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:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 8,376,364 | $232,862,919 | -11% | 0.36% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 7,573,627 | $210,546,831 | +12% | 0.12% |
| 3. | 138,750,000 | $137,550,347 | +13% | 1.59% | |
| 4. | 92,500,000 | $93,411,226 | 1.08% | ||
| 5. | 43,553,000 | $43,846,112 | +5% | 1.4% |
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 |
|---|---|---|---|---|---|---|
| $25.66 | 164,502 | $4,221,088.42 | 0 | 2026-02-02 | Filing | |
| $25.79 | 1,462 | $37,704.98 | 91,240 | 2026-01-30 | Filing | |
| $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 |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 22,562,154 | $627,227,881 | 0.01% | |
| 2. | 20,303,177 | $564,428,313 | 0.01% | |
| 3. | Ubs Group AgCALL | 7,036,911 | $195,626,126 | 0.03% |
| 4. | 6,612,123 | $183,817,066 | 0.01% | |
| 5. | 5,783,504 | $160,781,411 | 0.01% |
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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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