As of the latest SEC filings, BOX INC (BOX) is held by 334 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $203,306,364.00 in market value, representing 0.22% of its portfolio.
Funds holding BOX INC (BOX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BOX
- CIK:
- 0001372612
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.22% | $203,306,364.00 | 8,600,100 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $103,425,141.84 | 4,375,006 | Mar 31, 2026 | May 28, 2026 |
|
VITAX
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
ETF | Vanguard | 0.07% | $85,437,092.10 | 3,627,902 | Feb 28, 2026 | Apr 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.11% | $81,430,273.08 | 3,444,597 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.05% | $74,097,783.36 | 3,134,424 | Mar 31, 2026 | May 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.11% | $41,444,820.60 | 1,753,165 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $37,758,588.12 | 1,597,233 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.10% | $33,599,812.40 | 1,388,422 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.22% | $30,686,445.72 | 1,298,073 | Mar 31, 2026 | May 28, 2026 |
|
HASCX
Harbor Small Cap Value Fund
|
MF | Independent / Boutique | 1.05% | $26,530,339.00 | 1,096,295 | Apr 30, 2026 | Jun 26, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.23% | $22,061,462.64 | 933,226 | Mar 31, 2026 | May 28, 2026 |
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.38% | $21,986,774.55 | 933,621 | Feb 27, 2026 | Apr 23, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.17% | $21,028,087.32 | 889,513 | Mar 31, 2026 | May 28, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.29% | $18,988,239.00 | 803,225 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.04% | $18,091,062.90 | 768,198 | Feb 28, 2026 | Apr 24, 2026 |
|
SAGWX
Touchstone Strategic Trust-Touchstone Small Company Fund
|
MF | Independent / Boutique | 1.18% | $17,616,457.08 | 745,197 | Mar 31, 2026 | May 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.09% | $16,734,566.20 | 691,511 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.08% | $16,550,987.10 | 702,802 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.11% | $16,398,712.80 | 696,336 | Feb 28, 2026 | Apr 28, 2026 |
|
MNDBX
MFS New Discovery Fund
|
MF | Independent / Boutique | 0.76% | $15,890,079.90 | 674,738 | Feb 28, 2026 | Apr 24, 2026 |
|
OBSOX
Oberweis Small-Cap Opportunities Fund
|
MF | Independent / Boutique | 0.77% | $15,498,384.00 | 655,600 | Mar 31, 2026 | May 29, 2026 |
|
IGV
iShares Expanded Tech-Software Sector ETF
|
ETF | BlackRock / iShares | 0.14% | $15,034,850.88 | 635,992 | Mar 31, 2026 | May 28, 2026 |
|
SKYY
First Trust Cloud Computing ETF
|
ETF | First Trust | 0.62% | $14,573,019.84 | 616,456 | Mar 31, 2026 | May 21, 2026 |
|
PGSGX
JPMorgan Small Cap Growth Fund
|
MF | JPMorgan | 0.59% | $12,897,534.84 | 545,581 | Mar 31, 2026 | May 29, 2026 |
|
CALF
Pacer US Small Cap Cash Cows 100 ETF
|
ETF | Pacer | 0.35% | $11,986,865.00 | 495,325 | Apr 30, 2026 | Jun 29, 2026 |
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