BOX · Box Inc · Held by Funds
$33.52
+0.04 (+0.10%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$4.49B
Shares
137.20M
Volume · Oct 1
469.56K
Avg daily vol (3M)
2.9M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding BOX
343 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | IJR | 8,341,588 | $221,385,746 | 0.20% | Long | 2026-06-30 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 4,184,009 | $111,043,599 | 0.00% | Long | 2026-06-30 | |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | — | 3,640,760 | $98,154,890 | 0.06% | Long | 2026-05-31 | |
| iShares Russell 2000 ETF | IWM | 3,525,124 | $93,556,791 | 0.11% | Long | 2026-06-30 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 3,019,562 | $80,139,175 | 0.04% | Long | 2026-06-30 | |
| Fidelity Small Cap Index Fund | FSSNX | 1,498,377 | $47,273,794 | 0.14% | Long | 2026-07-31 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | — | 1,731,229 | $45,946,818 | 0.10% | Long | 2026-06-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 1,587,621 | $42,135,461 | 0.04% | Long | 2026-06-30 | |
| Small Cap Growth Fund | — | 1,148,785 | $36,244,167 | 0.65% | Long | 2026-07-31 | |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | SPSM | 1,261,770 | $33,487,376 | 0.20% | Long | 2026-06-30 | |
| Harbor Small Cap Value Fund | — | 1,058,497 | $33,395,580 | 1.33% | Long | 2026-07-31 | |
| Nomura Small Cap Core Fund | — | 1,168,928 | $31,514,299 | 0.57% | Long | 2026-05-29 | |
| iShares Russell 2000 Growth ETF | IWO | 1,043,226 | $27,687,218 | 0.18% | Long | 2026-06-30 | |
| VANGUARD TAX-MANAGED SMALL-CAP FUND | — | 933,226 | $24,767,818 | 0.22% | Long | 2026-06-30 | |
| MFS New Discovery Fund | — | 827,966 | $22,321,963 | 1.04% | Long | 2026-05-31 | |
| U.S. SMALL CAP PORTFOLIO | DFSTX | 691,511 | $21,817,172 | 0.11% | Long | 2026-07-31 | |
| iShares S&P Small-Cap 600 Growth ETF | IJT | 809,043 | $21,472,001 | 0.26% | Long | 2026-06-30 | |
| Touchstone Strategic Trust-Touchstone Small Company Fund | — | 805,927 | $21,389,303 | 1.24% | Long | 2026-06-30 | |
| Fidelity Extended Market Index Fund | FSMAX | 741,884 | $20,001,193 | 0.05% | Long | 2026-05-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 722,123 | $19,468,436 | 0.11% | Long | 2026-05-31 | |
| iShares Expanded Tech-Software Sector ETF | IGV | 707,087 | $18,766,089 | 0.14% | Long | 2026-06-30 | |
| Schwab U.S. Small-Cap ETF | SCHA | 689,871 | $18,598,922 | 0.08% | Long | 2026-05-31 | |
| First Trust Cloud Computing ETF | SKYY | 659,281 | $17,497,318 | 0.64% | Long | 2026-06-30 | |
| Oberweis Small-Cap Opportunities Fund | — | 655,600 | $17,399,624 | 0.61% | Long | 2026-06-30 | |
| Dimensional U.S. Small Cap ETF | DFAS | 489,701 | $15,450,067 | 0.10% | Long | 2026-07-31 | |
| Pacer US Small Cap Cash Cows 100 ETF | CALF | 452,047 | $14,262,083 | 0.39% | Long | 2026-07-31 | |
| JPMorgan Small Cap Growth Fund | — | 518,344 | $13,756,850 | 0.53% | Long | 2026-06-30 | |
| Fidelity MSCI Information Technology Index ETF | FTEC | 435,414 | $13,737,312 | 0.07% | Long | 2026-07-31 | |
| U.S. MICRO CAP PORTFOLIO | DFSCX | 433,615 | $13,680,553 | 0.17% | Long | 2026-07-31 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | SLYG | 508,351 | $13,491,636 | 0.26% | Long | 2026-06-30 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 495,334 | $13,354,205 | 0.23% | Long | 2026-05-31 | |
| BlackRock Advantage Small Cap Core Fund | — | 442,431 | $11,927,940 | 0.23% | Long | 2026-05-29 | |
| iShares S&P Small-Cap 600 Value ETF | IJS | 416,938 | $11,065,535 | 0.14% | Long | 2026-06-30 | |
| Schwab Small-Cap Index Fund | SWSSX | 333,545 | $10,523,345 | 0.14% | Long | 2026-07-31 | |
| Nuveen Quant Small Cap Equity Fund | — | 291,730 | $9,204,082 | 0.23% | Long | 2026-07-31 | |
| Principal U.S. Small-Cap ETF | PSC | 343,568 | $9,118,295 | 0.39% | Long | 2026-06-30 | |
| Select Software and IT Services Portfolio | FSCSX | 300,100 | $8,090,696 | 0.11% | Long | 2026-05-31 | |
| Invesco S&P SmallCap Information Technology ETF | PSCT | 288,978 | $7,790,847 | 1.44% | Long | 2026-05-31 | |
| SIIT GLOBAL MANAGED VOLATILITY FUND | SGMAX | 287,492 | $7,750,784 | 0.43% | Long | 2026-05-31 | |
| Fidelity Total Market Index Fund | FSKAX | 273,675 | $7,378,278 | 0.01% | Long | 2026-05-31 | |
| Global X Cloud Computing ETF | CLOU | 265,490 | $7,157,610 | 2.66% | Long | 2026-05-31 | |
| MFS New Discovery Series | — | 258,005 | $6,847,453 | 0.84% | Long | 2026-06-30 | |
| Master Small Cap Index Series | — | 252,287 | $6,695,697 | 0.11% | Long | 2026-06-30 | |
| iShares Russell 2000 Value ETF | IWN | 252,265 | $6,695,113 | 0.05% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | SLYV | 249,793 | $6,629,506 | 0.14% | Long | 2026-06-30 | |
| Federated Hermes MDT Small Cap Core Fund | — | 200,596 | $6,328,804 | 0.28% | Long | 2026-07-31 | |
| Nuveen Quant Small/Mid Cap Equity Fund | — | 196,260 | $6,192,003 | 0.23% | Long | 2026-07-31 | |
| Fidelity Series Total Market Index Fund | FCFMX | 219,644 | $5,921,602 | 0.01% | Long | 2026-05-31 | |
| Columbia Small Cap Index Fund | — | 213,806 | $5,764,210 | 0.22% | Long | 2026-05-31 | |
| JNL Small Cap Index Fund | — | 216,758 | $5,752,757 | 0.20% | Long | 2026-06-30 |
Showing 1–50 of 343 positions
Key facts
CIK
1372612
CUSIP
10316T104
13F (30d)
11 filings
8 filers
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