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, Q2 2023
Institutional positions in Dropbox, Inc. as of Jun 30, 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
- 448
- +27 vs. Q1 2023
- Shares held
- 244.6M
- +17.2M (+7.6%) vs. Q1 2023
- Total value
- $6.49B
- +$1.56B (+31.7%) vs. Q1 2023
- New holders
- 80
- 127 more added
- Sold out
- 53
- 168 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Dropbox, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 26 | $0 | 0.00% | +5+23.8% | Added |
| Wolff Wiese Magana LLC | 2 | $54 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4 | $107 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 5 | $133 | 0.00% | +5 | New |
| True Wealth Design, LLC | 9 | $241 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 18 | $480 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 20 | $533 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $587 | 0.00% | −73−76.8% | Reduced |
| MV Capital Management, Inc. | 25 | $667 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 27 | $909 | 0.00% | +27 | New |
| Asset Dedication, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 50 | $1.16K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 44 | $1.17K | 0.00% | +17+63.0% | Added |
| Disciplined Investments, LLC | 45 | $1.20K | 0.00% | +3+7.1% | Added |
| Bay Harbor Wealth Management, LLC | 49 | $1.31K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $1.33K | 0.00% | −50−50.0% | Reduced |
| Creative Financial Designs Inc | 50 | $1.33K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 50 | $1.33K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $1.33K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $1.33K | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 57 | $1.52K | 0.00% | +30+111.1% | Added |
| Zions Bancorporation, N.A. | 97 | $2.59K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 100 | $2.67K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 100 | $2.67K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 100 | $2.67K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.67K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 100 | $2.67K | 0.00% | +100 | New |
| AM Squared Ltd | 100 | $2.67K | 0.00% | +100 | New |
| Glen Eagle Advisors, LLC | 100 | $2.67K | 0.00% | +100 | New |
| Rise Advisors, LLC | 120 | $3.20K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 146 | $3.89K | 0.00% | +16+12.3% | Added |
| Loomis Sayles & Co L P | 150 | $4.00K | 0.00% | +150 | New |
| Farther Finance Advisors, LLC | 153 | $4.08K | 0.00% | +7+4.8% | Added |
| Larson Financial Group LLC | 160 | $4.27K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 163 | $4.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 168 | $4.48K | 0.00% | +26+18.3% | Added |
| Lindbrook Capital, LLC | 170 | $4.53K | 0.00% | −16−8.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 185 | $4.93K | 0.00% | +185 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $5.33K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $5.33K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $5.33K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 207 | $5.52K | 0.00% | +207 | New |
| JNBA Financial Advisors | 215 | $5.74K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 250 | $6.00K | 0.00% | +250 | New |
| Bokf, NA | 236 | $6.29K | 0.00% | −113−32.4% | Reduced |
| Quent Capital, LLC | 244 | $6.51K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $6.67K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 250 | $6.67K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 303 | $8.08K | 0.00% | +303 | New |
| Atticus Wealth Management, LLC | 345 | $9.20K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 348 | $9.28K | 0.00% | −2,338−87.0% | Reduced |
| Performa Ltd (US), LLC | 350 | $9.34K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 365 | $9.73K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 375 | $10.0K | 0.00% | +360+2,400.0% | Added |
| Kenfarb & Co. | 400 | $10.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 407 | $10.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 418 | $11.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 500 | $11.2K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 460 | $12.3K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 480 | $12.8K | 0.01% | +480 | New |
| TD Ameritrade Investment Management, LLC | 498 | $13.0K | 0.00% | −194−28.0% | Reduced |
| Citadel Advisors LLC | 511 | $13.6K | 0.00% | −1,760,242−100.0% | Reduced |
| Elequin Capital LP | 517 | $13.8K | 0.01% | +517 | New |
| Benjamin F. Edwards & Company, Inc. | 510 | $14.0K | 0.00% | +268+110.7% | Added |
| Signaturefd, LLC | 525 | $14.0K | 0.00% | +20+4.0% | Added |
| Quarry LP | 557 | $14.9K | 0.01% | +350+169.1% | Added |
| Natixis | 697 | $18.6K | 0.00% | +697 | New |
| Live Oak Investment Partners | – | $20.0K | 0.02% | – | – |
| Itau Unibanco Holding S.A. | 885 | $23.6K | 0.00% | +885 | New |
| EverSource Wealth Advisors, LLC | 995 | $26.5K | 0.00% | +45+4.7% | Added |
| Avondale Wealth Management | 1,000 | $26.7K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,027 | $27.4K | 0.00% | +1,027 | New |
| Kistler-Tiffany Companies, LLC | 1,056 | $28.2K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,112 | $29.0K | 0.00% | +1,112 | New |
| MRP Capital Investments, LLC | 1,100 | $29.3K | 0.03% | −5,550−83.5% | Reduced |
| Allworth Financial LP | 1,104 | $29.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,129 | $30.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,130 | $30.1K | 0.00% | +1,080+2,160.0% | Added |
| Raleigh Capital Management Inc. | 1,138 | $30.4K | 0.02% | +1,138 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,206 | $32.0K | 0.00% | −1,362−53.0% | Reduced |
| Atlas Capital Advisors LLC | 1,308 | $34.9K | 0.01% | +1,308 | New |
| GWM Advisors LLC | 1,450 | $38.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $40.0K | 0.00% | +500+50.0% | Added |
| WR Wealth Planners, LLC | 1,714 | $45.7K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,746 | $47.0K | 0.00% | −720−29.2% | Reduced |
| Spire Wealth Management | 1,872 | $49.9K | 0.00% | −686−26.8% | Reduced |
| UniSuper Management Pty Ltd | 1,900 | $50.7K | 0.00% | +1,900 | New |
| Cullen/Frost Bankers, Inc. | 2,000 | $53.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,045 | $55.0K | 0.00% | +539+35.8% | Added |
| Sit Investment Associates Inc | 2,455 | $65.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,255 | $70.0K | 0.00% | −739−18.5% | Reduced |
| Cutler Group LP | 2,999 | $79.0K | 0.02% | +208+7.5% | Added |
| Twin Lakes Capital Management, LLC | 2,981 | $79.5K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 3,040 | $81.1K | 0.00% | +2,020+198.0% | Added |
| Rosenberg Matthew Hamilton | 3,400 | $90.7K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 3,525 | $94.0K | 0.01% | +454+14.8% | Added |
| Stephens Inc | 3,745 | $99.9K | 0.00% | −273−6.8% | Reduced |
| Garde Capital, Inc. | 4,045 | $108.0K | 0.01% | +4,045 | New |
| Tyler-Stone Wealth Management | 4,200 | $112.0K | 0.06% | +4,200 | New |