Box, Inc. (BOX): A Bull Case Theory
We came across a bullish thesis on Box, Inc. on Shareholdersunite Essentials’s Substack by Shareholdersunite. In this article, we will summarize the bulls’ thesis on BOX.
Box Inc (BOX)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 4,247,092 | $145,123,134 | +11% | 0.1% |
| 2. | RGM Capital Robert G. Moses | 3,111,648 | $106,325,012 | -18% | 4.3% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 2,182,700 | $74,582,859 | +40% | 0.15% |
| 4. | Renaissance Technologies Jim Simons | 1,927,626 | $65,866,980 | +30% | 0.09% |
| 5. | 45,609,000 | $60,942,062 | +6% | 3.07% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $12.14 | 5,000 | $60,700.00 | 45,000 | 2015-10-09 | Filing | |
| $12.34 | 25,000 | $308,550.00 | 50,000 | 2015-10-09 | Filing | |
| $11.91 | 10,000 | $119,090.00 | 25,000 | 2015-10-08 | Filing | |
| $11.10 | 15,000 | $166,500.00 | 15,000 | 2015-10-07 | Filing | |
| $11.37 | 5,000 | $56,845.00 | 40,000 | 2015-10-05 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.09 | 4,612 | $152,611.08 | 502,251 | 2025-10-21 | Filing | |
| $33.05 | 17,000 | $561,833.00 | 1,454,013 | 2025-10-10 | Filing | |
| $33.10 | 4,612 | $152,657.20 | 506,863 | 2025-10-10 | Filing | |
| $32.77 | 3,500 | $114,677.50 | 128,847 | 2025-10-07 | Filing | |
| $32.20 | 5,000 | $160,975.00 | 27,855 | 2025-09-26 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,939,714 | $62,594,571 | 0.42% | |
| 2. | 32,055,000 | $32,154,263 | 3.22% | |
| 3. | 813,389 | $26,248,063 | 0.14% | |
| 4. | 12,000,000 | $15,024,240 | 0.06% | |
| 5. | 457,804 | $14,773,335 | 0.44% |
News See All
Box, Inc. (NYSE:BOX) Q2 2026 Earnings Call Transcript
Operator: Thank you for standing by. My name is Kate, and I will be your conference operator today.
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Box, Inc. (NYSE:BOX) Q4 2025 Earnings Call Transcript
Operator: Thank you for standing by. My name is Jill, and I will be your conference operator today. At this time, I would like to welcome everyone to the Box, Inc.
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