NCM
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Nearwater Capital Markets’s Box BOX Stock Holding History

Nearwater Capital Markets’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 		– Sell
-456,000
Closed -$13.6M – 89
2025
Q4 		$13.6M Buy
456,000
+156,000
+52% +$4.89M 0.23% 69
2025
Q3 		$9.68M Hold
300,000
– – 0.13% 108
2025
Q2 		$10.3M Buy
+300,000
New +$9.84M 0.16% 91

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Nearwater Capital Markets's BOX Position: Q1 2026 in Review

Nearwater Capital Markets sold out of Box (BOX) in Q1 2026, closing a stake of 456,000 shares — an estimated $13.6M sold.

Nearwater Capital Markets first reported a position in BOX in Q2 2025 and held it in 3 quarters. The position peaked at $13.6M in Q4 2025. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Nearwater Capital Markets reported no remaining Box position as of Q1 2026 after selling out during the quarter.
  • Nearwater Capital Markets sold 456,000 Box shares in Q1 2026, an estimated $13.6M.
  • Nearwater Capital Markets first reported a position in Box in Q2 2025 and held it in 3 quarters.
  • Nearwater Capital Markets's Box position peaked at $13.6M in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.