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Creative Planning BXCAP Position History
Box, Inc. • Technology
Quarters held
8
Latest value
$6.9M
Q3 2026
Peak value
$6.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $70K |
| Q3 2025 | $1.9M |
| Q4 2025 | $1.4M |
| Q1 2026 | $2.7M |
| Q2 2026 | $142K |
| Q2 2026 | $4.3M |
| Q3 2026 | $196K |
| Q3 2026 | $6.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.9M | 206.5K | — | — |
| Q3 2026 | $196K | 5.8K | — | — |
| Q2 2026 | $4.3M | 160.4K | — | — |
| Q2 2026 | $142K | 5.3K | — | — |
| Q1 2026 | $2.7M | 114.4K | — | — |
| Q4 2025 | $1.4M | 46.5K | — | — |
| Q3 2025 | $1.9M | 57.4K | — | — |
| Q3 2025 | $70K | 2.2K | — | — |
Other funds holding BXCAP
$603.1M
$559.3M
$543.8M
$516.4M
$500.4M
$456.8M
$192.7M
$188.7M