Dropbox, Inc. (DBX): A Bear Case Theory
We came across a bearish thesis on Dropbox, Inc. on Inwood’s Substack’s Substack by Inwood Capital. In this article, we will summarize the bears’ thesis on DBX.
Dropbox Inc. (DBX)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 10,123 | $281,419 | -37% | 0.21% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $24.59 | 100,000 | $2,458,670.00 | 222,698 | 2021-03-10 | Filing | |
| $19.14 | 500,000 | $9,568,900.00 | 500,000 | 2019-11-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.84 | 1,168 | $31,349.12 | 92,702 | 2026-01-15 | Filing | |
| $27.51 | 23,818 | $655,130.76 | 0 | 2026-01-12 | Filing | |
| $27.54 | 36,182 | $996,325.64 | 0 | 2026-01-09 | Filing | |
| $27.58 | 13,305 | $366,990.48 | 0 | 2026-01-02 | Filing | |
| $26.79 | 79,363 | $2,126,380.80 | 13,305 | 2026-01-02 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 22,562,154 | $627,227,881 | 0.01% | |
| 2. | Ubs Group AgCALL | 7,036,911 | $195,626,126 | 0.03% |
| 3. | 3,069,745 | $85,338,911 | 0.01% | |
| 4. | 2,518,534 | $70,015,245 | 0.1% | |
| 5. | 2,245,390 | $62,421,842 | 1.12% |
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Dropbox, Inc. (NASDAQ:DBX) Q3 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to Dropbox's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note that today's conference is being recorded.
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Dropbox, Inc. (NASDAQ:DBX) Q4 2024 Earnings Call Transcript
Operator: Good afternoon, ladies and gentlemen. Thank you for joining Dropbox's Fourth Quarter 2024 Earnings Conference Call. All participants will be in listen-only mode.
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