DBX
Dropbox, Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables):
amplitud de titulares +5.6% ·
flujo de acciones -2.2% ·
nuevas posiciones netas 0.0%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 24.13M | -4.5% | $729.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 20.83M | -5.6% | $629.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×19 |
| 3 | Renaissance Technologies ✦ | 9.38M | -7.1% | $283.50M | 0.4% | ▼ Trim | 6 | SEC ↗ |
| 4 | Arrowstreet Capital ✦ | 6.81M | +2.2% | $205.62M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 6.36M | n/a | $192.22M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 6 | State Street Global Advisors ✦ (pasivo) | 6.18M | -6.2% | $186.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 5.28M | n/a | $159.61M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 8 | Fidelity (FMR) ✦ | 4.84M | -15.2% | $146.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | Geode Capital Management ✦ (pasivo) | 4.13M | -3.0% | $126.95M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 10 | AQR Capital Management ✦ | 1.97M | -13.1% | $59.49M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 11 | Millennium Management ✦ | 1.30M | +49.1% | $39.26M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 1.20M | n/a | $36.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Gotham Asset Management ✦ | 1.08M | +64.1% | $32.71M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 1.02M | Nuevo | $30.84M | 0.0% | New | 1 | SEC ↗ |
| 15 | Bridgewater Associates ✦ | 785.49K | +172.7% | $23.73M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 289.98K | +104.5% | $8.76M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 135.00K | -0.1% | $4.08M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 18 | D. E. Shaw & Co. ✦ | 68.76K | -44.3% | $2.08M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 19 | Wellington Management ✦ | 52.16K | -4.0% | $1.58M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Citadel Advisors | $30.84M | 0.0% |
Posición cerrada
| Norges Bank | $51.31M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 418 tenedores, 180.66M acciones, $3.61B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director, 10% owner · 29.50K acc. · $1.04M
Officer, Director, 10% owner · 354.30K acc. · $12.05M
Officer · 2.02K acc. · $65,894
Officer · 2.02K acc. · $74,480
Officer, Director · 28.80K acc. · $1.02M
Officer · 97.56K acc. · $3.42M
Officer, Director, 10% owner · 324.43K acc. · $11.35M
Officer, Director, 10% owner · 59.37K acc. · $2.09M
Officer · 12.38K acc. · $430,702
Director · 4.60K acc. · $159,929
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología