DIGITALOCEAN HLDGS INC DOCN
COM · Common Stock · CUSIP 25402D102 · ISIN US25402D1028
American cloud infrastructure provider
- SectorTechnology
- IndustryServices-Computer Programming, Data Processing, Etc.
- HeadquartersBroomfield, CO
- Founded2011
- Websitedigitalocean.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($22.5m this quarter). Holder counts are more reliable. Shares outstanding: 104.4m as of 2026-04-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $84.55. Options: 27 managers hold calls ($599.7m notional), 24 hold puts ($316.1m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 279 |
| Q4 2022 | 249 |
| Q1 2023 | 259 |
| Q2 2023 | 260 |
| Q3 2023 | 226 |
| Q4 2023 | 266 |
| Q1 2024 | 265 |
| Q2 2024 | 271 |
| Q3 2024 | 282 |
| Q4 2024 | 268 |
| Q1 2025 | 301 |
| Q2 2025 | 299 |
| Q3 2025 | 325 |
| Q4 2025 | 365 |
| Q1 2026 | 451 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 160 | 110 |
| Q3 2024 | 141 | 126 |
| Q4 2024 | 132 | 135 |
| Q1 2025 | 164 | 118 |
| Q2 2025 | 153 | 157 |
| Q3 2025 | 198 | 121 |
| Q4 2025 | 209 | 142 |
| Q1 2026 | 268 | 164 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $81.4m | $66.3m | 0.82 |
| Q3 2025 | $149.9m | $77.7m | 0.52 |
| Q4 2025 | $196.9m | $128.0m | 0.65 |
| Q1 2026 | $599.7m | $316.1m | 0.53 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +3.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +2.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +2.4m |
| Hood River Capital Management LLC | Added | +2.3m |
| ALLIANCEBERNSTEIN L.P. | Added | +2.2m |
| BlackRock, Inc. | Added | +1.7m |
| FMR LLC | Added | +1.5m |
| AMERIPRISE FINANCIAL INC | Added | +1.2m |
| Van Berkom & Associates Inc. | Added | +976.3k |
| NEUBERGER BERMAN GROUP LLC | Added | +829.9k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -2.3m |
| GLENVIEW CAPITAL MANAGEMENT, LLC | Reduced | -1.8m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -689.2k |
| UBS Group AG | Reduced | -567.1k |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -550.6k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | -495.3k |
| Fund 1 Investments, LLC | Sold out | -374.3k |
| LMR Partners LLP | Reduced | -264.0k |
| Corient Private Wealth LP | Reduced | -262.1k |
| PEAK6 LLC | Sold out | -246.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $137.3m1.6m shares |
| PEAK6 LLC | Added | $94.3m1.1m shares |
| JANE STREET GROUP, LLC | Added | $81.6m951.8k shares |
| COOPER CREEK PARTNERS MANAGEMENT LLC | New | $67.4m785.5k shares |
| IMC-Chicago, LLC | Added | $48.2m561.6k shares |
| CITADEL ADVISORS LLC | Added | $30.0m350.1k shares |
| NOMURA HOLDINGS INC | New | $26.5m309.5k shares |
| GROUP ONE TRADING LLC | Added | $25.1m292.6k shares |
| UBS Group AG | New | $21.8m254.4k shares |
| Walleye Trading LLC | Reduced | $15.2m177.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $104.9m1.2m shares |
| PEAK6 LLC | Reduced | $35.4m413.1k shares |
| IMC-Chicago, LLC | Added | $33.4m389.7k shares |
| JANE STREET GROUP, LLC | Added | $19.1m222.2k shares |
| NOMURA HOLDINGS INC | Added | $17.9m209.2k shares |
| CITADEL ADVISORS LLC | Added | $15.7m182.7k shares |
| JPMORGAN CHASE & CO | Added | $15.7m200.0k shares |
| SIMPLEX TRADING, LLC | Added | $10.9m126.8k shares |
| GROUP ONE TRADING LLC | Added | $9.1m106.6k shares |
| Caption Management, LLC | New | $8.6m100.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| ACCESS INDUSTRIES MANAGEMENT, LLC 13D · may seek influence -2.0 pts · filed 2026-08-06 | 15.9% |
| JPMORGAN CHASE & CO 13G · institution -3.4 pts · filed 2026-10-16 | 9.6% |
| BlackRock, Inc. 13G · institution filed 2026-07-28 | 7.6% |
Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (4.4%, 2026-07-31), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 1 | $195.5k | $195.5k |
| Q3 2024 | 0 | — | 1 | $499.9k | $499.9k |
| Q4 2024 | 0 | — | 2 | $1.4m | $1.4m |
| Q1 2025 | 0 | — | 3 | $1.5m | $1.5m |
| Q2 2025 | 0 | — | 2 | $1.7m | $1.7m |
| Q3 2025 | 0 | — | 1 | $414.6k | $414.6k |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 2 | $2.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-03 | Steinfort Matt Chief Financial Officer | Sold | $1.1m20.0k shares |
