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 2023
Institutional positions in Dropbox, Inc. as of Sep 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
- 461
- +16 vs. Q2 2023
- Shares held
- 232.2M
- −7.18M (−3.0%) vs. Q2 2023
- Total value
- $6.35B
- −$3.92M (−0.1%) vs. Q2 2023
- New holders
- 71
- 134 more added
- Sold out
- 55
- 174 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Dropbox, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 26 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $55 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 3 | $81 | 0.00% | +3 | New |
| Robinswood Financial LLC | 5 | $136 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $191 | 0.00% | +7 | New |
| True Wealth Design, LLC | 9 | $246 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 17 | $453 | 0.00% | +17 | New |
| New Millennium Group LLC | 18 | $490 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 20 | $545 | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 20 | $545 | 0.00% | +20 | New |
| Parkside Financial Bank & Trust | 22 | $600 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $681 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 38 | $1.03K | 0.00% | +38 | New |
| Bay Harbor Wealth Management, LLC | 49 | $1.33K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $1.36K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 50 | $1.36K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $1.36K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $1.36K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $1.36K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $1.36K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $1.36K | 0.00% | +6+13.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50 | $1.37K | 0.00% | +50 | New |
| Zions Bancorporation, N.A. | 57 | $1.55K | 0.00% | −40−41.2% | Reduced |
| AdvisorNet Financial, Inc | 74 | $2.02K | 0.00% | +17+29.8% | Added |
| Hollencrest Capital Management | 91 | $2.48K | 0.00% | +91 | New |
| LGT Financial Advisors LLC | 95 | $2.59K | 0.00% | +95 | New |
| Glassman Wealth Services | 100 | $2.72K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.72K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $2.72K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $2.72K | 0.00% | +100 | New |
| Rise Advisors, LLC | 120 | $3.27K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 146 | $3.98K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 164 | $4.00K | 0.00% | +164 | New |
| Farther Finance Advisors, LLC | 153 | $4.17K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 160 | $4.36K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 163 | $4.44K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 188 | $5.12K | 0.00% | +18+10.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $5.29K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 200 | $5.45K | 0.00% | −150−42.9% | Reduced |
| Geneos Wealth Management Inc. | 200 | $5.45K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $5.45K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 210 | $5.72K | 0.00% | +42+25.0% | Added |
| JNBA Financial Advisors | 215 | $5.86K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 224 | $6.10K | 0.00% | +224 | New |
| Spire Wealth Management | 243 | $6.62K | 0.00% | −1,629−87.0% | Reduced |
| Quent Capital, LLC | 244 | $6.64K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $6.81K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $8.17K | 0.00% | +300 | New |
| Oakworth Capital, Inc. | 303 | $8.25K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 319 | $8.69K | 0.00% | +319 | New |
| Atticus Wealth Management, LLC | 345 | $9.39K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 348 | $9.50K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 400 | $10.9K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 403 | $11.0K | 0.00% | −107−21.0% | Reduced |
| Ci Investments Inc. | 395 | $11.0K | 0.00% | +20+5.3% | Added |
| SRS Capital Advisors, Inc. | 407 | $11.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 418 | $11.4K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 460 | $12.5K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 471 | $12.8K | 0.00% | +371+371.0% | Added |
| TFC Financial Management | 500 | $13.6K | 0.00% | +500 | New |
| Signaturefd, LLC | 509 | $13.9K | 0.00% | −16−3.0% | Reduced |
| IFP Advisors, Inc | 605 | $16.5K | 0.00% | +605 | New |
| Harel Insurance Investments & Financial Services Ltd. | 716 | $19.0K | 0.00% | −21,432−96.8% | Reduced |
| Impact Partnership Wealth, LLC | 755 | $20.6K | 0.01% | +755 | New |
| Altshuler Shaham Ltd | 833 | $22.7K | 0.00% | +833 | New |
| Bessemer Group Inc | 855 | $23.0K | 0.00% | +855 | New |
| Venturi Wealth Management, LLC | 868 | $23.6K | 0.00% | +768+768.0% | Added |
| Nemes Rush Group LLC | 899 | $24.5K | 0.00% | −128−12.5% | Reduced |
| Avondale Wealth Management | 1,000 | $27.2K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,014 | $27.6K | 0.00% | +19+1.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,062 | $29.0K | 0.00% | −144−11.9% | Reduced |
| Fifth Third Bancorp | 1,085 | $29.5K | 0.00% | +878+424.2% | Added |
| Allworth Financial LP | 1,126 | $30.7K | 0.00% | +22+2.0% | Added |
| Itau Unibanco Holding S.A. | 1,170 | $31.9K | 0.00% | +285+32.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,171 | $31.9K | 0.00% | +1,167+29,175.0% | Added |
| Global Retirement Partners, LLC | 1,192 | $32.2K | 0.00% | +63+5.6% | Added |
| Huntington National Bank | 1,256 | $34.2K | 0.00% | +126+11.2% | Added |
| GWM Advisors LLC | 1,450 | $39.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $40.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,714 | $46.7K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,900 | $51.7K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,000 | $54.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,072 | $56.0K | 0.00% | +27+1.3% | Added |
| Kingswood Wealth Advisors, LLC | 2,263 | $61.6K | 0.01% | +2,263 | New |
| Stephens Inc | 2,417 | $65.8K | 0.00% | −1,328−35.5% | Reduced |
| Sit Investment Associates Inc | 2,455 | $67.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,643 | $72.0K | 0.00% | +897+51.4% | Added |
| Walleye Trading LLC | 2,876 | $78.3K | 0.00% | +2,876 | New |
| Twin Lakes Capital Management, LLC | 2,981 | $81.2K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 3,054 | $83.0K | 0.06% | −3,200−51.2% | Reduced |
| Strategic Investment Solutions, Inc. | 3,150 | $85.9K | 0.00% | +3,100+6,200.0% | Added |
| Ronald Blue Trust, Inc. | 3,255 | $87.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,212 | $87.5K | 0.02% | −12,454−79.5% | Reduced |
| Rosenberg Matthew Hamilton | 3,400 | $92.6K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 3,600 | $98.0K | 0.06% | +3,600 | New |
| Leonteq Securities AG | 3,902 | $106.3K | 0.01% | −905−18.8% | Reduced |
| Garde Capital, Inc. | 4,045 | $110.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 4,144 | $112.8K | 0.01% | +619+17.6% | Added |
| Tyler-Stone Wealth Management | 4,200 | $114.0K | 0.07% | 00.0% | Unchanged |