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Herald Investment Management’s DigitalOcean DOCN Stock Holding History

Herald Investment 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
Q3 		– Sell
-147,500
Closed -$23.2M – 28
2026
Q2 		$23.2M Sell
147,500
-69,500
-32% -$9.4M 3.14% 7
2026
Q1 		$18.6M Buy
217,000
+15,000
+7% +$946K 2.59% 8
2025
Q4 		$9.71M Buy
+202,000
New +$8.89M 1.27% 23

Other funds holding DOCN

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
CNWM
Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Herald Investment Management's DOCN Position: Q3 2026 in Review

Herald Investment Management sold out of DigitalOcean (DOCN) in Q3 2026, closing a stake of 147,500 shares — an estimated $23.2M sold.

Herald Investment Management first reported a position in DOCN in Q4 2025 and held it in 3 quarters. The position peaked at $23.2M in Q2 2026. 34 funds tracked by Wall St. Rank hold DOCN as of Q3 2026.

  • Herald Investment Management reported no remaining DigitalOcean position as of Q3 2026 after selling out during the quarter.
  • Herald Investment Management sold 147,500 DigitalOcean shares in Q3 2026, an estimated $23.2M.
  • Herald Investment Management first reported a position in DigitalOcean in Q4 2025 and held it in 3 quarters.
  • Herald Investment Management's DigitalOcean position peaked at $23.2M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held DigitalOcean as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.