Grantham, Mayo, Van Otterloo & Co (GMO)’s Dropbox DBX Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	$2.02M	Buy	+88,898	New	+$2.26M	0.01%	432
2025 Q3	–	Sell	-59,953	Closed	-$1.71M	–	619
2025 Q2	$1.71M	Sell	59,953 -5,846	-9%	-$166K	0.01%	384
2025 Q1	$1.76M	Buy	+65,799	New	+$1.91M	0.01%	386
2024 Q2	–	Sell	-308,556	Closed	-$7.5M	–	540
2024 Q1	$7.5M	Buy	308,556 +93,989	+44%	+$2.63M	0.03%	278
2023 Q4	$6.33M	Buy	214,567 +129,741	+153%	+$3.6M	0.03%	278
2023 Q3	$2.31M	Sell	84,826 -2,649	-3%	-$72.2K	0.01%	397
2023 Q2	$2.33M	Buy	+87,475	New	+$1.99M	0.01%	428
2021 Q3	–	Sell	-89,600	Closed	-$2.72M	–	700
2021 Q2	$2.72M	Sell	89,600 -35,900	-29%	-$981K	0.01%	417
2021 Q1	$3.35M	Buy	125,500 +77,300	+160%	+$1.86M	0.02%	392
2020 Q4	$1.07M	Buy	+48,200	New	+$982K	0.01%	560

Other funds holding DBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s DBX Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) opened a new position in Dropbox (DBX) in Q1 2026: 88,898 shares worth $2.02M. The stake represents 0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: Grantham, Mayo, Van Otterloo & Co (GMO) previously reported a position in DBX as recently as Q2 2025.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in DBX in Q4 2020 and has held it in 10 quarters since. The position peaked at $7.5M in Q1 2024. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 88,898 shares of Dropbox worth $2.02M as of Q1 2026.
Dropbox was a new Grantham, Mayo, Van Otterloo & Co (GMO) position in Q1 2026.
Dropbox made up 0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #432 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Dropbox in Q4 2020 and has held it in 10 quarters since.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Dropbox position peaked at $7.5M in Q1 2024.
422 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.