DOCN

DigitalOcean Holdings, Inc.

Ticker: DOCNTechnologyComputer Services
HQ BROOMFIELD, COCIK 1582961FY end 12-31Book / share $7.84Shares 119M
Revenue (FY)
$901.43M+15.48%
TTM $1.01B
Op. margin
17.42%+5.76%
TTM 14.80%
Net income
$259.26M+206.85%
TTM $235.24M
Operating cash
$309.60M+9.51%
TTM $309.96M
Free cash flow
$169.75M+76.45%
TTM $175.32M
Return on equity
-903.67%-862.04%
TTM 25.27%
Debt / equity
-49.71-42.39%
TTM 1.61
Shares outstanding
105.3M+11.47%
TTM 118.7M

The 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
Financial performance · annual
20212025
$-131.70M$179.98M$491.65M$803.33M$1.12B20212022202320242025TTMTTMTTM

Ownership

Who holds DigitalOcean Holdings, Inc. — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

506
funds hold it
1 of 35
superinvestors hold it
$6.88B
fund-held value
40.0%
of shares held by funds
2
bond issues held by funds

Top fund holders

Fund% of fundValue
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.

Polen CapitalINCREASED +5.3%
Polen Capital Management
0.1%

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 20262030.

IssueCouponMaturesFundsFund-held
DOCN 0 08/15/300.000%None2030-08-1526$174.00M
DIGITALOCEAN HOLDINGS INC CONV 0% 12/01/20260.000%2026-12-0110$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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