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 2024
Institutional positions in Dropbox, Inc. as of Dec 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
- 455
- +38 vs. Q3 2024
- Shares held
- 228.1M
- +8.54M (+3.9%) vs. Q3 2024
- Total value
- $6.85B
- +$1.27B (+22.8%) vs. Q3 2024
- New holders
- 83
- 150 more added
- Sold out
- 45
- 159 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Dropbox, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 2 | $50 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 2 | $61 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $120 | 0.00% | −128−97.0% | Reduced |
| Robinswood Financial LLC | 5 | $150 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 5 | $150 | 0.00% | +5 | New |
| Assetmark, Inc | 7 | $210 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 9 | $270 | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 10 | $300 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 14 | $421 | 0.00% | +14 | New |
| MV Capital Management, Inc. | 15 | $451 | 0.00% | +9+150.0% | Added |
| Rothschild Investment LLC | 17 | $511 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 18 | $541 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 20 | $622 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 21 | $631 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $751 | 0.00% | −360−93.5% | Reduced |
| Parkside Financial Bank & Trust | 29 | $872 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $992 | 0.00% | −6−15.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 17 | $1.00K | 0.00% | −82−82.8% | Reduced |
| Rakuten Securities, Inc. | 35 | $1.05K | 0.00% | −745−95.5% | Reduced |
| Mather Group, LLC. | 41 | $1.23K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 41 | $1.23K | 0.00% | +41 | New |
| Salem Investment Counselors Inc | 50 | $1.50K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 50 | $1.50K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $1.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 50 | $1.50K | 0.00% | +7+16.3% | Added |
| Horizon Investments, LLC | 53 | $1.59K | 0.00% | +53 | New |
| Private Trust Co NA | 55 | $1.65K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 58 | $1.74K | 0.00% | +58 | New |
| Clearstead Advisors, LLC | 60 | $1.80K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $2.10K | 0.00% | +48+218.2% | Added |
| Harbour Investments, Inc. | 70 | $2.10K | 0.00% | +70 | New |
| Decker Retirement Planning Inc. | 86 | $2.58K | 0.00% | +86 | New |
| Farmers & Merchants Investments Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 100 | $3.00K | 0.00% | +100 | New |
| New Wave Wealth Advisors LLC | 113 | $3.40K | 0.00% | +113 | New |
| Altshuler Shaham Ltd | 146 | $4.39K | 0.00% | +146 | New |
| LRI Investments, LLC | 150 | $4.51K | 0.00% | −395−72.5% | Reduced |
| Consultiva Wealth Management, Corp. | 150 | $4.51K | 0.02% | +150 | New |
| Harel Insurance Investments & Financial Services Ltd. | 164 | $5.00K | 0.00% | −59−26.5% | Reduced |
| Hemington Wealth Management | 198 | $5.00K | 0.00% | +84+73.7% | Added |
| Quest 10 Wealth Builders, Inc. | 170 | $5.11K | 0.01% | +170 | New |
| JFS Wealth Advisors, LLC | 173 | $5.20K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 173 | $5.20K | 0.00% | +77+80.2% | Added |
| Sachetta, LLC | 200 | $6.01K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 200 | $6.01K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 215 | $6.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 245 | $7.36K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 248 | $7.45K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $7.51K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 254 | $7.63K | 0.00% | +254 | New |
