BOX at a glance
BOX INC (BOX, SEC CIK 1372612) filed its latest 10-K annual report on March 9, 2026, a 10-Q quarterly report on August 26, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), BOX INC (BOX) reported revenue of $1.2 billion (up 8.0% from FY2025) and net income of $115.4 million. Diluted EPS was $0.58.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding BOX INC (BOX) shares worth $1.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Nottebohm Olivia on October 5, 2026 of 5,293 shares at $34.50 per share.
- In the last 90 days, BOX insiders reported 0 open-market purchases ($0) and 10 open-market sales ($3.6M) on Form 4, a net sale of $3.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.2B
- +8.0% vs prior year
- Insiders · 90 days
- 0 buys · 10 sells
- Net −$3.6M
- 13F holders
- 32 funds
- $1.9B · +0 vs prior quarter
- Latest 8-K
- Sep 25, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 31, 2026
Business Overview
- Core SaaS platform for Intelligent Content Management across unstructured data lifecycle with advanced security, compliance, and global scalability
- Launched Box Shield Pro (Dec 2025) with AI Classification Agent, enhanced ransomware detection, and AI Threat Analysis Agent for security
- Emphasized expansion of AI integration: introduced Box AI Studio, Box Extract (Jan 2026), and Box AI API enabling custom AI agents and metadata extraction
- Over 100,000 paying organizations, solution offered in 25 languages, serving broad enterprise use cases with partner ecosystem and 1,500+ integrations
- Noteworthy AI partnerships include Microsoft Azure OpenAI, Google Cloud Vertex AI, Anthropic Claude, and Amazon Titan via Bedrock for model neutrality
Risk Factors
- Regulatory/legal risk: Compliance challenges from EU AI Act adopted May 2024 imposing significant AI system obligations in EU
- Geopolitical/macroeconomic threat: Russia-Ukraine conflict and Middle East conflicts causing economic uncertainty impacting customer IT budgets
- Operational/supply chain vulnerability: Service outages and performance issues requiring costly service credits have occurred and may impact revenue
- Competitive disruption risk: Competition from Microsoft (SharePoint, OneDrive), Google (Drive), Dropbox; accelerating AI adoption by competitors could reduce demand
- Financial/structural risk: Dependence on customer subscription renewals with net retention rate ~104% in FY 2026, fluctuations could materially impact revenue
Management Discussion & Analysis
- Revenue $1,177.3M, up 8% YoY from $1,090.1M, driven by seat growth and multi-product Suites attach rates
- Gross margin 79.2% vs 79.1%, cost of revenue 20.8% vs 20.9%, small margin improvement despite $16.5M cost increase
- Best segment: Subscription and premier services growth; worst: professional services immaterial
- Operating cash flow $356.5M up from $332.3M; used $42.7M investing, $569.5M financing driven by convertible notes repayment and stock buybacks
- Management expects R&D, sales and marketing, G&A to increase in dollars but decline as % revenue; expects net retention >100%, notes budget scrutiny pressure
AI summary of the BOX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Risk Factors
- AI regulatory exposure expanded with EU AI Act obligations, U.S. federal policy changes, and enacted state-specific AI laws
- Generative AI inaccuracies, bias, privacy, and copyright issues could create legal liability and reputational harm
- Intensifying competition from Microsoft, Google, OpenText, and AI-enabled entrants threatens pricing and customer demand
- Enterprise and regulated-customer focus is lengthening sales cycles and increasing customization and implementation costs
- International expansion increases exposure to foreign-exchange fluctuations and regulatory complexity
AI summary of the BOX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Filing references Mr. Smith’s information in Box’s May 13, 2026 proxy statement
- No departure, appointment, role, or compensation change identified in the provided Item 5.02 text
Item 2.02: Results of Operations and Financial Condition
- Box reported fiscal Q2 2026 results for the quarter ended July 31, 2026
- Press release attached as Exhibit 99.1 contains the financial results and management commentary
AI summaries of BOX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BOX
Don't miss the next BOX filing
- Alerts as it files. A push when BOX files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BOX, by share count.
- Ask anything. An AI agent that reads every BOX filing and answers with sources.
