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Congress Asset Management’s Box BOX Stock Holding History

Congress Asset Management’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,821
Closed -$303K – 384
2026
Q1 		$303K Sell
12,821
-1,842,288
-99% -$46.4M ﹤0.01% 403
2025
Q4 		$55.5M Sell
1,855,109
-84,605
-4% -$2.65M 0.39% 98
2025
Q3 		$62.6M Buy
1,939,714
+52,964
+3% +$1.71M 0.42% 93
2025
Q2 		$64.5M Buy
1,886,750
+40,681
+2% +$1.33M 0.44% 92
2025
Q1 		$57M Buy
1,846,069
+186,423
+11% +$6.04M 0.43% 93
2024
Q4 		$52.4M Buy
1,659,646
+246,993
+17% +$8.1M 0.35% 100
2024
Q3 		$46.2M Buy
+1,412,653
New +$41.2M 0.32% 107

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Congress Asset Management's BOX Position: Q2 2026 in Review

Congress Asset Management sold out of Box (BOX) in Q2 2026, closing a stake of 12,821 shares — an estimated $303K sold.

Congress Asset Management first reported a position in BOX in Q3 2024 and held it in 7 quarters. The position peaked at $64.5M in Q2 2025. 396 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Congress Asset Management reported no remaining Box position as of Q2 2026 after selling out during the quarter.
  • Congress Asset Management sold 12,821 Box shares in Q2 2026, an estimated $303K.
  • Congress Asset Management first reported a position in Box in Q3 2024 and held it in 7 quarters.
  • Congress Asset Management's Box position peaked at $64.5M in Q2 2025.
  • 396 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.