CWM
DOCN icon

Circle Wealth Management’s DigitalOcean DOCN Stock Holding History

Circle Wealth Management’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
Q2 		$2.54M Buy
16,196
+10,233
+172% +$1.38M 0.03% 87
2026
Q1 		$512K Buy
+5,963
New +$376K 0.01% 197

Other funds holding DOCN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Circle Wealth Management's DOCN Position: Q2 2026 in Review

Circle Wealth Management increased its DigitalOcean (DOCN) stake by 172% in Q2 2026, buying an estimated $1.38M and bringing the position to 16,196 shares worth $2.54M. The position accounts for 0.03% of the portfolio, ranked #87.

Circle Wealth Management first reported a position in DOCN in Q1 2026 and has held it in 2 quarters since. 569 funds tracked by Wall St. Rank hold DOCN as of Q2 2026.

  • Circle Wealth Management held 16,196 shares of DigitalOcean worth $2.54M as of Q2 2026.
  • Circle Wealth Management bought 10,233 DigitalOcean shares in Q2 2026, an estimated $1.38M.
  • DigitalOcean made up 0.03% of Circle Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Circle Wealth Management first reported a position in DigitalOcean in Q1 2026 and has held it in 2 quarters since.
  • 569 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.