Geopolitics Alpha

Dropbox (DBX): filings, insider buys & geopolitical news

DBX geopolitical news and exposure. DBX appears in 0 Geopolitics Alpha notes. No notes are stored for this page yet.

Government contracts

No federal prime contract obligations are matched to Dropbox in USAspending.gov for the last five years, and no Department of Defense contract announcements name it in the past year. See the largest government contractors.

DBX share price, last 12 months

Close $35.65 on Oct 14, 2026, +21.4% since Oct 24, 2025 (range $22.06 to $37.76, daily closes).

Company facts

Ticker
DBX (NasdaqGS)
Sector
Technology
Industry (SEC SIC code)
Services-Prepackaged Software (7372)

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for Dropbox (DBX)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Held by superinvestors

2 of the tracked billionaire portfolios reported DBX in their latest 13F. 13F data is delayed up to 45 days after quarter end; not advice.

Manager% of portfolioValueChangeQuarter
George Soros Soros Fund Management1.37%$104.6MNo changeQ2 2026
Ray Dalio Bridgewater Associates0.01%$2.5MNew positionQ2 2026

Latest geopolitical & market news

None on record yet.

Peers: Services-Prepackaged Software

CompanyTickerFederal contracts, 12 months
MicrosoftMSFT$548.3M
Palantir TechnologiesPLTR$1.98B
OracleORCL$2.15B
Sap SeSAP$49.4M
CrowdStrike HoldingsCRWD–
ShopifySHOP–
SalesforceCRM–
ServiceNowNOW–
SnowflakeSNOW–
CloudflareNET–

Biggest government contractors in Technology: Leidos Holdings ($9.74B), CACI International ($4.22B), Science Applications International ($4.15B), GE Aerospace ($2.41B), Oracle ($2.15B), Palantir Technologies ($1.98B), International Business Machines ($1.13B), Parsons ($1.07B).

Congressional trades in DBX

Trades in DBX that members of Congress have publicly reported, newest filing first.

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for DBX

Everything on DBX, newest first

No original notes are listed on this page yet.

Frequently asked questions

Does Dropbox have government contracts?

No federal prime contract obligations are matched to Dropbox (DBX) in USAspending.gov for the last five years. Subcontracts are not included.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects DBX?

This page lists every Geopolitics Alpha note that names DBX as exposed to an event, with the reason it is exposed.

Has Congress traded DBX?

The table above lists trades in DBX that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.