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Funds Holding Box Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Box Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of BOX →Funds holding
87
as of 2026-07-31
Reported value
$324M
summed across funds
Fund families
44
named trusts
Largest conviction
3.07%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Pacer S&P SmallCap 600 Quality FCF Aristocrats ETFPacer Funds Trust1.7K sh$52.6K | 3.07% |
| Harbor SMID Cap Core ETFHarbor ETF Trust2.5K sh$77.6K | 1.62% |
| Hartford Schroders US Small Cap Opportunities FundHARTFORD MUTUAL FUNDS II, INC82.9K sh$2.6M | 1.52% |
| SRH U.S. Quality GARP ETFElevation Series Trust98.8K sh$3.1M | 1.47% |
| Abacus FCF Small Cap Leaders ETFAbacus FCF ETF Trust201 sh$6.3K | 1.37% |
| Harbor Small Cap Value FundHARBOR FUNDS1.1M sh$33.4M | 1.33% |
| Pacer US Small Cap Cash Cows Growth Leaders ETFPacer Funds Trust6.8K sh$215K | 0.71% |
| Harbor Human Capital Factor US Small Cap ETFHarbor ETF Trust38.4K sh$1.2M | 0.71% |
| Small Cap Growth FundAmerican Century Mutual Funds, Inc.1.1M sh$36.2M | 0.65% |
| iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust59K sh$1.9M | 0.64% |
| Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST105.1K sh$3.3M | 0.50% |
| Pacer US Small Cap Cash Cows 100 ETFPacer Funds Trust452K sh$14.3M | 0.39% |
| The Hartford Small Cap Growth FundHARTFORD MUTUAL FUNDS II, INC30.7K sh$968.8K | 0.35% |
| SMALL-CAP GROWTH PROFUNDProFunds871 sh$27.5K | 0.33% |
| First Trust Small Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund132.3K sh$4.2M | 0.32% |
| Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust1.9K sh$61.3K | 0.31% |
| Federated Hermes MDT Small Cap Growth FundFederated Hermes MDT Series78.9K sh$2.5M | 0.30% |
| Victory Small Cap Stock FundVictory Portfolios III88.1K sh$2.8M | 0.29% |
| Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series200.6K sh$6.3M | 0.28% |
| VANGUARD GLOBAL MINIMUM VOLATILITY FUNDVANGUARD WHITEHALL FUNDS167.2K sh$5.3M | 0.26% |
| BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.64.9K sh$2M | 0.24% |
| SmallCap S&P 600 Index FundPrincipal Funds, Inc102K sh$3.2M | 0.24% |
| Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds196.3K sh$6.2M | 0.23% |
| Nuveen Quant Small Cap Equity FundTIAA-CREF Funds291.7K sh$9.2M | 0.23% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust4.9K sh$153.8K | 0.18% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC433.6K sh$13.7M | 0.17% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust32K sh$1M | 0.17% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust37.5K sh$1.2M | 0.17% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust144.3K sh$4.6M | 0.16% |
| SMALL-CAP VALUE PROFUNDProFunds399 sh$12.6K | 0.16% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds181.9K sh$5.7M | 0.14% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust43.4K sh$1.4M | 0.14% |
| Global X Russell 2000 ETFGLOBAL X FUNDS65.8K sh$2.1M | 0.14% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST333.5K sh$10.5M | 0.14% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust1.5M sh$47.3M | 0.14% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST15.5K sh$489.8K | 0.14% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust4K sh$125K | 0.14% |
| Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust448 sh$14.1K | 0.13% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust103.2K sh$3.3M | 0.13% |
| Invesco NASDAQ Internet ETFInvesco Exchange-Traded Fund Trust20.7K sh$653.3K | 0.13% |
| Column Small Cap FundTrust for Professional Managers17.4K sh$621.1K | 0.11% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC691.5K sh$21.8M | 0.11% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust20.6K sh$650.8K | 0.10% |
| U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC63.6K sh$2M | 0.10% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust489.7K sh$15.5M | 0.10% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc6K sh$189.6K | 0.10% |
| ULTRA SMALL CAP PROFUNDProFunds1.8K sh$55.8K | 0.10% |
| First Trust Small Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund32.9K sh$1M | 0.08% |
| Fidelity MSCI Information Technology Index ETFFIDELITY COVINGTON TRUST435.4K sh$13.7M | 0.07% |
| iShares Morningstar Small-Cap ETFiShares Trust6.1K sh$193K | 0.07% |
| First Trust Multi Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund12K sh$378K | 0.07% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust84.8K sh$2.7M | 0.07% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust50.9K sh$1.6M | 0.06% |
| Victory Extended Market Index FundVictory Portfolios III15.4K sh$485.8K | 0.06% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds23.8K sh$750.3K | 0.06% |
| SMALL-CAP PROFUNDProFunds116 sh$3.7K | 0.04% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST31.8K sh$1M | 0.04% |
| Old Westbury Small & Mid Cap Strategies FundOld Westbury Funds Inc122.9K sh$3.9M | 0.04% |
| MFS Global Alternative Strategy FundMFS Series Trust XV2.4K sh$76K | 0.04% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO16.7K sh$526.3K | 0.03% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC35.9K sh$1.1M | 0.01% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust9K sh$284.1K | 0.01% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC9.9K sh$312.9K | 0.01% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust13.3K sh$419.2K | 0.01% |
| SmallCap Growth Fund IPrincipal Funds, Inc9.8K sh$309K | 0.01% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust8.5K sh$269.3K | 0.01% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust172.6K sh$5.4M | 0.01% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC99.8K sh$3.1M | 0.01% |
| Strategic Allocation: Aggressive FundAmerican Century Strategic Asset Allocations Inc1.9K sh$59.2K | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds145.7K sh$4.6M | 0.01% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust28.7K sh$904.6K | 0.01% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC95.4K sh$3M | 0.01% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST237 sh$7.5K | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III761 sh$24K | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds9.5K sh$298.7K | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST87.5K sh$2.8M | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust74.9K sh$2.4M | 0.01% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust39.5K sh$1.2M | 0.01% |
| Strategic Allocation: Moderate FundAmerican Century Strategic Asset Allocations Inc1.3K sh$41K | 0.01% |
| Strategic Allocation: Conservative FundAmerican Century Strategic Asset Allocations Inc460 sh$14.5K | 0.01% |
| SmallCap Value Fund IIPrincipal Funds, Inc1.6K sh$50.7K | 0.00% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS112K sh$3.5M | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust68 sh$2.1K | 0.00% |
| iShares U.S. Thematic Rotation Active ETFBlackRock ETF Trust70 sh$2.2K | 0.00% |
| Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL-130.3K sh-$4.1M | -0.02% |
| PACE Alternative Strategies InvestmentsPACE SELECT ADVISORS TRUST-4.7K sh-$148.9K | -0.06% |
| Morningstar Alternatives FundMorningstar Funds Trust-10.5K sh-$332.8K | -0.13% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on BOX
Company overviewEverything on BOX in one place, with the price.SEC filingsWhat BOX's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat BOX's own officers and directors buy and sell.Planned salesSales BOX insiders have filed notice of.Executive payWhat BOX awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in BOX.LobbyingWhat BOX spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on BOX's account, and who they worked for.Federal contractsWhat federal agencies pay BOX.PatentsWhat BOX is filing at the patent office.