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DOCN icon

Wealth Effects’s DigitalOcean DOCN Stock Holding History

Wealth Effects’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 		$6.88M Sell
43,835
-865
-2% -$117K 1.86% 11
2026
Q1 		$3.83M Sell
44,700
-550
-1% -$34.7K 1.36% 12
2025
Q4 		$2.18M Sell
45,250
-150
-0.3% -$6.61K 0.68% 27
2025
Q3 		$1.55M Buy
45,400
+1,950
+4% +$61.8K 0.5% 37
2025
Q2 		$1.24M Sell
43,450
-4,350
-9% -$127K 0.46% 42
2025
Q1 		$1.6M Sell
47,800
-1,300
-3% -$50.8K 0.67% 33
2024
Q4 		$1.67M Sell
49,100
-1,800
-4% -$70.6K 0.59% 34
2024
Q3 		$2.06M Buy
50,900
+100
+0.2% +$3.57K 0.72% 28
2024
Q2 		$1.77M Buy
50,800
+2,750
+6% +$97.9K 0.64% 32
2024
Q1 		$1.83M Buy
48,050
+1,685
+4% +$62.6K 0.68% 27
2023
Q4 		$1.7M Buy
46,365
+10,820
+30% +$299K 0.64% 28
2023
Q3 		$854K Buy
35,545
+7,790
+28% +$276K 0.42% 53
2023
Q2 		$1.11M Buy
27,755
+475
+2% +$17.5K 0.49% 46
2023
Q1 		$1.07M Buy
27,280
+1,275
+5% +$40.1K 0.55% 46
2022
Q4 		$662K Sell
26,005
-3,650
-12% -$114K 0.38% 63
2022
Q3 		$1.07M Buy
29,655
+9,917
+50% +$417K 0.66% 35
2022
Q2 		$816K Buy
19,738
+5,995
+44% +$267K 0.49% 51
2022
Q1 		$795K Buy
13,743
+9,755
+245% +$570K 0.37% 62
2021
Q4 		$320K Buy
+3,988
New +$373K 0.13% 139

Other funds holding DOCN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Wealth Effects's DOCN Position: Q2 2026 in Review

Wealth Effects reduced its DigitalOcean (DOCN) stake by 1.9% in Q2 2026, selling an estimated $117K and leaving 43,835 shares worth $6.88M. The position accounts for 1.86% of the portfolio, ranked #11.

Wealth Effects first reported a position in DOCN in Q4 2021 and has held it in 19 quarters since. 569 funds tracked by Wall St. Rank hold DOCN as of Q2 2026.

  • Wealth Effects held 43,835 shares of DigitalOcean worth $6.88M as of Q2 2026.
  • Wealth Effects sold 865 DigitalOcean shares in Q2 2026, an estimated $117K.
  • DigitalOcean made up 1.86% of Wealth Effects's portfolio in Q2 2026, its #11 holding.
  • Wealth Effects first reported a position in DigitalOcean in Q4 2021 and has held it in 19 quarters since.
  • 569 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.