Jupiter Asset Management’s Box BOX Stock Holding History

Jupiter 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 Q1	$869K	Buy	36,764 +16,157	+78%	+$407K	﹤0.01%	439
2025 Q4	$616K	Buy	+20,607	New	+$646K	﹤0.01%	366
2025 Q3	–	Sell	-748,507	Closed	-$25.6M	–	439
2025 Q2	$25.6M	Sell	748,507 -19,122	-2%	-$627K	0.21%	148
2025 Q1	$23.7M	Buy	767,629 +722	+0.1%	+$23.4K	0.23%	137
2024 Q4	$24.2M	Buy	+766,907	New	+$25.2M	0.24%	138
2023 Q2	–	Sell	-364,700	Closed	-$9.77M	–	508
2023 Q1	$9.77M	Buy	+364,700	New	+$11M	0.13%	179
2022 Q3	–	Sell	-359,994	Closed	-$9.05M	–	537
2022 Q2	$9.05M	Sell	359,994 -269,826	-43%	-$7.54M	0.13%	189
2022 Q1	$18.3M	Buy	+629,820	New	+$16.6M	0.22%	134
2020 Q4	–	Sell	-15,481	Closed	-$269K	–	591
2020 Q3	$269K	Buy	+15,481	New	+$286K	﹤0.01%	540
2018 Q3	–	Sell	-23,291	Closed	-$582K	–	245
2018 Q2	$582K	Buy	+23,291	New	+$577K	0.02%	233

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Jupiter Asset Management's BOX Position: Q1 2026 in Review

Jupiter Asset Management increased its Box (BOX) stake by 78% in Q1 2026, buying an estimated $407K and bringing the position to 36,764 shares worth $869K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Jupiter Asset Management first reported a position in BOX in Q2 2018 and has held it in 10 quarters since. The position peaked at $25.6M in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Jupiter Asset Management held 36,764 shares of Box worth $869K as of Q1 2026.
Jupiter Asset Management bought 16,157 Box shares in Q1 2026, an estimated $407K.
Box made up ﹤0.01% of Jupiter Asset Management's portfolio in Q1 2026, its #439 holding.
Jupiter Asset Management first reported a position in Box in Q2 2018 and has held it in 10 quarters since.
Jupiter Asset Management's Box position peaked at $25.6M in Q2 2025.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.