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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Needham Investment Management's BOX Position: Q1 2026 in Review

Needham Investment Management increased its Box (BOX) stake by 2.6% in Q1 2026, buying an estimated $126K and bringing the position to 195,000 shares worth $4.61M. The position accounts for 0.24% of the portfolio, ranked #99.

Needham Investment Management first reported a position in BOX in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.68M in Q4 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Needham Investment Management held 195,000 shares of Box worth $4.61M as of Q1 2026.
  • Needham Investment Management bought 5,000 Box shares in Q1 2026, an estimated $126K.
  • Box made up 0.24% of Needham Investment Management's portfolio in Q1 2026, its #99 holding.
  • Needham Investment Management first reported a position in Box in Q3 2025 and has held it in 3 quarters since.
  • Needham Investment Management's Box position peaked at $5.68M in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.