Is Dropbox, Inc. (DBX) A Good Stock To Buy Now?
Is DBX a good stock to buy? We came across a bullish thesis on Dropbox, Inc. on r/ValueInvesting by SpareSniper7. In this article, we will summarize the bulls’ thesis on DBX.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 8,533,736 | $193,886,482 | +13% | 0.1% |
| 2. | Renaissance Technologies Jim Simons | 7,721,067 | $175,422,642 | -8% | 0.27% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 4,347,641 | $98,778,404 | +161% | 0.08% |
| 4. | 103,500,000 | $98,239,953 | +12% | 1.08% | |
| 5. | Millennium Management Israel Englander | 2,497,103 | $56,734,180 | +18% | 0.02% |
| 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 | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.00 | 2,000 | $66,000.00 | 22,366 | 2026-07-29 | Filing | |
| $30.13 | 1,306 | $39,349.78 | 125,898 | 2026-07-15 | Filing | |
| $30.00 | 12,972 | $389,160.00 | 501,639 | 2026-07-14 | Filing | |
| $29.00 | 2,000 | $58,000.00 | 24,366 | 2026-07-07 | Filing | |
| $27.11 | 1,305 | $35,378.55 | 127,204 | 2026-06-30 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,144,127 | $86,369,172 | 0.11% | |
| 2. | 3,005,173 | $82,552,102 | 1.36% | |
| 3. | 24,323,000 | $24,614,876 | 0.82% | |
| 4. | 794,374 | $21,821,454 | 0.07% | |
| 5. | 15,000,000 | $15,144,540 | 0.03% |