Covestor
DBX icon

Covestor’s Dropbox DBX Stock Holding History

Covestor’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
Q3 		$89K Sell
2,626
-787
-23% -$26K 0.06% 400
2026
Q2 		$94K Buy
3,413
+924
+37% +$23.7K 0.05% 391
2026
Q1 		$56K Sell
2,489
-1,439
-37% -$36.6K 0.04% 632
2025
Q4 		$110K Sell
3,928
-238
-6% -$6.93K 0.06% 526
2025
Q3 		$125K Buy
4,166
+1,951
+88% +$55.8K 0.07% 445
2025
Q2 		$64K Sell
2,215
-253
-10% -$7.16K 0.04% 787
2025
Q1 		$65K Sell
2,468
-681
-22% -$19.8K 0.04% 725
2024
Q4 		$95K Sell
3,149
-894
-22% -$24.7K 0.06% 557
2024
Q3 		$102K Buy
4,043
+1,033
+34% +$24.3K 0.06% 501
2024
Q2 		$68K Sell
3,010
-88
-3% -$2.01K 0.04% 715
2024
Q1 		$76K Buy
3,098
+102
+3% +$2.86K 0.05% 695
2023
Q4 		$89K Sell
2,996
-58
-2% -$1.61K 0.06% 574
2023
Q3 		$83K Sell
3,054
-3,200
-51% -$87.2K 0.06% 527
2023
Q2 		$167K Buy
6,254
+2,142
+52% +$48.8K 0.13% 184
2023
Q1 		$89K Sell
4,112
-14
-0.3% -$307 0.08% 439
2022
Q4 		$92K Buy
4,126
+1,970
+91% +$43.3K 0.08% 428
2022
Q3 		$45K Buy
2,156
+918
+74% +$20.6K 0.04% 730
2022
Q2 		$26K Sell
1,238
-134
-10% -$2.9K 0.02% 928
2022
Q1 		$32K Buy
1,372
+1,121
+447% +$26.1K 0.02% 937
2021
Q4 		$6K Buy
+251
New +$6.75K 0.01% 1214

Other funds holding DBX

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Covestor's DBX Position: Q3 2026 in Review

Covestor reduced its Dropbox (DBX) stake by 23% in Q3 2026, selling an estimated $26K and leaving 2,626 shares worth $89K. The position accounts for 0.06% of the portfolio, ranked #400.

Covestor first reported a position in DBX in Q4 2021 and has held it in 20 quarters since. The position peaked at $167K in Q2 2023. 224 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

  • Covestor held 2,626 shares of Dropbox worth $89K as of Q3 2026.
  • Covestor sold 787 Dropbox shares in Q3 2026, an estimated $26K.
  • Dropbox made up 0.06% of Covestor's portfolio in Q3 2026, its #400 holding.
  • Covestor first reported a position in Dropbox in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Dropbox position peaked at $167K in Q2 2023.
  • 224 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.