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DBX · Dropbox, Inc.
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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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DBX

DROPBOX, INC.
SOFTWARE & IT · SERVICES-PREPACKAGED SOFTWARE · CIK 0001467623
FORM 144 · 10☆ WATCH
INSIDER NET · 180D
-$8.0M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
224
13F, latest reported quarter
REVENUE GROWTH
-1.1%
XBRL, annual
NET MARGIN
20.2%
CONVERSIONS · 180D
3
codes C/M, not in net · $0 priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$8.0M over 180 days
-$1.7M over 90 days · -$4.4M of it by a 10%+ holder
below 72% of Software & IT
CONGRESS
no member of Congress has reported trading it
FUNDS
224 funds added or opened last quarter
more than 77% of Software & IT
REVENUE
-1.1% year over year
below 72% of Software & IT
MARGIN
20.2% net margin
more than 86% of Software & IT
BUYBACKS
$697.1M repurchased, FY to 2026-06-30
more than 87% of Software & IT
SHORT
7.0 days to cover · settled 2026-07-31
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$8.0M across 9 people in 180 days.
224 funds added or opened positions in the latest 13F quarter, of 459 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +25.4%
+25.4%12M
-23%-6%+10%+26%2025-092025-102025-122026-032026-052026-072026-09 2026-02-02 · Houston Andrew sold $4.2M2025-11-14 · Houston Andrew sold $3.1M2025-10-01 · Houston Andrew sold $2.9M2026-03-02 · Houston Andrew sold $2.7M2025-12-01 · Houston Andrew sold $2.7M2025-09-02 · Houston Andrew sold $2.6M2026-04-01 · Houston Andrew sold $2.5M2026-01-02 · Houston Andrew sold $2.1M2025-09-08 · Houston Andrew sold $1.4M2026-01-09 · Houston Andrew sold $996.5K2026-05-14 · Houston Andrew sold $973.4K2026-05-18 · Houston Andrew sold $834.1K2026-01-12 · Houston Andrew sold $655.2K2026-06-02 · Alkarmi Ashraf sold $632.4K2026-08-18 · Webster Eric T sold $539.7K2026-07-14 · Dasdan Ali sold $389.2K2026-08-18 · Dasdan Ali sold $386.7K2025-09-08 · Dasdan Ali sold $384.4K2026-01-02 · Houston Andrew sold $367.0K2025-09-08 · Yoon William T sold $344.7K2026-03-03 · Alkarmi Ashraf sold $324.3K2025-09-08 · Alkarmi Ashraf sold $300.0K2025-12-03 · Houston Andrew sold $275.0K2026-03-11 · Yoon William T sold $227.3K2025-11-18 · Alkarmi Ashraf sold $182.6K2026-02-26 · Dasdan Ali sold $181.8K2025-11-24 · Dasdan Ali sold $170.0K2025-10-01 · Regan Timothy sold $148.8K2026-05-18 · Moore Andrew William sold $131.7K2025-11-18 · Yoon William T sold $130.5K2025-11-18 · Dasdan Ali sold $115.2K2025-11-18 · Alkarmi Ashraf sold $112.1K2026-05-18 · Yoon William T sold $112.0K2026-05-15 · Campbell Lisa M sold $111.9K2025-10-01 · Houston Andrew sold $107.3K2026-05-15 · Peacock Karen sold $106.0K2026-05-18 · Moore Andrew William sold $101.1K2026-05-18 · Yoon William T sold $87.3K2026-05-18 · Dasdan Ali sold $82.5K2025-11-18 · Yoon William T sold $78.0K2026-05-18 · Dasdan Ali sold $73.7K2026-07-29 · Peacock Karen sold $66.0K2026-08-31 · SARAH SCHUBACH filed to sell $58.2K2026-08-20 · SARAH SCHUBACH filed to sell $55.4K2026-08-18 · ALI DASDAN filed to sell $378.3K2026-08-18 · Eric T Webster filed to sell $539.7K2026-07-31 · SARAH SCHUBACH filed to sell $52.4K2026-07-29 · KAREN PEACOCK filed to sell $64.1K2026-07-15 · SARAH SCHUBACH filed to sell $39.1K2026-07-14 · ALI DASDAN filed to sell $383.7K2026-07-07 · KAREN PEACOCK filed to sell $57.0K2026-06-30 · SARAH SCHUBACH filed to sell $35.8K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $8.0M sold by insiders over 180 days, 224 funds added last quarter, $1.7M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
TEAMMETACRWVCRMNETCRWDDDOGDASHAPPIOTPCTYMDB
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, DROPBOX, INC. insiders sold a net $8.0M of stock across 314 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Schubach Sarah Elizabeth
Chief Accounting Officer
SELL
2026-08-31
1,631.0
$57.9K
Dasdan Ali
Chief Technology Officer
SELL
2026-08-18
11,332.0
$386.7K
Webster Eric T
Chief Business Officer
SELL
2026-08-18
15,830.0
$539.7K
Schubach Sarah Elizabeth
Chief Accounting Officer
SELL
2026-07-31
1,632.0
$51.6K
Peacock Karen
Director
SELL
2026-07-29
2,000.0
$66.0K
314 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 309 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
18,450,111.0 sh
$506.8M
VANGUARD PORTFOLIO MANAGEMENT LLC
10,582,149.0 sh
$290.7M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
7,840,023.0 sh
$215.4M
RENAISSANCE TECHNOLOGIES LLC
7,213,667.0 sh
$198.2M
VANGUARD CAPITAL MANAGEMENT LLC
6,541,220.0 sh
$179.7M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
SARAH SCHUBACH
FILED 2026-08-31
$58.2K
SARAH SCHUBACH
FILED 2026-08-20
$55.4K
ALI DASDAN
FILED 2026-08-18
$378.3K
Eric T Webster
FILED 2026-08-18
$539.7K
SARAH SCHUBACH
FILED 2026-07-31
$52.4K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Global X Cloud Computing ETF
$9.0M POSITION · AS OF 2026-02-28
4.4%
Harbor Long-Short Equity ETF
$304.9K POSITION · AS OF 2026-04-30
2.0%
Alger Russell Innovation ETF
$193.6K POSITION · AS OF 2026-03-31
1.8%
PIMCO RAE US Small Fund
$50.8M POSITION · AS OF 2026-03-31
1.6%
SRH U.S. Quality GARP ETF
$2.5M POSITION · AS OF 2026-04-30
1.3%
Bushido Capital US SMID Cap Equity ETF
$1.8M POSITION · AS OF 2026-04-30
1.2%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Corporate PAC
FEC · the company-connected political action committee's own receipts and spending — committee totals only, never individual donors
Dropbox Inc Pac
CYCLE 2026 · $38K SPENT
$65.4K
FEDERAL ELECTION COMMISSION · MATCHED BY THE PAC'S CONNECTED ORGANISATION
Executive pay vs shareholder return · Mr. Houston
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$2.2M
-$42.4M
$9.5M
+25%
+158%
2024
$1.7M
-$16.2M
$7.2M
+35%
+101%
2023
$1.5M
$19.5M
$2.5M
+33%
+47%
2022
$1.1M
-$22.8M
$3.5M
+1%
-11%
2021
$1.5M
$25.2M
$2.8M
+11%
+38%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$2.5B$2.5B$2.5B$2.3B
GROSS PROFIT$2.0B$2.1B$2.0B$1.9B
OPERATING INCOME$689.1M$486.2M$538.7M$181.3M
NET INCOME$508.4M$452.3M$453.6M$553.2M
EPS (DILUTED)1.861.401.311.52
OPERATING CASH FLOW$951.8M$894.1M$783.7M$797.3M
CASH$891.3M$1.3B$614.9M$232.8M
BUYBACKS$1.7B$1.2B$539.9M$795.4M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →