Activist hedge fund Starboard filed a 13D Amendment today, disclosing purchases of more Box shares. One of the purchase tables from the 13d/a is included below. Back in spring of 2020, Starboard reached an agreement with Box and took 3 board seats. There have been rumors of consolidation in the industry which includes competitor Dropbox.
Based on Starboards latest 13F filing Box was its 11th largest position, out of 19 positions.