Oak Thistle LLC

Position in DBX — Dropbox, Inc.

CIK 1755987 NEW YORK, NY

Position in DBX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,843,574

+$1,506,345 QoQ

Shares Held

139,919

+36.0% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#106

of 452 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Oak Thistle LLC holds $51,143,828 across 21 Software - Infrastructure names. DBX ranks #5 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORCL	Oracle Corp	59,752	$8,756,655
2	SNPS	Synopsys Inc	11,439	$5,102,594
3	MDB	MongoDB, Inc.	13,111	$4,403,984
4	DOX	Amdocs Ltd	83,612	$4,225,750
5	DBX	Dropbox, Inc. This page	139,919	$3,843,574
6	VRSN	Verisign Inc/Ca	15,183	$3,819,435
7	NTNX	Nutanix, Inc.	52,940	$2,697,822
8	ZS	Zscaler, Inc.	19,036	$2,686,931

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,843,574	139,919	+36.0%	Shares	Sole	2026-07-21
2026-03-31	$2,337,229	102,871	+97.4%	Shares	Sole	2026-04-13
2025-12-31	$1,448,741	52,113	+47.9%	Shares	Sole	2026-01-21
2025-09-30	$1,064,298	35,230	-76.7%	Shares	Sole	2025-10-07
2025-06-30	$4,330,125	151,403	+150.2%	Shares	Sole	2025-08-08
2025-03-31	$1,616,596	60,524	+87.7%	Shares	Sole	2025-05-06
2024-12-31	$968,759	32,249	+70.4%	Shares	Sole	2025-01-14
2024-09-30	$481,364	18,929	+105.4%	Shares	Sole	2024-11-12
2024-03-31	$223,900	9,214	-84.6%	Shares	Sole	2024-04-18
2023-12-31	$1,761,754	59,761	+102.7%	Shares	Sole	2024-01-22
2023-09-30	$802,658	29,477	+134.8%	Shares	Sole	2023-10-18
2022-12-31	$281,003	12,556	+45.6%	Shares	Sole	2023-02-07
2022-03-31	$200,461	8,622	-66.8%	Shares	Other	2022-05-10
2021-12-31	$637,868	25,993	—	Shares	Other	2022-01-25
No filing history on record for this holder in this stock.