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Evergreen Capital Management’s Box BOX Stock Holding History

Evergreen Capital 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 		$314K Buy
+11,822
New +$295K 0.01% 1190
2026
Q1 		– Sell
-10,615
Closed -$317K – 1525
2025
Q4 		$317K Buy
10,615
+1,679
+19% +$52.7K 0.01% 997
2025
Q3 		$288K Buy
8,936
+2,233
+33% +$72.3K 0.01% 1003
2025
Q2 		$229K Sell
6,703
-1,140
-15% -$37.4K 0.01% 955
2025
Q1 		$242K Buy
7,843
+1,016
+15% +$32.9K 0.01% 878
2024
Q4 		$216K Buy
6,827
+16
+0.2% +$525 0.01% 939
2024
Q3 		$223K Buy
+6,811
New +$199K 0.01% 870

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

Evergreen Capital Management's BOX Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in Box (BOX) in Q2 2026: 11,822 shares worth $314K. The stake represents 0.01% of the portfolio and ranks #1190 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in BOX as recently as Q4 2025.

Evergreen Capital Management first reported a position in BOX in Q3 2024 and has held it in 7 quarters since. The position peaked at $317K in Q4 2025. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Evergreen Capital Management held 11,822 shares of Box worth $314K as of Q2 2026.
  • Box was a new Evergreen Capital Management position in Q2 2026.
  • Box made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1190 holding.
  • Evergreen Capital Management first reported a position in Box in Q3 2024 and has held it in 7 quarters since.
  • Evergreen Capital Management's Box position peaked at $317K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.