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 2024
Institutional positions in Dropbox, Inc. as of Mar 31, 2024. 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
- 445
- −13 vs. Q4 2023
- Shares held
- 235.0M
- −1.80M (−0.8%) vs. Q4 2023
- Total value
- $5.71B
- −$1.27B (−18.3%) vs. Q4 2023
- New holders
- 64
- 144 more added
- Sold out
- 77
- 172 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Dropbox, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 2 | $49 | 0.00% | −163−98.8% | Reduced |
| Wolff Wiese Magana LLC | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 5 | $121 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6 | $146 | 0.00% | −3,495−99.8% | Reduced |
| WR Wealth Planners, LLC | 14 | $340 | 0.00% | +14 | New |
| True Wealth Design, LLC | 17 | $414 | 0.00% | +7+70.0% | Added |
| Bear Mountain Capital, Inc. | 20 | $456 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 20 | $486 | 0.00% | +20 | New |
| Parkside Financial Bank & Trust | 22 | $535 | 0.00% | −14−38.9% | Reduced |
| MV Capital Management, Inc. | 25 | $608 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 38 | $924 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 42 | $1.02K | 0.00% | +42 | New |
| DiNuzzo Private Wealth, Inc. | 44 | $1.07K | 0.00% | −2−4.3% | Reduced |
| SJS Investment Consulting Inc. | 47 | $1.14K | 0.00% | −2−4.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 49 | $1.19K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $1.22K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $1.22K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 52 | $1.26K | 0.00% | −6,678−99.2% | Reduced |
| Farther Finance Advisors, LLC | 58 | $1.41K | 0.00% | −115−66.5% | Reduced |
| Clearstead Advisors, LLC | 60 | $1.43K | 0.00% | +10+20.0% | Added |
| Zions Bancorporation, N.A. | 78 | $1.90K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 89 | $2.16K | 0.00% | +61+217.9% | Added |
| Farmers & Merchants Investments Inc | 100 | $2.43K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.43K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $2.43K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $2.43K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 110 | $2.63K | 0.00% | +10+10.0% | Added |
| Rise Advisors, LLC | 120 | $2.92K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 129 | $3.13K | 0.00% | +81+168.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 141 | $3.43K | 0.00% | −575−80.3% | Reduced |
| Quadrant Capital Group LLC | 146 | $3.55K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 163 | $3.98K | 0.00% | +14+9.4% | Added |
| Credit Agricole S A | 179 | $4.07K | 0.00% | +179 | New |
| JFS Wealth Advisors, LLC | 168 | $4.08K | 0.00% | −24−12.5% | Reduced |
| Spire Wealth Management | 183 | $4.45K | 0.00% | −60−24.7% | Reduced |
| Lindbrook Capital, LLC | 185 | $4.50K | 0.00% | −12−6.1% | Reduced |
| Hexagon Capital Partners LLC | 200 | $4.86K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 200 | $4.86K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 213 | $5.18K | 0.00% | −1,102−83.8% | Reduced |
| Private Trust Co NA | 213 | $5.18K | 0.00% | +213 | New |
| JNBA Financial Advisors | 215 | $5.22K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 226 | $5.49K | 0.00% | +112+98.2% | Added |
| Quent Capital, LLC | 248 | $6.03K | 0.00% | −91−26.8% | Reduced |
| Performa Ltd (US), LLC | 250 | $6.08K | 0.00% | +50+25.0% | Added |
| BFSG, LLC | 255 | $6.20K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 289 | $6.69K | 0.00% | +244+542.2% | Added |
| Nemes Rush Group LLC | 296 | $7.19K | 0.00% | −603−67.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $7.29K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 331 | $8.04K | 0.00% | −471−58.7% | Reduced |
| Sachetta, LLC | 281 | $8.28K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 345 | $8.38K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 395 | $9.60K | 0.00% | +395 | New |
| SRS Capital Advisors, Inc. | 407 | $9.89K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 418 | $10.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 450 | $10.9K | 0.00% | −353−44.0% | Reduced |
| Delta Asset Management LLC | 450 | $10.9K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 465 | $11.0K | 0.00% | −77,742−99.4% | Reduced |
| Compagnie Lombard Odier SCmA | 460 | $11.2K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 533 | $13.0K | 0.00% | +137+34.6% | Added |
| New Covenant Trust Company, N.A. | 611 | $14.8K | 0.01% | +611 | New |
| TFC Financial Management | 670 | $16.3K | 0.00% | +170+34.0% | Added |
| Elequin Capital LP | 673 | $16.4K | 0.00% | +673 | New |
| Venturi Wealth Management, LLC | 709 | $17.2K | 0.00% | −332−31.9% | Reduced |
| IFP Advisors, Inc | 716 | $17.4K | 0.00% | +63+9.6% | Added |
| Signaturefd, LLC | 724 | $17.6K | 0.00% | +180+33.1% | Added |
| Geneos Wealth Management Inc. | 750 | $18.2K | 0.00% | +550+275.0% | Added |
| Impact Partnership Wealth, LLC | 755 | $18.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 772 | $18.8K | 0.00% | −155−16.7% | Reduced |
| AM Squared Ltd | 800 | $19.4K | 0.05% | +800 | New |
| Denali Advisors LLC | 824 | $20.0K | 0.01% | +824 | New |
| Steward Partners Investment Advisory, LLC | 834 | $20.3K | 0.00% | −266−24.2% | Reduced |
| Atlas Capital Advisors LLC | 840 | $20.4K | 0.00% | −20,096−96.0% | Reduced |
| Contravisory Investment Management, Inc. | 868 | $21.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 898 | $21.8K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 922 | $22.4K | 0.01% | +922 | New |
| Harbour Investments, Inc. | 975 | $23.7K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,000 | $24.3K | 0.02% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,000 | $24.3K | 0.00% | +1,000 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,075 | $26.0K | 0.00% | −38−3.4% | Reduced |
| Quarry LP | 1,085 | $26.4K | 0.01% | −1,069−49.6% | Reduced |
| Allworth Financial LP | 1,105 | $26.9K | 0.00% | −30−2.6% | Reduced |
| National Bank of Canada | 1,184 | $27.4K | 0.00% | −9,350−88.8% | Reduced |
| Principal Securities, Inc. | 1,151 | $28.0K | 0.00% | −13−1.1% | Reduced |
| Sound Income Strategies, LLC | 1,170 | $28.4K | 0.00% | +1,170 | New |
| Avalon Trust Co | 1,222 | $29.7K | 0.00% | −97−7.4% | Reduced |
| Sit Investment Associates Inc | 1,250 | $30.0K | 0.00% | −1,205−49.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,248 | $30.3K | 0.00% | +1,248 | New |
| CoreCap Advisors, LLC | 1,337 | $32.5K | 0.00% | +1,337 | New |
| GWM Advisors LLC | 1,548 | $37.6K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 1,800 | $43.7K | 0.00% | +1,800 | New |
| Cullen/Frost Bankers, Inc. | 2,000 | $48.6K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 2,217 | $53.9K | 0.00% | +2,031+1,091.9% | Added |
| Proequities, Inc. | 2,400 | $58.3K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,658 | $64.6K | 0.06% | +2,658 | New |
| Twin Lakes Capital Management, LLC | 2,981 | $72.4K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 3,098 | $76.0K | 0.05% | +102+3.4% | Added |
| Rosenberg Matthew Hamilton | 3,400 | $82.7K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,510 | $85.0K | 0.00% | +3,210+1,070.0% | Added |
| Activest Wealth Management | 3,600 | $87.5K | 0.04% | 00.0% | Unchanged |