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Whale Rock Capital Management’s Box BOX Stock Holding History

Whale Rock Capital 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
2018
Q1 		– Sell
-798,418
Closed -$16.9M – 34
2017
Q4 		$16.9M Buy
+798,418
New +$16.8M 0.78% 26
2017
Q3 		– Sell
-1,775,308
Closed -$32.4M – 35
2017
Q2 		$32.4M Buy
+1,775,308
New +$32M 2.27% 20

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Whale Rock Capital Management's BOX Position: Q1 2018 in Review

Whale Rock Capital Management sold out of Box (BOX) in Q1 2018, closing a stake of 798,418 shares — an estimated $16.9M sold.

Whale Rock Capital Management first reported a position in BOX in Q2 2017 and held it in 2 quarters. The position peaked at $32.4M in Q2 2017. 209 funds tracked by Wall St. Rank hold BOX as of Q1 2018.

  • Whale Rock Capital Management reported no remaining Box position as of Q1 2018 after selling out during the quarter.
  • Whale Rock Capital Management sold 798,418 Box shares in Q1 2018, an estimated $16.9M.
  • Whale Rock Capital Management first reported a position in Box in Q2 2017 and held it in 2 quarters.
  • Whale Rock Capital Management's Box position peaked at $32.4M in Q2 2017.
  • 209 funds tracked by Wall St. Rank held Box as of Q1 2018.

Based on Whale Rock Capital Management's 13F filing for Q1 2018, filed 15 May 2018.