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
Q3 		$438K Sell
3,280
-60,602
-95% -$7.62M 0.04% 130
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

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Insight Wealth Strategies's DOCN Position: Q3 2026 in Review

Insight Wealth Strategies reduced its DigitalOcean (DOCN) stake by 95% in Q3 2026, selling an estimated $7.62M and leaving 3,280 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #130.

Insight Wealth Strategies first reported a position in DOCN in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.24M in Q2 2026. 17 funds tracked by Wall St. Rank hold DOCN as of Q3 2026.

  • Insight Wealth Strategies held 3,280 shares of DigitalOcean worth $438K as of Q3 2026.
  • Insight Wealth Strategies sold 60,602 DigitalOcean shares in Q3 2026, an estimated $7.62M.
  • DigitalOcean made up 0.04% of Insight Wealth Strategies's portfolio in Q3 2026, its #130 holding.
  • Insight Wealth Strategies first reported a position in DigitalOcean in Q4 2025 and has held it in 4 quarters since.
  • Insight Wealth Strategies's DigitalOcean position peaked at $9.24M in Q2 2026.
  • 17 funds tracked by Wall St. Rank held DigitalOcean as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.