BOX, INC. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | IJR | $203.31M | 0.22% | 8,600,100 NS | $91.99B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $103.43M | 0.01% | 4,375,006 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $81.43M | 0.11% | 3,444,597 NS | $71.92B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $74.10M | 0.05% | 3,134,424 NS | $164.60B | FIGI |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | VBK | $41.44M | 0.11% | 1,753,165 NS | $38.69B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $37.76M | 0.05% | 1,597,233 NS | $81.50B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 600(TM)… SPDR SERIES TRUST | SPSM | $30.69M | 0.22% | 1,298,073 NS | $13.87B | FIGI |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | — | $22.06M | 0.23% | 933,226 NS | $9.65B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $21.03M | 0.17% | 889,513 NS | $12.17B | FIGI |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | IJT | $18.99M | 0.29% | 803,225 NS | $6.51B | FIGI |
| Touchstone Strategic Trust-Touchstone Small C… Touchstone Strategic Trust | — | $17.62M | 1.18% | 745,197 NS | $1.49B | FIGI |
| iShares Expanded Tech-Software Sector ETF iShares Trust | IGV | $15.03M | 0.14% | 635,992 NS | $10.38B | FIGI |
| First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II | SKYY | $14.57M | 0.62% | 616,456 NS | $2.35B | FIGI |
| JPMorgan Small Cap Growth Fund JPMorgan Trust II | — | $12.90M | 0.59% | 545,581 NS | $2.18B | FIGI |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | IJS | $11.62M | 0.15% | 491,340 NS | $7.58B | FIGI |
| State Street(R) SPDR(R) S & P 600(TM) Small C… SPDR SERIES TRUST | SLYG | $11.61M | 0.29% | 491,142 NS | $3.98B | FIGI |
| First Trust Dow Jones Internet Index Fund First Trust Exchange-Traded Fund | FDN | $8.11M | 0.18% | 343,183 NS | $4.54B | FIGI |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | PSC | $7.36M | 0.42% | 311,239 NS | $1.77B | FIGI |
| MFS New Discovery Series MFS VARIABLE INSURANCE TRUST | — | $7.12M | 1.00% | 301,037 NS | $708.37M | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $6.38M | 0.05% | 269,966 NS | $12.46B | FIGI |
| State Street(R) SPDR(R) S & P 600(TM) Small C… SPDR SERIES TRUST | SLYV | $6.17M | 0.15% | 260,958 NS | $4.06B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $5.38M | 0.11% | 227,626 NS | $4.82B | FIGI |
| JNL Small Cap Index Fund JNL Series Trust | — | $5.22M | 0.22% | 220,826 NS | $2.39B | FIGI |
| Needham Aggressive Growth Fund Needham Funds Inc | — | $4.61M | 0.29% | 195,000 NS | $1.57B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $4.31M | 0.01% | 182,223 NS | $79.62B | FIGI |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | — | $4.16M | 0.29% | 176,134 NS | $1.43B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $3.77M | 0.00% | 159,480 NS | $129.17B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $3.47M | 0.10% | 146,866 NS | $3.39B | FIGI |
| Small Cap Core Portfolio Bernstein Fund Inc | — | $3.14M | 0.44% | 132,690 NS | $713.80M | FIGI |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | JMEE | $2.92M | 0.12% | 123,332 NS | $2.38B | FIGI |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | — | $2.89M | 0.21% | 122,200 NS | $1.35B | FIGI |
| State Street(R) SPDR(R) S&P(R) Software & Ser… SPDR SERIES TRUST | XSW | $2.82M | 0.75% | 119,437 NS | $374.55M | FIGI |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | SFLO | $2.70M | 0.55% | 114,302 NS | $493.15M | FIGI |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | — | $2.45M | 0.22% | 103,605 NS | $1.11B | FIGI |
| SIMT Global Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | — | $2.31M | 0.33% | 97,865 NS | $699.31M | FIGI |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $2.31M | 0.36% | 97,700 NS | $642.78M | FIGI |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $2.26M | 0.22% | 95,601 NS | $1.04B | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $2.21M | 0.02% | 93,599 NS | $9.23B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $2.20M | 0.11% | 93,200 NS | $1.95B | FIGI |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | — | $2.12M | 0.32% | 89,637 NS | $668.68M | FIGI |
| Victory RS Small Cap Growth Fund Victory Portfolios | — | $2.06M | 0.62% | 86,980 NS | $332.49M | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $1.96M | 0.17% | 83,098 NS | $1.14B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $1.87M | 0.12% | 79,090 NS | $1.59B | FIGI |
| State Street(R) SPDR(R) S&P Kensho New Econom… SPDR SERIES TRUST | KOMP | $1.86M | 0.08% | 78,816 NS | $2.35B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $1.82M | 0.00% | 76,782 NS | $58.89B | FIGI |
| iShares Expanded Tech Sector ETF iShares Trust | IGM | $1.73M | 0.02% | 73,215 NS | $7.75B | FIGI |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | FSML | $1.71M | 1.52% | 72,447 NS | $112.50M | FIGI |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | — | $1.58M | 0.17% | 66,980 NS | $916.61M | FIGI |
| Nuveen S&P 500 Dynamic Overwrite Fund — | — | $1.58M | 0.06% | 66,802 NS | $2.53B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.54M | 0.01% | 65,207 NS | $30.28B | FIGI |