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: Technology
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 | 3,906,312 | $126,056,688 | -9% | 0.08% |
| 2. | RGM Capital Robert G. Moses | 3,078,648 | $99,347,971 | -2% | 4.18% |
| 3. | 53,609,000 | $66,946,919 | +18% | 4.02% | |
| 4. | Sunriver Management Will Cook | 1,517,828 | $48,980,310 | +32% | 5.32% |
| 5. | Renaissance Technologies Jim Simons | 1,293,531 | $41,742,245 | -33% | 0.06% |
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 |
|---|---|---|---|---|---|---|
| $31.36 | 17,000 | $533,154.00 | 1,437,013 | 2025-11-10 | Filing | |
| $31.35 | 4,612 | $144,586.20 | 497,639 | 2025-11-10 | Filing | |
| $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 |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 25,160,419 | $811,926,707 | 0.01% | |
| 2. | 18,487,018 | $596,576,071 | 0.01% | |
| 3. | Ubs Group AgCALL | 7,847,528 | $253,239,729 | 0.04% |
| 4. | 7,704,561 | $248,626,183 | 1.08% | |
| 5. | 5,587,962 | $180,323,534 | 0.01% |
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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