Bayesian Capital Management, LP

Position in DBX — Dropbox, Inc.

CIK 1632551 Brooklyn, NY

Position in DBX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$364,993

-$411,404 QoQ

Shares Held

13,287

-48.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#253

of 449 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Bayesian Capital Management, LP holds $15,263,234 across 9 Software - Infrastructure names. DBX ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	16,196	$6,041,431
2	ORCL	Oracle Corp	34,855	$5,108,000
3	PLTR	Palantir Technologies Inc.	18,000	$2,100,060
4	AKAM	Akamai Technologies Inc	3,636	$429,811
5	PATH	UiPath, Inc.	36,900	$401,103
6	DBX	Dropbox, Inc. This page	13,287	$364,993
7	NET	Cloudflare, Inc.	1,449	$355,410
8	TWLO	Twilio Inc	1,200	$247,596

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,993	13,287	-48.3%	Shares	Sole	2026-08-14
2025-09-30	$776,397	25,700	+72.5%	Shares	Sole	2025-11-14
2025-03-31	$397,979	14,900	-80.4%	Shares	Sole	2025-05-15
2024-12-31	$2,283,040	76,000	+52.6%	Shares	Sole	2025-02-14
2023-09-30	$1,356,054	49,800	-61.1%	Shares	Sole	2023-11-14
2023-06-30	$3,413,760	128,000	+148.6%	Shares	Sole	2023-08-14
2022-06-30	$1,080,922	51,497	+340.3%	Shares	Sole	2022-08-15
2022-03-31	$271,955	11,697	-73.4%	Shares	Sole	2022-05-16
2021-12-31	$1,077,232	43,897	-42.2%	Shares	Sole	2022-02-14
2020-09-30	$1,461,834	75,900	-13.7%	Shares	Sole	2020-11-12
2020-06-30	$1,913,583	87,900	-43.1%	Shares	Sole	2020-08-14
2020-03-31	$2,794,640	154,400	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.