Box Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:3BX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
10 Jan 25	Sell€145,401	Eliahu Berkovitch	Individual	4,791	€30.35
16 Dec 24	Sell€148,096	Eliahu Berkovitch	Individual	4,792	€30.90
09 Jul 24	Sell€58,397	Eliahu Berkovitch	Individual	2,500	€23.36
01 Jul 24	Sell€117,554	Bethany Mayer	Individual	4,760	€24.70
14 Jun 24	Sell€79,903	Eliahu Berkovitch	Individual	3,300	€24.21
28 Mar 24	Sell€289,902	Dana Evan	Individual	11,000	€26.35

Insider Trading Volume

Insider Buying: 3BX insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 3BX?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	2,000	0.00133%
State or Government	75,993	0.0505%
Individual Insiders	5,418,514	3.6%
Institutions	145,100,481	96.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 73.09% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.8%	BlackRock, Inc.	25,591,361	€830.1m	0.36%	0.01%
12.8%	The Vanguard Group, Inc.	18,339,723	€594.8m	4.95%	0.01%
5.38%	EARNEST Partners, LLC	7,734,494	€250.9m	-2.84%	1.08%
3.91%	State Street Global Advisors, Inc.	5,623,032	€182.4m	1.24%	0.01%
3.07%	RGM Capital, LLC	4,413,171	€143.1m	-16.5%	5.83%
2.26%	Geode Capital Management, LLC	3,249,823	€105.4m	0.4%	0.01%
2.21%	Managed Account Advisors LLC	3,181,959	€103.2m	0.35%	0.02%
2.11%	SEI Investments Company	3,030,996	€98.3m	-1.55%	0.12%
2.08%	Aaron Levie	2,989,780	€97.0m	-0.64%	no data
1.81%	Dimensional Fund Advisors LP	2,599,074	€84.3m	1.34%	0.01%
1.69%	Jacobs Levy Equity Management Inc	2,425,176	€78.7m	1.86%	0.29%
1.66%	Morgan Stanley, Investment Banking and Brokerage Investments	2,378,529	€77.1m	-18.7%	0.01%
1.59%	UBS Asset Management AG	2,280,598	€74.0m	1.34%	0.01%
1.55%	Acadian Asset Management LLC	2,223,598	€72.1m	59.9%	0.18%
1.45%	Macquarie Investment Management Business Trust	2,088,504	€67.7m	-6.69%	0.08%
1.37%	Renaissance Technologies LLC	1,972,826	€64.0m	6.84%	0.09%
1.36%	JP Morgan Asset Management	1,952,110	€63.3m	-0.76%	0.01%
1.31%	Deutsche Asset & Wealth Management	1,878,822	€60.9m	-2.72%	0.02%
1.17%	DWS Investment Management Americas, Inc.	1,676,648	€54.4m	-5.21%	0.25%
1.16%	Arrowstreet Capital, Limited Partnership	1,661,173	€53.9m	0%	0.04%
1.15%	Congress Asset Management Company, LLP	1,659,646	€53.8m	17.5%	0.36%
1.11%	Schroder Investment Management North America Inc.	1,589,810	€51.6m	1.12%	0.16%
1.09%	Sunriver Management LLC	1,571,978	€51.0m	-13.8%	6.11%
1.07%	Northern Trust Global Investments	1,543,305	€50.1m	-0.86%	0.01%
0.95%	Charles Schwab Investment Management, Inc.	1,371,815	€44.5m	0%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/03 17:40
End of Day Share Price	2025/02/03 00:00
Earnings	2024/10/31
Annual Earnings	2024/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Box, Inc. is covered by 25 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ishan Majumdar	Baptista Research
Edward Magi	Berenberg
Joel Fishbein	BMO Capital Markets Equity Research