
What smart money is saying about Box, Inc.
3 funds in our archive have pitched Box, Inc., most recently AMG TimesSquare Small Cap Growth Fund in September 2026.
Box, Inc. delivers a robust cloud-based platform designed for comprehensive content management. This Software-as-a-Service (SaaS) solution empowers organizations of all scales to effortlessly manage, distribute, and access their digital assets across any device, from any location. Its rich feature set facilitates seamless internal and external collaboration, automates complex content-driven business processes, and supports the development of bespoke applications. Furthermore, the platform integrates critical data protection, stringent security protocols, and robust compliance tools, helping businesses meet diverse legal, regulatory, and industry-specific mandates, alongside their own internal governance policies. Accessible through dedicated web, mobile, and desktop applications, Box also provides an extensible platform for custom application development and offers specialized functionalities tailored for particular industries. As of January 31, 2022, the company served approximately 100,000 paying organizations, with its services available in 25 distinct languages. Its clientele spans key sectors such as financial services, healthcare, government, and legal services, both within the United States and internationally. Founded in 2005, the company initially operated as Box.net, Inc. before rebranding to Box, Inc. in November 2011. Its corporate headquarters are situated in California's San Francisco Bay Area.
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Position history
Between Q4 2024 and Q3 2026, 2 fund letters reported a position in Box, Inc., with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 2 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- New positionAMG TimesSquare Small Cap Growth FundSeptember 2026
“New Positions Box, Inc. BOX is a cloud-based content management platform. We initiated the position with the view that the company is at an inflection point moving from a mature-stage content-collaboration vendor to a faster growing platform.”
Box, Inc. - New positionTimesSquare U.S. Small Cap GrowthSeptember 2026
“New Positions Box, Inc. BOX is a cloud-based content management platform. We initiated the position with the view that the company is at an inflection point moving from a mature-stage content-collaboration vendor to a faster growing platform.”
Box, Inc.
Fund coverage · 3 theses
- AMG TimesSquare Small Cap Growth FundSeptember 2026
Box, Inc. is evolving into an enterprise AI content platform with a credible path to higher growth and margins.
Read the full thesis - TimesSquare U.S. Small Cap GrowthSeptember 2026
Box, Inc. is transitioning into an AI-enabled content platform with a credible path to sustained double-digit growth and higher margins.
Read the full thesis - White Brook CapitalDecember 2024
Box’s AI-driven solutions and reaccelerating growth position it well for 2025 and beyond.
Read the full thesis
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