IWS
DOCN icon

Insight Wealth Strategies’s DigitalOcean DOCN Stock Holding History

Insight Wealth Strategies’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
Q2 		$9.24M Sell
63,882
-29,127
-31% -$3.94M 0.9% 30
2026
Q1 		$7.98M Sell
93,009
-2,745
-3% -$173K 0.89% 33
2025
Q4 		$4.61M Buy
+95,754
New +$4.22M 0.53% 60

Other funds holding DOCN

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SA
Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Insight Wealth Strategies's DOCN Position: Q2 2026 in Review

Insight Wealth Strategies reduced its DigitalOcean (DOCN) stake by 31% in Q2 2026, selling an estimated $3.94M and leaving 63,882 shares worth $9.24M. The position accounts for 0.9% of the portfolio, ranked #30.

Insight Wealth Strategies first reported a position in DOCN in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold DOCN as of Q2 2026.

  • Insight Wealth Strategies held 63,882 shares of DigitalOcean worth $9.24M as of Q2 2026.
  • Insight Wealth Strategies sold 29,127 DigitalOcean shares in Q2 2026, an estimated $3.94M.
  • DigitalOcean made up 0.9% of Insight Wealth Strategies's portfolio in Q2 2026, its #30 holding.
  • Insight Wealth Strategies first reported a position in DigitalOcean in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.