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Box, Inc.

BOX

Technology · 32.93 +0.1% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

Box, Inc.'s move is spreading beyond its market group.

BOX accounts for 5.1% of the group's measured movement across 8.3 effective names. raw member direction is mixed; 6 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 21%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#9 of 12 by movement share
Group movement share5.1%Absolute path energy—not portfolio weight
Relative path-0.42%aligned
Effective breadth8.3 / 12broad
Relative alignment6/12downside path · 5 counter-moving
Capital-flow agreement21%not yet clean
SEQUENCE READ

BSY, CRM, DOCU moved materially before BOX. BOX crossed its material path threshold at 15:25 ET. BRZE followed.

EVIDENCE COVERAGE

16 of 30 members in Construction Management Software are active. 1 of 8 disclosed connections are confirming.

What would change this read
  • At least 20 of 30 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • FIVN remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 10 of 30 members or fewer.

Watch this read

Who this business touches

The relationships behind BOX

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

DBXDropbox, Inc.competitorMay 27, 2026 ▾

“In the enterprise file sync and share market, our primary competitors include, but are not limited to, Microsoft (OneDrive), Google (Drive) and, to a lesser extent, Dropbox.”

MSFTMicrosoft CorporationcompetitorMay 27, 2026 ▾

“In the content management market, our primary competitors include, but are not limited to, Microsoft (SharePoint) and OpenText (Documentum).”

CRMSalesforce, Inc.partnerMar 9, 2026 ▾

“We offer more than 1,500 pre-built integrations with leading enterprise technology providers, including Adobe, Apple, Cisco, CrowdStrike, Google, Guidewire, IBM, Microsoft, Okta, Oracle-NetSuite, Palo Alto Networks, Salesforce, ServiceNow, Slack, USDM, Workda…”

Filing peers

DBX

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

BOX is currently a Participant in the organic co-movement group Construction Management Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.