TwinBeech Capital’s Box BOX Stock Holding History

TwinBeech Capital’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
2025 Q2	–	Sell	-17,093	Closed	-$527K	–	663
2025 Q1	$527K	Buy	+17,093	New	+$554K	0.01%	570
2024 Q1	–	Sell	-42,026	Closed	-$1.08M	–	565
2023 Q4	$1.08M	Sell	42,026 -212,596	-83%	-$5.38M	0.02%	479
2023 Q3	$6.16M	Buy	+254,622	New	+$7.28M	0.12%	226
2023 Q2	–	Sell	-110,808	Closed	-$2.97M	–	615
2023 Q1	$2.97M	Buy	+110,808	New	+$3.34M	0.06%	322
2022 Q4	–	Sell	-175,405	Closed	-$4.28M	–	707
2022 Q3	$4.28M	Buy	+175,405	New	+$4.83M	0.11%	216
2020 Q4	–	Sell	-61,308	Closed	-$1.06M	–	436
2020 Q3	$1.06M	Buy	+61,308	New	+$1.13M	0.23%	134
2020 Q1	–	Sell	-18,906	Closed	-$317K	–	303
2019 Q4	$317K	Buy	+18,906	New	+$317K	0.09%	286

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TwinBeech Capital's BOX Position: Q2 2025 in Review

TwinBeech Capital sold out of Box (BOX) in Q2 2025, closing a stake of 17,093 shares — an estimated $527K sold.

TwinBeech Capital first reported a position in BOX in Q4 2019 and held it in 7 quarters. The position peaked at $6.16M in Q3 2023. 416 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

TwinBeech Capital reported no remaining Box position as of Q2 2025 after selling out during the quarter.
TwinBeech Capital sold 17,093 Box shares in Q2 2025, an estimated $527K.
TwinBeech Capital first reported a position in Box in Q4 2019 and held it in 7 quarters.
TwinBeech Capital's Box position peaked at $6.16M in Q3 2023.
416 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.