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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Root Financial Partners's DOCN Position: Q1 2026 in Review

Root Financial Partners increased its DigitalOcean (DOCN) stake by 8.4% in Q1 2026, buying an estimated $757 and bringing the position to 155 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Root Financial Partners first reported a position in DOCN in Q3 2025 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold DOCN as of Q1 2026.

  • Root Financial Partners held 155 shares of DigitalOcean worth $13.3K as of Q1 2026.
  • Root Financial Partners bought 12 DigitalOcean shares in Q1 2026, an estimated $757.
  • DigitalOcean made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1550 holding.
  • Root Financial Partners first reported a position in DigitalOcean in Q3 2025 and has held it in 3 quarters since.
  • 449 funds tracked by Wall St. Rank held DigitalOcean as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.