Creative Planning
DOCN icon

Creative Planning’s DigitalOcean DOCN Stock Holding History

Creative Planning’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 		$5.27M Buy
61,475
+10,908
+22% +$688K ﹤0.01% 1151
2025
Q4 		$2.43M Buy
50,567
+20,040
+66% +$882K ﹤0.01% 1573
2025
Q3 		$1.04M Sell
30,527
-7,726
-20% -$245K ﹤0.01% 2076
2025
Q2 		$1.09M Sell
38,253
-11,772
-24% -$344K ﹤0.01% 1779
2025
Q1 		$1.67M Buy
50,025
+10,174
+26% +$398K ﹤0.01% 1319
2024
Q4 		$1.36M Sell
39,851
-34,016
-46% -$1.33M ﹤0.01% 1412
2024
Q3 		$1.82M Buy
73,867
+38,409
+108% +$1.37M ﹤0.01% 1117
2024
Q2 		$1.23M Buy
35,458
+26,173
+282% +$932K ﹤0.01% 1267
2024
Q1 		$355K Buy
9,285
+2,008
+28% +$74.6K ﹤0.01% 2106
2023
Q4 		$267K Buy
+7,277
New +$201K ﹤0.01% 2172
2023
Q3 		– Sell
-12,705
Closed -$510K – 2943
2023
Q2 		$510K Sell
12,705
-59,719
-82% -$2.2M ﹤0.01% 1539
2023
Q1 		$2.84M Sell
72,424
-2,010
-3% -$63.3K ﹤0.01% 662
2022
Q4 		$1.9M Buy
+74,434
New +$2.33M ﹤0.01% 766
2022
Q3 		– Sell
-59,316
Closed -$2.45M – 2351
2022
Q2 		$2.45M Buy
59,316
+55,795
+1,585% +$2.49M ﹤0.01% 650
2022
Q1 		$204K Buy
3,521
+332
+10% +$19.4K ﹤0.01% 1878
2021
Q4 		$256K Buy
+3,189
New +$299K ﹤0.01% 1721

Other funds holding DOCN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $618B AUM 30.34% 1-Year Est. Return

Creative Planning's DOCN Position: Q1 2026 in Review

Creative Planning increased its DigitalOcean (DOCN) stake by 22% in Q1 2026, buying an estimated $688K and bringing the position to 61,475 shares worth $5.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Creative Planning first reported a position in DOCN in Q4 2021 and has held it in 16 quarters since. 448 funds tracked by Wall St. Rank hold DOCN as of Q1 2026.

  • Creative Planning held 61,475 shares of DigitalOcean worth $5.27M as of Q1 2026.
  • Creative Planning bought 10,908 DigitalOcean shares in Q1 2026, an estimated $688K.
  • DigitalOcean made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1151 holding.
  • Creative Planning first reported a position in DigitalOcean in Q4 2021 and has held it in 16 quarters since.
  • 448 funds tracked by Wall St. Rank held DigitalOcean as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.