JG
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Joel Greenblatt’s Box BOX Stock Holding History

Joel Greenblatt’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 		$2.03M Sell
76,343
-16,550
-18% -$413K ﹤0.01% 1144
2026
Q1 		$2.2M Buy
+92,893
New +$2.34M 0.01% 1082
2025
Q1 		– Sell
-9,730
Closed -$307K – 1558
2024
Q4 		$307K Buy
+9,730
New +$319K ﹤0.01% 1260
2024
Q3 		– Sell
-65,114
Closed -$1.72M – 1418
2024
Q2 		$1.72M Buy
65,114
+44,497
+216% +$1.19M 0.02% 733
2024
Q1 		$584K Buy
+20,617
New +$554K 0.01% 991
2023
Q4 		– Sell
-14,948
Closed -$362K – 1337
2023
Q3 		$362K Buy
14,948
+4,089
+38% +$117K 0.01% 1057
2023
Q2 		$319K Sell
10,859
-52,131
-83% -$1.44M 0.01% 1097
2023
Q1 		$1.69M Buy
62,990
+30,193
+92% +$910K 0.04% 567
2022
Q4 		$1.02M Buy
32,797
+4,108
+14% +$117K 0.03% 672
2022
Q3 		$700K Buy
28,689
+15,889
+124% +$437K 0.02% 758
2022
Q2 		$322K Buy
12,800
+3,887
+44% +$109K 0.01% 911
2022
Q1 		$259K Sell
8,913
-19,345
-68% -$509K 0.01% 993
2021
Q4 		$740K Sell
28,258
-72,580
-72% -$1.87M 0.02% 628
2021
Q3 		$2.39M Buy
100,838
+65,057
+182% +$1.6M 0.1% 270
2021
Q2 		$914K Buy
35,781
+25,423
+245% +$592K 0.04% 510
2021
Q1 		$238K Buy
+10,358
New +$202K 0.01% 902
2016
Q4 		– Sell
-29,408
Closed -$463K – 949
2016
Q3 		$463K Buy
+29,408
New +$372K 0.01% 723

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

Joel Greenblatt's BOX Position: Q2 2026 in Review

Joel Greenblatt reduced its Box (BOX) stake by 18% in Q2 2026, selling an estimated $413K and leaving 76,343 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Joel Greenblatt first reported a position in BOX in Q3 2016 and has held it in 17 quarters since. The position peaked at $2.39M in Q3 2021. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Joel Greenblatt held 76,343 shares of Box worth $2.03M as of Q2 2026.
  • Joel Greenblatt sold 16,550 Box shares in Q2 2026, an estimated $413K.
  • Box made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1144 holding.
  • Joel Greenblatt first reported a position in Box in Q3 2016 and has held it in 17 quarters since.
  • Joel Greenblatt's Box position peaked at $2.39M in Q3 2021.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.