Boxed, Inc.
Boxed, Inc. (BOXD) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · BOXD · as of Jun 30, 2023
Ownership Breakdown
2
Institutional Holders
▼ 50 vs Q1
$1,202
Total Inst. Value
▼ $2.86M vs Q1
73.79M
Shares Outstanding
freeFloat 75.05%
4.00M
13F Shares Held
▼ 11.16M vs Q1
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
BOXD largest shareholders · institutional ownership
Q2 2023 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
HAMILTON LANE ADVISORS LLC retail-catalog & mail-order houses | 4.00M | 5.68% | 5.68% | $1.20M | Jun 3, 2024 | — held |
LAUREL WEALTH ADVISORS LLC retail-catalog & mail-order houses | 100 | 0.01% | 0.01% | $1,000 | Aug 15, 2023 | — held |
JPMORGAN CHASE & CO retail-catalog & mail-order houses | 0 | 0.00% | 0.00% | $0 | Aug 11, 2023 | EXIT |
BANK OF AMERICA CORP /DE/ retail-catalog & mail-order houses | 0 | 0.00% | 0.00% | $0 | Aug 14, 2023 | EXIT |
WELLS FARGO & COMPANY/MN retail-catalog & mail-order houses | 0 | 0.00% | 0.00% | $0 | Aug 15, 2023 | EXIT |
NORTHERN TRUST CORP retail-catalog & mail-order houses | 0 | 0.00% | 0.00% | $0 | Aug 11, 2023 | EXIT |
VANGUARD GROUP INC retail-catalog & mail-order houses | 0 | 0.00% | 0.00% | $0 | Aug 14, 2023 | EXIT |
STATE STREET CORP retail-catalog & mail-order houses | 0 | 0.00% | 0.00% | $0 | Aug 14, 2023 | EXIT |
BARCLAYS PLC retail-catalog & mail-order houses | 0 | 0.00% | 0.00% | $0 | Mar 27, 2026 | EXIT |
LINCOLN NATIONAL CORP retail-catalog & mail-order houses | 0 | 0.00% | 0.00% | $0 | Aug 7, 2023 | EXIT |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q2 2023 vs prior quarter
Q2 2023
0
Increased
+0 shares0
New Positions
first time holders0
Decreased
−0 shares48
Sold Out
fully exitedNet shares change (top 50)
+0
+0 / −0
Net new holders
-48
0 new / 48 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
BOXD insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
12
Buy transactions
10
Sell transactions
1.20
Buy/Sell ratio
$1M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Yaman Jared Chief Operating Officer | Jan 27, 2023 | Sale | 37,774 | $0.48 | $18.2K | 1.64M | Form 4 ↗ |
Weick Alison President, E-Commerce | Jan 27, 2023 | Sale | 33,055 | $0.48 | $15.9K | 36.9K | Form 4 ↗ |
Huang Chieh E. Chief Executive Officer | Jan 27, 2023 | Sale | 47,212 | $0.48 | $22.7K | 2.36M | Form 4 ↗ |
Zimowski Mark Chief Financial Officer | Jan 27, 2023 | Sale | 50,358 | $0.48 | $24.2K | 56.3K | Form 4 ↗ |
Miller David Michael Chief Technology Officer | Jan 27, 2023 | Sale | 40,771 | $0.48 | $19.6K | 53.0K | Form 4 ↗ |
Yaman Jared Chief Operating Officer | Jan 24, 2023 | Award | 165,000 | — | — | 165.0K | Form 4 ↗ |
Weick Alison President, E-Commerce | Jan 24, 2023 | Award | 165,000 | — | — | 165.0K | Form 4 ↗ |
Choi Yun Jung General Counsel & Secretary | Jan 24, 2023 | Award | 165,000 | — | — | 165.0K | Form 4 ↗ |
Huang Chieh E. Chief Executive Officer | Jan 24, 2023 | Award | 200,000 | — | — | 200.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Boxed, Inc. (BOXD) is primarily owned by institutional investors, who hold approximately 5.4% of total shares outstanding. Company insiders own approximately 24.95%, while retail and public investors account for the remaining 69.62%.
The largest institutional shareholder of Boxed, Inc. is HAMILTON LANE ADVISORS LLC, holding approximately 4.00 million shares — equal to 5.68% of outstanding shares — as of June 30, 2023.
A total of 2 institutional investors currently hold BOXD stock, with a combined institutional value of approximately $1,202 as of the most recent 13F filing period.
Frequently asked questions
BOXD ownershipBoxed, Inc. (BOXD) is primarily owned by institutional investors, who hold approximately 5.4% of shares. The largest shareholder is HAMILTON LANE ADVISORS LLC with a 5.68% stake. Company insiders hold 24.95%. Data sourced from SEC Form 13F as of June 30, 2023.