Exited position

Jeff Smith’s Box Inc (BOX) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Starboard Value LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2019Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares13.01MHighest verified quarter-end share count
Quarters reported9Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Box Inc in Q3 2019. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Starboard Value LP sold the entire position in Q4 2021, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q4 2021
Sold the entire position−12.21M shares · No shares reported at quarter-end
Q3 2021
Sold 6.1% of the position−800.00K shares · 12.21M shares remained
Filing context

Quarter-end price $23.67 · Estimated holding basis $17.17

Q2 2021
Bought 2.1% more+266.98K shares · 13.01M shares reported after the change
Filing context

Quarter-end price $25.55 · Estimated holding basis $17.17

Q1 2021
Bought 16.1% more+1.77M shares · 12.75M shares reported after the change
Filing context

Quarter-end price $22.96 · Estimated holding basis $16.99

Q4 2020
Bought 18.2% more+1.69M shares · 10.98M shares reported after the change
Filing context

Quarter-end price $18.05 · Estimated holding basis $16.03

Q3 2020
Bought 2.7% more+244.46K shares · 9.29M shares reported after the change
Filing context

Quarter-end price $17.36 · Estimated holding basis $15.66

Portfolio importance

How important was Box Inc in Starboard Value LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight5.3%Q3 2021
Last reported rank#9of 58 reported positions
Peak portfolio weight6.7%Q2 2020
Best historical rank#6Q2 2020
At peak importanceQ2 2020
BOX
6.7%
Largest holding
17.1%
Cross-investor discovery

Who else owns Box Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
BOX0.0% of reported portfolio
Explore Box Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$34.672026-09-17

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Starboard Value LP’s Form 13F disclosures—not Jeff Smith’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.