Marshall Wace’s Box BOX Stock Holding History

Marshall Wace’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
2025 Q4	–	Sell	-200	Closed	-$6.45K	–	2976
2025 Q3	$6.45K	Buy	+200	New	+$6.47K	﹤0.01%	2822

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Marshall Wace's BOX Position: Q1 2026 in Review

Marshall Wace increased its Box (BOX) stake by 51% in Q1 2026, buying an estimated $22.2M and bringing the position to 2,630,154 shares worth $62.2M. The position accounts for 0.06% of the portfolio, ranked #290.

Marshall Wace first reported a position in BOX in Q4 2016 and has held it in 17 quarters since. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Marshall Wace held 2,630,154 shares of Box worth $62.2M as of Q1 2026.
Marshall Wace bought 883,127 Box shares in Q1 2026, an estimated $22.2M.
Box made up 0.06% of Marshall Wace's portfolio in Q1 2026, its #290 holding.
Marshall Wace first reported a position in Box in Q4 2016 and has held it in 17 quarters since.
399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.