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Burney Company’s Dropbox DBX Stock Holding History

Burney Company’s Portfolio DBX Stock Details DBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,046
Closed -$307K – 595
2025
Q4 		$307K Hold
11,046
– – 0.01% 519
2025
Q3 		$334K Sell
11,046
-2,010
-15% -$57.5K 0.01% 487
2025
Q2 		$373K Sell
13,056
-3,776
-22% -$107K 0.01% 465
2025
Q1 		$450K Sell
16,832
-200
-1% -$5.81K 0.02% 437
2024
Q4 		$512K Sell
17,032
-1,187
-7% -$32.8K 0.02% 423
2024
Q3 		$463K Sell
18,219
-157,953
-90% -$3.72M 0.02% 444
2024
Q2 		$3.96M Sell
176,172
-6,937
-4% -$159K 0.15% 156
2024
Q1 		$4.45M Sell
183,109
-2,115
-1% -$59.3K 0.17% 146
2023
Q4 		$5.46M Sell
185,224
-1,022
-0.5% -$28.4K 0.23% 115
2023
Q3 		$5.07M Sell
186,246
-545
-0.3% -$14.9K 0.24% 110
2023
Q2 		$4.98M Sell
186,791
-4,292
-2% -$97.8K 0.23% 112
2023
Q1 		$4.13M Buy
191,083
+2,206
+1% +$48.4K 0.2% 141
2022
Q4 		$4.23M Sell
188,877
-94,418
-33% -$2.08M 0.21% 131
2022
Q3 		$5.87M Sell
283,295
-28,508
-9% -$638K 0.32% 91
2022
Q2 		$6.54M Buy
311,803
+38,578
+14% +$835K 0.34% 84
2022
Q1 		$6.35M Buy
273,225
+261,154
+2,163% +$6.09M 0.29% 105
2021
Q4 		$296K Sell
12,071
-35,645
-75% -$959K 0.01% 495
2021
Q3 		$1.39M Buy
+47,716
New +$1.48M 0.07% 262

Other funds holding DBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Burney Company's DBX Position: Q1 2026 in Review

Burney Company sold out of Dropbox (DBX) in Q1 2026, closing a stake of 11,046 shares — an estimated $307K sold.

Burney Company first reported a position in DBX in Q3 2021 and held it in 18 quarters. The position peaked at $6.54M in Q2 2022. 425 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • Burney Company reported no remaining Dropbox position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 11,046 Dropbox shares in Q1 2026, an estimated $307K.
  • Burney Company first reported a position in Dropbox in Q3 2021 and held it in 18 quarters.
  • Burney Company's Dropbox position peaked at $6.54M in Q2 2022.
  • 425 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.