Baker Avenue Asset Management, LP

Position in DBX — Dropbox, Inc.

CIK 1432529 SAN FRANCISCO, CA

Position in DBX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$384,085

+$92,701 QoQ

Shares Held

13,982

+9.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#246

of 449 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Technology · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $227,968,812 across 27 Software - Infrastructure names. DBX ranks #21 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	376,429	$140,415,545
2	ORCL	Oracle Corp	177,121	$25,957,082
3	CRWD	CrowdStrike Holdings, Inc.	107,672	$20,542,202
4	PANW	Palo Alto Networks Inc	29,441	$10,039,969
5	TWLO	Twilio Inc	22,252	$4,591,255
6	SAIL	SailPoint, Inc.	307,103	$4,495,987
7	S	SentinelOne, Inc.	246,911	$4,190,079
8	AKAM	Akamai Technologies Inc	31,127	$3,679,522

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,085	13,982	+9.0%	Shares	Sole	2026-07-28
2026-03-31	$291,384	12,825	-32.5%	Shares	Sole	2026-05-12
2025-12-31	$528,255	19,002	+34.1%	Shares	Sole	2026-02-10
2025-09-30	$428,226	14,175	+23.6%	Shares	Sole	2025-10-31
2025-06-30	$327,870	11,464	+28.4%	Shares	Sole	2025-08-13
2025-03-31	$238,493	8,929	+1795.8%	Shares	Sole	2025-05-08
2023-09-30	$12,825	471	+371.0%	Shares	Sole	2023-11-15
2023-06-30	$2,667	100	0.0%	Shares	Sole	2023-08-14
2023-03-31	$2,162	100	+100.0%	Shares	Sole	2023-05-16
2022-12-31	$1,119	50	-99.8%	Shares	Sole	2023-02-14
2020-12-31	$530,341	23,900	-62.1%	Shares	Sole	2021-02-17
2020-09-30	$1,214,997	63,084	+28.7%	Shares	Sole	2020-11-16
2020-06-30	$1,066,925	49,009	+12.4%	Shares	Sole	2020-08-12
2020-03-31	$789,268	43,606	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.