Latest Period
Q2 2026
Security Snapshot
BOX INC - NOTE 1.500% 9/1 Institutional Ownership
CUSIP: 10316TAD6
13F Institutional Holders and Ownership History from Q3 2025 to Q2 2026
Institutions Reporting
43
Principal
$410,161,242
Price (% of par)
97.79%
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- Security type / class
- Debt / NOTE 1.500% 9/1
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F principal
- $410,161,242
- Total 13F market value
- $400,019,067
- Principal change
- -$35,380,758
- Market value change
- -$29,036,944
- Number of holders
- 43
- SEC-reported market price (% of par)
- 97.79%
Latest holder snapshot
3 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 10316TAD6 - BOX INC - NOTE 1.500% 9/1 is tracked under CUSIP 10316TAD6.
- 43 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 45 to 43 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $407,704,200 to $400,019,067.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 43 institutions filings for Q2 2026.
Security key
10316TAD6
Latest holder period
Q2 2026
13F holders
43
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 10316TAD6:
As of 30 Jun 2026, 43 institutional investors reported holding $410,161,242 in principal (par value) of BOX INC - NOTE 1.500% 9/1.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
4
Latest
Q2 2026
Rows shown
1-4 of 4