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 2024
Institutional positions in Dropbox, Inc. as of Jun 30, 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
- 430
- −8 vs. Q1 2024
- Shares held
- 222.0M
- −11.6M (−5.0%) vs. Q1 2024
- Total value
- $4.99B
- −$683.0M (−12.0%) vs. Q1 2024
- New holders
- 74
- 121 more added
- Sold out
- 82
- 175 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Dropbox, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 22 | $0 | 0.00% | +22 | New |
| JJJ Advisors Inc. | 2 | $45 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $45 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $90 | 0.00% | +4 | New |
| Rothschild Investment LLC | 5 | $112 | 0.00% | −767−99.4% | Reduced |
| Robinswood Financial LLC | 5 | $112 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $135 | 0.00% | −19−76.0% | Reduced |
| WR Wealth Planners, LLC | 14 | $315 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 18 | $404 | 0.00% | +18 | New |
| Bear Mountain Capital, Inc. | 20 | $454 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 33 | $742 | 0.00% | +33 | New |
| Addison Advisors LLC | 38 | $854 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 41 | $922 | 0.00% | −6−12.8% | Reduced |
| Parkside Financial Bank & Trust | 41 | $922 | 0.00% | +19+86.4% | Added |
| DiNuzzo Private Wealth, Inc. | 48 | $1.08K | 0.00% | +4+9.1% | Added |
| Bay Harbor Wealth Management, LLC | 49 | $1.10K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $1.12K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $1.12K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 57 | $1.28K | 0.00% | −21−26.9% | Reduced |
| Farther Finance Advisors, LLC | 58 | $1.31K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 64 | $1.44K | 0.00% | +22+52.4% | Added |
| Strategic Investment Solutions, Inc. | 50 | $1.46K | 0.00% | +50 | New |
| Smartleaf Asset Management LLC | 66 | $1.48K | 0.00% | −97−59.5% | Reduced |
| Umb Bank N A | 68 | $1.53K | 0.00% | −10,989−99.4% | Reduced |
| CoreCap Advisors, LLC | 78 | $1.75K | 0.00% | −1,259−94.2% | Reduced |
| Innealta Capital, LLC | 97 | $2.18K | 0.00% | +97 | New |
| Farmers & Merchants Investments Inc | 100 | $2.25K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $2.25K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $2.25K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 105 | $2.55K | 0.00% | +105 | New |
| Rise Advisors, LLC | 120 | $2.70K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 122 | $2.74K | 0.00% | −7−5.4% | Reduced |
| Huntington National Bank | 128 | $2.88K | 0.00% | −98−43.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 141 | $3.08K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 146 | $3.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 168 | $3.77K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 168 | $4.00K | 0.00% | −297−63.9% | Reduced |
| Private Wealth Management Group, LLC | 193 | $4.34K | 0.00% | +104+116.9% | Added |
| Pineridge Advisors LLC | 200 | $4.49K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 213 | $4.79K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 215 | $4.83K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 248 | $5.57K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $5.62K | 0.00% | −200−44.4% | Reduced |
| BFSG, LLC | 255 | $5.73K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 296 | $6.65K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 300 | $6.74K | 0.00% | +50+20.0% | Added |
| Sachetta, LLC | 281 | $6.89K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 345 | $7.75K | 0.00% | +345 | New |
| Atticus Wealth Management, LLC | 345 | $7.75K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 395 | $8.88K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 400 | $8.99K | 0.00% | +400 | New |
| SRS Capital Advisors, Inc. | 407 | $9.15K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 416 | $9.35K | 0.00% | +385+1,241.9% | Added |
| Brown Brothers Harriman & Co | 418 | $9.39K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 410 | $9.81K | 0.00% | +121+41.9% | Added |
| Lindbrook Capital, LLC | 448 | $10.1K | 0.00% | +263+142.2% | Added |
| Compagnie Lombard Odier SCmA | 460 | $10.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 479 | $10.8K | 0.00% | −355−42.6% | Reduced |
| Ci Investments Inc. | 472 | $11.0K | 0.00% | −61−11.4% | Reduced |
| Signaturefd, LLC | 493 | $11.1K | 0.00% | −231−31.9% | Reduced |
| Coppell Advisory Solutions LLC | 583 | $13.1K | 0.00% | +583 | New |
| IFP Advisors, Inc | 584 | $13.1K | 0.00% | −132−18.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 600 | $13.5K | 0.00% | −21,098−97.2% | Reduced |
| Global Retirement Partners, LLC | 609 | $13.7K | 0.00% | +159+35.3% | Added |
| Ronald Blue Trust, Inc. | 607 | $14.8K | 0.00% | +601+10,016.7% | Added |
| WealthCollab, LLC | 686 | $15.4K | 0.01% | −212−23.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 725 | $16.3K | 0.01% | +725 | New |
| Geneos Wealth Management Inc. | 750 | $16.9K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 753 | $16.9K | 0.00% | +753 | New |
| Migdal Insurance & Financial Holdings Ltd. | 752 | $17.0K | 0.00% | −323−30.0% | Reduced |
| Atlas Capital Advisors LLC | 840 | $18.9K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 900 | $20.2K | 0.01% | −22−2.4% | Reduced |
| Harbour Investments, Inc. | 975 | $21.9K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,000 | $22.5K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,088 | $24.4K | 0.00% | −63−5.5% | Reduced |
| Allworth Financial LP | 1,108 | $25.6K | 0.00% | +3+0.3% | Added |
| National Bank of Canada | 1,184 | $26.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,238 | $27.8K | 0.00% | +907+274.0% | Added |
| Sit Investment Associates Inc | 1,250 | $28.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,382 | $31.1K | 0.00% | +1,169+548.8% | Added |
| GWM Advisors LLC | 1,532 | $34.4K | 0.00% | −16−1.0% | Reduced |
| Allianz SE | 1,800 | $40.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,965 | $44.2K | 0.02% | +880+81.1% | Added |
| Cullen/Frost Bankers, Inc. | 2,000 | $44.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,400 | $53.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,669 | $60.0K | 0.00% | +1,960+276.4% | Added |
| Twin Lakes Capital Management, LLC | 2,981 | $67.0K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 3,010 | $68.0K | 0.04% | −88−2.8% | Reduced |
| Mendota Financial Group, LLC | 3,050 | $68.5K | 0.04% | −630−17.1% | Reduced |
| Daiwa Securities Group Inc. | 3,059 | $69.0K | 0.00% | −38,691−92.7% | Reduced |
| Versant Capital Management, Inc | 3,214 | $72.2K | 0.02% | +3,214 | New |
| Financial Avengers, Inc. | 3,386 | $76.1K | 0.04% | −474−12.3% | Reduced |
| Rosenberg Matthew Hamilton | 3,400 | $76.6K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 3,480 | $78.0K | 0.02% | +3,480 | New |
| Activest Wealth Management | 3,600 | $80.9K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3,733 | $83.9K | 0.04% | +3,733 | New |
| Tyler-Stone Wealth Management | 4,200 | $94.4K | 0.04% | 00.0% | Unchanged |
| Caz Investments LP | 4,500 | $101.0K | 0.15% | 00.0% | Unchanged |
| Ossiam | 4,824 | $108.4K | 0.00% | 00.0% | Unchanged |