DigitalOcean Holdings, Inc.
Ticker: DOCNTechnologyComputer ServicesThe business
DigitalOcean Holdings, Inc. (NYSE: DOCN) operates an agentic inference cloud platform designed to empower artificial intelligence-driven and digital-native businesses to build, run, and scale intelligent applications with speed, simplicity, and predictable economics. The company's website is located at https://investors.digitalocean.com/.
The platform combines production-ready GPU infrastructure, a full-stack cloud environment, model-first inference workflows, and an agentic experience layer to reduce operational complexity and accelerate time to production. DigitalOcean serves growing technology companies across numerous industry verticals including online gaming, fintech, and cybersecurity, enabling customers to build and host websites, develop web and mobile applications, integrate artificial intelligence into their businesses, and construct AI products and applications.
DigitalOcean's product portfolio spans Infrastructure-as-a-Service offerings including Droplet virtual machines, storage solutions, and networking capabilities; Platform-as-a-Service and Software-as-a-Service offerings such as Managed Hosting, Managed Databases, Managed Kubernetes, and App Platform; and artificial intelligence and machine learning solutions through the Gradient AI Agentic Cloud, which includes GPU infrastructure, AI platform services with large language models, and AI agents. The company operates a global infrastructure network across nine geographic regions with data centers in the United States, Australia, Canada, Germany, India, the Netherlands, Singapore, and the United Kingdom.
As of December 31, 2025, DigitalOcean employed 1,462 people globally, with 848 located outside the United States. The company serves approximately 21,000 Digital Native Enterprise customers spending more than $500 monthly, which collectively comprised 60 percent of total revenue for the year ended December 31, 2025. Annual recurring revenue reached $970 million in 2025.
The company differentiates itself through simplicity of use, scalability of offerings, approachability through community engagement and customer support, and unified cloud and artificial intelligence tools. DigitalOcean operates an efficient self-service customer acquisition model complemented by inside sales, targeted outside sales, and partnership development. The company has expanded through strategic acquisitions including Paperspace, which launched AI and machine learning offerings, and Cloudways, which added managed hosting capabilities to the platform.
- Sector
- Technology
- Industry
- Computer Services
- HQ
- BROOMFIELD, CO
- FY end
- 12-31
- CIK
- 1582961
- SIC
- 7370
Ownership
Who holds DigitalOcean Holdings, Inc. — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| JPMorgan Large Cap Growth Fund SEEGX · JPMorgan Trust II | 0.43% | $523.46M |
| iShares Core S&P Mid-Cap ETF IJH · iShares Trust | 0.35% | $437.46M |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS | 0.02% | $416.20M |
| Hood River Small-Cap Growth Fund HRSMX · Manager Directed Portfolios | 4.92% | $327.23M |
| VANGUARD SMALL-CAP INDEX FUND VB · VANGUARD INDEX FUNDS | 0.16% | $300.61M |
Superinvestors in DigitalOcean Holdings, Inc.
Share of each manager's reported 13F portfolio.
Bonds held by funds
Funds report holding 2 issues of DigitalOcean Holdings, Inc.'s debt, $200.42M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 0.00%, maturing 2026–2030.
| Issue | Coupon | Matures | Funds | Fund-held |
|---|---|---|---|---|
| DOCN 0 08/15/30 | 0.000%None | 2030-08-15 | 26 | $174.00M |
| DIGITALOCEAN HOLDINGS INC CONV 0% 12/01/2026 | 0.000% | 2026-12-01 | 10 | $26.41M |
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
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