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Dropbox, Inc.

DBX Technology
$22.72 +$0.16 (0.71%)
Market Cap: $5.42 B
Gurus Holding
6
Popularity Rank
#1448
% of Shares Held
5.09%
Net Activity (Q4 2025)
-$38.35 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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $278.73 M.

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

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $38.35 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 38.4%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q4 2025)

+$5.66 M
Total Buy Value
New Buys 1
Additions 1
-$44.01 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for Dropbox, Inc. (DBX)

Major holders include Renaissance Technologies (RenTech) ($232.86 M), Cliff Asness ($50.06 M), Joel Greenblatt ($35.32 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 12.27 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $38.35 M, with 2 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 $44.01 M.

Yes, 1 managers opened new positions in DBX, and 1 increased their existing holdings. The total reported buy value was $5.66 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.36% Reduce -10.7% 8,376,364 $232.86 M Q4 2025
0.03% Reduce -8.0% 1,812,403 $50.06 M Q4 2025
0.13% Add 17.3% 1,270,398 $35.32 M Q4 2025
0.06% Reduce -23.6% 600,252 $16.69 M Q4 2025
0.01% Reduce -38.4% 192,896 $5.36 M Q4 2025
0.00% New Buy 15,944 $443,243 Q4 2025
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Value
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