DBX
Dropbox, Inc. · Technology · Software - Infrastructure
动量输入(同类管理人):
持有人广度 +7.1% ·
股份流向 +7.4% ·
净新建仓位 +6.7%
· 公式
广泛增持:持股数量上升,持有人数量增加
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2024
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 166.50K | $5.39M | n/a | −1 |
| Q2 2026 | 120 | +6 | 128.28M | $3.52B | +10 | −5 |
| Q1 2026 | 118 | -4 | 128.38M | $2.92B | +4 | −9 |
| Q4 2025 | 122 | 0 | 147.19M | $4.09B | +1 | n/a |
| Q3 2025 | 19 | +1 | 95.85M | $2.90B | +1 | −1 |
| Q2 2025 | 16 | -1 | 86.97M | $2.49B | n/a | −1 |
| Q1 2025 | 14 | -1 | 35.32M | $943.24M | n/a | −1 |
| Q4 2024 | 15 | +1 | 34.60M | $1.04B | +1 | n/a |
| Q3 2024 | 13 | -2 | 24.59M | $625.09M | n/a | −2 |
| Q2 2024 | 15 | n/a | 24.15M | $542.09M | n/a | n/a |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 10.55M | -0.7% | $316.93M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (被动) | 7.63M | n/a | $229.11M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Arrowstreet Capital ✦ | 5.22M | +38.1% | $156.95M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (被动) | 4.21M | -3.5% | $127.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | AQR Capital Management ✦ | 3.33M | +3.0% | $99.84M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Bridgewater Associates ✦ | 981.91K | +39.7% | $29.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Norges Bank ✦ (被动) | 681.81K | +28.2% | $20.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Millennium Management ✦ | 520.49K | +11.5% | $15.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 452.67K | +4723.8% | $13.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 305.88K | 新增 | $9.19M | 0.0% | New | 1 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 265.93K | +5.1% | $7.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Fisher Asset Management ✦ | 196.41K | +26.6% | $5.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 137.06K | -60.7% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Wellington Management ✦ | 57.56K | -1.2% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Two Sigma Investments ✦ | 49.76K | +0.6% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| D. E. Shaw & Co. | $9.19M | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 418 持有人, 180.66M 股份, $3.61B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer · 2.06K 股 · $73,584
Officer, Director, 10% owner · 29.50K 股 · $1.04M
Officer, Director, 10% owner · 354.30K 股 · $12.05M
Officer · 2.02K 股 · $65,894
Officer · 2.02K 股 · $74,480
Officer, Director · 28.80K 股 · $1.02M
Officer, Director, 10% owner · 324.43K 股 · $11.35M
Officer · 97.56K 股 · $3.42M
Officer, Director, 10% owner · 59.37K 股 · $2.09M
Director · 4.60K 股 · $159,929
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论