Charles Schwab
DOCN icon

Charles Schwab’s DigitalOcean DOCN Stock Holding History

Charles Schwab’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
Q1 		$72.5M Buy
845,167
+90,629
+12% +$5.71M 0.01% 915
2025
Q4 		$36.3M Buy
754,538
+9,482
+1% +$418K 0.01% 1368
2025
Q3 		$25.5M Buy
745,056
+91,204
+14% +$2.89M ﹤0.01% 1595
2025
Q2 		$18.7M Buy
653,852
+8,958
+1% +$262K ﹤0.01% 1712
2025
Q1 		$21.5M Buy
644,894
+60,974
+10% +$2.38M ﹤0.01% 1603
2024
Q4 		$19.9M Buy
583,920
+18,157
+3% +$712K ﹤0.01% 1702
2024
Q3 		$22.9M Buy
565,763
+70,700
+14% +$2.52M ﹤0.01% 1626
2024
Q2 		$17.2M Buy
495,063
+67,091
+16% +$2.39M ﹤0.01% 1768
2024
Q1 		$16.3M Sell
427,972
-2,922
-0.7% -$108K ﹤0.01% 1721
2023
Q4 		$15.8M Sell
430,894
-1,836
-0.4% -$50.8K ﹤0.01% 1732
2023
Q3 		$10.4M Sell
432,730
-3,032
-0.7% -$107K ﹤0.01% 1888
2023
Q2 		$17.5M Sell
435,762
-35,023
-7% -$1.29M 0.01% 1588
2023
Q1 		$18.4M Buy
470,785
+816
+0.2% +$25.7K 0.01% 1533
2022
Q4 		$12M Buy
469,969
+7,236
+2% +$227K ﹤0.01% 1760
2022
Q3 		$16.7M Buy
462,733
+202,767
+78% +$8.52M 0.01% 1506
2022
Q2 		$10.8M Buy
259,966
+52,176
+25% +$2.33M ﹤0.01% 1803
2022
Q1 		$12M Buy
207,790
+5,158
+3% +$301K ﹤0.01% 1846
2021
Q4 		$16.3M Buy
202,632
+7,533
+4% +$705K ﹤0.01% 1734
2021
Q3 		$15.1M Buy
195,099
+86,185
+79% +$5.33M 0.01% 1780
2021
Q2 		$6.05M Buy
+108,914
New +$4.7M ﹤0.01% 2253

Other funds holding DOCN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return