Root Financial Partners
DOCN icon

Root Financial Partners’s DigitalOcean DOCN Stock Holding History

Root Financial Partners’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 		$30.9K Buy
+232
New +$29.2K ﹤0.01% 1326
2026
Q2 		– Sell
-155
Closed -$13.3K – 1143
2026
Q1 		$13.3K Buy
155
+12
+8% +$757 ﹤0.01% 1550
2025
Q4 		$6.88K Buy
143
+51
+55% +$2.25K ﹤0.01% 1653
2025
Q3 		$3.14K Buy
+92
New +$2.92K ﹤0.01% 1870

Other funds holding DOCN

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Root Financial Partners's DOCN Position: Q3 2026 in Review

Root Financial Partners opened a new position in DigitalOcean (DOCN) in Q3 2026: 232 shares worth $30.9K. The stake represents ﹤0.01% of the portfolio and ranks #1326 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DOCN as recently as Q1 2026.

Root Financial Partners first reported a position in DOCN in Q3 2025 and has held it in 4 quarters since. 420 funds tracked by Wall St. Rank hold DOCN as of Q3 2026.

  • Root Financial Partners held 232 shares of DigitalOcean worth $30.9K as of Q3 2026.
  • DigitalOcean was a new Root Financial Partners position in Q3 2026.
  • DigitalOcean made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1326 holding.
  • Root Financial Partners first reported a position in DigitalOcean in Q3 2025 and has held it in 4 quarters since.
  • 420 funds tracked by Wall St. Rank held DigitalOcean as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.