MA
DOCN icon

Montag & Associates’s DigitalOcean DOCN Stock Holding History

Montag & Associates’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 		$2.27K Buy
14
+5
+56% +$676 ﹤0.01% 861
2026
Q1 		$747 Buy
+9
New +$567 ﹤0.01% 912

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

Montag & Associates's DOCN Position: Q2 2026 in Review

Montag & Associates increased its DigitalOcean (DOCN) stake by 56% in Q2 2026, buying an estimated $676 and bringing the position to 14 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Montag & Associates first reported a position in DOCN in Q1 2026 and has held it in 2 quarters since. 567 funds tracked by Wall St. Rank hold DOCN as of Q2 2026.

  • Montag & Associates held 14 shares of DigitalOcean worth $2.27K as of Q2 2026.
  • Montag & Associates bought 5 DigitalOcean shares in Q2 2026, an estimated $676.
  • DigitalOcean made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #861 holding.
  • Montag & Associates first reported a position in DigitalOcean in Q1 2026 and has held it in 2 quarters since.
  • 567 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.