Creative Financial Designs’s DigitalOcean DOCN Stock Holding History

Creative Financial Designs’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
2025 Q3	–	Sell	-3,538	Closed	-$101K	–	2064
2025 Q2	$101K	Sell	3,538 -55	-2%	-$1.61K	0.01%	666
2025 Q1	$120K	Buy	3,593 +346	+11%	+$13.5K	0.01%	566
2024 Q4	$111K	Sell	3,247 -497	-13%	-$19.5K	0.01%	576
2024 Q3	$151K	Buy	3,744 +566	+18%	+$20.2K	0.01%	514
2024 Q2	$110K	Buy	3,178 +279	+10%	+$9.93K	0.01%	566
2024 Q1	$111K	Buy	2,899 +591	+26%	+$21.9K	0.01%	546
2023 Q4	$84.7K	Buy	2,308 +106	+5%	+$2.93K	0.01%	573
2023 Q3	$52.9K	Buy	2,202 +50	+2%	+$1.77K	0.01%	620
2023 Q2	$86.4K	Buy	2,152 +204	+10%	+$7.52K	0.01%	517
2023 Q1	$76.3K	Sell	1,948 -70	-3%	-$2.2K	0.01%	510
2022 Q4	$51.4K	Hold	2,018	–	–	0.01%	566
2022 Q3	$73K	Buy	2,018 +57	+3%	+$2.4K	0.01%	490
2022 Q2	$81K	Sell	1,961 -78	-4%	-$3.48K	0.01%	467
2022 Q1	$118K	Sell	2,039 -39	-2%	-$2.28K	0.02%	407
2021 Q4	$167K	Buy	+2,078	New	+$195K	0.03%	339

Other funds holding DOCN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return