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What smart money is saying about Box, Inc.United States flag

BOX · Technology · Software - Infrastructure · Market cap $5.76B

3 funds in our archive have pitched Box, Inc., most recently AMG TimesSquare Small Cap Growth Fund in September 2026.

Company profile

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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2
Reported positions
1
Bought
0
Sold
3
Letters

Position history

Between Q4 2024 and Q3 2026, 2 fund letters reported a position in Box, Inc., with 1 buy (opened or added).

Fund letters reporting a position in Box, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q3 20262102
Q4 20240001

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

Fund coverage · 3 theses

Read every full thesis on Box, Inc.

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