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Box, Inc.

BOX

Technology · 32.67 -2.9% today

You’ve read what changed. Here’s whether the market is confirming it.

Partial group confirmationMarket checked 14 Aug, 15:55 GMT-4

Jodie situation report

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

BOX accounts for 8.2% of the group's measured movement across 7.4 effective names. raw member direction is mixed; 0 of 12 SPY-adjusted paths align to the mixed. Capital-flow agreement is 18%, 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 moveIndependent mover#6 of 12 by movement share
Group movement share8.2%Absolute path energy—not portfolio weight
Relative path-1.06%mixed
Effective breadth7.4 / 12broad
Relative alignment0/12mixed path · 0 counter-moving
Capital-flow agreement18%not yet clean
SEQUENCE READ

DBX, BRZE moved materially before BOX. BOX crossed its material path threshold at 10:05 ET. CRM, DOCU, FIG followed.

EVIDENCE COVERAGE

29 of 34 members in Construction Management Software are active. 2 of 8 disclosed connections are confirming.

What would change this read
  • At least 23 of 34 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • MSFT remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 11 of 34 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.