Y-Intercept (HK)’s Box BOX Stock Holding History

Y-Intercept (HK)’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 Q2	$5.25M	Buy	197,755 +89,057	+82%	+$2.22M	0.1%	266
2026 Q1	$2.57M	Buy	108,698 +85,453	+368%	+$2.15M	0.05%	599
2025 Q4	$695K	Sell	23,245 -38,903	-63%	-$1.22M	0.02%	1128
2025 Q3	$2.01M	Sell	62,148 -73,918	-54%	-$2.39M	0.05%	602
2025 Q2	$4.65M	Buy	136,066 +117,771	+644%	+$3.86M	0.11%	251
2025 Q1	$565K	Sell	18,295 -7,581	-29%	-$246K	0.04%	649
2024 Q4	$818K	Buy	+25,876	New	+$849K	0.05%	512
2024 Q1	–	Sell	-21,133	Closed	-$541K	–	1383
2023 Q4	$541K	Sell	21,133 -15,732	-43%	-$398K	0.05%	563
2023 Q3	$893K	Buy	+36,865	New	+$1.05M	0.09%	351
2023 Q2	–	Sell	-30,791	Closed	-$825K	–	1285
2023 Q1	$825K	Buy	30,791 +16,042	+109%	+$483K	0.1%	313
2022 Q4	$459K	Sell	14,749 -16,395	-53%	-$468K	0.07%	465
2022 Q3	$760K	Buy	31,144 +11,324	+57%	+$312K	0.08%	383
2022 Q2	$498K	Buy	+19,820	New	+$554K	0.07%	429
2021 Q2	–	Sell	-10,087	Closed	-$232K	–	635
2021 Q1	$232K	Buy	+10,087	New	+$196K	0.06%	504

Other funds holding BOX

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Y-Intercept (HK)'s BOX Position: Q2 2026 in Review

Y-Intercept (HK) increased its Box (BOX) stake by 82% in Q2 2026, buying an estimated $2.22M and bringing the position to 197,755 shares worth $5.25M. The position accounts for 0.1% of the portfolio, ranked #266.

Y-Intercept (HK) first reported a position in BOX in Q1 2021 and has held it in 14 quarters since. 43 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Y-Intercept (HK) held 197,755 shares of Box worth $5.25M as of Q2 2026.
Y-Intercept (HK) bought 89,057 Box shares in Q2 2026, an estimated $2.22M.
Box made up 0.1% of Y-Intercept (HK)'s portfolio in Q2 2026, its #266 holding.
Y-Intercept (HK) first reported a position in Box in Q1 2021 and has held it in 14 quarters since.
43 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.