DBX DROPBOX, INC.

NEUTRAL Impact: 2/10 Insider Cluster (7 insiders)
Horizon days Filed May 20, 2026 Processed 10d 5h ago
Insider cluster: 7 insiders, $1.4M total

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Executive Summary

Seven Dropbox insiders, including CEO Andrew Houston, sold a total of $1.35M in shares over a one-week window. CEO Houston alone accounted for $834K (62% of the total). The cluster is 100% open-market sales with zero purchases, and the dollar value is ~0.02% of the $6.4B market cap — well below the 0.1% materiality threshold. Per the insider sales literature, cluster sales are not predictive of future returns, especially at this trivial scale relative to market cap.

Key Financial Metrics

Direction
selling
Total Value
$1.4M
Insiders
7

Actionable Insight

This insider selling cluster is too small relative to market cap to warrant a bearish read. CEO Houston's $834K sale is routine for a $6.4B company. Monitor the next 10-Q for any fundamental deterioration, but this filing alone provides no actionable signal.

Key Facts

  • 7 insiders sold shares totaling $1.35M, with CEO Andrew Houston selling $834K
  • No insider purchases in the cluster — 100% selling
  • Total sales represent ~0.02% of Dropbox's $6.4B market cap
  • All sales were open-market (code S), not tax-withholding or derivative exercises
  • Recent 30-day insider activity shows 5 sells totaling $1.1M prior to this cluster

Financial Impact

$1.35M in insider sales, representing 0.02% of market cap — economically trivial

Risk Factors

  • Insider selling could accelerate if fundamentals weaken, but current volume is routine
  • Historical calibration shows DBX reports have underperformed at T+20 (-6.18% avg), but this is a low-impact filing unlikely to drive that pattern

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
6% bullish (16 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-DBX-1779828260025
17 reports for DBX
Performance horizon
Filters
Rows
Reports for DBX — sortable, filterable
Type Now
Jun 3, 2026
2d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+5
Jun 1, 2026
4d ago
8-K
NEUTRAL ★ 4/10
awaiting T+5
May 26, 2026
10d ago
8-K
NEUTRAL ★ 4/10
awaiting T+5
May 20, 2026
16d ago
Insider Cluster
NEUTRAL ★ 3/10
$27.16 $26.19▼ −3.56%▼ −5.16%$27.52 (+1.33%)
May 20, 2026
16d ago
Insider Cluster
NEUTRAL ★ 2/10
$27.16 $26.19▼ −3.56%▼ −5.16%$27.52 (+1.33%)
May 20, 2026
16d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 20, 2026
16d ago
Insider Cluster
BEARISH ★ 4/10
awaiting T+5
May 20, 2026
16d ago
Insider Cluster
BEARISH ★ 5/10
awaiting T+5
May 19, 2026
17d ago
Insider Cluster
NEUTRAL ★ 4/10
awaiting T+5
May 19, 2026
17d ago
Insider Cluster
BEARISH ★ 5/10
awaiting T+5
Showing 10 of 17

US Market Status

Market Closed — Opens Mon (35h 20m)

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