BOXDQ — BOXED INC
BOXDQ (BOXED INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 22 funds have reported positions historically, with the sum of their latest reported stakes valued at $3.32M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q1 2023 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.79M | $718.67K | 0.00% | Hold |
| Geode Capital Management history | 996.27K | $189.09K | 0.00% | Add |
| JPMorgan Chase & Co history | 818.47K | $164.00K | 0.00% | Reduce |
| Northern Trust Corp history | 451.15K | $85.63K | 0.00% | Add |
| Goldman Sachs Group history | 209.53K | $39.77K | 0.00% | Add |
| BNY Mellon history | 148.04K | $28.10K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 126.62K | $24.03K | 0.00% | Hold |
| UBS Group AG history | 109.07K | $20.73K | 0.00% | Add |
| Bank of America Corp history | 105.33K | $19.91K | 0.00% | Add |
| Morgan Stanley history | 61.05K | $11.59K | 0.00% | Reduce |
| Deutsche Bank AG history | 44.55K | $8.46K | 0.00% | Add |
| Invesco Ltd history | 26.53K | $5.04K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 26.26K | $4.98K | 0.00% | Add |
| Citigroup Inc history | 22.61K | $4.29K | 0.00% | Reduce |
| Wells Fargo & Co history | 10.40K | $1.98K | 0.00% | New |
| Legal & General Investment Management America history | 5.56K | $1.06K | 0.00% | Reduce |
| Millennium Management history | 140.85K | $27 | 0.00% | Add |
Q4 2022 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.78M | $736.25K | 0.00% | Reduce |
| Northern Trust Corp history | 381.70K | $74.39K | 0.00% | Reduce |
| Citigroup Inc history | 370.39K | $72.19K | 0.00% | Add |
| BNY Mellon history | 155.15K | $30.24K | 0.00% | Add |
| Charles Schwab Investment Management history | 126.62K | $24.68K | 0.00% | Hold |
| Bank of America Corp history | 82.43K | $15.99K | 0.00% | Add |
| Morgan Stanley history | 74.36K | $14.49K | 0.00% | Reduce |
| UBS Group AG history | 51.19K | $10.24K | 0.00% | Add |
| Deutsche Bank AG history | 36.02K | $7.03K | 0.00% | Add |
| Invesco Ltd history | 27.88K | $5.43K | 0.00% | Reduce |
| Citadel Advisors history | 24.12K | $4.70K | 0.00% | Reduce |
| AQR Capital Management history | 12.93K | $2.52K | 0.00% | New |
| Goldman Sachs Group history | 12.11K | $2.36K | 0.00% | Reduce |
| Legal & General Investment Management America history | 7.46K | $1.45K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.91K | $1.15K | 0.00% | Add |
| Geode Capital Management history | 961.49K | $187 | 0.00% | Hold |
| JPMorgan Chase & Co history | 857.21K | $167 | 0.00% | Add |
| Renaissance Technologies history | 335.14K | $65 | 0.00% | New |
| Millennium Management history | 105.79K | $21 | 0.00% | New |
Q3 2022 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.83M | $3.53M | 0.00% | Add |
| Geode Capital Management history | 960.56K | $885.00K | 0.00% | Add |
| JPMorgan Chase & Co history | 481.17K | $444.00K | 0.00% | Add |
| Northern Trust Corp history | 466.97K | $430.00K | 0.00% | Add |
| BNY Mellon history | 144.86K | $134.00K | 0.00% | Add |
| Morgan Stanley history | 129.11K | $119.00K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 126.62K | $117.00K | 0.00% | Reduce |
| Goldman Sachs Group history | 50.27K | $46.00K | 0.00% | Reduce |
| Citadel Advisors history | 48.40K | $45.00K | 0.00% | Reduce |
| Invesco Ltd history | 29.29K | $26.00K | 0.00% | Add |
| Bank of America Corp history | 24.36K | $22.00K | 0.00% | Add |
| Legal & General Investment Management America history | 12.94K | $12.00K | 0.00% | Add |
| Deutsche Bank AG history | 4.71K | $4.00K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.31K | $1.00K | 0.00% | New |
| Citigroup Inc history | 1.55K | $1.00K | 0.00% | Reduce |
| UBS Group AG history | 900 | $1.00K | 0.00% | Reduce |
| Wells Fargo & Co history | 147 | $0 | — | Reduce |
Q2 2022 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 986.28K | $1.82M | 0.00% | Reduce |
