30,440 |
| Amit Walia Director | Jun 25, 2026 | Award | +8,372 | – | – | 43,321 |
| Olivia Nottebohm Chief Operating Officer | Jun 25, 2026 | Sale(10b5-1 plan) | −5,834 | $24.97 | $145.67K | 525,050 |
| Daniel J. Levin Director | Jun 25, 2026 | Award | +8,372 | – | – | 66,060 |
| Jack R. Lazar Director | Jun 25, 2026 | Award | +8,372 | – | – | 33,727 |
| Bethany Mayer Director | Jun 25, 2026 | Award | +12,266 | – | – | 21,288 |
| Aaron Levie Chief Executive Officer, Director | Jun 22, 2026 | Sale(10b5-1 plan) | −15,000 | $24.32 | $364.80K | 2,874,673 |
| Eli Berkovitch VP Chief Acct Ofr & Controller | Jun 20, 2026 | Tax withholding | −1,925 | $24.84 | $47.82K | 111,054 |
| Dylan C. Smith Chief Financial Officer | Jun 20, 2026 | Tax withholding | −9,974 | $24.84 | $247.75K | 1,354,075 |
| Olivia Nottebohm Chief Operating Officer | Jun 20, 2026 | Tax withholding | −21,327 | $24.84 | $529.76K | 530,884 |
| Eli Berkovitch VP Chief Acct Ofr & Controller | Jun 17, 2026 | Sale | −2,700 | $25.32 | $68.36K | 112,979 |
| Dylan C. Smith Chief Financial Officer | Jun 10, 2026 | Sale(10b5-1 plan) | −17,000 | $26.00 | $442.00K | 1,364,049 |
| Olivia Nottebohm Chief Operating Officer | Jun 10, 2026 | Sale(10b5-1 plan) | −6,528 | $26.17 | $170.84K | 552,211 |
| Aaron Levie Chief Executive Officer, Director | Jun 9, 2026 | Gift | −18,520 | – | – | 2,889,673 |
| Eli Berkovitch VP Chief Acct Ofr & Controller | May 28, 2026 | Sale | −6,300 | $25.36 | $159.77K | 115,679 |
| Dylan C. Smith Chief Financial Officer | May 11, 2026 | Sale(10b5-1 plan) | −21,972 | $24.91 | $547.32K | 1,382,797 |
| Dylan C. Smith Chief Financial Officer | May 11, 2026 | Sale(10b5-1 plan) | −1,748 | $25.64 | $44.82K | 1,381,049 |
| Olivia Nottebohm Chief Operating Officer | May 8, 2026 | Sale(10b5-1 plan) | −12,470 | $25.17 | $313.87K | 558,739 |
| Olivia Nottebohm Chief Operating Officer | May 1, 2026 | Sale(10b5-1 plan) | −5,942 | $25.00 | $148.55K | 571,209 |
| Dylan C. Smith Chief Financial Officer | Apr 22, 2026 | Tax withholding | −2,316 | $24.33 | $56.35K | 1,404,769 |
| Dylan C. Smith Chief Financial Officer | Apr 22, 2026 | Award | +4,614 | – | – | 1,407,085 |
| Eli Berkovitch VP Chief Acct Ofr & Controller | Apr 22, 2026 | Award | +6,115 | – | – | 124,131 |
| Eli Berkovitch VP Chief Acct Ofr & Controller | Apr 22, 2026 | Tax withholding | −2,152 | $24.33 | $52.36K | 121,979 |
| Olivia Nottebohm Chief Operating Officer | Apr 22, 2026 | Tax withholding | −2,180 | $24.33 | $53.04K | 577,151 |
| Olivia Nottebohm Chief Operating Officer | Apr 22, 2026 | Award | +4,343 | – | – | 579,331 |
| Aaron Levie Chief Executive Officer, Director | Apr 22, 2026 | Tax withholding | −791 | $24.33 | $19.25K | 2,908,193 |
| Aaron Levie Chief Executive Officer, Director | Apr 22, 2026 | Award | +1,954 | – | – | 2,908,984 |
| Olivia Nottebohm Chief Operating Officer | Apr 15, 2026 | Award | +87,500 | – | – | 574,988 |
| Eli Berkovitch VP Chief Acct Ofr & Controller | Apr 15, 2026 | Award | +22,500 | – | – | 118,016 |
| Dylan C. Smith Chief Financial Officer | Apr 15, 2026 | Award | +87,500 | – | – | 1,402,471 |
| Dylan C. Smith Chief Financial Officer | Apr 10, 2026 | Sale(10b5-1 plan) | −10,280 | $22.09 | $227.09K | 1,314,971 |
