Schechter Investment Advisors’s DigitalOcean DOCN Stock Holding History

Schechter Investment Advisors’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
2025 Q1	–	Sell	-19,863	Closed	-$677K	–	647
2024 Q4	$677K	Hold	19,863	–	–	0.05%	317
2024 Q3	$802K	Hold	19,863	–	–	0.06%	295
2024 Q2	$690K	Hold	19,863	–	–	0.05%	312
2024 Q1	$758K	Hold	19,863	–	–	0.06%	297
2023 Q4	$729K	Hold	19,863	–	–	0.06%	284
2023 Q3	$477K	Sell	19,863 -90	-0.5%	-$3.19K	0.05%	352
2023 Q2	$801K	Sell	19,953 -1	-0%	-$37	0.07%	284
2023 Q1	$782K	Buy	19,954 +91	+0.5%	+$2.86K	0.07%	309
2022 Q4	$506K	Sell	19,863 -70	-0.4%	-$2.19K	0.05%	501
2022 Q3	$721K	Hold	19,933	–	–	0.07%	389
2022 Q2	$825K	Buy	19,933 +70	+0.4%	+$3.12K	0.08%	353
2022 Q1	$1.15M	Sell	19,863 -44	-0.2%	-$2.57K	0.11%	256
2021 Q4	$1.6M	Buy	+19,907	New	+$1.86M	0.14%	169

Other funds holding DOCN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Schechter Investment Advisors's DOCN Position: Q1 2025 in Review

Schechter Investment Advisors sold out of DigitalOcean (DOCN) in Q1 2025, closing a stake of 19,863 shares — an estimated $677K sold.

Schechter Investment Advisors first reported a position in DOCN in Q4 2021 and held it in 13 quarters. The position peaked at $1.6M in Q4 2021. 299 funds tracked by Wall St. Rank hold DOCN as of Q1 2025.

Schechter Investment Advisors reported no remaining DigitalOcean position as of Q1 2025 after selling out during the quarter.
Schechter Investment Advisors sold 19,863 DigitalOcean shares in Q1 2025, an estimated $677K.
Schechter Investment Advisors first reported a position in DigitalOcean in Q4 2021 and held it in 13 quarters.
Schechter Investment Advisors's DigitalOcean position peaked at $1.6M in Q4 2021.
299 funds tracked by Wall St. Rank held DigitalOcean as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.