BOX alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Nottebohm Olivia | Sell | Oct 5, 2026 | 5,293 | $34.50 |
| Nottebohm Olivia | F | Sep 20, 2026 | 21,330 | $33.72 |
| Berkovitch Eli | F | Sep 20, 2026 | 1,925 | $33.72 |
| Smith Dylan C | F | Sep 20, 2026 | 9,975 | $33.72 |
| EVAN DANA L | Sell | Sep 15, 2026 | 6,158 | $35.00 |
| Levie Aaron | Sell | Sep 10, 2026 | 15,000 | $34.24 |
| Smith Dylan C | Sell | Sep 10, 2026 | 17,000 | $34.52 |
| Levie Aaron | Sell | Sep 10, 2026 | 15,000 | $34.24 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.1B | $1.2B |
| Gross Profit | - | $862.0M | $932.6M |
| Operating Income | - | $79.6M | $83.2M |
| Net Income | - | $244.6M | $115.4M |
| Gross Margin | - | 79.1% | 79.2% |
| Op. Margin | - | 7.3% | 7.1% |
| Net Margin | - | 22.4% | 9.8% |
| Balance Sheet | |||
| Total Assets | - | $1.7B | $1.5B |
| Equity | - | -$297.0M | -$299.3M |
| ROE | - | -82.4% | -38.6% |
| Per Share | |||
| EPS | $0.67 | $1.36 | $0.58 |
| Cash Flow | |||
| Operating CF | - | $332.3M | $356.4M |
| CapEx | $4.7M | $2.6M | $6.1M |
Source: XBRL data in BOX INC (BOX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BOX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.93B |
| Q1 2026 | 32 | $1.69B |
| Q4 2025 | 31 | $2.13B |
| Q3 2025 | 31 | $2.54B |
| Q2 2025 | 30 | $2.65B |
| Q1 2025 | 26 | $1.55B |
| Q4 2024 | 24 | $1.23B |
| Q3 2024 | 20 | $639.8M |
- Citadel Advisors LLC+1.39M (+59%)
- State Street Corp+245.7K (+4%)
- AQR Capital Management+245.6K (+223%)
- Two Sigma Investments+241.0K (+19%)
- JPMorgan Chase & Co+184.4K (+11%)
- Millennium Management−314.6K (-40%)
- D.E. Shaw & Co−312.4K (-63%)
- Vanguard Capital Management LLC−196.4K (-3%)
- Goldman Sachs Group−180.1K (-7%)
- Prudential Financial−117.1K (-39%)
- Allstate+14.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 226 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BOX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 8-K | Oct 6, 2026 | - | - | - |
| 8-K | Sep 25, 2026 | - | Analysis | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 10-Q | Aug 26, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
Related Information Technology companies
- DDD · 3D SYSTEMS CORPServices-Prepackaged Software
- ACIW · ACI WORLDWIDE, INC.Services-Prepackaged Software
- ADBE · Adobe Inc.Services-Prepackaged Software
- AISP · Airship AI Holdings, Inc.Services-Prepackaged Software
- ALRM · Alarm.com Holdings, Inc.Services-Prepackaged Software
- ALKT · ALKAMI TECHNOLOGY, INC.Services-Prepackaged Software
- AMPL · Amplitude, Inc.Services-Prepackaged Software
- APPN · APPIAN CORPServices-Prepackaged Software
BOX SEC filings: frequently asked questions
Are BOX insiders buying or selling?
In the last 90 days, BOX INC (BOX) officers, directors and 10% owners reported no open-market purchases and 10 open-market sales worth $3.6 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BOX stock?
As of June 30, 2026, the largest BOX INC (BOX) holders among the 13F filers tracked by SignalX were BlackRock ($675.1 million), Vanguard Portfolio Management LLC ($295.5 million), Vanguard Capital Management LLC ($159.8 million), State Street Corp ($157.3 million), Citadel Advisors LLC ($98.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BOX's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), BOX INC (BOX) reported revenue of $1.2 billion (up 8.0% from FY2025) and net income of $115.4 million. Diluted EPS was $0.58. The figures come from the XBRL data in the 10-K.
What are the main risks in BOX's latest 10-K?
In the 10-K filed March 9, 2026, BOX INC (BOX) flagged: Regulatory/legal risk: Compliance challenges from EU AI Act adopted May 2024 imposing significant AI system obligations in EU. Geopolitical/macroeconomic threat: Russia-Ukraine conflict and Middle East conflicts causing economic uncertainty impacting customer IT budgets. (AI summary of the Risk Factors section.)
What did BOX report in its latest 8-K?
BOX INC (BOX) filed an 8-K on September 25, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Filing references Mr. Smith’s information in Box’s May 13, 2026 proxy statement.
What are the latest BOX SEC filings?
BOX INC (BOX) filed its latest 10-K annual report on March 9, 2026, a 10-Q quarterly report on August 26, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on October 6, 2026.
What is BOX's SEC CIK number?
BOX INC (BOX)'s SEC Central Index Key (CIK) is 1372612. EDGAR lists every BOX filing under that number.
Ask anything about BOX
The research agent reads BOX's filings, financials, insider trades and 13F holders, then answers with sources.