| 2026-03-02 | Barrett Cherie SVP, Chief Accounting Officer | Sold | $1.2m22.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 12.0m $1.0bn | Added +1.7m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 6.0m $511.3m | First filing |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 4.6m $363.8m | Added +3.3m |
| Hood River Capital Management LLC 3.00% of their portfolio | 3.5m $299.1m | Added +2.3m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 3.5m $297.4m | First filing |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 3.0m $253.6m | Added +2.4m |
| STATE STREET CORP 0.01% of their portfolio | 2.9m $247.7m | Added +387.4k |
| Van Berkom & Associates Inc. 3.64% of their portfolio | 2.6m $221.9m | Added +976.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.74% of their portfolio | 2.6m $219.8m | Reduced -2.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 2.5m $211.5m | Added +2.4m |
| CITADEL ADVISORS LLC 0.14% of their portfolio | 2.3m $196.3m | Added +261.8k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 2.3m $109.7m | Added +2.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.9m $160.2m | Added +254.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.7m $149.3m | Added +523.9k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.7m $145.3m | Added +154.2k |
| FMR LLC 0.01% of their portfolio | 1.6m $133.9m | Added +1.5m |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.5m $128.5m | Added +1.2m |
| UBS Group AG 0.02% of their portfolio | 1.5m $126.2m | Reduced -567.1k |
| FIRST TRUST ADVISORS LP 0.09% of their portfolio | 1.4m $123.6m | Added +122.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.4m $116.0m | Reduced -6.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 1.2m $102.0m | Reduced -6.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio | 1.2m $101.0m | Added +644.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 1.1m $95.1m | Added +674.2k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 1.0m $89.1m | Reduced -25.5k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.0m $86.4m | Added +513.4k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 3.72% of their portfolio | 937.1k $80.4m | Added +653.1k |
| OBERWEIS ASSET MANAGEMENT INC/ 2.35% of their portfolio | 927.5k $79.6m | Added +148.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.33% of their portfolio | 914.0k $78.4m | Reduced -689.2k |
| NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio | 888.0k $76.2m | Added +829.9k |
| MORGAN STANLEY 0.00% of their portfolio | 888.0k $76.2m | Added +255.4k |
| Point72 Asset Management, L.P. 0.13% of their portfolio | 880.6k $75.5m | Added +287.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 845.2k $72.5m | Added +90.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 841.3k $72.2m | Added +77.0k |
| Allspring Global Investments Holdings, LLC 0.10% of their portfolio | 683.7k $59.9m | Added +306.5k |
| JANE STREET GROUP, LLC 0.06% of their portfolio | 669.5k $57.4m | Added +591.5k |
| TCW GROUP INC 0.38% of their portfolio | 596.6k $51.2m | Added +97.8k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 592.1k $50.8m | Reduced -61.3k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 548.0k $47.0m | First filing |
| COOPER CREEK PARTNERS MANAGEMENT LLC 2.22% of their portfolio | 539.4k $46.3m | New |
| Driehaus Capital Management LLC 0.33% of their portfolio | 524.2k $45.0m | New |
| LORD, ABBETT & CO. LLC 0.14% of their portfolio | 499.6k $42.9m | New |
| Gladstone Capital Management LLP 4.28% of their portfolio | 496.7k $42.6m | New |
| Invesco Ltd. 0.00% of their portfolio | 466.0k $40.0m | Added +177.4k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.40% of their portfolio | 457.2k $39.2m | Reduced -495.3k |
| Nuveen, LLC 0.01% of their portfolio | 448.1k $38.4m | Added +295.0k |
| BLAIR WILLIAM & CO/IL 0.10% of their portfolio | 426.6k $36.6m | Added +401.7k |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 404.1k $34.7m | Reduced -96.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 387.7k $33.3m | Added +375.9k |
| Ghisallo Capital Management LLC 0.90% of their portfolio | 380.0k $32.6m | New |
| Burkehill Global Management, LP 1.62% of their portfolio | 380.0k $32.6m | New |
