NFG
DOCN icon

Next Financial Group’s DigitalOcean DOCN Stock Holding History

Next Financial Group’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
2021
Q4 		$258K Buy
3,208
+1,014
+46% +$94.9K 0.02% 797
2021
Q3 		$170K Buy
+2,194
New +$136K 0.01% 912

Other funds holding DOCN

IVP
IA Venture Partners New York $785M AUM
IVSFI
IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return
AEPI
AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AEPIP
AH Equity Partners III (Parallel) Menlo Park, California $57.6M AUM 72.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's DOCN Position: Q4 2021 in Review

Next Financial Group increased its DigitalOcean (DOCN) stake by 46% in Q4 2021, buying an estimated $94.9K and bringing the position to 3,208 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #797.

Next Financial Group first reported a position in DOCN in Q3 2021 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold DOCN as of Q4 2021.

  • Next Financial Group held 3,208 shares of DigitalOcean worth $258K as of Q4 2021.
  • Next Financial Group bought 1,014 DigitalOcean shares in Q4 2021, an estimated $94.9K.
  • DigitalOcean made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #797 holding.
  • Next Financial Group first reported a position in DigitalOcean in Q3 2021 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held DigitalOcean as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.