Filing Research | DOCN - DigitalOcean Holdings Inc Institutional Holdings

Snapshot holdings

50 / 102 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	155.9KSH	$24.5M
2	HERALD INVESTMENT MANAGEMENT Ltd	Shares	147.5KSH	$23.2M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	120.2KSH	$18.9M
4	VIKING FUND MANAGEMENT LLC	Shares	68.0KSH	$10.7M
5	Insight Wealth Strategies, LLC	Shares	63.9KSH	$9.2M
6	Y-Intercept (Hong Kong) Ltd	Shares	55.5KSH	$8.7M
7	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	41.4KSH	$6.5M
8	D.A. DAVIDSON & CO.	Shares	40.6KSH	$6.4M
9	OAK RIDGE INVESTMENTS LLC	Shares	40.4KSH	$6.3M
10	Police & Firemen's Retirement System of New Jersey	Shares	36.7KSH	$5.8M
11	Sincerus Advisory, LLC	Shares	27.5KSH	$4.3M
12	Louisiana State Employees Retirement System	Shares	23.8KSH	$3.7M
13	Kessler Investment Group, LLC	Shares	23.4KSH	$3.7M
14	Mirae Asset Global Investments Co., Ltd.	Shares	22.6KSH	$3.5M
15	Spire Wealth Management	Shares	22.4KSH	$3.5M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	22.3KSH	$3.5M
17	SeaCrest Wealth Management, LLC	Shares	21.1KSH	$3.3M
18	a16z Perennial Management, L.P.	Shares	21.0KSH	$3.3M
19	MIZUHO MARKETS AMERICAS LLC	CALL	109.9KSH	$3.1M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	19.5KSH	$3.1M
21	Assenagon Asset Management S.A.	Shares	14.2KSH	$2.2M
22	MRA Advisory Group	Shares	9.3KSH	$1.5M
23	LANARK FINANCIAL, INC.	Shares	7.7KSH	$1.2M
24	Burns Matteson Capital Management, LLC	Shares	6.6KSH	$1.0M
25	Lodestone Wealth Management LLC	Shares	5.9KSH	$932.3K
26	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.9KSH	$924.0K
27	180 WEALTH ADVISORS, LLC	Shares	5.0KSH	$788.3K
28	Yorktown Management & Research Co Inc	Shares	4.9KSH	$769.4K
29	Abel Hall, LLC	Shares	4.9KSH	$762.9K
30	Crossmark Global Holdings, Inc.	Shares	4.7KSH	$731.0K
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.5KSH	$722.8K
32	SECURIAN ASSET MANAGEMENT, INC	Shares	6.0KSH	$713.8K
33	FULTON BANK, N.A.	Shares	3.8KSH	$597.5K
34	Sequoia Financial Advisors, LLC	Shares	3.0KSH	$474.9K
35	Procyon Advisors, LLC	Shares	2.7KSH	$429.3K
36	SBI Securities Co., Ltd.	Shares	2.7KSH	$419.0K
37	GAMMA Investing LLC	Shares	2.6KSH	$409.5K
38	CoreCap Advisors, LLC	Shares	2.5KSH	$400.4K
39	Alliance Wealth Advisors, LLC /UT	Shares	2.4KSH	$382.1K
40	Portside Wealth Group, LLC	Shares	2.3KSH	$362.6K
41	Fifth Third Wealth Advisors LLC	Shares	2.2KSH	$351.9K
42	MIZUHO MARKETS AMERICAS LLC	PUT	109.9KSH	$279.2K
43	Independent Wealth Network Inc.	Shares	1.7KSH	$266.6K
44	Markin Volterra Fund LP	Shares	1.6KSH	$254.4K
45	Envestnet Portfolio Solutions, Inc.	Shares	1.6KSH	$249.1K
46	PARK NATIONAL CORP /OH/	Shares	1.5KSH	$237.4K
47	BSW Wealth Partners	Shares	1.5KSH	$228.6K
48	Focus Financial Network, Inc.	Shares	1.4KSH	$226.8K
49	CATHY PARETO & ASSOCIATES, INC	Shares	1.4KSH	$215.9K
50	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	1.3KSH	$211.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 111 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+55.5K	+$8.7M	$8.7M
2	CONGRESS ASSET MANAGEMENT CO trimmed	Shares	-47.2K	+$7.1M	$24.5M
3	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-37.6K	+$5.3M	$18.9M
