Joel Greenblatt's DBX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1.27 M shares of Dropbox, Inc. (DBX) worth $35.32 M, representing 0.13% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in DBX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 422,934 shares. Largest reduction occurred in Q1 2023, reducing 127,187 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Dropbox (DBX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dropbox (DBX) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +187,482 | Add 17.31% | 1.27 M | $27.80 |
| Q3 2025 | +422,934 | Add 64.08% | 1.08 M | $30.21 |
| Q2 2025 | +283,392 | Add 75.25% | 659,982 | $28.60 |
| Q1 2025 | +110,663 | Add 41.61% | 376,590 | $26.71 |
| Q4 2024 | +12,814 | Add 5.06% | 265,927 | $30.04 |
| Q3 2024 | -28,449 | Reduce 10.10% | 253,113 | $25.43 |
| Q2 2024 | +174,489 | Add 162.96% | 281,562 | $22.47 |
| Q1 2024 | +92,190 | Add 619.43% | 107,073 | $24.30 |
| Q4 2023 | -1,971 | Reduce 11.69% | 14,883 | $29.48 |
| Q3 2023 | +1,994 | Add 13.42% | 16,854 | $27.23 |
| Q2 2023 | -5,747 | Reduce 27.89% | 14,860 | $26.67 |
| Q1 2023 | -127,187 | Reduce 86.06% | 20,607 | $21.62 |
| Q4 2022 | -38,502 | Reduce 20.67% | 147,794 | $22.38 |
| Q3 2022 | +97,066 | Add 108.78% | 186,296 | $20.72 |
| Q2 2022 | +37,460 | Add 72.36% | 89,230 | $20.99 |
| Q1 2022 | -33,021 | Reduce 38.94% | 51,770 | $23.26 |
| Q4 2021 | +4,689 | Add 5.85% | 84,791 | $24.54 |
| Q3 2021 | +63,971 | Add 396.57% | 80,102 | $29.23 |
| Q2 2021 | +16,131 | New Buy | 16,131 | $30.31 |
| Q2 2020 | -17,967 | Sold Out | 0 | $0.00 |
| Q1 2020 | +17,967 | New Buy | 17,967 | $18.09 |
| Q3 2019 | -16,838 | Sold Out | 0 | $0.00 |
| Q2 2019 | +16,838 | New Buy | 16,838 | $25.06 |
| Q1 2019 | -16,410 | Sold Out | 0 | $0.00 |
| Q4 2018 | +16,410 | New Buy | 16,410 | $20.41 |
Joel Greenblatt's Dropbox Investment FAQs
Joel Greenblatt first purchased Dropbox, Inc. (DBX) in Q4 2018, acquiring 16,410 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Dropbox, Inc. (DBX) for 25 quarters since Q4 2018.
Joel Greenblatt's largest addition to Dropbox, Inc. (DBX) was in Q3 2025, adding 1,082,916 shares worth $32.71 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,270,398 shares of Dropbox, Inc. (DBX), valued at approximately $35.32 M.
As of the Q4 2025 filing, Dropbox, Inc. (DBX) represents approximately 0.13% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Dropbox, Inc. (DBX) was 1,270,398 shares, as reported at the end of Q4 2025.