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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.