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The company

Box, Inc.

BOX · NYSE

TechnologySoftwareLeadingAI

BOX stood above a rising 150-day average in 12 of the last 52 weekly readings, including each of the last 11 weeks. It is 36.9% above that average now. Software: 42% of its 234 stocks in an uptrend (+4 points in four weeks); Technology: 29% (−3 points in four weeks).

Statistics

Rotation
Leading
Weeks in an uptrend
11 in a row
Industry in uptrend
42% +4 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$19.7M
Officials’ trades on record
12
Institutions holding
369 (+0)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 12 of 52 weeks.

17 Apr – 16 Oct
10%26%42%Apr 26Jun 26Jul 26Sep 26Oct 26

Software: About half its stocks are in an uptrend and the share has been climbing. Technology: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$7.2M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

12 disclosed lines: House 1, Senate 6, executive 5; 3 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k30 Apr 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$50k–$100k30 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k4 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$100k–$250k26 Feb 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$50k–$100k26 Jan 2026filed 14 May 2026
Ro Khanna House: U.S. House ClerkCA17soldspouse$1k–$15k7 Feb 2019filed 8 Mar 2019
Patrick J. Toomey Senate: U.S. Senate eFDSenatorsoldjoint$1k–$15k2 May 2018filed 12 Aug 2019
Patrick J. Toomey Senate: U.S. Senate eFDSenatorbought$1k–$15k2 May 2018filed 12 Aug 2019
Patrick J. Toomey Senate: U.S. Senate eFDSenatorsold part of$1k–$15k2 May 2018filed 7 Jun 2018
Patrick J. Toomey Senate: U.S. Senate eFDSenatorbought$1k–$15k2 May 2018filed 7 Jun 2018
Patrick J. Toomey Senate: U.S. Senate eFDSenatorboughtjoint$1k–$15k23 Apr 2018filed 12 Aug 2019
Patrick J. Toomey Senate: U.S. Senate eFDSenatorbought$1k–$15k23 Apr 2018filed 15 May 2018

Insiders

Buy orders, 12 months0
Sale orders, 12 months39
Buyers · sellers0 · 7
WhoDidSharesTraded
Dylan C. SmithChief Financial Officersold17,000at $36.569 Oct 2026filed 13 Oct 2026
Olivia NottebohmChief Operating Officersold5,293at $34.505 Oct 2026filed 6 Oct 2026
Dana L. EvanDirectorsold6,158at $35.0015 Sep 2026filed 16 Sep 2026
Dylan C. SmithChief Financial Officersold17,000at $34.5210 Sep 2026filed 11 Sep 2026
Aaron LevieChief Executive Officersold15,000at $34.2410 Sep 2026filed 11 Sep 2026
Eli BerkovitchVP Chief Acct Ofr & Controllersold3,850at $35.9931 Aug 2026filed 1 Sep 2026
Olivia NottebohmChief Operating Officersold5,834at $32.317 Aug 2026filed 7 Aug 2026
Olivia NottebohmChief Operating Officersold5,834at $30.1321 Jul 2026filed 22 Jul 2026
Dylan C. SmithChief Financial Officersold17,000at $29.0510 Jul 2026filed 10 Jul 2026
Eli BerkovitchVP Chief Acct Ofr & Controllersold1,800at $28.958 Jul 2026filed 10 Jul 2026
Bethany MayerDirectorsold1,325at $25.7826 Jun 2026filed 29 Jun 2026
Bethany MayerDirectorsold2,735at $26.1126 Jun 2026filed 29 Jun 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders369+0 on the quarter
New · exited59 · 59
Reported value$3.6B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 202625,435,340$675.1M+116,259+0.5%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 202611,135,984$295.5M-109,475−1.0%
EARNEST PARTNERS LLCreduced · filed 13 Aug 20267,119,498$189.0M-185,760−2.5%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 20266,020,539$159.8M-196,373−3.2%
STATE STREET CORPadded · filed 7 Aug 20265,926,904$157.3M+245,654+4.3%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPreduced · filed 13 Aug 20264,313,769$114.5M-605,222−12.3%
CITADEL ADVISORS LLCadded · filed 14 Aug 20263,723,373$98.8M+1,385,522+59.3%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20263,629,678$96.3M+95,562+2.7%
BANK OF AMERICA CORPadded · filed 14 Aug 20263,466,446$92.0M+115,247+3.4%
SEI INVESTMENTS COreduced · filed 14 Aug 20263,150,393$83.6M-48,057−1.5%
31 Mar 2023 – 30 Jun 2026
282330377Mar 23Dec 23Dec 24Sep 25Jun 26

News

Everyone who traded it

Dylan C. Smith Company insiderChief Financial Officer · last 9 Oct 20260 · 80
Olivia Nottebohm Company insiderChief Operating Officer · last 5 Oct 20260 · 26
Eli Berkovitch Company insiderVP Chief Acct Ofr & Controller · last 20 Sep 20260 · 21
Dana L. Evan Company insiderDirector · last 15 Sep 20260 · 17
Aaron Levie Company insiderChief Executive Officer · last 10 Sep 20263 · 18
Bethany Mayer Company insiderDirector · last 26 Jun 20260 · 3
Amit Walia Company insiderDirector · last 25 Jun 20260 · 0
Daniel J. Levin Company insiderDirector · last 25 Jun 20260 · 60
Jack R. Lazar Company insiderDirector · last 25 Jun 20260 · 6
Stephen Francis Murphy Company insiderDirector · last 25 Jun 20260 · 0
Sue Barsamian Company insiderDirector · last 25 Jun 20260 · 0
Donald J. Trump Executive branchWhite House Office · last 30 Apr 20262 · 3

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Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2026 · to 31 Jan 202679.2%
Operating profit marginFY 2026 · to 31 Jan 20267.1%
Free cash flow marginFY 2026 · to 31 Jan 202629.8%
Return on capital employedFY 2026 · to 31 Jan 202611.2%
Cash conversionFY 2026 · to 31 Jan 2026309%
Interest coverFY 2026 · to 31 Jan 20267.78×
Research spendFY 2026 · to 31 Jan 202625.0%
Share count trendFY 2026 · to 27 Feb 2026-1.7%
Cash and equivalentsFY 2026 · to 31 Jan 2026$375.1M
Free cash flowFY 2026 · to 31 Jan 2026$350.4M

Analyst forecasts

No analyst forecasts yet.