Dropbox, Inc.
DBX- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001467623
In the last 90 days, Dropbox, Inc. insiders filed 0 open-market purchases and 16 sales; 454 institutions reported holding it in 13F filings for Q2 2026, worth $4.95B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Dropbox, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 460
- +16 vs. Q2 2021
- Shares held
- 243.5M
- −7.73M (−3.1%) vs. Q2 2021
- Total value
- $7.12B
- −$496.2M (−6.5%) vs. Q2 2021
- New holders
- 63
- 151 more added
- Sold out
- 47
- 151 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DBX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 454 | $4.95B |
| Q1 2026 | 427 | $4.19B |
| Q4 2025 | 475 | $5.46B |
| Q3 2025 | 471 | $5.96B |
| Q2 2025 | 470 | $5.79B |
| Q1 2025 | 457 | $5.87B |
| Q4 2024 | 455 | $6.85B |
| Q3 2024 | 425 | $5.59B |
| Q2 2024 | 430 | $4.99B |
| Q1 2024 | 445 | $5.71B |
| Q4 2023 | 461 | $6.98B |
| Q3 2023 | 461 | $6.35B |
| Q2 2023 | 448 | $6.49B |
| Q1 2023 | 424 | $4.93B |
| Q4 2022 | 450 | $5.07B |
| Q3 2022 | 429 | $4.67B |
| Q2 2022 | 439 | $4.75B |
| Q1 2022 | 480 | $5.30B |
| Q4 2021 | 467 | $5.70B |
| Q3 2021 | 460 | $7.12B |
| Q2 2021 | 450 | $8.10B |
| Q1 2021 | 432 | $7.20B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Dropbox, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1 | $0 | 0.00% | −349−99.7% | Reduced |
| Joseph P. Lucia & Associates, LLC | 10 | $0 | 0.00% | −100−90.9% | Reduced |
| Meeder Asset Management Inc | 5 | $0 | 0.00% | +4+400.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $0 | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 20 | $584 | 0.00% | +18+900.0% | Added |
| Creative Financial Designs Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $1.00K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 36 | $1.00K | 0.00% | +36 | New |
| Ellevest, Inc. | 68 | $2.00K | 0.00% | +18+36.0% | Added |
| Cypress Point Wealth Management, LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 119 | $3.00K | 0.00% | −6,479−98.2% | Reduced |
| TCI Wealth Advisors, Inc. | 109 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 107 | $3.00K | 0.00% | +107 | New |
| Meridian Wealth Partners, LLC | 79 | $3.00K | 0.00% | +79 | New |
| Brewin Dolphin Wealth Management Ltd | 135 | $3.94K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 145 | $4.00K | 0.00% | −5−3.3% | Reduced |
| Performa Ltd (US), LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 133 | $4.00K | 0.00% | +133 | New |
| JJJ Advisors Inc. | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 170 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 159 | $5.00K | 0.00% | +159 | New |
| JNBA Financial Advisors | 215 | $6.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 283 | $8.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 269 | $8.00K | 0.00% | +26+10.7% | Added |
| Harbour Investments, Inc. | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 339 | $10.0K | 0.00% | −737−68.5% | Reduced |
| IFP Advisors, Inc | 338 | $11.0K | 0.00% | −2,724−89.0% | Reduced |
| Spire Wealth Management | 415 | $12.0K | 0.00% | −250−37.6% | Reduced |
| Brown Brothers Harriman & Co | 418 | $12.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 407 | $12.0K | 0.00% | +407 | New |
| Quadrant Capital Group LLC | 474 | $14.0K | 0.00% | +8+1.7% | Added |
| Tower Research Capital LLC (TRC) | 507 | $14.0K | 0.00% | +209+70.1% | Added |
| Sutton Wealth Advisors Inc. | 500 | $14.6K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 500 | $15.0K | 0.00% | +500 | New |
| Harvest Fund Management Co., Ltd | 536 | $15.0K | 0.00% | +536 | New |
| Fred Alger Management, LLC | 679 | $20.0K | 0.00% | +679 | New |
| Counterpoint Mutual Funds LLC | 677 | $20.0K | 0.02% | +677 | New |
| Optiver Holding B.V. | 765 | $22.0K | 0.00% | +765 | New |
| Accel Wealth Management | 820 | $24.0K | 0.02% | 00.0% | Unchanged |
| Baillie Gifford & Co | 881 | $26.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 890 | $26.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,000 | $29.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,056 | $31.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,050 | $31.0K | 0.00% | +900+600.0% | Added |
| West Oak Capital, LLC | 1,200 | $35.0K | 0.01% | +1,200 | New |
| Ironwood Financial, llc | 1,241 | $36.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,236 | $36.0K | 0.00% | +225+22.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,418 | $41.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,500 | $44.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,560 | $46.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,592 | $46.0K | 0.01% | +540+51.3% | Added |
| Rockefeller Capital Management L.P. | 1,790 | $52.0K | 0.00% | −19−1.1% | Reduced |
| Resolute Partners Group | 1,934 | $57.0K | 0.01% | +1,934 | New |
| Credit Agricole S A | 2,000 | $58.0K | 0.00% | −77,000−97.5% | Reduced |
| State of Wyoming | 2,109 | $62.0K | 0.04% | −202−8.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,300 | $67.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,397 | $70.0K | 0.00% | +2,397 | New |
| Steward Partners Investment Advisory, LLC | 2,891 | $84.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,924 | $85.0K | 0.01% | +257+9.6% | Added |
| Twin Lakes Capital Management, LLC | 2,981 | $87.0K | 0.05% | 00.0% | Unchanged |
| Caz Investments LP | 3,131 | $91.0K | 0.12% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,175 | $93.0K | 0.00% | −172−5.1% | Reduced |
| Rosenberg Matthew Hamilton | 3,400 | $99.0K | 0.04% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,430 | $100.0K | 0.01% | +944+38.0% | Added |
| Pacer Advisors, Inc. | 3,539 | $103.0K | 0.00% | +3,539 | New |
| STRS Ohio | 3,614 | $105.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 4,471 | $131.0K | 0.00% | −500−10.1% | Reduced |
| Vestcor Inc | 4,704 | $137.0K | 0.00% | −595−11.2% | Reduced |
| Compagnie Lombard Odier SCmA | 4,900 | $143.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,932 | $145.0K | 0.00% | −3−0.1% | Reduced |
| Jefferies Group LLC | 5,000 | $146.1K | 0.00% | −418,100−98.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,000 | $146.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 5,035 | $147.0K | 0.01% | −220−4.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 5,059 | $147.0K | 0.02% | +5,059 | New |
| IndexIQ Advisors LLC | 5,203 | $152.0K | 0.01% | +228+4.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,277 | $154.0K | 0.00% | −155−2.9% | Reduced |
| Neo Ivy Capital Management | 8,050 | $175.0K | 0.20% | −7,645−48.7% | Reduced |
| Agf Investments Inc. | 6,000 | $175.0K | 0.00% | −790−11.6% | Reduced |
| American International Group, Inc. | 5,986 | $175.0K | 0.00% | −456−7.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 6,598 | $193.0K | 0.00% | +399+6.4% | Added |
| Stonebridge Capital Advisors LLC | 6,900 | $202.0K | 0.02% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 6,967 | $204.0K | 0.02% | 00.0% | Unchanged |