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Dropbox, Inc.

DBX Technology
$26.76 +$0.2 (0.75%)
Market Cap: $6.24 B
Gurus Holding
7
Popularity Rank
#1230
% of Shares Held
4.77%
Net Activity (Q1 2026)
-$28.83 M

Guru Ownership Trend

Guru Analysis for Dropbox, Inc. (DBX)

Dropbox, Inc. (DBX), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $297.94 M.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $28.83 M net outflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 155.2%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 7.8%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$5.07 M
Total Buy Value
New Buys 2
Additions 2
-$33.89 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Dropbox, Inc. (DBX)

Major holders include Renaissance Technologies (RenTech) ($175.42 M), Cliff Asness ($40.72 M), Joel Greenblatt ($26.75 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 11.13 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $28.83 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited DBX. The total reported sell value was $33.89 M.

Yes, 2 managers opened new positions in DBX, and 2 increased their existing holdings. The total reported buy value was $5.07 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.27% Reduce -7.8% 7,721,067 $175.42 M Q1 2026
0.02% Reduce -0.5% 1,803,546 $40.72 M Q1 2026
0.08% Reduce -7.3% 1,177,189 $26.75 M Q1 2026
0.01% Add 34.9% 260,256 $5.91 M Q1 2026
0.01% New Buy 88,898 $2.02 M Q1 2026
0.21% New Buy 42,000 $954,240 Q1 2026
0.01% Add 155.2% 40,690 $924,477 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form