Lakewood Asset Management’s Dropbox DBX Stock Holding History

Lakewood Asset Management’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	$783K	Sell	34,442 -10,463	-23%	-$266K	0.5%	47
2025 Q4	$1.25M	Buy	44,905 +458	+1%	+$13.3K	0.73%	37
2025 Q3	$1.34M	Buy	44,447 +705	+2%	+$20.2K	0.81%	37
2025 Q2	$1.25M	Buy	43,742 +1	+0%	+$28	0.84%	36
2025 Q1	$1.17M	Buy	43,741 +11,354	+35%	+$330K	0.79%	38
2024 Q4	$973K	Buy	32,387 +97	+0.3%	+$2.68K	0.67%	40
2024 Q3	$821K	Sell	32,290 -3,163	-9%	-$74.4K	0.56%	49
2024 Q2	$797K	Buy	+35,453	New	+$810K	0.56%	51

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

Lakewood Asset Management's DBX Position: Q1 2026 in Review

Lakewood Asset Management reduced its Dropbox (DBX) stake by 23% in Q1 2026, selling an estimated $266K and leaving 34,442 shares worth $783K. The position accounts for 0.5% of the portfolio, ranked #47.

Lakewood Asset Management first reported a position in DBX in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.34M in Q3 2025. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

Lakewood Asset Management held 34,442 shares of Dropbox worth $783K as of Q1 2026.
Lakewood Asset Management sold 10,463 Dropbox shares in Q1 2026, an estimated $266K.
Dropbox made up 0.5% of Lakewood Asset Management's portfolio in Q1 2026, its #47 holding.
Lakewood Asset Management first reported a position in Dropbox in Q2 2024 and has held it in 8 quarters since.
Lakewood Asset Management's Dropbox position peaked at $1.34M in Q3 2025.
422 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.