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
2025
Q4 		– Sell
-10,000
Closed -$27.8K – 3956
2025
Q3 		$27.8K Sell
10,000
-10,000
-50% -$317K ﹤0.01% 3799
2025
Q2 		$109K Hold
20,000
– – ﹤0.01% 3405
2025
Q1 		$80K Sell
20,000
-10,000
-33% -$391K ﹤0.01% 3285
2024
Q4 		$105K Buy
+30,000
New +$1.18M ﹤0.01% 3149
2024
Q3 		– Sell
-30,000
Closed -$92.5K – 3229
2024
Q2 		$92.5K Buy
+30,000
New +$1.07M ﹤0.01% 2855

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

Creative Planning's DOCN Position: Q2 2026 in Review

Creative Planning increased its DigitalOcean (DOCN) stake by 2% in Q2 2026, buying an estimated $168K and bringing the position to 62,719 shares worth $9.85M. The position accounts for 0.01% of the portfolio, ranked #898.

Creative Planning first reported a position in DOCN in Q4 2021 and has held it in 17 quarters since. 569 funds tracked by Wall St. Rank hold DOCN as of Q2 2026.

  • Creative Planning held 62,719 shares of DigitalOcean worth $9.85M as of Q2 2026.
  • Creative Planning bought 1,244 DigitalOcean shares in Q2 2026, an estimated $168K.
  • DigitalOcean made up 0.01% of Creative Planning's portfolio in Q2 2026, its #898 holding.
  • Creative Planning first reported a position in DigitalOcean in Q4 2021 and has held it in 17 quarters since.
  • 569 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.