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Needham Investment Management’s Box BOX Stock Holding History

Needham Investment 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 		$5.18M Hold
195,000
– – 0.16% 115
2026
Q1 		$4.61M Buy
195,000
+5,000
+3% +$126K 0.24% 99
2025
Q4 		$5.68M Buy
190,000
+30,000
+19% +$941K 0.36% 70
2025
Q3 		$5.16M Buy
+160,000
New +$5.18M 0.36% 73

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 40.89% 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

Needham Investment Management's BOX Position: Q2 2026 in Review

Needham Investment Management held its Box (BOX) position steady in Q2 2026 at 195,000 shares worth $5.18M. The position accounts for 0.16% of the portfolio, ranked #115.

Needham Investment Management first reported a position in BOX in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.68M in Q4 2025. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Needham Investment Management held 195,000 shares of Box worth $5.18M as of Q2 2026.
  • Needham Investment Management left its Box share count unchanged in Q2 2026.
  • Box made up 0.16% of Needham Investment Management's portfolio in Q2 2026, its #115 holding.
  • Needham Investment Management first reported a position in Box in Q3 2025 and has held it in 4 quarters since.
  • Needham Investment Management's Box position peaked at $5.68M in Q4 2025.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

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