Box Ownership

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

Recent Insider Transactions

NYSE:BOX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
09 Jul 24	SellUS$63,125	Eliahu Berkovitch	Individual	2,500	US$25.25
01 Jul 24	SellUS$126,050	Bethany Mayer	Individual	4,760	US$26.48
14 Jun 24	SellUS$85,467	Eliahu Berkovitch	Individual	3,300	US$25.90
28 Mar 24	SellUS$313,137	Dana Evan	Individual	11,000	US$28.47
09 Jan 24	SellUS$193,285	Eliahu Berkovitch	Individual	7,750	US$24.94

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BOX?
Owner Type	Number of Shares	Ownership Percentage
State or Government	75,993	0.0502%
Individual Insiders	5,471,030	3.61%
Institutions	145,814,706	96.3%

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

Top Shareholders

Top 25 shareholders own 72.99% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.8%	BlackRock, Inc.	25,591,361	US$822.3m	0.36%	0.01%
12.8%	The Vanguard Group, Inc.	18,339,723	US$589.3m	4.95%	0.01%
5.38%	EARNEST Partners, LLC	7,734,494	US$248.5m	-2.84%	1.05%
3.91%	State Street Global Advisors, Inc.	5,623,032	US$180.7m	1.24%	0.01%
3.07%	RGM Capital, LLC	4,413,171	US$141.8m	-16.5%	5.71%
2.26%	Geode Capital Management, LLC	3,249,823	US$104.4m	0.4%	0.01%
2.21%	Managed Account Advisors LLC	3,181,959	US$102.2m	0.35%	0.02%
2.11%	SEI Investments Company	3,030,996	US$97.4m	-1.55%	0.12%
2.09%	Aaron Levie	2,999,155	US$96.4m	-0.33%	no data
1.81%	Dimensional Fund Advisors LP	2,599,074	US$83.5m	1.34%	0.01%
1.69%	Jacobs Levy Equity Management Inc	2,425,176	US$77.9m	1.86%	0.28%
1.66%	Morgan Stanley, Investment Banking and Brokerage Investments	2,378,529	US$76.4m	-18.7%	0.01%
1.59%	UBS Asset Management AG	2,280,598	US$73.3m	1.34%	0.01%
1.55%	Acadian Asset Management LLC	2,223,598	US$71.4m	59.9%	0.17%
1.45%	Macquarie Investment Management Business Trust	2,088,504	US$67.1m	-6.69%	0.08%
1.37%	Renaissance Technologies LLC	1,972,826	US$63.4m	6.84%	0.09%
1.36%	JP Morgan Asset Management	1,952,110	US$62.7m	-0.76%	0.01%
1.31%	Deutsche Asset & Wealth Management	1,878,822	US$60.4m	-2.72%	0.02%
1.23%	DWS Investment Management Americas, Inc.	1,768,885	US$56.8m	0.1%	0.25%
1.16%	Arrowstreet Capital, Limited Partnership	1,661,173	US$53.4m	0%	0.04%
1.11%	Schroder Investment Management North America Inc.	1,589,810	US$51.1m	1.12%	0.16%
1.09%	Sunriver Management LLC	1,571,978	US$50.5m	-13.8%	6.04%
1.07%	Northern Trust Global Investments	1,543,305	US$49.6m	-0.86%	0.01%
0.98%	Congress Asset Management Company, LLP	1,412,653	US$45.4m	0%	0.3%
0.95%	Charles Schwab Investment Management, Inc.	1,371,815	US$44.1m	10.8%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/17 14:31
End of Day Share Price	2024/12/17 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 27 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