Susquehanna Fundamental Investments’s Box BOX Stock Holding History

Susquehanna Fundamental Investments’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	$10.3M	Buy	+435,787	New	+$11M	0.39%	66
2025 Q4	–	Sell	-149,676	Closed	-$4.83M	–	576
2025 Q3	$4.83M	Buy	149,676 +142,976	+2,134%	+$4.63M	0.19%	133
2025 Q2	$229K	Sell	6,700 -67,143	-91%	-$2.2M	0.01%	652
2025 Q1	$2.28M	Sell	73,843 -42,689	-37%	-$1.38M	0.03%	493
2024 Q4	$3.68M	Buy	+116,532	New	+$3.82M	0.05%	390
2024 Q2	$5.61M	Buy	212,316 +26,702	+14%	+$712K	0.13%	208
2024 Q1	$5.26M	Buy	+185,614	New	+$4.98M	0.25%	100
2023 Q2	–	Sell	-18,408	Closed	-$493K	–	670
2023 Q1	$493K	Sell	18,408 -3,620	-16%	-$109K	0.01%	680
2022 Q4	$686K	Sell	22,028 -21,548	-49%	-$615K	0.01%	766
2022 Q3	$1.06M	Buy	+43,576	New	+$1.2M	0.02%	790
2022 Q1	$2.15M	Buy	73,875 +23,805	+48%	+$626K	0.04%	555
2021 Q4	$1.31M	Sell	50,070 -154,382	-76%	-$3.98M	0.03%	553
2021 Q3	$4.84M	Sell	204,452 -16,462	-7%	-$404K	0.09%	302
2021 Q2	$5.64M	Buy	220,914 +12,416	+6%	+$289K	0.1%	269
2021 Q1	$4.79M	Buy	208,498 +4,162	+2%	+$81K	0.08%	326
2020 Q4	$3.69M	Buy	204,336 +184,970	+955%	+$3.22M	0.07%	422
2020 Q3	$336K	Buy	+19,366	New	+$357K	0.01%	1017

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Susquehanna Fundamental Investments's BOX Position: Q1 2026 in Review

Susquehanna Fundamental Investments opened a new position in Box (BOX) in Q1 2026: 435,787 shares worth $10.3M. The stake represents 0.39% of the portfolio and ranks #66 among its holdings. This is a return to the name: Susquehanna Fundamental Investments previously reported a position in BOX as recently as Q3 2025.

Susquehanna Fundamental Investments first reported a position in BOX in Q3 2020 and has held it in 17 quarters since. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Susquehanna Fundamental Investments held 435,787 shares of Box worth $10.3M as of Q1 2026.
Box was a new Susquehanna Fundamental Investments position in Q1 2026.
Box made up 0.39% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #66 holding.
Susquehanna Fundamental Investments first reported a position in Box in Q3 2020 and has held it in 17 quarters since.
399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.