DBX DROPBOX, INC.

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon days Filed May 19, 2026 Processed 21d 9h ago
Insider cluster: 2 insiders, $1.0M total
Latest settled — T+5d ⚠ clustered
DBX ▼ -4.87% at T+5d
NEUTRAL call ✗ call lost -4.87% · α vs SPY -6.67% · entry $27.53 → $26.19
Next anchor: T+20d in 7d
Last close $27.30 (close Jun 8) · -0.83% from $27.53 entry
Entry anchored
May 19, 2026
via day open
T+1d
-1.34%
call -1.34% · α -1.54%
$27.16
settled 21d ago
T+5d
-4.87%
call -4.87% · α -6.67%
$26.19
settled 14d ago
T+20d
call — · α —
in 7d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

CEO Andrew Houston and CAO Sarah Schubach sold shares totaling approximately $1.01M, with Houston's sale following derivative conversions. The total value is only 0.016% of market cap, making the cluster trivial. The sales occurred after Q1 2026 earnings which showed mixed results. Given the small size and pre-planned nature, no material insider signal.

Key Financial Metrics

Direction
selling
Total Value
$1.0M
Insiders
2

Actionable Insight

The insider sales are small relative to market cap and likely pre-planned as part of derivative exercises. No material signal for traders. Monitor upcoming quarterly results for any change in fundamentals.

Key Facts

  • CEO Andrew Houston sold 37,498 shares open-market for ~$974K on May 14, 2026, after converting derivatives (non-cash).
  • CAO Sarah Schubach sold 1,306 shares open-market for ~$37K on May 19, 2026.
  • Total open-market sales: ~$1.01M, representing 0.016% of DBX's $6.5B market cap.
  • Sales occurred 12 days after Q1 2026 earnings (May 7, 2026), which showed revenue +0.8% YoY but net income -24%.

Financial Impact

Total open-market sales of $1.01M, representing 0.016% of $6.5B market cap.

insider selling

Risk Factors

  • Further insider selling could indicate lack of confidence, but magnitude is minimal.
  • Earnings showed declining net income and user base, which may warrant attention.

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-1779225058286
17 reports for DBX
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+5▲ +4.87%May 19, 2026
Filters
Rows
Reports for DBX — sortable, filterable
Type Now
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 3/10
$27.18 $27.38▲ +0.75%▲ +3.35%$27.30 (+0.46%)
Jun 1, 2026
8d ago
8-K
NEUTRAL ★ 4/10
$28.92 $28.16▼ −2.63%▼ −2.77%$27.30 (−5.60%)
May 26, 2026
14d ago
8-K
NEUTRAL ★ 4/10
$26.46 $25.97▼ −1.85%▼ −1.87%$27.30 (+3.18%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 3/10
$27.16 $27.51▲ +1.29%▲ +0.84%$27.30 (+0.52%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 2/10
$27.16 $27.51▲ +1.29%▲ +0.84%$27.30 (+0.52%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 2/10
$25.97 $26.19▲ +0.84%▲ +0.29%$27.30 (+5.13%)
May 20, 2026
20d ago
Insider Cluster
BEARISH ★ 4/10
$27.16 $27.51▼ −1.29%▼ −0.84%$27.30 (−0.52%)
May 20, 2026
20d ago
Insider Cluster
BEARISH ★ 5/10
$27.16 $27.51▼ −1.29%▼ −0.84%$27.30 (−0.52%)
May 19, 2026
21d ago
Insider Cluster
NEUTRAL ★ 4/10
$27.53 $27.16▼ −1.34%▼ −1.54%$27.30 (−0.83%)
May 19, 2026
21d ago
Insider Cluster
BEARISH ★ 5/10
$27.53 $27.16▲ +1.34%▲ +1.54%$27.30 (+0.83%)
Showing 10 of 17

US Market Status

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