Creative Planning - BOX INC ownership

BOX INC's ticker is BOX and the CUSIP is 10316T104. A total of 358 filers reported holding BOX INC in Q1 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of BOX INC
ValueSharesWeighting
Q4 2022$243,468
+16.5%
7,821
+8.6%
0.00%
Q1 2022$209,000
-25.6%
7,200
-93.0%
0.00%
Q3 2021$281,000
-26.1%
103,311
+0.0%
0.00%
-100.0%
Q2 2021$380,000
-40.2%
103,280
-10.1%
0.00%
-50.0%
Q1 2021$635,000
+169.1%
114,872
+156.8%
0.00%
Q4 2020$236,000
-9.2%
44,724
+193.2%
0.00%
-100.0%
Q3 2020$260,000
+9.2%
15,255
-16.3%
0.00%0.0%
Q2 2020$238,000
+22.1%
18,232
+64.8%
0.00%0.0%
Q2 2019$195,000
-39.1%
11,064
-33.2%
0.00%0.0%
Q1 2019$320,000
+63.3%
16,572
+42.6%
0.00%0.0%
Q4 2018$196,000
-57.3%
11,622
-42.5%
0.00%
-50.0%
Q3 2018$459,000
+97.0%
20,206
+117.2%
0.00%
+100.0%
Q2 2018$233,000
-70.5%
9,305
-77.2%
0.00%
-75.0%
Q3 2017$790,000
+4.2%
40,880
-1.7%
0.00%0.0%
Q2 2017$758,000
+11.5%
41,580
-0.2%
0.00%0.0%
Q1 2017$680,000
+18.3%
41,680
+0.4%
0.00%0.0%
Q4 2016$575,000
-19.0%
41,500
-7.9%
0.00%
-20.0%
Q3 2016$710,000
+56.0%
45,061
+2.3%
0.01%
+66.7%
Q2 2016$455,000
-20.9%
44,041
-6.2%
0.00%
-25.0%
Q1 2016$575,000
-24.1%
46,941
-13.6%
0.00%
-33.3%
Q4 2015$758,000
+24.7%
54,316
+12.4%
0.01%
+20.0%
Q3 2015$608,000
+75.7%
48,341
+160.7%
0.01%
+66.7%
Q2 2015$346,000
+4.5%
18,541
+10.7%
0.00%0.0%
Q1 2015$331,00016,7500.00%
Other shareholders
BOX INC shareholders Q1 2023
NameSharesValueWeighting ↓
Sunriver Management LLC 1,316,087$38,666,6367.80%
RGM Capital, LLC 5,099,911$149,835,3856.68%
Freshford Capital Management, LLC 1,442,894$42,392,2266.48%
Ophir Asset Management Pty Ltd 839,402$24,661,6315.14%
Divisar Capital Management LLC 420,527$12,355,0832.60%
Peloton Wealth Strategists 184,075$5,4082.39%
Weil Company, Inc. 163,716$4,809,9762.14%
Summit Creek Advisors LLC 546,147$16,045,7992.01%
KADENSA CAPITAL Ltd 358,464$10,531,6721.85%
Cornerstone Capital, Inc. 403,270$11,848,0731.37%
View complete list of BOX INC shareholders