| BFSG, LLC | 255 | $7.66K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 270 | $8.11K | 0.00% | +211+357.6% | Added |
| Nemes Rush Group LLC | 296 | $8.89K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 305 | $9.16K | 0.00% | +75+32.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 311 | $9.34K | 0.00% | −858−73.4% | Reduced |
| Quadrant Capital Group LLC | 318 | $9.55K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 339 | $10.3K | 0.00% | −941−73.5% | Reduced |
| Lindbrook Capital, LLC | 395 | $11.9K | 0.00% | −1−0.3% | Reduced |
| Skopos Labs, Inc. | 396 | $11.9K | 0.00% | +20+5.3% | Added |
| Signaturefd, LLC | 420 | $12.6K | 0.00% | +25+6.3% | Added |
| CoreCap Advisors, LLC | 423 | $12.7K | 0.00% | −357−45.8% | Reduced |
| GeoWealth Management, LLC | 466 | $14.0K | 0.00% | +352+308.8% | Added |
| Avondale Wealth Management | 500 | $15.0K | 0.01% | −500−50.0% | Reduced |
| Evelyn Partners Investment Management LLP | 500 | $15.0K | 0.00% | +500 | New |
| Global Retirement Partners, LLC | 574 | $17.2K | 0.00% | −50−8.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 600 | $18.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 661 | $19.9K | 0.00% | +200+43.4% | Added |
| Brown, Lisle/Cummings, Inc. | 725 | $21.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 794 | $23.9K | 0.00% | +283+55.4% | Added |
| GWM Advisors LLC | 832 | $25.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 864 | $26.0K | 0.00% | −1,223−58.6% | Reduced |
| EverSource Wealth Advisors, LLC | 865 | $26.0K | 0.00% | +424+96.1% | Added |
| Avion Wealth | 1,006 | $30.0K | 0.01% | +984+4,472.7% | Added |
| True Wealth Design, LLC | 1,036 | $31.1K | 0.01% | +680+191.0% | Added |
| WealthCollab, LLC | 1,078 | $32.4K | 0.02% | −428−28.4% | Reduced |
| Ci Investments Inc. | 1,087 | $33.0K | 0.00% | +289+36.2% | Added |
| Umb Bank N A | 1,163 | $34.9K | 0.00% | −591−33.7% | Reduced |
| Sit Investment Associates Inc | 1,250 | $38.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,345 | $40.4K | 0.00% | +1,345 | New |
| Eisler Capital Management Ltd. | 1,512 | $44.7K | 0.00% | +1,512 | New |
| Allworth Financial LP | 1,456 | $45.4K | 0.00% | +365+33.5% | Added |
| Huntington National Bank | 1,538 | $46.2K | 0.00% | +1,361+768.9% | Added |
| SRS Capital Advisors, Inc. | 1,665 | $50.0K | 0.00% | −58−3.4% | Reduced |
| V-Square Quantitative Management LLC | 1,717 | $51.6K | 0.01% | +482+39.0% | Added |
| Vision Financial Markets LLC | 1,750 | $52.6K | 0.06% | +1,750 | New |
| Fifth Third Bancorp | 1,798 | $54.0K | 0.00% | +472+35.6% | Added |
| Cullen/Frost Bankers, Inc. | 2,000 | $60.1K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,521 | $75.7K | 0.04% | −975−27.9% | Reduced |
| Credit Agricole S A | 2,530 | $76.0K | 0.00% | −2,039−44.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,855 | $85.8K | 0.00% | −79−2.7% | Reduced |
| Proequities, Inc. | 2,750 | $85.8K | 0.00% | +250+10.0% | Added |
| Mendota Financial Group, LLC | 2,890 | $86.8K | 0.06% | −160−5.2% | Reduced |
| Twin Lakes Capital Management, LLC | 2,981 | $89.5K | 0.06% | 00.0% | Unchanged |
| Caz Investments LP | 3,000 | $90.0K | 0.13% | −6,000−66.7% | Reduced |
| Covestor Ltd | 3,149 | $95.0K | 0.06% | −894−22.1% | Reduced |
| Generali Asset Management SPA SGR | 3,312 | $99.5K | 0.00% | +3,312 | New |
| Promethos Capital, LLC | 3,340 | $100.3K | 0.04% | +3,340 | New |
| IFP Advisors, Inc | 3,322 | $101.2K | 0.00% | +2,703+436.7% | Added |
| Financial Avengers, Inc. | 3,386 | $101.7K | 0.05% | 00.0% | Unchanged |