| SEI INVESTMENTS CO 0.03% of their portfolio | 370.2k $31.8m | Added +167.7k |
| LMR Partners LLP 0.28% of their portfolio | 356.0k $30.5m | Reduced -264.0k |
| FRED ALGER MANAGEMENT, LLC 0.13% of their portfolio | 344.8k $29.6m | New |
| CITIGROUP INC 0.02% of their portfolio | 336.4k $28.9m | Reduced -243.2k |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 335.3k $28.8m | Added +35.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 318.9k $27.4m | Added +318.0k |
| Rockefeller Capital Management L.P. 0.05% of their portfolio | 313.9k $26.9m | Added +309.2k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 309.0k $24.8m | Added +223.7k |
| Paragon Capital Management Ltd 5.55% of their portfolio | 307.8k $26.4m | Unchanged |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 291.2k $25.0m | Reduced -70.7k |
| Public Sector Pension Investment Board 0.08% of their portfolio | 284.1k $24.4m | Added +46.6k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.04% of their portfolio | 277.1k $23.8m | New |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.16% of their portfolio | 265.2k $22.7m | Reduced -150.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 254.0k $21.8m | Added +225.4k |
| GLENVIEW CAPITAL MANAGEMENT, LLC 0.58% of their portfolio | 250.0k $21.4m | Reduced -1.8m |
| MARSHALL WACE, LLP 0.02% of their portfolio | 237.7k $20.4m | Added +211.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% of their portfolio | 235.9k $20.2m | Reduced -16.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 231.8k $19.0m | Reduced -11.4k |
| Wealth High Governance Asset Management Ltda. 3.04% of their portfolio | 227.4k $19.5m | New |
| ROYCE & ASSOCIATES LP 0.19% of their portfolio | 224.4k $19.3m | New |
| HERALD INVESTMENT MANAGEMENT Ltd 2.59% of their portfolio | 217.0k $18.6m | Added +15.0k |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 214.5k $18.4m | Reduced -550.6k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 214.1k $18.4m | Reduced -86.5k |
| CONGRESS ASSET MANAGEMENT CO 0.12% of their portfolio | 203.0k $17.4m | Added +67.0k |
| Telemark Asset Management, LLC 1.59% of their portfolio | 200.0k $17.2m | Unchanged |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 195.3k $16.8m | Added +17.2k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 189.3k $16.2m | New |
| Quadrature Capital Ltd 0.19% of their portfolio | 185.7k $15.9m | New |
| GLENMEDE TRUST CO NA 0.08% of their portfolio | 183.2k $15.7m | Reduced -208.9k |
| CASTLEARK MANAGEMENT LLC 0.52% of their portfolio | 182.2k $15.6m | Reduced -2.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 178.9k $15.3m | Added +52.6k |
| Legal & General Group Plc 0.00% of their portfolio | 176.1k $15.1m | Added +3.6k |
| Granite Investment Partners, LLC 0.89% of their portfolio | 168.3k $14.4m | Reduced -37.6k |
| SEGALL BRYANT & HAMILL, LLC 0.20% of their portfolio | 164.7k $14.1m | Reduced -92.4k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 163.3k $14.0m | Reduced -40.0k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.50% of their portfolio | 157.7k $13.5m | New |
| Tidal Investments LLC 0.04% of their portfolio | 155.3k $13.3m | New |
| Summit Creek Advisors LLC 2.71% of their portfolio | 153.7k $13.2m | Added +5.6k |
| Swiss National Bank 0.01% of their portfolio | 151.3k $13.0m | Added +16.6k |
| THAMES CAPITAL MANAGEMENT LLC 2.24% of their portfolio | 146.0k $12.5m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 145.7k $12.5m | Added +35.7k |
| BWCP, LP 1.81% of their portfolio | 138.4k $11.9m | New |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.56% of their portfolio | 132.2k $11.3m | Added +16.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 132.2k $11.3m | Added +3.9k |
| Penserra Capital Management LLC 0.13% of their portfolio | 131.2k $11.3m | Reduced -155.9k |
| Defiance ETFs, LLC 0.16% of their portfolio | 131.2k $11.3m | Reduced -155.9k |
| MIZUHO MARKETS AMERICAS LLC 0.31% of their portfolio | 129.9k $11.1m | Reduced -94.8k |
| BW Gestao de Investimentos Ltda. 0.47% of their portfolio | 122.6k $10.5m | New |
| Wealth High Governance Capital Ltda 3.16% of their portfolio | 122.6k $10.5m | New |
| Pier Capital, LLC 1.73% of their portfolio | 122.5k $10.5m | Reduced -14.4k |