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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
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

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Vanguard Portfolio Management
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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

Root Financial Partners's DOCN Position: Q2 2026 in Review

Root Financial Partners sold out of DigitalOcean (DOCN) in Q2 2026, closing a stake of 155 shares — an estimated $13.3K sold.

Root Financial Partners first reported a position in DOCN in Q3 2025 and held it in 3 quarters. The position peaked at $13.3K in Q1 2026. 568 funds tracked by Wall St. Rank hold DOCN as of Q2 2026.

  • Root Financial Partners reported no remaining DigitalOcean position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 155 DigitalOcean shares in Q2 2026, an estimated $13.3K.
  • Root Financial Partners first reported a position in DigitalOcean in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's DigitalOcean position peaked at $13.3K in Q1 2026.
  • 568 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.