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Oberweis Asset Management’s Box BOX Stock Holding History

Oberweis 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
Q2 		$19.7M Sell
743,000
-28,520
-4% -$712K 0.41% 93
2026
Q1 		$18.2M Buy
771,520
+119,200
+18% +$3M 0.54% 69
2025
Q4 		$19.5M Hold
652,320
– – 0.71% 54
2025
Q3 		$21.1M Sell
652,320
-1,600
-0.2% -$51.8K 0.81% 45
2025
Q2 		$22.3M Buy
653,920
+56,820
+10% +$1.86M 0.97% 27
2025
Q1 		$18.4M Buy
597,100
+38,600
+7% +$1.25M 0.92% 34
2024
Q4 		$17.6M Buy
558,500
+36,500
+7% +$1.2M 0.83% 37
2024
Q3 		$17.1M Buy
+522,000
New +$15.2M 0.88% 32

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

Oberweis Asset Management's BOX Position: Q2 2026 in Review

Oberweis Asset Management reduced its Box (BOX) stake by 3.7% in Q2 2026, selling an estimated $712K and leaving 743,000 shares worth $19.7M. The position accounts for 0.41% of the portfolio, ranked #93.

Oberweis Asset Management first reported a position in BOX in Q3 2024 and has held it in 8 quarters since. The position peaked at $22.3M in Q2 2025. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Oberweis Asset Management held 743,000 shares of Box worth $19.7M as of Q2 2026.
  • Oberweis Asset Management sold 28,520 Box shares in Q2 2026, an estimated $712K.
  • Box made up 0.41% of Oberweis Asset Management's portfolio in Q2 2026, its #93 holding.
  • Oberweis Asset Management first reported a position in Box in Q3 2024 and has held it in 8 quarters since.
  • Oberweis Asset Management's Box position peaked at $22.3M in Q2 2025.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

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