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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
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 $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

Oberweis Asset Management's BOX Position: Q1 2026 in Review

Oberweis Asset Management increased its Box (BOX) stake by 18% in Q1 2026, buying an estimated $3M and bringing the position to 771,520 shares worth $18.2M. The position accounts for 0.54% of the portfolio, ranked #69.

Oberweis Asset Management first reported a position in BOX in Q3 2024 and has held it in 7 quarters since. The position peaked at $22.3M in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Oberweis Asset Management held 771,520 shares of Box worth $18.2M as of Q1 2026.
  • Oberweis Asset Management bought 119,200 Box shares in Q1 2026, an estimated $3M.
  • Box made up 0.54% of Oberweis Asset Management's portfolio in Q1 2026, its #69 holding.
  • Oberweis Asset Management first reported a position in Box in Q3 2024 and has held it in 7 quarters since.
  • Oberweis Asset Management's Box position peaked at $22.3M in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

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