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Meritage Portfolio Management’s Dropbox DBX Stock Holding History

Meritage Portfolio 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
2025
Q4 		$6.04M Sell
217,336
-2,827
-1% -$82.3K 0.4% 65
2025
Q3 		$6.65M Sell
220,163
-62,989
-22% -$1.8M 0.44% 60
2025
Q2 		$8.1M Sell
283,152
-17,076
-6% -$483K 0.51% 55
2025
Q1 		$8.02M Sell
300,228
-8,554
-3% -$249K 0.53% 50
2024
Q4 		$9.28M Sell
308,782
-6,496
-2% -$179K 0.58% 43
2024
Q3 		$8.02M Sell
315,278
-3,168
-1% -$74.5K 0.49% 51
2024
Q2 		$7.16M Sell
318,446
-4,810
-1% -$110K 0.45% 61
2024
Q1 		$7.86M Sell
323,256
-19,228
-6% -$539K 0.5% 52
2023
Q4 		$10.1M Buy
342,484
+20,523
+6% +$570K 0.67% 35
2023
Q3 		$8.77M Sell
321,961
-1,976
-0.6% -$53.9K 0.65% 34
2023
Q2 		$8.64M Sell
323,937
-13,315
-4% -$304K 0.61% 36
2023
Q1 		$7.29M Sell
337,252
-8,584
-2% -$188K 0.55% 53
2022
Q4 		$7.74M Sell
345,836
-13,143
-4% -$289K 0.61% 44
2022
Q3 		$7.44M Buy
+358,979
New +$8.04M 0.62% 38
2022
Q1 		– Sell
-9,237
Closed -$227K – 346
2021
Q4 		$227K Sell
9,237
-428,330
-98% -$11.5M 0.01% 304
2021
Q3 		$12.8M Buy
437,567
+1,930
+0.4% +$59.9K 0.77% 29
2021
Q2 		$13.2M Buy
+435,637
New +$11.9M 0.8% 26

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Meritage Portfolio Management's DBX Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Dropbox (DBX) stake by 1.3% in Q4 2025, selling an estimated $82.3K and leaving 217,336 shares worth $6.04M. The position accounts for 0.4% of the portfolio, ranked #65.

Meritage Portfolio Management first reported a position in DBX in Q2 2021 and has held it in 17 quarters since. The position peaked at $13.2M in Q2 2021. 475 funds tracked by Wall St. Rank hold DBX as of Q4 2025.

  • Meritage Portfolio Management held 217,336 shares of Dropbox worth $6.04M as of Q4 2025.
  • Meritage Portfolio Management sold 2,827 Dropbox shares in Q4 2025, an estimated $82.3K.
  • Dropbox made up 0.4% of Meritage Portfolio Management's portfolio in Q4 2025, its #65 holding.
  • Meritage Portfolio Management first reported a position in Dropbox in Q2 2021 and has held it in 17 quarters since.
  • Meritage Portfolio Management's Dropbox position peaked at $13.2M in Q2 2021.
  • 475 funds tracked by Wall St. Rank held Dropbox as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.