Box, Inc.
US ˙ NYSE ˙ US10316T1043

SecurityBOX / Box, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership6,740 shares
Latest Disclosed Value $ 159,334
Cwm, Llc reports 569.98% increase in ownership of BOX / Box, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 6,740 shares of Box, Inc. (US:BOX) valued at $159,334 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,006 shares of Box, Inc.. The current value of the position is $179,891 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)
2026-05-14 2026-03-31 13F BOX CL A 10316T104 6,740 5,734 569.98 159 0.0004
2026-01-26 2025-12-31 13F BOX CL A 10316T104 1,006 -497 -33.07 0 0.0001
2025-10-15 2025-09-30 13F BOX CL A 10316T104 1,503 306 25.56 0 0.0001
2025-07-25 2025-06-30 13F BOX CL A 10316T104 1,197 251 26.53 0 0.0001
2025-05-01 2025-03-31 13F BOX CL A 10316T104 946 316 50.16 0 0.0001
2025-02-04 2024-12-31 13F BOX CL A 10316T104 630 182 40.62 0 0.0001
2024-10-08 2024-09-30 13F BOX CL A 10316T104 448 209 87.45 0 0.0001
2024-07-10 2024-06-30 13F BOX CL A 10316T104 239 -45 -15.85 0 0.0000
2024-04-05 2024-03-31 13F BOX CL A 10316T104 284 164 136.67 0 0.0000
2024-02-01 2023-12-31 13F BOX CL A 10316T104 120 -205 -63.08 0 0.0000
2023-10-11 2023-09-30 13F BOX CL A 10316T104 325 0 0.00 0 0.0000
2023-08-03 2023-06-30 13F BOX CL A 10316T104 325 -12 -3.56 0 0.0001
2023-05-01 2023-03-31 13F BOX CL A 10316T104 337 -160 -32.19 0 0.0001
2023-02-01 2022-12-31 13F BOX CL A 10316T104 497 150 43.23 0 -100.00 0.0001
2022-10-27 2022-09-30 13F BOX CL A 10316T104 347 217 166.92 8 166.67 0.0001
2022-07-28 2022-06-30 13F BOX CL A 10316T104 130 -72 -35.64 3 -50.00 0.0000
2022-04-21 2022-03-31 13F BOX CL A 10316T104 202 72 55.38 6 100.00 0.0000
2022-01-31 2021-12-31 13F BOX CL A 10316T104 130 -5 -3.70 3 0.00 0.0000
2021-09-15 2021-06-30 13F/A-1 BOX CL A 10316T104 135 0 0.00 3 0.00 0.0000
2021-07-29 2021-06-30 13F BOX CL A 10316T104 135 0 3 0.0000
2021-09-15 2021-03-31 13F/A-1 BOX CL A 10316T104 135 0 0.00 3 0.00 0.0000
2021-04-27 2021-03-31 13F BOX CL A 10316T104 130 -5 3 0.0000
2021-09-15 2020-12-31 13F/A-1 BOX CL A 10316T104 135 0 0.00 3 0.00 0.0000
2021-01-27 2020-12-31 13F BOX CL A 10316T104 130 -5 2 0.0000
2021-09-15 2020-09-30 13F/A-1 BOX CL A 10316T104 135 0 0.00 3 0.00 0.0000
2020-10-19 2020-09-30 13F BOX CL A 10316T104 130 -5 2 0.0000
2021-09-15 2020-06-30 13F/A-1 BOX CL A 10316T104 135 0 0.00 3 0.00 0.0000
2020-07-22 2020-06-30 13F BOX CL A 10316T104 130 -5 3 0.0000
2021-09-15 2020-03-31 13F/A-1 BOX CL A 10316T104 135 0 0.00 3 0.00 0.0000
2020-04-28 2020-03-31 13F BOX CL A 10316T104 21 -114 0
2021-09-14 2019-12-31 13F/A-1 BOX CL A 10316T104 135 0 0.00 3 0.00 0.0000
2020-01-27 2019-12-31 13F BOX CL A 10316T104 169 34 3 0.0000
2021-09-14 2019-09-30 13F/A-1 BOX CL A 10316T104 135 0 0.00 3 0.00 0.0000
2019-10-22 2019-09-30 13F BOX CL A 10316T104 298 163 5 0.0001
2021-09-14 2019-06-30 13F/A-1 BOX CL A 10316T104 135 0 0.00 3 0.00 0.0000
2019-07-31 2019-06-30 13F BOX CL A 10316T104 163,499 163,364 2,879 0.0476
2021-09-02 2019-03-31 13F/A-1 BOX CL A 10316T104 135 -102,084 -99.87 3 -99.83 0.0000
2019-04-22 2019-03-31 13F BOX CL A 10316T104 124,775 22,556 2,409 0.0483
2019-01-25 2018-12-31 13F BOX CL A 10316T104 102,219 9,350 10.07 1,725 -22.30 0.0431
2018-10-29 2018-09-30 13F BOX CL A 10316T104 92,869 20,692 28.67 2,220 23.06 0.0567
2018-07-31 2018-06-30 13F BOX CL A 10316T104 72,177 72,177 1,804 0.0594
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.