Box, Inc.
US ˙ NYSE ˙ US10316T1043

SecurityBOX / Box, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,762,561 shares
Latest Disclosed Value $ 41,666,966
Morgan Stanley reports 2.43% decrease in ownership of BOX / Box, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,762,561 shares of Box, Inc. (US:BOX) valued at $41,666,942 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,806,394 shares of Box, Inc.. This represents a change in shares of -2.43% during the quarter. The current value of the position is $47,042,753 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)
2026-05-15 2026-03-31 13F BOX CL A 10316T104 1,762,561 -43,833 -2.43 41,667 -22.88 0.0025
2026-05-27 2025-12-31 13F/A-1 BOX CL A 10316T104 1,806,394 61,688 3.54 54,029 -4.04 0.0032
2026-02-13 2025-12-31 13F BOX CL A 10316T104 1,806,394 61,688 54,029 0.0032
2026-05-27 2025-09-30 13F/A-1 BOX CL A 10316T104 1,744,706 -201,302 -10.34 56,302 -15.33 0.0034
2025-11-14 2025-09-30 13F BOX CL A 10316T104 1,744,706 -201,302 56,302 0.0034
2025-08-15 2025-06-30 13F BOX CL A 10316T104 1,946,008 -306,463 -13.61 66,495 -4.34 0.0043
2025-05-15 2025-03-31 13F BOX CL A 10316T104 2,252,471 -271,713 -10.76 69,511 -12.85 0.0050
2025-05-15 2024-12-31 13F/A-1 BOX CL A 10316T104 2,524,184 -257,114 -9.24 79,764 -12.38 0.0056
2025-02-14 2024-12-31 13F BOX CL A 10316T104 2,524,184 -257,114 79,764 0.0056
2025-05-14 2024-09-30 13F/A-2 BOX CL A 10316T104 2,781,298 -503,774 -15.34 91,032 4.81 0.0066
2025-02-14 2024-09-30 13F/A-1 BOX CL A 10316T104 2,781,298 -503,774 91,032 0.0066
2024-11-14 2024-09-30 13F BOX CL A 10316T104 2,781,298 -503,774 91,032 0.0008
2025-05-14 2024-06-30 13F/A-2 BOX CL A 10316T104 3,285,072 80,658 2.52 86,857 -4.29 0.0067
2024-10-17 2024-06-30 13F/A-1 BOX CL A 10316T104 3,285,072 80,658 86,857 0.0067
2024-08-14 2024-06-30 13F BOX CL A 10316T104 3,285,072 80,658 86,857 0.0067
2024-10-17 2024-03-31 13F/A-2 BOX CL A 10316T104 3,204,414 561,225 21.23 90,749 34.06 0.0073
2024-08-16 2024-03-31 13F/A-1 BOX CL A 10316T104 3,204,414 561,225 90,749 0.0073
2024-05-15 2024-03-31 13F BOX CL A 10316T104 3,204,414 561,225 90,749 0.0073
2024-08-16 2023-12-31 13F/A-1 BOX CL A 10316T104 2,643,189 90,855 3.56 67,692 9.55 0.0060
2024-02-13 2023-12-31 13F BOX CL A 10316T104 2,643,189 90,855 67,692 0.0060
2023-11-15 2023-09-30 13F BOX CL A 10316T104 2,552,334 195,687 8.30 61,792 -10.75 0.0063
2023-08-14 2023-06-30 13F BOX CL A 10316T104 2,356,647 -37,975 -1.59 69,238 7.93 0.0068
2023-05-15 2023-03-31 13F BOX CL A 10316T104 2,394,622 -105,890 -4.23 64,152 -17.59 0.0069
2023-02-14 2022-12-31 13F BOX CL A 10316T104 2,500,512 130,457 5.50 77,841 34.66 0.0088
2022-11-14 2022-09-30 13F BOX CL A 10316T104 2,370,055 -13,388 -0.56 57,806 -3.53 0.0079
2022-10-27 2022-06-30 13F/A-1 BOX CL A 10316T104 2,383,443 84,473 3.67 59,920 -10.31 0.0078
2022-08-15 2022-06-30 13F BOX CL A 10316T104 2,383,443 84,473 59,920 0.0016
2022-10-27 2022-03-31 13F/A-1 BOX CL A 10316T104 2,298,970 -275,370 -10.70 66,807 -0.91 0.0090
2022-05-13 2022-03-31 13F BOX CL A 10316T104 2,298,970 -275,370 66,807 0.0090
2022-02-14 2021-12-31 13F BOX CL A 10316T104 2,574,340 -394,314 -13.28 67,423 -4.05 0.0083
