Box
About: Box is a cloud-based content management platform that provides storage and workflow collaboration services for enterprise customers. The firm was founded in 2005 as a file, sync, and share provider. Over time, it built out and acquired workflow and security tools to evolve the pure-play FSS business into a content management business. Most recently, Box has been pursuing an AI-powered, intelligent content management strategy that can allow for metadata extraction and workflow automation.
Employees: 2,810
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1,401% more call options, than puts
Call options by funds: $315M | Put options by funds: $21M
50% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 3 (+1) [Q1 2025]
6% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 136
0.75% less ownership
Funds ownership: 102.08% [Q4 2024] → 101.33% (-0.75%) [Q1 2025]
3% less capital invested
Capital invested by funds: $4.64B [Q4 2024] → $4.5B (-$139M) [Q1 2025]
3% less funds holding
Funds holding: 394 [Q4 2024] → 382 (-12) [Q1 2025]
10% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 50
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Raymond James Brian Peterson | 18%upside $42 | Outperform Reiterated | 28 May 2025 |
Morgan Stanley Josh Baer | 7%upside $38 | Equal-Weight Maintained | 28 May 2025 |
JP Morgan Pinjalim Bora | 10%upside $39 | Overweight Maintained | 28 May 2025 |
DA Davidson Lucky Schreiner | 27%upside $45 | Buy Maintained | 28 May 2025 |
RBC Capital Rishi Jaluria | 33%downside $24 | Underperform Maintained | 28 May 2025 |
Financial journalist opinion
Based on 22 articles about BOX published over the past 30 days









