INVST’s Dropbox DBX Stock Holding History

INVST’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	-25,817	Closed	-$718K	–	350
2025 Q4	$718K	Sell	25,817 -1,079	-4%	-$31.4K	0.08%	207
2025 Q3	$813K	Buy	26,896 +817	+3%	+$23.4K	0.09%	178
2025 Q2	$746K	Buy	26,079 +518	+2%	+$14.7K	0.09%	174
2025 Q1	$683K	Buy	+25,561	New	+$743K	0.09%	184

Other funds holding DBX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

INVST's DBX Position: Q1 2026 in Review

INVST sold out of Dropbox (DBX) in Q1 2026, closing a stake of 25,817 shares — an estimated $718K sold.

INVST first reported a position in DBX in Q1 2025 and held it in 4 quarters. The position peaked at $813K in Q3 2025. 427 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

INVST reported no remaining Dropbox position as of Q1 2026 after selling out during the quarter.
INVST sold 25,817 Dropbox shares in Q1 2026, an estimated $718K.
INVST first reported a position in Dropbox in Q1 2025 and held it in 4 quarters.
INVST's Dropbox position peaked at $813K in Q3 2025.
427 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.