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Dropbox, Inc.

DBX 科技
$24.53 +$0.23 (0.95%)
Market Cap: $6.35 B
Gurus Holding
6
Popularity Rank
#1221
% of Shares Held
4.78%
Net Activity (Q4 2025)
-$35.9 M

Guru Ownership Trend

Guru Analysis for Dropbox, Inc. (DBX)

Dropbox, Inc. (DBX), a key player in the 科技 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 $303.13 M.

Top institutional holders include 文藝復興科技 and 克里夫·阿斯內斯.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $35.9 M net outflow during the quarter.

Recent activity highlights 保羅·都鐸·瓊斯 who opened a new position. Conversely, 雷·達里歐 reduced exposure by 23.6%.

Key Holders

Recent Activity Breakdown (Q4 2025)

+$443,243
Total Buy Value
New Buys 1
Additions 0
-$36.34 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
1

FAQs for Dropbox, Inc. (DBX)

Major holders include 文藝復興科技 ($232.86 M), 克里夫·阿斯內斯 ($59.49 M), 喬爾·葛林布雷 ($32.71 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 12.36 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $35.9 M, with 1 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited DBX. The total reported sell value was $36.34 M.

Yes, 1 managers opened new positions in DBX, and 0 increased their existing holdings. The total reported buy value was $443,243.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.36% Reduce -10.7% 8,376,364 $232.86 M Q4 2025
0.04% Reduce -13.1% 1,969,186 $59.49 M Q3 2025
0.14% Add 64.1% 1,082,916 $32.71 M Q3 2025
0.06% Reduce -23.6% 600,252 $16.69 M Q4 2025
0.02% New Buy 312,892 $9.45 M Q3 2025
0.00% New Buy 15,944 $443,243 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form