DBX — DROPBOX INC

Ownership history in CreativeOne Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in DROPBOX INC (DBX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q2)
Avg. % of fund
0.01%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,997 -6,669 -48.8% 0.01% $211K $30.21
2025 Q2 ADDED 13,666 +552 +4.2% 0.01% $391K $28.60
2025 Q1 ADDED 13,114 +840 +6.8% 0.01% $350K $26.71
2024 Q4 ADDED 12,274 +3,159 +34.7% 0.01% $369K $30.04
2024 Q3 ADDED 9,115 +965 +11.8% 0.01% $232K $25.43
2023 Q2 INITIATED 8,150 — — 0.01% $217K $26.67
% of Fund (quarterly)    DBX price (monthly, adj. close)

Other funds also holding DBX

As of 2025 Q4 — sorted by position size

SEIZERT CAPITAL PARTNERS, LLC 3Y 7Y 2.15% Graphene Investments SAS 3Y 2.05% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 1.12% West Tower Group, LLC 3Y 1.1% 3Chopt Investment Partners, LLC 0.79% Lakewood Asset Management LLC 3Y 0.73% LSV ASSET MANAGEMENT 3Y 7Y 0.71% Distillate Capital Partners LLC 3Y 0.62% INTREPID CAPITAL MANAGEMENT INC 3Y 7Y 0.59% Arbejdsmarkedets Tillaegspension 0.56%
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