2021-11-15 2021-09-30 13F BOX CL A 10316T104 2,968,654 353,402 13.51 70,268 5.16 0.0095
2021-08-23 2021-06-30 13F/A-1 BOX CL A 10316T104 2,615,252 500,169 23.65 66,819 37.60 0.0088
2021-08-16 2021-06-30 13F BOX CL A 10316T104 2,615,252 500,169 66,819 0.0018
2021-05-17 2021-03-31 13F BOX CL A 10316T104 2,115,083 -840,369 -28.43 48,562 -8.97 0.0071
2021-02-16 2020-12-31 13F BOX CL A 10316T104 2,955,452 2,283,048 339.54 53,346 357.04 0.0082
2020-11-13 2020-09-30 13F BOX CL A 10316T104 672,404 39,938 6.31 11,672 -11.10 0.0023
2020-08-14 2020-06-30 13F BOX CL A 10316T104 632,466 362,999 134.71 13,129 247.05 0.0029
2020-05-26 2020-03-31 13F/A-1 BOX CL A 10316T104 269,467 -1,059,308 -79.72 3,783 -83.03 0.0010
2020-05-15 2020-03-31 13F BOX CL A 10316T104 269,467 -1,059,308 3,783 290.6133
2020-02-14 2019-12-31 13F BOX CL A 10316T104 1,328,775 217,730 19.60 22,296 21.19 0.0052
2019-11-14 2019-09-30 13F BOX CL A 10316T104 1,111,045 -309,719 -21.80 18,398 -26.46 0.0049
2019-08-14 2019-06-30 13F BOX CL A 10316T104 1,420,764 925,023 186.59 25,019 161.38 0.0067
2019-05-15 2019-03-31 13F BOX CL A 10316T104 495,741 -371,348 -42.83 9,572 -34.60 0.0027
2019-02-14 2018-12-31 13F BOX CL A 10316T104 867,089 -167,397 -16.18 14,637 -40.82 0.0044
2019-04-23 2018-09-30 13F/A-2 BOX CL A 10316T104 1,034,486 -599,224 -36.68 24,735 -39.41 0.0062
2018-11-20 2018-09-30 13F/A-1 BOX CL A 10316T104 1,034,486 0 24,735 0.0062
2018-11-14 2018-09-30 13F BOX CL A 10316T104 1,034,486 -599,224 24,735
2019-04-23 2018-06-30 13F/A-1 BOX CL A 10316T104 1,633,710 1,193,210 270.88 40,826 351.02 0.0110
2018-08-14 2018-06-30 13F BOX CL A 10316T104 1,633,710 1,193,210 40,826
2019-04-23 2018-03-31 13F/A-1 BOX CL A 10316T104 440,500 -201,315 -31.37 9,052 -33.22 0.0025
2018-05-14 2018-03-31 13F BOX CL A 10316T104 440,500 -201,315 9,052
2019-04-23 2017-12-31 13F/A-1 BOX CL A 10316T104 641,815 204,531 46.77 13,555 60.45 0.0037
2018-02-14 2017-12-31 13F BOX CL A 10316T104 641,815 204,531 13,555
2017-11-14 2017-09-30 13F BOX CL A 10316T104 437,284 -65,291 -12.99 8,448 -7.84 0.0025
2017-08-11 2017-06-30 13F BOX CL A 10316T104 502,575 78,962 18.64 9,167 32.66 0.0028
2017-05-22 2017-03-31 13F/A-1 BOX CL A 10316T104 423,613 -179,895 -29.81 6,910 -17.39 0.0021
2017-05-12 2017-03-31 13F BOX CL A 10316T104 423,613 6,910
2017-02-22 2016-12-31 13F/A-1 BOX CL A 10316T104 603,508 215,167 55.41 8,365 36.66 0.0027
2017-02-13 2016-12-31 13F BOX CL A 10316T104 603,508 8,365
2016-11-10 2016-09-30 13F BOX CL A 10316T104 388,341 170,240 78.06 6,121 171.44 0.0021
2016-08-12 2016-06-30 13F BOX CL A 10316T104 218,101 -298,167 -57.75 2,255 -64.38 0.0008
2016-05-12 2016-03-31 13F BOX CL A 10316T104 516,268 120,753 30.53 6,330 14.63 0.0024
2016-02-09 2015-12-31 13F BOX CL A 10316T104 395,515 129,529 48.70 5,522 65.03 0.0020
2016-02-08 2015-09-30 13F/A-1 BOX CL A 10316T104 265,986 149,974 129.27 3,346 54.84 0.0012
2015-11-09 2015-09-30 13F BOX CL A 10316T104 265,986 3,346
2015-08-12 2015-06-30 13F BOX CL A 10316T104 116,012 16,671 16.78 2,161 10.14 0.0007
2015-05-14 2015-03-31 13F BOX CL A 10316T104 99,341 99,341 1,962 0.0007
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.