DBX β€” DROPBOX INC

Ownership history in SEIZERT CAPITAL PARTNERS, LLC  Β·  10 quarters on record

This page tracks every 13F SEC filing in which SEIZERT CAPITAL PARTNERS, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.43% (2025 Q3)
πŸ“Š Avg. % of fund
1.14%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
10

Position Intelligence

SEIZERT CAPITAL PARTNERS, LLC Γ— DBX AI Analytics

πŸ“‰ SEIZERT CAPITAL PARTNERS, LLC underperformed the S&P 500 by –20.2% annually on this DBX position. Timing score: 62% (5/8 decisions correct). Average cost basis: $26.69. Maximum drawdown during holding period: –23.8%.

πŸ“ˆ Position Alpha vs SPY
-20.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 20.2% ann.
8 quarters analyzed

⏱️ Timing Score
62%

βœ… Decent timing β€” more right than wrong on entries and exits.
5 of 8 add/trim decisions correct

πŸ’° Entry Quality
$26.69
+4.2% vs current ($27.80)

Best entry: $24.30 (2024 Q1)  Β·  Worst: $29.48 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–23.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

6 adds Β· 4 trims. Bought during 2 of 4 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ SEIZERT CAPITAL PARTNERS, LLC has been actively increasing its DBX allocation β€” a bullish signal from insiders.
Currently 2.15% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DBX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,829,098 -26,486 -1.4% 2.15% $50.8M $27.80
2025 Q3 REDUCED 1,855,584 -49,469 -2.6% 2.43% $56.1M $30.21
2025 Q2 ADDED 1,905,053 +25,679 +1.4% 2.39% $54.5M $28.60
2025 Q1 ADDED 1,879,374 +1,578,566 +524.8% 2.30% $50.2M $26.71
2024 Q4 REDUCED 300,808 -634 -0.2% 0.41% $9.0M $30.04
2024 Q3 ADDED 301,442 +8,983 +3.1% 0.35% $7.7M $25.43
2024 Q2 REDUCED 292,459 -63,630 -17.9% 0.33% $6.6M $22.47
2024 Q1 ADDED 356,089 +101,620 +39.9% 0.40% $8.7M $24.30
2023 Q4 ADDED 254,469 +61,292 +31.7% 0.38% $7.5M $29.48
2023 Q3 INITIATED 193,177 β€” β€” 0.28% $5.3M β€”

🏒 Other funds also holding DBX

As of 2025 Q4 β€” sorted by position size

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% JACOBS LEVY EQUITY MANAGEMENT, INC 3Y 7Y 0.55%
← Back to SEIZERT CAPITAL PARTNERS, LLC Holdings