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 ($22.8m this quarter). Holder counts are more reliable. Shares outstanding: 117.6m as of 2026-07-30, 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 ≈ $155.13. Options: 34 managers hold calls ($1.6bn notional), 29 hold puts ($1.1bn).
Trends to Q2 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 |
| Q2 2026 | 568 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 328 | 252 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $149.9m | $77.7m | 0.52 |
| Q4 2025 | $196.9m | $128.0m | 0.65 |
| Q1 2026 | $599.7m | $316.1m | 0.53 |
| Q2 2026 | $1.6bn | $1.1bn | 0.72 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +9.2m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.7m |
| D. E. Shaw & Co., Inc. | Added | +873.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | New | +815.4k |
| Hood River Capital Management LLC | Added | +713.6k |
| 1832 Asset Management L.P. | Added | +565.2k |
| HRT FINANCIAL LP | Added | +487.7k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +466.0k |
| Qube Research & Technologies Ltd | New | +413.3k |
| MILLENNIUM MANAGEMENT LLC | New | +399.9k |
Biggest sellers
| BlackRock, Inc. | Reduced | -3.2m |
| Van Berkom & Associates Inc. | Reduced | -2.0m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -1.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.4m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -1.4m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -884.7k |
| UBS Group AG | Reduced | -864.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -591.3k |
| CITADEL ADVISORS LLC | Reduced | -522.8k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -515.0k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $412.9m2.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $326.4m2.1m shares |
| COOPER CREEK PARTNERS MANAGEMENT LLC | Added | $159.0m1.0m shares |
| IMC-Chicago, LLC | Added | $141.8m902.9k shares |
| CITADEL ADVISORS LLC | Added | $127.0m808.8k shares |
| PEAK6 LLC | Reduced | $75.4m480.3k shares |
| GROUP ONE TRADING LLC | Added | $50.2m319.5k shares |
| Walleye Trading LLC | Added | $45.2m288.1k shares |
| NOMURA HOLDINGS INC | Reduced | $43.4m276.1k shares |
| Caption Management, LLC | Added | $38.1m242.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $310.3m2.0m shares |
| Walleye Trading LLC | Added | $103.7m660.3k shares |
| JANE STREET GROUP, LLC | Added | $102.1m650.3k shares |
| JPMORGAN CHASE & CO | Added | $94.4m630.0k shares |
| CITADEL ADVISORS LLC | Added | $85.2m542.7k shares |
| IMC-Chicago, LLC | Added | $72.6m462.4k shares |
| PEAK6 LLC | Reduced | $64.8m412.5k shares |
| GOLDMAN SACHS GROUP INC | New | $47.1m300.0k shares |
| WELLS FARGO & COMPANY/MN | New | $43.9m279.3k shares |
| NOMURA HOLDINGS INC | Unchanged | $32.9m209.2k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2026 | 0 | — | 3 | $9.1m | $1.7m |
| Q3 2026 | 0 | — | 4 | $5.5m | $5.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-21 | Srinivasan Padmanabhan T Chief Executive Officer, director | Sold plan | $1.6m11.4k shares |
| 2026-09-03 | Steinfort Matt Chief Financial Officer | Sold plan | $1.1m10.0k shares |
| 2026-09-03 | Srinivasan Padmanabhan T Chief Executive Officer, director | Sold plan | $602.3k5.7k shares |
| 2026-09-03 | Barrett Cherie SVP, Chief Accounting Officer | Sold plan | $421.3k4.0k shares |
| 2026-08-17 | Srinivasan Padmanabhan T Chief Executive Officer, director | Sold plan | $735.5k5.7k shares |
| 2026-08-13 | Barrett Cherie SVP, Chief Accounting Officer | Sold plan | $589.8k4.5k shares |
| 2026-08-07 | Adelman Warren J Director | Sold | $520.8k4.2k shares |
| 2026-06-02 | Steinfort Matt Chief Financial Officer | Sold plan | $1.7m10.0k shares |
| 2026-05-19 | JENSON WARREN Director | Sold | $3.0m20.0k shares |
| 2026-05-15 | Steinfort Matt Chief Financial Officer | Sold | $3.8m25.0k shares |
| 2026-05-15 | SCHNEIDER HILARY Director | Sold | $678.4k4.3k shares |
| 2026-05-13 | AI Droplet Sharing LLC +5 10% owner · By LLC | Sold | $496.0m3.3m shares |
| 2026-05-11 | AI Droplet Sharing LLC +5 10% owner · By LLC | Sold | $29.0m181.1k shares |
| 2026-05-07 | AI Droplet Sharing LLC +5 10% owner · By LLC | Sold | $31.8m210.7k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.12% of their portfolio | 13.9m $2.1bn | Added +9.2m |
| BlackRock, Inc. 0.02% of their portfolio | 8.8m $1.4bn | Reduced -3.2m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 4.6m $714.9m | Reduced -1.4m |
| Hood River Capital Management LLC 4.78% of their portfolio | 4.2m $659.6m | Added +713.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 3.7m $586.9m | Added +270.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.13% of their portfolio | 2.6m $413.2m | Added +69.3k |
| STATE STREET CORP 0.01% of their portfolio | 2.5m $393.7m | Reduced -380.5k |
| TWO SIGMA INVESTMENTS, LP 0.22% of their portfolio | 1.9m $296.3m | Added +1.7m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 1.9m $296.2m | Added +18.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 1.9m $294.3m | Reduced -591.3k |
| CITADEL ADVISORS LLC 0.16% of their portfolio | 1.8m $277.2m | Reduced -522.8k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.7m $264.2m | Reduced -11.6k |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 1.6m $251.7m | Added +105.0k |
| FMR LLC 0.01% of their portfolio | 1.6m $248.6m | Added +22.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 1.6m $247.1m | Reduced -1.4m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.5m $241.9m | Reduced -199.9k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.2m $184.2m | Reduced -179.9k |
| NEUBERGER BERMAN GROUP LLC 0.12% of their portfolio | 1.2m $183.9m | Added +282.9k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 1.1m $171.9m | Added +55.9k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 1.1m $168.7m | Added +66.3k |
| FIRST TRUST ADVISORS LP 0.09% of their portfolio | 1.0m $157.1m | Reduced -440.7k |
| OBERWEIS ASSET MANAGEMENT INC/ 3.02% of their portfolio | 930.0k $146.0m | Added +2.5k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 929.7k $79.7m | Reduced -1.4m |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 3.62% of their portfolio | 887.4k $139.4m | Reduced -49.7k |
| D. E. Shaw & Co., Inc. 0.09% of their portfolio | 880.6k $138.3m | Added +873.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 868.6k $136.4m | Reduced -320.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.12% of their portfolio | 853.6k $134.0m | Added +466.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 815.4k $128.0m | New |
| Invesco Ltd. 0.01% of their portfolio | 776.9k $122.0m | Added +310.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 739.6k $116.1m | Reduced -368.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 735.0k $115.4m | Reduced -106.3k |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 724.9k $113.8m | Added +55.4k |
| MORGAN STANLEY 0.01% of their portfolio | 717.2k $112.6m | Reduced -170.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 662.6k $104.0m | Reduced -515.0k |
| 1832 Asset Management L.P. 0.12% of their portfolio | 648.8k $101.9m | Added +565.2k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 624.2k $98.0m | Added +32.1k |
| Van Berkom & Associates Inc. 3.11% of their portfolio | 614.4k $96.5m | Reduced -2.0m |
| UBS Group AG 0.02% of their portfolio | 606.5k $95.2m | Reduced -864.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 603.5k $94.8m | Reduced -241.6k |
| Driehaus Capital Management LLC 0.53% of their portfolio | 577.0k $90.6m | Added +52.8k |
| HRT FINANCIAL LP 0.20% of their portfolio | 543.1k $85.3m | Added +487.7k |
| LORD, ABBETT & CO. LLC 0.24% of their portfolio | 536.0k $84.2m | Added +36.4k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 528.0k $82.9m | Reduced -20.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 520.6k $81.7m | Added +374.9k |
| TCW GROUP INC 0.54% of their portfolio | 509.6k $80.0m | Reduced -87.0k |
| Allspring Global Investments Holdings, LLC 0.11% of their portfolio | 489.6k $70.8m | Reduced -194.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% of their portfolio | 477.2k $74.9m | Added +223.1k |
| FEDERATED HERMES, INC. 0.11% of their portfolio | 471.0k $74.0m | Added +66.9k |
| Point72 Asset Management, L.P. 0.11% of their portfolio | 456.9k $71.7m | Reduced -423.8k |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 413.3k $64.9m | New |
| BLAIR WILLIAM & CO/IL 0.17% of their portfolio | 413.1k $64.9m | Reduced -13.4k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 399.9k $62.8m | New |
| Clearbridge Investments, LLC 0.05% of their portfolio | 349.5k $54.9m | New |
| FRED ALGER MANAGEMENT, LLC 0.18% of their portfolio | 347.4k $54.6m | Added +2.7k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 345.6k $54.3m | Reduced -24.7k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.08% of their portfolio | 332.5k $52.2m | Added +55.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 296.0k $46.5m | Reduced -22.9k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 286.6k $45.0m | Added +91.3k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 263.3k $41.4m | Reduced -45.6k |
| Paragon Capital Management Ltd 7.61% of their portfolio | 255.8k $40.2m | Reduced -52.1k |
| CITIGROUP INC 0.02% of their portfolio | 235.7k $37.0m | Reduced -100.7k |
| Rockefeller Capital Management L.P. 0.05% of their portfolio | 226.0k $35.5m | Reduced -87.9k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 207.4k $32.6m | Reduced -83.9k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 206.5k $32.4m | New |
| ROYCE & ASSOCIATES LP 0.26% of their portfolio | 205.5k $32.3m | Reduced -18.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.03% of their portfolio | 201.6k $30.7m | Reduced -30.2k |
| Telemark Asset Management, LLC 2.27% of their portfolio | 200.0k $31.4m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 188.7k $29.6m | Added +56.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.25% of their portfolio | 168.1k $26.4m | Reduced -289.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 164.7k $25.9m | Reduced -14.3k |
| Nuveen, LLC 0.01% of their portfolio | 163.5k $25.7m | Reduced -284.7k |
| SEGALL BRYANT & HAMILL, LLC 0.30% of their portfolio | 160.7k $25.2m | Reduced -4.1k |
| Squarepoint Ops LLC 0.05% of their portfolio | 160.2k $25.2m | New |
| Swiss National Bank 0.01% of their portfolio | 156.5k $24.6m | Added +5.2k |
| CONGRESS ASSET MANAGEMENT CO 0.15% of their portfolio | 155.9k $24.5m | Reduced -47.2k |
| Penserra Capital Management LLC 0.18% of their portfolio | 148.6k $23.3m | Added +17.4k |
| Granite Investment Partners, LLC 1.20% of their portfolio | 148.6k $23.3m | Reduced -19.7k |
| HERALD INVESTMENT MANAGEMENT Ltd 3.14% of their portfolio | 147.5k $23.2m | Reduced -69.5k |
| Wealth High Governance Asset Management Ltda. 2.42% of their portfolio | 144.8k $22.7m | Reduced -82.6k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.99% of their portfolio | 140.4k $22.0m | Added +8.2k |
| Defiance ETFs, LLC 0.26% of their portfolio | 129.2k $18.7m | Reduced -2.0k |
| Tidal Investments LLC 0.05% of their portfolio | 122.2k $19.2m | Reduced -33.1k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.61% of their portfolio | 120.2k $18.9m | Reduced -37.6k |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 114.8k $18.0m | Reduced -99.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 111.8k $17.6m | Reduced -2.2k |
| WHITTIER TRUST CO 0.14% of their portfolio | 107.2k $14.1m | New |
| LPL Financial LLC 0.00% of their portfolio | 105.3k $16.5m | Added +54.0k |
| Legal & General Group Plc 0.00% of their portfolio | 105.1k $16.5m | Reduced -71.0k |
| Schonfeld Strategic Advisors LLC 0.09% of their portfolio | 103.9k $16.3m | Added +96.1k |
| Jump Financial, LLC 0.14% of their portfolio | 102.1k $16.0m | New |
| POLEN CAPITAL MANAGEMENT LLC 0.14% of their portfolio | 101.3k $15.9m | Added +5.1k |
| Corient Private Wealth LP 0.02% of their portfolio | 100.8k $15.8m | Added +87.5k |
| Ghisallo Capital Management LLC 0.31% of their portfolio | 100.0k $15.7m | Reduced -280.0k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 97.6k $15.3m | Reduced -237.7k |
| ExodusPoint Capital Management, LP 0.14% of their portfolio | 97.4k $15.3m | Added +31.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 96.7k $15.2m | Reduced -117.5k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 0.62% of their portfolio | 95.1k $14.9m | Reduced -444.2k |
| LMR Partners LLP 0.11% of their portfolio | 94.6k $14.9m | Reduced -261.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 93.7k $14.7m | Reduced -6.1k |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.68% of their portfolio | 91.5k $14.4m | Reduced -24.4k |