Position in DBX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,546,750
+$5,035,577 QoQ
Shares Held
274,727
+148.6% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#68
of 449 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DBX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Edgestream Partners, L.P. holds $59,843,087 across 24 Software - Infrastructure names. DBX ranks #1 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DBX |
Dropbox, Inc.
This page
|
274,727 | $7,546,750 | |
| 2 | PRGS |
Progress Software Corp /Ma
|
178,939 | $6,008,771 | |
| 3 | MSFT |
Microsoft Corp
|
15,522 | $5,790,016 | |
| 4 | TOST |
Toast, Inc.
|
197,727 | $5,500,765 | |
| 5 | GDDY |
GoDaddy Inc.
|
58,972 | $5,005,543 | |
| 6 | ZS |
Zscaler, Inc.
|
24,348 | $3,436,720 | |
| 7 | NTAP |
NetApp, Inc.
|
20,785 | $3,216,686 | |
| 8 | AI |
C3.ai, Inc.
|
350,004 | $3,181,536 |
All Filings in DBX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,546,750 | 274,727 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,511,173 | 110,527 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,405,404 | 194,439 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $244,644 | 8,554 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $209,138 | 6,962 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $956,320 | 37,606 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $632,305 | 28,140 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,386,332 | 98,203 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $789,592 | 26,784 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $209,698 | 7,701 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||