Box, Inc.
US ˙ NYSE ˙ US10316T1043

SecurityBOX / Box, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership664,410 shares
Latest Disclosed Value $ 15,706,652
Invesco Ltd. reports 13.66% increase in ownership of BOX / Box, Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 664,410 shares of Box, Inc. (US:BOX) valued at $15,706,652 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 584,572 shares of Box, Inc.. This represents a change in shares of 13.66% during the quarter. The current value of the position is $17,733,103 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)
2026-05-12 2026-03-31 13F BOX CL A 10316T104 664,410 79,838 13.66 15,707 -10.17 0.0024
2026-02-19 2025-12-31 13F BOX CL A 10316T104 584,572 -526,997 -47.41 17,485 -51.26 0.0027
2025-11-13 2025-09-30 13F BOX CL A 10316T104 1,111,569 -30,034 -2.63 35,870 -8.04 0.0057
2025-08-13 2025-06-30 13F BOX CL A 10316T104 1,141,603 573,817 101.06 39,009 122.64 0.0066
2025-05-12 2025-03-31 13F BOX CL A 10316T104 567,786 43,355 8.27 17,522 5.73 0.0033
2025-02-13 2024-12-31 13F BOX CL A 10316T104 524,431 15,101 2.96 16,572 -0.59 0.0031
2024-11-12 2024-09-30 13F BOX CL A 10316T104 509,330 -103,427 -16.88 16,670 2.89 0.0032
2024-08-13 2024-06-30 13F BOX CL A 10316T104 612,757 86,392 16.41 16,201 8.69 0.0034
2024-05-14 2024-03-31 13F BOX CL A 10316T104 526,365 376,364 250.91 14,907 288.08 0.0032
2024-02-13 2023-12-31 13F BOX CL A 10316T104 150,001 -5,287 -3.40 3,842 2.18 0.0009
2023-11-13 2023-09-30 13F BOX CL A 10316T104 155,288 -52,086 -25.12 3,760 -38.30 0.0010
2023-08-11 2023-06-30 13F BOX CL A 10316T104 207,374 -118,743 -36.41 6,093 -30.27 0.0016
2023-05-12 2023-03-31 13F BOX CL A 10316T104 326,117 -1,312,566 -80.10 8,737 -82.87 0.0024
2023-02-13 2022-12-31 13F BOX CL A 10316T104 1,638,683 320,268 24.29 51,012 58.64 0.0149
2022-11-14 2022-09-30 13F BOX CL A 10316T104 1,318,415 680,997 106.84 32,155 100.66 0.0103
2022-08-15 2022-06-30 13F BOX CL A 10316T104 637,418 -95,532 -13.03 16,025 -24.76 0.0049
2022-05-16 2022-03-31 13F BOX CL A 10316T104 732,950 159,667 27.85 21,299 41.86 0.0054
2022-02-14 2021-12-31 13F BOX CL A 10316T104 573,283 434,888 314.24 15,014 358.30 0.0036
2021-11-15 2021-09-30 13F BOX CL A 10316T104 138,395 10,465 8.18 3,276 0.24 0.0008
2021-08-17 2021-06-30 13F BOX CL A 10316T104 127,930 20,366 18.93 3,268 32.31 0.0008
2021-05-17 2021-03-31 13F BOX CL A 10316T104 107,564 2,399 2.28 2,470 30.14 0.0007
2021-02-16 2020-12-31 13F BOX CL A 10316T104 105,165 15,258 16.97 1,898 21.59 0.0006
2020-11-16 2020-09-30 13F BOX CL A 10316T104 89,907 4,322 5.05 1,561 -12.16 0.0005
2020-08-14 2020-06-30 13F BOX CL A 10316T104 85,585 54,529 175.58 1,777 307.57 0.0006
2020-05-15 2020-03-31 13F BOX CL A 10316T104 31,056 31,056 436 0.0002
2019-08-14 2019-06-30 13F/A-1 BOX CL A 10316T104 0 -465,816 -100.00 0 -100.00
2019-05-15 2019-03-31 13F BOX CL A 10316T104 465,816 20,420 4.58 8,995 19.63 0.0030
2019-02-14 2018-12-31 13F BOX CL A 10316T104 445,396 126,127 39.50 7,519 -1.51 0.0029
2018-11-14 2018-09-30 13F BOX CL A 10316T104 319,269 28,235 9.70 7,634 4.96 0.0024
2018-08-14 2018-06-30 13F BOX CL A 10316T104 291,034 280,388 2,633.74 7,273 3,221.00 0.0024
2018-05-15 2018-03-31 13F BOX CL A 10316T104 10,646 10,646 219 0.0001
2015-11-16 2015-09-30 13F BOX INC COMMON 10316T104 0 -1,768 -100.00 0 -100.00
2015-08-14 2015-06-30 13F BOX INC COMMON 10316T104 1,768 1,768 33 0.0000
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.