4	HERALD INVESTMENT MANAGEMENT Ltd trimmed	Shares	-69.5K	+$4.6M	$23.2M
5	VIKING FUND MANAGEMENT LLC trimmed	Shares	-7.0K	+$4.2M	$10.7M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+17.9K	+$4.1M	$5.8M
7	Kessler Investment Group, LLC new	Shares	+23.4K	+$3.7M	$3.7M
8	Spire Wealth Management new	Shares	+22.4K	+$3.5M	$3.5M
9	MIZUHO MARKETS AMERICAS LLC new	CALL	+109.9K	+$3.1M	$3.1M
10	OAK RIDGE INVESTMENTS LLC added	Shares	+864	+$3.0M	$6.3M
11	CAMPBELL NEWMAN ASSET MANAGEMENT INC trimmed	Shares	-3.4K	+$2.7M	$6.5M
12	D.A. DAVIDSON & CO. trimmed	Shares	-4.2K	+$2.5M	$6.4M
13	a16z Perennial Management, L.P. added	Shares	+2.4K	+$1.7M	$3.3M
14	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+787	+$1.7M	$3.5M
15	MRA Advisory Group new	Shares	+9.3K	+$1.5M	$1.5M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-164	+$1.4M	$3.1M
17	SeaCrest Wealth Management, LLC trimmed	Shares	-2.1K	+$1.3M	$3.3M
18	Insight Wealth Strategies, LLC trimmed	Shares	-29.1K	+$1.3M	$9.2M
19	Louisiana State Employees Retirement System trimmed	Shares	-6.6K	+$1.1M	$3.7M
20	Burns Matteson Capital Management, LLC new	Shares	+6.6K	+$1.0M	$1.0M
21	Sincerus Advisory, LLC trimmed	Shares	-13.7K	+$785.6K	$4.3M
22	SECURIAN ASSET MANAGEMENT, INC new	Shares	+6.0K	+$713.8K	$713.8K
23	LANARK FINANCIAL, INC. added	Shares	+679	+$604.6K	$1.2M
24	FULTON BANK, N.A. new	Shares	+3.8K	+$597.5K	$597.5K
25	Sequoia Financial Advisors, LLC new	Shares	+3.0K	+$474.9K	$474.9K
26	Procyon Advisors, LLC new	Shares	+2.7K	+$429.3K	$429.3K
27	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+40	+$422.7K	$924.0K
28	CoreCap Advisors, LLC added	Shares	+2.4K	+$387.6K	$400.4K
29	Alliance Wealth Advisors, LLC /UT new	Shares	+2.4K	+$382.1K	$382.1K
30	Crossmark Global Holdings, Inc. added	Shares	+508	+$375.2K	$731.0K
31	Portside Wealth Group, LLC new	Shares	+2.3K	+$362.6K	$362.6K
32	Abel Hall, LLC added	Shares	+125	+$356.9K	$762.9K
33	Fifth Third Wealth Advisors LLC new	Shares	+2.2K	+$351.9K	$351.9K
34	Yorktown Management & Research Co Inc unchanged	Shares	0	+$349.1K	$769.4K
35	Lodestone Wealth Management LLC trimmed	Shares	-960	+$340.7K	$932.3K
36	180 WEALTH ADVISORS, LLC trimmed	Shares	-357	+$327.1K	$788.3K
37	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.1K	+$323.9K	$722.8K
38	MIZUHO MARKETS AMERICAS LLC new	PUT	+109.9K	+$279.2K	$279.2K
39	Independent Wealth Network Inc. new	Shares	+1.7K	+$266.6K	$266.6K
40	Markin Volterra Fund LP new	Shares	+1.6K	+$254.4K	$254.4K
41	Envestnet Portfolio Solutions, Inc. new	Shares	+1.6K	+$249.1K	$249.1K
42	PARK NATIONAL CORP /OH/ new	Shares	+1.5K	+$237.4K	$237.4K
43	Focus Financial Network, Inc. new	Shares	+1.4K	+$226.8K	$226.8K
44	GAMMA Investing LLC added	Shares	+398	+$220.0K	$409.5K
45	CATHY PARETO & ASSOCIATES, INC new	Shares	+1.4K	+$215.9K	$215.9K
46	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+1.3K	+$211.4K	$211.4K
47	SBI Securities Co., Ltd. trimmed	Shares	-145	+$177.7K	$419.0K
48	RiverPark Advisors, LLC new	Shares	+1.0K	+$163.3K	$163.3K
49	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+768	+$120.6K	$120.6K
50	Barnes Dennig Private Wealth Management LLC new	Shares	+681	+$106.9K	$106.9K

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