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Dropbox, Inc.

DBX Technology
$36.48 $-1.13 (-3.00%)
Market Cap: $7.93 B
Gurus Holding
7
Popularity Rank
#1228
% of Shares Held
5.32%
Net Activity (Q2 2026)
+$12.41 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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $422.37 M.

Top institutional holders include Renaissance Technologies (RenTech) and Joel Greenblatt.

Institutional sentiment is currently Bullish. This is evidenced by a $12.41 M net inflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 29.0%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$31.66 M
Total Buy Value
New Buys 1
Additions 2
-$19.25 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for Dropbox, Inc. (DBX)

Major holders include Renaissance Technologies (RenTech) ($198.16 M), Joel Greenblatt ($61.48 M), Cliff Asness ($47.42 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 11.58 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $12.41 M, with 3 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited DBX. The total reported sell value was $19.25 M.

Yes, 1 managers opened new positions in DBX, and 2 increased their existing holdings. The total reported buy value was $31.66 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.27% Reduce -6.6% 7,213,667 $198.16 M Q2 2026
0.14% Add 90.1% 2,238,153 $61.48 M Q2 2026
0.02% Reduce -4.1% 1,729,397 $47.42 M Q2 2026
0.01% Reduce -29.0% 184,865 $5.08 M Q2 2026
0.01% New Buy 91,134 $2.5 M Q2 2026
0.01% Add 0.3% 89,176 $2.45 M Q2 2026
0.01% Reduce -22.3% 31,607 $868,244 Q2 2026
Date
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Transaction
Value
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Position / Chg
SEC Form