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, Q1 2023
Institutional positions in Dropbox, Inc. as of Mar 31, 2023. 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
- 424
- −22 vs. Q4 2022
- Shares held
- 227.5M
- +390.3K (+0.2%) vs. Q4 2022
- Total value
- $4.93B
- −$132.5M (−2.6%) vs. Q4 2022
- New holders
- 45
- 142 more added
- Sold out
- 67
- 153 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Dropbox, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 19 | $0 | 0.00% | −1,470−98.7% | Reduced |
| Ci Investments Inc. | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $0 | 0.00% | +21 | New |
| Wolff Wiese Magana LLC | 2 | $44 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4 | $86 | 0.00% | +4 | New |
| True Wealth Design, LLC | 9 | $195 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 18 | $389 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 20 | $432 | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 20 | $433 | 0.00% | +20 | New |
| Carolinas Wealth Consulting LLC | 21 | $454 | 0.00% | −46−68.7% | Reduced |
| Bell Investment Advisors, Inc | 25 | $541 | 0.00% | −9−26.5% | Reduced |
| MV Capital Management, Inc. | 25 | $541 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $584 | 0.00% | −35−56.5% | Reduced |
| SJS Investment Consulting Inc. | 27 | $584 | 0.00% | −15−35.7% | Reduced |
| Disciplined Investments, LLC | 42 | $908 | 0.00% | −2−4.5% | Reduced |
| Asset Dedication, LLC | 31 | $1.00K | 0.00% | +31 | New |
| Baldrige Asset Management LLC | 41 | $1.00K | 0.00% | +41 | New |
| Bay Harbor Wealth Management, LLC | 49 | $1.06K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $1.08K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 50 | $1.08K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $1.08K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 50 | $1.08K | 0.00% | +16+47.1% | Added |
| Cape Investment Advisory, Inc. | 50 | $1.08K | 0.00% | +50 | New |
| Strategic Investment Solutions, Inc. | 50 | $1.08K | 0.00% | +50 | New |
| Schubert & Co | 63 | $1.36K | 0.00% | −30−32.3% | Reduced |
| Massmutual Trust Co FSB | 79 | $1.71K | 0.00% | −55−41.0% | Reduced |
| Parkside Financial Bank & Trust | 95 | $2.05K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 97 | $2.10K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 100 | $2.16K | 0.00% | −5−4.8% | Reduced |
| Salem Investment Counselors Inc | 100 | $2.16K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $2.16K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.16K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 100 | $2.16K | 0.00% | +50+100.0% | Added |
| Venturi Wealth Management, LLC | 100 | $2.16K | 0.00% | +100 | New |
| Rise Advisors, LLC | 120 | $2.59K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 120 | $2.60K | 0.00% | −8−6.3% | Reduced |
| Quadrant Capital Group LLC | 130 | $2.81K | 0.00% | −45−25.7% | Reduced |
| Steward Financial Group LLC | 141 | $3.00K | 0.00% | +84+147.4% | Added |
| JFS Wealth Advisors, LLC | 142 | $3.07K | 0.00% | −54−27.6% | Reduced |
| Farther Finance Advisors, LLC | 146 | $3.16K | 0.00% | +105+256.1% | Added |
| Larson Financial Group LLC | 160 | $3.46K | 0.00% | −300−65.2% | Reduced |
| Ellevest, Inc. | 164 | $3.55K | 0.00% | −2,114−92.8% | Reduced |
| JJJ Advisors Inc. | 163 | $3.60K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 186 | $4.02K | 0.00% | −148−44.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $4.32K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $4.32K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $4.32K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $4.32K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 207 | $4.47K | 0.00% | −3−1.4% | Reduced |
| JNBA Financial Advisors | 215 | $4.65K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 242 | $5.00K | 0.00% | −29,680−99.2% | Reduced |
| Quent Capital, LLC | 244 | $5.28K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $5.41K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 250 | $5.41K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 319 | $7.00K | 0.00% | −16,786−98.1% | Reduced |
| Atticus Wealth Management, LLC | 345 | $7.46K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 349 | $7.54K | 0.00% | +349 | New |
| Performa Ltd (US), LLC | 350 | $7.57K | 0.00% | +200+133.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 365 | $7.89K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 400 | $8.64K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 407 | $8.80K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 418 | $9.04K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 460 | $9.95K | 0.00% | +460 | New |
| Signaturefd, LLC | 505 | $10.9K | 0.00% | −685−57.6% | Reduced |
| FinTrust Capital Advisors, LLC | 500 | $11.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 527 | $11.4K | 0.00% | +527 | New |
| TD Ameritrade Investment Management, LLC | 692 | $15.0K | 0.00% | −246−26.2% | Reduced |
| Live Oak Investment Partners | – | $16.2K | 0.01% | – | – |
| Accel Wealth Management | 820 | $17.7K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 874 | $19.0K | 0.00% | +474+118.5% | Added |
| Belpointe Asset Management LLC | 939 | $20.3K | 0.00% | −23−2.4% | Reduced |
| EverSource Wealth Advisors, LLC | 950 | $20.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $21.6K | 0.00% | −350−25.9% | Reduced |
| Avondale Wealth Management | 1,000 | $21.6K | 0.02% | 00.0% | Unchanged |
| Baillie Gifford & Co | 1,009 | $21.8K | 0.00% | +128+14.5% | Added |
| Umb Bank N A | 1,020 | $22.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,129 | $22.4K | 0.00% | +523+86.3% | Added |
| Kistler-Tiffany Companies, LLC | 1,056 | $22.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,104 | $23.9K | 0.00% | −627−36.2% | Reduced |
| IFP Advisors, Inc | 1,000 | $29.6K | 0.00% | −2,204−68.8% | Reduced |
| GWM Advisors LLC | 1,450 | $31.3K | 0.00% | −432−23.0% | Reduced |
| CWM, LLC | 1,506 | $33.0K | 0.00% | −676−31.0% | Reduced |
| Versant Capital Management, Inc | 1,611 | $34.8K | 0.01% | +111+7.4% | Added |
| WR Wealth Planners, LLC | 1,714 | $37.1K | 0.02% | +1,700+12,142.9% | Added |
| Resolute Partners Group | 1,934 | $41.8K | 0.00% | +1,934 | New |
| Cullen/Frost Bankers, Inc. | 2,000 | $43.2K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 2,455 | $53.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,466 | $53.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 2,568 | $54.0K | 0.00% | +1,202+88.0% | Added |
| Spire Wealth Management | 2,558 | $55.3K | 0.00% | +254+11.0% | Added |
| TD Waterhouse Canada Inc. | 2,686 | $57.3K | 0.00% | +2,321+635.9% | Added |
| Cutler Group LP | 2,791 | $60.0K | 0.01% | −27,236−90.7% | Reduced |
| Twin Lakes Capital Management, LLC | 2,981 | $64.4K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 3,071 | $66.4K | 0.01% | +65+2.2% | Added |
| Ossiam | 3,093 | $66.9K | 0.00% | +699+29.2% | Added |
| Rosenberg Matthew Hamilton | 3,400 | $73.5K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 3,600 | $77.8K | 0.05% | 00.0% | Unchanged |
| American International Group, Inc. | 3,903 | $84.4K | 0.00% | −114−2.8% | Reduced |
| Stephens Inc | 4,018 | $86.9K | 0.00% | +128+3.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,189 | $89.0K | 0.00% | −365−8.0% | Reduced |