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DOCN Digitalocean Holdings Inc.

Information Technology, filed as DIGITALOCEAN HLDGS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 2

  • 2 Owners
  • Max 0.2%
  • $29M
  • 1 add 1 reduce 1 exit

In 2026 Q2 Polen Capital Management added to Digitalocean, Glenview Capital Management trimmed, and Davidson Kempner Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.2% (Glenview Capital Management). Not free-float ownership.

  1. Glenview Capital Management Reduce 0.24%
  2. Polen Capital Management Add 0.14%

Who owns DOCN

Sorted by value, long equity only, as of 2026 Q2.

History
Polen Capital Management 0.14%, was 0.06% Add +5.3% 101,350 $16M History
Glenview Capital Management 0.24%, was 0.54% Reduce −66.1% 84,812 $13M History
Davidson Kempner Capital Management exited 2026 Q2 Last 2026 Q1 0.04% Exit −0.04% 32,138 $2.8M History

2 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by DOCN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All DOCN insider trades
  • None no insider bought on the open market
  • $565M sold by 5 insiders outside a trading plan
  • $9M sold by 3 insiders under 10b5-1 plans
  1. Padmanabhan T Srinivasan CEO
    Planned sale
    $1.6M 11,394 shares at $140.00 1.5% of stake
    Traded Sep 21 Filed Sep 22
    ↗
  2. Cherie Barrett SVP, Chief Accounting Officer
    Planned sale
    $421K 3,985 shares at $105.73 6.4% of stake
    Traded Sep 3 Filed Sep 3
    ↗
  3. Padmanabhan T Srinivasan CEO
    Planned sale
    $602K 5,697 shares at $105.73 0.7% of stake
    Traded Sep 3 Filed Sep 3
    ↗
  4. Matt Steinfort CFO
    Planned sale
    $1.1M 10,000 shares at $105.73 1.9% of stake
    Traded Sep 3 Filed Sep 3
    ↗
  5. Padmanabhan T Srinivasan CEO
    Planned sale
    $736K 5,697 shares at $129.11 0.7% of stake
    Traded Aug 17 Filed Aug 19
    ↗
  6. Cherie Barrett SVP, Chief Accounting Officer
    Planned sale
    $590K 4,456 shares at $132.37 6.4% of stake
    Traded Aug 13 Filed Aug 17
    ↗
  7. Warren J Adelman Director
    Sale
    $521K 4,200 shares at $124.01 5.9% of stake
    Traded Aug 7 Filed Aug 11
    ↗
  8. Matt Steinfort CFO
    Planned sale
    $1.7M 10,000 shares at $170.07 1.8% of stake
    Traded Jun 2 Filed Jun 3
    ↗
  9. Warren Jenson Director
    Sale
    $3M 20,000 shares at $147.62 38% of stake
    Traded May 19 Filed May 21
    ↗
  10. Matt Steinfort CFO
    Sale
    $3.8M 25,000 shares at $152.50 4.2% of stake
    Traded May 15 Filed May 19
    ↗
  11. Hilary Schneider Director
    Sale
    $678K 4,338 shares at $156.38 15% of stake
    Traded May 15 Filed May 19
    ↗
  12. AI Droplet Holdings LLC 10% owner, +5 joint filers
    Sale
    $496M 3,300,000 shares at $150.30 97% of stake
    Traded May 13 Filed May 15
    ↗
  13. AI Droplet Holdings LLC 10% owner, +5 joint filers
    Sale
    $60.8M 391,806 shares at $155.13 1.8% of stake
    Traded May 7–11 Filed May 11
    ↗
  14. Cherie Barrett SVP, Chief Accounting Officer
    Planned sale
    $1.2M 22,000 shares at $54.77 26% of stake
    Traded Mar 2 Filed Mar 3
    ↗
  15. Matt Steinfort CFO
    Planned sale
    $1.1M 20,000 shares at $55.40 3.5% of stake
    Traded Mar 3 Filed Mar 3
    ↗

Also filed in the last 12 months, not counted as buying or selling: 33 stock grants, 17 share withholdings for taxes, 1 other transaction, and 1 option exercise.

SEC filings

Recent issuer filings from EDGAR, 15 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,7.01,9.01 Filing Doc
SCHEDULE 13D/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 8.01 Filing Doc
8-K 8.01,9.01 Filing Doc
424B5 Filing Doc
424B5 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 14 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $692.88M $780.62M $901.43M
Gross profit $408.92M $465.94M $539.59M
Gross margin * 59.0% 59.7% 59.9%
Net income $19.41M $84.49M $259.26M
Net margin * 2.8% 10.8% 28.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $502.99M $541.72M $426.98M
Total non-current assets * $0.958B $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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.