Box, Inc.
US ˙ NYSE ˙ US10316T1043

SecurityBOX / Box, Inc.
InstitutionCommonwealth Equity Services, Llc
Latest Disclosed Ownership26,120 shares
Latest Disclosed Value $ 781,260
Commonwealth Equity Services, Llc reports 24.95% decrease in ownership of BOX / Box, Inc.

On February 12, 2026 - Commonwealth Equity Services, Llc filed a 13F-HR form disclosing ownership of 26,120 shares of Box, Inc. (US:BOX) valued at $781,249 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 22, 2025 disclosing 34,802 shares of Box, Inc.. This represents a change in shares of -24.95% during the quarter. The current value of the position is $697,143 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-12 2025-12-31 13F BOX CL A 10316T104 26,120 -8,682 -24.95 781 78,000.00 0.0010
2025-10-22 2025-09-30 13F BOX CL A 10316T104 34,802 5,409 18.40 1 0.00 0.0015
2025-08-06 2025-06-30 13F BOX CL A 10316T104 29,393 -380 -1.28 1 0.0013
2025-05-09 2025-03-31 13F BOX CL A 10316T104 29,773 19,886 201.13 1 0.0013
2025-02-10 2024-12-31 13F BOX CL A 10316T104 9,887 659 7.14 0 0.0005
2024-10-18 2024-09-30 13F BOX CL A 10316T104 9,228 -746 -7.48 0 0.0005
2024-07-31 2024-06-30 13F BOX CL A 10316T104 9,974 -1,495 -13.04 0 0.0004
2024-04-29 2024-03-31 13F BOX CL A 10316T104 11,469 -23,219 -66.94 0 0.0005
2024-02-06 2023-12-31 13F BOX CL A 10316T104 34,688 -13,530 -28.06 1 -100.00 0.0016
2023-10-23 2023-09-30 13F BOX CL A 10316T104 48,218 -18,862 -28.12 1 0.00 0.0024
2023-08-10 2023-06-30 13F BOX CL A 10316T104 67,080 -7,040 -9.50 2 0.00 0.0040
2023-05-11 2023-03-31 13F BOX CL A 10316T104 74,120 -10,872 -12.79 2 -50.00 0.0042
2023-02-07 2022-12-31 13F BOX CL A 10316T104 84,992 -6,247 -6.85 3 -99.91 0.0064
2022-11-14 2022-09-30 13F BOX CL A 10316T104 91,239 -5,434 -5.62 2,225 -8.44 0.0057
2022-07-19 2022-06-30 13F BOX CL A 10316T104 96,673 -4,904 -4.83 2,430 -17.66 0.0063
2022-05-04 2022-03-31 13F BOX CL A 10316T104 101,577 36,015 54.93 2,951 71.87 0.0067
2022-01-31 2021-12-31 13F BOX CL A 10316T104 65,562 -4,073 -5.85 1,717 4.19 0.0039
2021-10-29 2021-09-30 13F BOX CL A 10316T104 69,635 2,335 3.47 1,648 -4.13 0.0041
2021-08-11 2021-06-30 13F BOX CL A 10316T104 67,300 -14,439 -17.66 1,719 -8.37 0.0044
2021-05-04 2021-03-31 13F BOX CL A 10316T104 81,739 12,222 17.58 1,876 49.60 0.0053
2021-02-11 2020-12-31 13F BOX CL A 10316T104 69,517 1,749 2.58 1,254 6.63 0.0038
2020-11-05 2020-09-30 13F BOX CL A 10316T104 67,768 19 0.03 1,176 -16.36 0.0040
2020-08-12 2020-06-30 13F BOX CL A 10316T104 67,749 -3,485 -4.89 1,406 40.60 0.0053
2020-05-11 2020-03-31 13F BOX CL A 10316T104 71,234 -8,852 -11.05 1,000 -25.54 0.0047
2020-02-05 2019-12-31 13F BOX CL A 10316T104 80,086 6,897 9.42 1,343 10.81 0.0051
2019-10-30 2019-09-30 13F BOX CL A 10316T104 73,189 3,547 5.09 1,212 -1.14 0.0052
2019-07-19 2019-06-30 13F BOX CL A 10316T104 69,642 -5,921 -7.84 1,226 -15.97 0.0054
2019-05-13 2019-03-31 13F BOX CL A 10316T104 75,563 1,381 1.86 1,459 16.53 0.0067
2019-02-11 2018-12-31 13F BOX CL A 10316T104 74,182 -5,640 -7.07 1,252 -34.38 0.0067
2018-11-06 2018-09-30 13F BOX CL A 10316T104 79,822 6,721 9.19 1,908 4.43 0.0091
2018-07-31 2018-06-30 13F BOX CL A 10316T104 73,101 73,101 1,827 0.0096
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.