Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$299K Sell
12,652
-6,608
-34% -$166K ﹤0.01% 1505
2025
Q4
$576K Sell
19,260
-3,982
-17% -$125K 0.01% 1094
2025
Q3
$750K Buy
23,242
+253
+1% +$8.19K 0.01% 969
2025
Q2
$786K Sell
22,989
-6,135
-21% -$201K 0.01% 837
2025
Q1
$899K Sell
29,124
-87,538
-75% -$2.84M 0.01% 766
2024
Q4
$3.69M Buy
116,662
+15,475
+15% +$508K 0.06% 274
2024
Q3
$3.31M Buy
+101,187
New +$2.95M 0.08% 251

Other funds holding BOX

Vident Advisory's BOX Position: Q1 2026 in Review

Vident Advisory reduced its Box (BOX) stake by 34% in Q1 2026, selling an estimated $166K and leaving 12,652 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Vident Advisory first reported a position in BOX in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.69M in Q4 2024. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Vident Advisory held 12,652 shares of Box worth $299K as of Q1 2026.
  • Vident Advisory sold 6,608 Box shares in Q1 2026, an estimated $166K.
  • Box made up ﹤0.01% of Vident Advisory's portfolio in Q1 2026, its #1505 holding.
  • Vident Advisory first reported a position in Box in Q3 2024 and has held it in 7 quarters since.
  • Vident Advisory's Box position peaked at $3.69M in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.