DBX
DROPBOX, INC.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S May 18 to May 19 2 days of insider sells: $119.3K by 2 insiders, avg $27.92
- S Jun 1 to Jun 2 2 days of insider sells: $668.6K by 2 insiders, avg $27.85
- S Jun 30 to Jul 15 4 days of insider sells: $521.9K by 3 insiders, avg $29.68
- S Jul 29 to Jul 31 2 days of insider sells: $117.6K by 2 insiders, avg $32.38
- S Aug 31 to Sep 15 5 days of insider sells: $18.7M by 6 insiders, avg $35.05
- A Sep 24 Citigroup downgrades
- S Sep 30 to Oct 1 2 days of insider sells: $12.2M by 2 insiders, avg $33.99
- S Oct 12 to Oct 15 2 days of insider sells: $1.1M by 2 insiders, avg $35.14
Signal stack
Where each data set points today.
- InsidersBEARISH
9 insiders sold $34.4M.
- InstitutionsMIXED
Q2 2026: 36 added (1 new), 27 trimmed or exited. Largest new: Hrt Financial $10.3M.
- AnalystsBEARISH
1 of 16 rate it Buy or better. Median target $33.00 (−13%).
- TrendUPTREND
8% above its 50-day average. New closing high $37.83 on Oct 23.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| ROYAL BANK OF CANADA | DOUBLED | $112.3M |
| GOLDMAN SACHS GROUP INC | ADD | $100.6M |
| BARCLAYS PLC | ADD | $63.9M |
| Gotham Asset Management, LLC | ADD | $61.5M |
| Quantinno Capital Management LP | ADD | $57.1M |
| JPMORGAN CHASE & CO | ADD | $51.0M |
| MACKENZIE FINANCIAL CORP | DOUBLED | $42.7M |
| JANE STREET GROUP, LLC | DOUBLED | $32.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
16 analystsPrice is inside the target range. Median implies −13%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 24, 2026 | Citigroup DOWNGRADE | Sell |
| Sep 3, 2026 | RBC Capital REITERATE | Outperform |
| Aug 7, 2026 | Citigroup MAINTAIN | Neutral |
| Aug 7, 2026 | William Blair UPGRADE | Market Perform |
| May 11, 2026 | Citigroup MAINTAIN | Neutral |
| May 8, 2026 | RBC Capital MAINTAIN | Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 15, 2026 | Schubach Sarah Elizabeth Chief Accounting Officer | SELL | $73.6K |
| Oct 12, 2026 | Houston Andrew Co-CEO | CONVERT | 29,500 sh |
| Oct 12, 2026 | Houston Andrew Co-CEO | SELL | $1.0M |
| Oct 12, 2026 | Houston Andrew Co-CEO | CONVERT | 29,500 sh |
| Oct 1, 2026 | Houston Andrew Co-CEO | CONVERT | 354,300 sh |
| Oct 1, 2026 | Houston Andrew Co-CEO | CONVERT | 354,300 sh |
| Oct 1, 2026 | Houston Andrew Co-CEO | SELL | $12.0M |
| Sep 30, 2026 | Schubach Sarah Elizabeth Chief Accounting Officer | SELL | $64.8K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
28 filings · 0 bullish · 8 bearish · 20 neutral- BEARISH INST-CLUSTEROct 21, 2026
Three institutional asset managers trimmed their DBX positions in Q3 2026, led by Robeco…
The concentrated selling by three active managers, especially Robeco's $11.7M trim, suggests a shared negative thesis on DBX heading into Q4 2026. Monitor upcoming earnings for any fundamental…
- BEARISH CLUSTEROct 19, 2026
Four Dropbox insiders, including both Co-CEOs and the CFO, sold a combined $15.86M in open-market…
Cluster of unplanned open-market sales by top executives (both Co-CEOs and CFO) is unusual and suggests insiders see limited near-term upside. Monitor next 10-Q for any guidance revision or…
- NEUTRAL CLUSTEROct 5, 2026
Two Dropbox insiders sold shares totaling $12.12M in the last week. Co-CEO Andrew Houston sold…
The CEO sale is large but consistent with routine portfolio diversification for a founder. No open-market buying to offset the selling. Monitor next 10-Q for any change in operating trends or…
- BEARISH CLUSTERSep 17, 2026
Four Dropbox insiders, including both Co-CEOs and the CFO, sold a total of $15.86M in open-market…
The absence of 10b5-1 plan designations and the simultaneous selling by both Co-CEOs and the CFO within two days raises the probability of informed selling. Monitor for any forthcoming 8-K or…
All DBX filing & press-release reports (28)
- INST-CLUSTER reportOct 21, 2026
- CLUSTER reportOct 19, 2026
- CLUSTER reportOct 5, 2026
- CLUSTER reportSep 17, 2026
- CLUSTER reportSep 15, 2026
- CLUSTER reportSep 14, 2026
- CLUSTER reportSep 9, 2026
- CLUSTER reportAug 19, 2026
- CLUSTER reportAug 4, 2026
- CLUSTER reportJul 17, 2026
- CLUSTER reportJul 16, 2026
- CLUSTER reportJun 3, 2026
- 8-K reportJun 1, 2026
- CLUSTER reportMay 20, 2026
- CLUSTER reportMay 20, 2026
- CLUSTER reportMay 20, 2026
- 8-K reportMay 26, 2026
- CLUSTER reportMay 20, 2026
- CLUSTER reportMay 20, 2026
- CLUSTER reportMay 19, 2026
- CLUSTER reportMay 19, 2026
- CLUSTER reportMay 19, 2026
- CLUSTER reportMay 19, 2026
- CLUSTER reportMay 19, 2026
- 144 reportMay 14, 2026
- 8-K reportMay 7, 2026
- CLUSTER reportMar 11, 2026
- CLUSTER reportFeb 26, 2026