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 2024
Institutional positions in Dropbox, Inc. as of Sep 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
- 425
- −1 vs. Q2 2024
- Shares held
- 219.7M
- +26.0M (+13.4%) vs. Q2 2024
- Total value
- $5.59B
- +$1.23B (+28.4%) vs. Q2 2024
- New holders
- 68
- 135 more added
- Sold out
- 69
- 154 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Dropbox, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $51 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 5 | $127 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $153 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 10 | $254 | 0.00% | +10 | New |
| Rothschild Investment LLC | 17 | $432 | 0.00% | +12+240.0% | Added |
| New Millennium Group LLC | 18 | $458 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 20 | $525 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 21 | $534 | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 22 | $560 | 0.00% | +22 | New |
| Parkside Financial Bank & Trust | 29 | $739 | 0.00% | −12−29.3% | Reduced |
| Addison Advisors LLC | 38 | $967 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $992 | 0.00% | −2−4.9% | Reduced |
| Mather Group, LLC. | 41 | $1.04K | 0.00% | −64−61.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 43 | $1.09K | 0.00% | −5−10.4% | Reduced |
| Strategic Investment Solutions, Inc. | 50 | $1.27K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $1.27K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $1.27K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 55 | $1.40K | 0.00% | −158−74.2% | Reduced |
| Massmutual Trust Co FSB | 59 | $1.50K | 0.00% | −63−51.6% | Reduced |
| Clearstead Advisors, LLC | 60 | $1.53K | 0.00% | −285,815−100.0% | Reduced |
| Hemington Wealth Management | 114 | $2.00K | 0.00% | +114 | New |
| Farther Finance Advisors, LLC | 96 | $2.44K | 0.00% | +38+65.5% | Added |
| Performa Ltd (US), LLC | 100 | $2.54K | 0.00% | −200−66.7% | Reduced |
| Farmers & Merchants Investments Inc | 100 | $2.54K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $2.54K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 100 | $2.54K | 0.00% | +100 | New |
| Jaffetilchin Investment Partners, LLC | 110 | $2.80K | 0.00% | +110 | New |
| GeoWealth Management, LLC | 114 | $2.90K | 0.00% | +114 | New |
| Migdal Insurance & Financial Holdings Ltd. | 99 | $3.00K | 0.00% | −653−86.8% | Reduced |
| Rise Advisors, LLC | 120 | $3.05K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 132 | $3.36K | 0.00% | +132 | New |
| JFS Wealth Advisors, LLC | 173 | $4.40K | 0.00% | +5+3.0% | Added |
| Huntington National Bank | 177 | $4.50K | 0.00% | +49+38.3% | Added |
| Sachetta, LLC | 200 | $5.09K | 0.00% | −81−28.8% | Reduced |
| Pineridge Advisors LLC | 200 | $5.09K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 215 | $5.47K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 230 | $5.85K | 0.00% | −520−69.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 223 | $6.00K | 0.00% | +55+32.7% | Added |
| Private Wealth Management Group, LLC | 245 | $6.23K | 0.00% | +52+26.9% | Added |
| Quent Capital, LLC | 248 | $6.31K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $6.36K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 255 | $6.49K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 296 | $7.19K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 318 | $8.09K | 0.00% | +172+117.8% | Added |
| True Wealth Design, LLC | 356 | $9.05K | 0.00% | +356 | New |
| Skopos Labs, Inc. | 376 | $9.56K | 0.00% | +376 | New |
| Asset Dedication, LLC | 385 | $9.79K | 0.00% | −31−7.5% | Reduced |
