Box, Inc.
US ˙ NYSE ˙ US10316T1043

SecurityBOX / Box, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership41,154 shares
Latest Disclosed Value $ 973
Amalgamated Bank reports 1.88% decrease in ownership of BOX / Box, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 41,154 shares of Box, Inc. (US:BOX) valued at $972,881 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 41,942 shares of Box, Inc.. This represents a change in shares of -1.88% during the quarter. The current value of the position is $1,098,400 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F BOX INC. COM 10316T104 41,154 -788 -1.88 1 -100.00 0.0074
2026-02-05 2025-12-31 13F BOX INC. COM 10316T104 41,942 793 1.93 1 0.00 0.0091
2025-10-29 2025-09-30 13F BOX INC. COM 10316T104 41,149 28 0.07 1 0.00 0.0095
2025-08-04 2025-06-30 13F BOX INC. COM 10316T104 41,121 252 0.62 1 0.00 0.0108
2025-04-25 2025-03-31 13F BOX INC. COM 10316T104 40,869 -972 -2.32 1 0.00 0.0108
2025-02-04 2024-12-31 13F BOX INC. COM 10316T104 41,841 -813 -1.91 1 0.00 0.0109
2024-10-30 2024-09-30 13F BOX INC. COM 10316T104 42,654 -1,336 -3.04 1 0.00 0.0115
2024-08-12 2024-06-30 13F BOX INC. COM 10316T104 43,990 -1,344 -2.96 1 0.00 0.0099
2024-04-23 2024-03-31 13F BOX INC. COM 10316T104 45,334 25,137 124.46 1 0.0110
2024-02-06 2023-12-31 13F BOX INC. COM 10316T104 20,197 -1,424 -6.59 1 0.0041
2023-11-08 2023-09-30 13F BOX INC. COM 10316T104 21,621 194 0.91 1 0.0045
2023-08-11 2023-06-30 13F BOX INC. COM 10316T104 21,427 1,603 8.09 1 0.0051
2023-05-02 2023-03-31 13F BOX INC. COM 10316T104 19,824 -3,148 -13.70 1 0.0045
2023-02-10 2022-12-31 13F BOX INC. COM 10316T104 22,972 345 1.52 1 -100.00 0.0064
2022-11-09 2022-09-30 13F BOX INC. COM 10316T104 22,627 2,234 10.95 552 7.60 0.0053
2022-08-15 2022-06-30 13F BOX INC. COM 10316T104 20,393 -1,919 -8.60 513 -20.83 0.0048
2022-08-25 2022-03-31 13F/A-1 BOX INC. COM 10316T104 22,312 -2,415 -9.77 648 0.00 0.0050
2022-06-30 2022-03-31 13F BOX INC. COM 10316T104 22,312 -2,415 648 0.0051
2022-02-15 2021-12-31 13F/A-1 BOX INC. COM 10316T104 24,727 -637 -2.51 648 8.00 0.0048
2022-02-15 2021-12-31 13F BOX INC. COM 10316T104 24,727 -637 648 0.0048
2021-10-29 2021-09-30 13F BOX INC. COM 10316T104 25,364 -2,447 -8.80 600 -15.61 0.0051
2021-08-16 2021-06-30 13F BOX INC. COM 10316T104 27,811 7,397 36.23 711 51.60 0.0057
2021-05-13 2021-03-31 13F BOX INC. COM 10316T104 20,414 -1,683 -7.62 469 17.54 0.0176
2021-02-12 2020-12-31 13F BOX INC. COM 10316T104 22,097 531 2.46 399 6.68 0.0151
2020-10-30 2020-09-30 13F BOX INC. COM 10316T104 21,566 -2,036 -8.63 374 -23.67 0.0163
2020-08-10 2020-06-30 13F BOX INC. COM 10316T104 23,602 -2,206 -8.55 490 35.36 0.0227
2020-05-13 2020-03-31 13F BOX INC. COM 10316T104 25,808 -307 -1.18 362 -17.35 0.0089
2020-02-13 2019-12-31 13F BOX INC. COM 10316T104 26,115 664 2.61 438 4.04 0.0081
2019-11-13 2019-09-30 13F BOX INC. COM 10316T104 25,451 -323 -1.25 421 -7.27 0.0089
2019-08-14 2019-06-30 13F BOX INC. COM 10316T104 25,774 6,885 36.45 454 24.38 0.0106
2019-05-15 2019-03-31 13F BOX INC. COM 10316T104 18,889 778 4.30 365 19.28 0.0088
2019-02-15 2018-12-31 13F BOX INC. COM 10316T104 18,111 18,111 306 0.0087
2018-11-14 2018-09-30 13F BOX INC. COM 10316T104 0 -19,452 -100.00 0 -100.00
2018-07-18 2018-06-30 13F BOX INC. COM 10316T104 19,452 8,619 79.56 486 117.94 0.0119
2018-05-22 2018-03-31 13F BOX INC. COM 10316T104 10,833 -181 -1.64 223 -4.29 0.0059
2018-02-13 2017-12-31 13F BOX INC - COM 10316T104 11,014 734 7.14 233 17.09 0.0063
2017-11-09 2017-09-30 13F BOX INC - COM 10316T104 10,280 263 2.63 199 8.74 0.0062
2017-08-10 2017-06-30 13F BOX INC - COM 10316T104 10,017 10,017 183 0.0060
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.