Follow-The-Filings

Security

DOCN

Digitalocean Hldgs Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

12 owners 3 new 4 exits max 0.5% (Glenview Capital Manageme...)

grid → activity →
owners 12
max % 0.5%
tracked value $795M
qoq N 3 A 5 R 4 E 4

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Glenview Capital Management, LLC 2026 Q1 0.5% Reduce -1.42 pp 250,000 $21M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add +0.06 pp 880,638 $76M hist
Polen Capital Management LLC 2026 Q1 0.1% New 0.1% 96,206 $8M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add +0.02 pp 335,293 $29M hist
Davidson Kempner Capital Management LP 2026 Q1 0.0% New 0.0% 32,138 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.02 pp 2,288,221 $196M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.02 pp 237,704 $20M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 9,004,930 $433M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 25,154 $2M hist
Natixis Advisors, LLC 2026 Q1 0.0% New 0.0% 39,948 $3M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 28,378 $2M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 7,000 $600 hist
Norges Bank exited 2025 Q4 last 2025 Q2 0.0% Exit 0.00 pp 792,480 $23M hist
Israel Englander - Millennium Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 176,242 $8M hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit 0.00 pp 58,511 $2M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 25,772 $1M hist

12 current · 4 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $692.88M $184.73M $901.43M
Gross profit $408.92M $109.15M $539.59M
Gross margin * 59.0% 59.1% 59.9%
Net income $19.41M $14.14M $259.26M
Net margin * 2.8% 7.7% 28.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $502.99M $541.72M $426.98M
Total non-current assets * $957.97M $1.1B $1.41B
Total assets $1.46B $1.64B $1.84B
Total current liabilities $192.64M $220.96M $619.46M
Total non-current liabilities * $1.58B $1.62B $1.25B
Total equity -$313.7M -$202.96M -$28.69M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $234.94M $282.72M $309.6M
Cash from investing $401.15M -$94.8M -$268.28M
Cash from financing -$468.9M -$76.45M -$216.91M
Net change in cash $167.18M $111.21M -$175.56M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders