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, Q4 2023
Institutional positions in Dropbox, Inc. as of Dec 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
- 461
- +4 vs. Q3 2023
- Shares held
- 236.9M
- +6.11M (+2.6%) vs. Q3 2023
- Total value
- $6.98B
- +$672.1M (+10.6%) vs. Q3 2023
- New holders
- 57
- 155 more added
- Sold out
- 53
- 169 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Dropbox, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 2 | $59 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 5 | $147 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $236 | 0.00% | +1+14.3% | Added |
| True Wealth Design, LLC | 10 | $295 | 0.00% | +1+11.1% | Added |
| Tfo-TDC, LLC | 17 | $501 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 18 | $531 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 20 | $590 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 20 | $627 | 0.00% | +20 | New |
| Caldwell Sutter Capital, Inc. | 24 | $708 | 0.00% | +24 | New |
| MV Capital Management, Inc. | 25 | $737 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 28 | $826 | 0.00% | +28 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $884 | 0.00% | +30 | New |
| Asset Dedication, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 36 | $1.06K | 0.00% | +14+63.6% | Added |
| Addison Advisors LLC | 38 | $1.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 45 | $1.33K | 0.00% | −969−95.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 46 | $1.36K | 0.00% | +46 | New |
| Massmutual Trust Co FSB | 48 | $1.42K | 0.00% | +48 | New |
| Bay Harbor Wealth Management, LLC | 49 | $1.44K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 49 | $1.45K | 0.00% | −1−2.0% | Reduced |
| Strategic Investment Solutions, Inc. | 50 | $1.47K | 0.00% | −3,100−98.4% | Reduced |
| Creative Financial Designs Inc | 50 | $1.47K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 50 | $1.47K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $1.47K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $1.47K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $1.47K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 75 | $2.21K | 0.00% | +1+1.4% | Added |
| Zions Bancorporation, N.A. | 78 | $2.30K | 0.00% | +21+36.8% | Added |
| Larson Financial Group LLC | 80 | $2.36K | 0.00% | −80−50.0% | Reduced |
| LGT Financial Advisors LLC | 95 | $2.80K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $2.86K | 0.00% | −248−71.3% | Reduced |
| Farmers & Merchants Investments Inc | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 100 | $2.95K | 0.00% | +100 | New |
| Tidemark, LLC | 100 | $2.95K | 0.00% | +100 | New |
| Huntington National Bank | 114 | $3.36K | 0.00% | −1,142−90.9% | Reduced |
| Rise Advisors, LLC | 120 | $3.54K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 146 | $4.30K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 149 | $4.42K | 0.00% | +149 | New |
| JJJ Advisors Inc. | 165 | $4.87K | 0.00% | +2+1.2% | Added |
| Loomis Sayles & Co L P | 186 | $5.00K | 0.00% | +186 | New |
| Farther Finance Advisors, LLC | 173 | $5.10K | 0.00% | +20+13.1% | Added |
| Rakuten Investment Management, Inc. | 186 | $5.53K | 0.00% | +186 | New |
| JFS Wealth Advisors, LLC | 192 | $5.66K | 0.00% | −18−8.6% | Reduced |
| Lindbrook Capital, LLC | 197 | $5.81K | 0.00% | +9+4.8% | Added |
| Performa Ltd (US), LLC | 200 | $5.90K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $5.90K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $5.90K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 200 | $5.90K | 0.00% | +200 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $6.34K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 215 | $6.34K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 235 | $7.00K | 0.01% | +235 | New |
| BFSG, LLC | 255 | $7.52K | 0.00% | +255 | New |
| Spire Wealth Management | 243 | $7.82K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 270 | $8.00K | 0.00% | −585−68.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 281 | $8.28K | 0.00% | +281 | New |
| Benjamin F. Edwards & Company, Inc. | 300 | $9.00K | 0.00% | −103−25.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 315 | $9.29K | 0.00% | +315 | New |
| Quent Capital, LLC | 339 | $9.99K | 0.00% | +95+38.9% | Added |
| Atticus Wealth Management, LLC | 345 | $10.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 407 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 396 | $12.0K | 0.00% | +1+0.3% | Added |
| Brown Brothers Harriman & Co | 418 | $12.3K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 450 | $13.3K | 0.00% | +200+80.0% | Added |
| Compagnie Lombard Odier SCmA | 460 | $13.6K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 500 | $14.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 531 | $15.7K | 0.00% | +531 | New |
| Signaturefd, LLC | 544 | $16.0K | 0.00% | +35+6.9% | Added |
| IFP Advisors, Inc | 653 | $19.2K | 0.00% | +48+7.9% | Added |
| Altshuler Shaham Ltd | 664 | $19.6K | 0.00% | −169−20.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 716 | $21.3K | 0.00% | +666+1,332.0% | Added |
| Impact Partnership Wealth, LLC | 755 | $22.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 834 | $24.6K | 0.00% | −20,850−96.2% | Reduced |
| Global Retirement Partners, LLC | 803 | $25.2K | 0.00% | −389−32.6% | Reduced |
| GAMMA Investing LLC | 802 | $25.4K | 0.01% | +802 | New |
| Contravisory Investment Management, Inc. | 868 | $25.6K | 0.01% | +868 | New |
| WealthCollab, LLC | 898 | $26.5K | 0.02% | +898 | New |
| Nemes Rush Group LLC | 899 | $26.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 927 | $27.3K | 0.00% | +927 | New |
| Harbour Investments, Inc. | 975 | $28.7K | 0.00% | +975 | New |
| Avondale Wealth Management | 1,000 | $29.5K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,041 | $30.7K | 0.00% | +173+19.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,100 | $32.4K | 0.00% | −400−26.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,113 | $33.0K | 0.00% | +51+4.8% | Added |
| Allworth Financial LP | 1,135 | $33.5K | 0.00% | +9+0.8% | Added |
| Principal Securities, Inc. | 1,164 | $34.3K | 0.00% | +1,164 | New |
| Fifth Third Bancorp | 1,315 | $38.8K | 0.00% | +230+21.2% | Added |
| Avalon Trust Co | 1,319 | $38.9K | 0.00% | +1,319 | New |
| GWM Advisors LLC | 1,548 | $45.6K | 0.00% | +98+6.8% | Added |
| UniSuper Management Pty Ltd | 1,900 | $56.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 1,917 | $56.5K | 0.00% | −500−20.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,000 | $59.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,089 | $62.0K | 0.00% | +17+0.8% | Added |
| Quarry LP | 2,154 | $63.5K | 0.03% | +2,154 | New |
| Proequities, Inc. | 2,400 | $70.8K | 0.01% | −1,744−42.1% | Reduced |
| Sit Investment Associates Inc | 2,455 | $72.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,981 | $87.9K | 0.06% | 00.0% | Unchanged |