| Signaturefd, LLC | 395 | $10.0K | 0.00% | −98−19.9% | Reduced |
| Lindbrook Capital, LLC | 396 | $10.1K | 0.00% | −52−11.6% | Reduced |
| Larson Financial Group LLC | 400 | $10.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 441 | $11.2K | 0.00% | +31+7.6% | Added |
| Compagnie Lombard Odier SCmA | 460 | $11.7K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 461 | $11.7K | 0.00% | +461 | New |
| Steward Partners Investment Advisory, LLC | 479 | $12.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 511 | $12.9K | 0.00% | +166+48.1% | Added |
| LRI Investments, LLC | 545 | $15.1K | 0.00% | +150+38.0% | Added |
| Federation des caisses Desjardins du Quebec | 600 | $15.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 619 | $15.7K | 0.00% | +35+6.0% | Added |
| Global Retirement Partners, LLC | 624 | $15.9K | 0.00% | +15+2.5% | Added |
| Clear Street Markets LLC | 657 | $17.0K | 0.01% | +657 | New |
| Brown, Lisle/Cummings, Inc. | 725 | $18.4K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 780 | $19.8K | 0.01% | −120−13.3% | Reduced |
| CoreCap Advisors, LLC | 780 | $19.8K | 0.00% | +702+900.0% | Added |
| Ci Investments Inc. | 798 | $20.0K | 0.00% | +326+69.1% | Added |
| GWM Advisors LLC | 832 | $21.2K | 0.00% | −700−45.7% | Reduced |
| Atlas Capital Advisors LLC | 840 | $21.4K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 943 | $24.0K | 0.00% | +190+25.2% | Added |
| Avondale Wealth Management | 1,000 | $25.4K | 0.02% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,085 | $27.6K | 0.01% | +1,085 | New |
| Allworth Financial LP | 1,091 | $27.7K | 0.00% | −17−1.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,169 | $29.7K | 0.00% | +1,028+729.1% | Added |
| V-Square Quantitative Management LLC | 1,235 | $31.4K | 0.00% | +1,235 | New |
| Sit Investment Associates Inc | 1,250 | $32.0K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 1,280 | $32.5K | 0.00% | −520−28.9% | Reduced |
| Fifth Third Bancorp | 1,326 | $33.7K | 0.00% | −56−4.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,481 | $37.7K | 0.01% | +1,481 | New |
| Danske Bank A/S | 1,500 | $38.1K | 0.00% | +1,500 | New |
| WealthCollab, LLC | 1,506 | $38.3K | 0.03% | +820+119.5% | Added |
| SRS Capital Advisors, Inc. | 1,723 | $43.8K | 0.00% | +1,316+323.3% | Added |
| Umb Bank N A | 1,754 | $44.6K | 0.00% | +1,686+2,479.4% | Added |
| Cullen/Frost Bankers, Inc. | 2,000 | $50.9K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,047 | $52.1K | 0.00% | +2,047 | New |
| Principal Securities, Inc. | 2,087 | $53.1K | 0.00% | +999+91.8% | Added |
| Quarry LP | 2,424 | $61.6K | 0.02% | +459+23.4% | Added |
| Proequities, Inc. | 2,500 | $63.6K | 0.00% | +100+4.2% | Added |
| Ronald Blue Trust, Inc. | 2,934 | $65.9K | 0.00% | +2,327+383.4% | Added |
| GAMMA Investing LLC | 2,888 | $73.4K | 0.01% | +1,650+133.3% | Added |
| Twin Lakes Capital Management, LLC | 2,981 | $75.8K | 0.05% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 3,050 | $77.6K | 0.04% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 3,386 | $86.1K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,400 | $86.5K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3,496 | $88.9K | 0.04% | −237−6.3% | Reduced |
| Activest Wealth Management | 3,600 | $91.5K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,818 | $97.1K | 0.01% | +1,149+43.0% | Added |
| Versant Capital Management, Inc | 3,991 | $101.5K | 0.02% | +777+24.2% | Added |
| Covestor Ltd | 4,043 | $102.0K | 0.06% | +1,033+34.3% | Added |
| Credit Agricole S A | 4,569 | $116.2K | 0.00% | −6,832−59.9% | Reduced |
| Nisa Investment Advisors, LLC | 4,899 | $124.6K | 0.00% | −770−13.6% | Reduced |