Follow-The-Filings

Security

BOX

Box Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 2 new 2 exits max 0.1% (Marshall Wace - Marshall ...)

grid → activity →
owners 14
max % 0.1%
tracked value $840M
qoq N 2 A 6 R 4 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.01 pp 2,630,154 $62M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.04 pp 944,843 $28M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 737,903 $17M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.02 pp 600,576 $14M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 18,458,285 $552M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 1,966,352 $59M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 2,337,851 $55M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 778,822 $18M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 492,320 $12M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% New 0.0% 92,893 $2M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 593,865 $14M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 110,047 $3M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 71,541 $2M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce -0.02 pp 61,308 $1M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.03 pp 241,446 $7M hist
Ancora Advisors LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 264 $8 hist

14 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $990.87M $1.04B $1.09B $1.18B
Gross profit $738.32M $777.13M $862.02M $932.61M
Gross margin * 74.5% 74.9% 79.1% 79.2%
Net income $26.78M $129.03M $244.62M $115.38M
Net margin * 2.7% 12.4% 22.4% 9.8%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $806.76M $842.18M $1.1B $891.27M
Total non-current assets * $400.4M $398.98M $569.74M $654.79M
Total assets $1.21B $1.24B $1.67B $1.55B
Total current liabilities $715.83M $679.28M $922.08M $802.67M
Total non-current liabilities * $525.2M $500.85M $548.17M $546.3M
Total equity -$523.85M -$431.06M -$296.96M -$299.28M

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $297.98M $318.73M $332.26M $356.45M
Cash from investing $120.6M -$82.79M -$23.21M -$42.7M
Cash from financing -$396.5M -$272.9M -$62.36M -$569.52M
Net change in cash $12.15M -$44.78M $241.85M -$249.42M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders