AssetMark Inc
DOCN icon

AssetMark Inc’s DigitalOcean DOCN Stock Holding History

AssetMark Inc’s Portfolio DOCN Stock Details DOCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$235K Buy
1,760
+400
+29% +$50.3K ﹤0.01% 1430
2026
Q2 		$214K Sell
1,360
-327
-19% -$44.2K ﹤0.01% 1423
2026
Q1 		$145K Buy
1,687
+1,677
+16,770% +$106K ﹤0.01% 1421
2025
Q4 		$481 Hold
10
– – ﹤0.01% 3107
2025
Q3 		$342 Sell
10
-2,422
-100% -$76.8K ﹤0.01% 2981
2025
Q2 		$69.5K Sell
2,432
-205
-8% -$5.99K ﹤0.01% 1450
2025
Q1 		$88K Sell
2,637
-279
-10% -$10.9K ﹤0.01% 1309
2024
Q4 		$99.3K Sell
2,916
-80
-3% -$3.14K ﹤0.01% 1252
2024
Q3 		$121K Sell
2,996
-148
-5% -$5.28K ﹤0.01% 1116
2024
Q2 		$109K Buy
3,144
+287
+10% +$10.2K ﹤0.01% 1098
2024
Q1 		$109K Buy
2,857
+48
+2% +$1.78K ﹤0.01% 1045
2023
Q4 		$103K Buy
2,809
+403
+17% +$11.1K ﹤0.01% 1030
2023
Q3 		$57.8K Buy
2,406
+172
+8% +$6.09K ﹤0.01% 1070
2023
Q2 		$89.7K Buy
2,234
+716
+47% +$26.4K ﹤0.01% 972
2023
Q1 		$59.5K Buy
1,518
+340
+29% +$10.7K ﹤0.01% 989
2022
Q4 		$30K Sell
1,178
-26,372
-96% -$825K ﹤0.01% 1140
2022
Q3 		$996K Buy
27,550
+1,430
+5% +$60.1K ﹤0.01% 512
2022
Q2 		$1.08M Buy
26,120
+4,945
+23% +$221K ﹤0.01% 477
2022
Q1 		$1.22M Buy
21,175
+10,579
+100% +$618K 0.01% 430
2021
Q4 		$851K Buy
+10,596
New +$992K ﹤0.01% 432

Other funds holding DOCN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc's DOCN Position: Q3 2026 in Review

AssetMark Inc increased its DigitalOcean (DOCN) stake by 29% in Q3 2026, buying an estimated $50.3K and bringing the position to 1,760 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

AssetMark Inc first reported a position in DOCN in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.22M in Q1 2022. 230 funds tracked by Wall St. Rank hold DOCN as of Q3 2026.

  • AssetMark Inc held 1,760 shares of DigitalOcean worth $235K as of Q3 2026.
  • AssetMark Inc bought 400 DigitalOcean shares in Q3 2026, an estimated $50.3K.
  • DigitalOcean made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1430 holding.
  • AssetMark Inc first reported a position in DigitalOcean in Q4 2021 and has held it in 20 quarters since.
  • AssetMark Inc's DigitalOcean position peaked at $1.22M in Q1 2022.
  • 230 funds tracked by Wall St. Rank held DigitalOcean as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.