| Geode Capital Management history | 547.89K | $1.01M | 0.00% | Add |
| JPMorgan Chase & Co history | 437.53K | $810.00K | 0.00% | Add |
| Charles Schwab Investment Management history | 268.22K | $497.00K | 0.00% | Add |
| Morgan Stanley history | 215.63K | $400.00K | 0.00% | Add |
| Northern Trust Corp history | 173.39K | $320.00K | 0.00% | Add |
| Citadel Advisors history | 143.99K | $266.00K | 0.00% | Reduce |
| Citigroup Inc history | 99.11K | $183.00K | 0.00% | Add |
| Goldman Sachs Group history | 83.88K | $155.00K | 0.00% | Add |
| D. E. Shaw & Co history | 67.73K | $125.00K | 0.00% | New |
| BNY Mellon history | 41.48K | $77.00K | 0.00% | Add |
| Millennium Management history | 29.37K | $54.00K | 0.00% | Reduce |
| Invesco Ltd history | 25.50K | $46.00K | 0.00% | New |
| Bank of America Corp history | 23.69K | $44.00K | 0.00% | Add |
| UBS Group AG history | 16.35K | $30.00K | 0.00% | Add |
| Deutsche Bank AG history | 9.21K | $17.00K | 0.00% | New |
| Legal & General Investment Management America history | 7.38K | $14.00K | 0.00% | New |
| Wells Fargo & Co history | 401 | $1.00K | 0.00% | Reduce |
Q1 2022 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.52M | $15.43M | 0.00% | New |
| Geode Capital Management history | 436.32K | $4.43M | 0.00% | New |
| Charles Schwab Investment Management history | 251.15K | $2.55M | 0.00% | New |
| Light Street Capital history | 183.44K | $1.86M | 0.12% | Hold |
| Citadel Advisors history | 152.26K | $1.54M | 0.00% | Add |
| Millennium Management history | 130.51K | $1.32M | 0.00% | New |
| Northern Trust Corp history | 92.54K | $939.00K | 0.00% | New |
| BNY Mellon history | 20.57K | $209.00K | 0.00% | New |
| Goldman Sachs Group history | 17.29K | $176.00K | 0.00% | New |
| Wells Fargo & Co history | 15.30K | $155.00K | 0.00% | New |
| Morgan Stanley history | 10.29K | $105.00K | 0.00% | Reduce |
| Citigroup Inc history | 10.10K | $102.00K | 0.00% | New |
| Bank of America Corp history | 8.02K | $81.00K | 0.00% | New |
| JPMorgan Chase & Co history | 7.26K | $74.00K | 0.00% | Hold |
| UBS Group AG history | 3.92K | $40.00K | 0.00% | Add |
Q4 2021 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Light Street Capital history | 183.44K | $2.51M | 0.16% | New |
| Citadel Advisors history | 53.65K | $735.00K | 0.00% | New |
| Morgan Stanley history | 24.61K | $338.00K | 0.00% | New |
| JPMorgan Chase & Co history | 7.29K | $100.00K | 0.00% | New |
| UBS Group AG history | 1.98K | $27.00K | 0.00% | New |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|
| Vanguard Group | 3.79M | 3.78M | 3.83M | 986.28K | 1.52M | — |
| Geode Capital Management | 996.27K | 961.49K | 960.56K | 547.89K | 436.32K | — |
| JPMorgan Chase & Co | 818.47K | 857.21K | 481.17K | 437.53K | 7.26K | 7.29K |
| Northern Trust Corp | 451.15K | 381.70K | 466.97K | 173.39K | 92.54K | — |
| Goldman Sachs Group | 209.53K | 12.11K | 50.27K | 83.88K | 17.29K | — |
| BNY Mellon | 148.04K | 155.15K | 144.86K | 41.48K | 20.57K | — |
| Charles Schwab Investment Management | 126.62K | 126.62K | 126.62K | 268.22K | 251.15K | — |
| UBS Group AG | 109.07K | 51.19K | 900 | 16.35K | 3.92K | 1.98K |
| Bank of America Corp | 105.33K | 82.43K | 24.36K | 23.69K | 8.02K | — |
| Morgan Stanley | 61.05K | 74.36K | 129.11K | 215.63K | 10.29K | 24.61K |
| Deutsche Bank AG | 44.55K | 36.02K | 4.71K | 9.21K | — | — |
| Invesco Ltd | 26.53K | 27.88K | 29.29K | 25.50K | — | — |
| Fidelity Management & Research (FMR) | 26.26K | 5.91K | 1.31K | — | — | — |
| Citigroup Inc | 22.61K | 370.39K | 1.55K | 99.11K | 10.10K | — |
| Wells Fargo & Co | 10.40K | — | 147 | 401 | 15.30K | — |
| Legal & General Investment Management America | 5.56K | 7.46K | 12.94K | 7.38K | — | — |
| Millennium Management | 140.85K | 105.79K | — | 29.37K | 130.51K | — |
| Citadel Advisors | — | 24.12K | 48.40K | 143.99K | 152.26K | 53.65K |
| Renaissance Technologies | — | 335.14K | — | — | — | — |
| AQR Capital Management | — | 12.93K | — | — | — | — |