| Eli Berkovitch VP Chief Acct Ofr & Controller | Apr 8, 2026 | Sale | −24,500 | $23.85 | $584.33K | 95,516 |
| Olivia Nottebohm Chief Operating Officer | Apr 7, 2026 | Sale(10b5-1 plan) | −6,528 | $24.07 | $157.13K | 487,488 |
| Dana L. Evan Director | Apr 6, 2026 | Sale | −17,034 | $24.24 | $412.90K | 113,525 |
| Dana L. Evan Director | Apr 6, 2026 | Option exercise | +17,034 | $11.19 | $190.61K | 130,559 |
| Dylan C. Smith Chief Financial Officer | Apr 2, 2026 | Tax withholding | −26,543 | $23.67 | $628.27K | 1,325,251 |
| Olivia Nottebohm Chief Operating Officer | Apr 2, 2026 | Tax withholding | −24,826 | $23.67 | $587.63K | 494,016 |
| Olivia Nottebohm Chief Operating Officer | Mar 25, 2026 | Sale(10b5-1 plan) | −5,942 | $24.10 | $143.20K | 518,842 |
| Eli Berkovitch VP Chief Acct Ofr & Controller | Mar 20, 2026 | Tax withholding | −2,155 | $23.86 | $51.42K | 120,016 |
| Olivia Nottebohm Chief Operating Officer | Mar 20, 2026 | Tax withholding | −13,267 | $23.86 | $316.55K | 524,784 |
| Dylan C. Smith Chief Financial Officer | Mar 20, 2026 | Tax withholding | −16,542 | $23.86 | $394.69K | 1,351,794 |
| Olivia Nottebohm Chief Operating Officer | Mar 11, 2026 | Award | +72,832 | – | – | 538,051 |
| Dylan C. Smith Chief Financial Officer | Mar 11, 2026 | Award | +73,372 | – | – | 1,367,567 |
| Aaron Levie Chief Executive Officer, Director | Mar 10, 2026 | Sale(10b5-1 plan) | −15,000 | $24.72 | $370.80K | 2,907,030 |
| Dylan C. Smith Chief Financial Officer | Mar 10, 2026 | Sale(10b5-1 plan) | −17,000 | $24.72 | $420.24K | 1,294,195 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Dylan C. Smith Officer | Oct 9, 2026 | 17,000 | $621.56K | Oct 9, 2026 | Employee Equity Award |
| Olivia Nottebohm Officer | Oct 5, 2026 | 5,293 | $182.61K | Oct 5, 2026 | Restricted Stock Lapse |
| L. Evan Dana Director | Sep 15, 2026 | 6,158 | $215.53K | Sep 15, 2026 | Employee Stock Unit Award(s) |
| Dylan C. Smith Officer | Sep 10, 2026 | 17,000 | $586.87K | Sep 10, 2026 | Employee Equity Award |
| Eli Berkovitch Officer | Aug 31, 2026 | 3,850 | $138.56K | Aug 31, 2026 | Restricted Stock Lapse |
| Olivia Nottebohm Officer | Aug 7, 2026 | 5,834 | $188.51K | Aug 7, 2026 | Restricted Stock Lapse |
| Olivia Nottebohm Officer | Jul 21, 2026 | 5,834 | $175.78K | Jul 21, 2026 | Restricted Stock Lapse |
| Dylan C. Smith Officer | Jul 10, 2026 | 17,000 | $493.91K | Jul 10, 2026 | Acquired via exercise of Incentive Stock Options |
| Eli Berkovitch Officer | Jul 8, 2026 | 1,800 | $52.11K | Jul 8, 2026 | Restricted Stock Lapse |
| Bethany Mayer Director | Jun 26, 2026 | 4,060 | $105.56K | Jun 26, 2026 | RSU |
| Olivia Nottebohm Officer | Jun 25, 2026 | 5,834 | $145.68K | Jun 25, 2026 | Restricted Stock Lapse |
| Levie Aaron Director, Officer | Jun 22, 2026 | 30,000 | $745.20K | Jun 22, 2026 | Previously Exercised Options |
| Eli Berkovitch Officer | Jun 17, 2026 | 2,700 | $68.37K | Jun 17, 2026 | Restricted Stock Lapse |
| Olivia Nottebohm Officer | Jun 10, 2026 | 6,528 | $170.84K | Jun 10, 2026 | Performance Stock Lapse |
| Dylan C. Smith Officer | Jun 10, 2026 | 17,000 | $441.97K | Jun 10, 2026 | Acquired via exercise of Incentive Stock Options |