What is the 13F Pro Quality Score for DOCN?

13F Pro ranks DigitalOcean Holdings, Inc. (DOCN) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View DOCN's current score at https://13fpro.ai/research/DOCN (free sign-up required for the full ranking).

Where does 13F Pro source DOCN data?

All DigitalOcean Holdings, Inc. fundamentals and ownership data come directly from SEC EDGAR. DigitalOcean Holdings, Inc. files with the SEC under CIK 1582961. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is DOCN in?

DigitalOcean Holdings, Inc. (DOCN) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives DOCN's revenue?

Per DigitalOcean Holdings, Inc.'s latest 10-Q filed with the SEC on 2026-05-05, the biggest revenue drivers are: Digital Native Enterprise Customers ($164.6M, +35% YoY); Developers and other ($93.4M, +5% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/DOCN.

What are DOCN's largest expenses?

DigitalOcean Holdings, Inc.'s latest 10-Q reports these as the largest expense items: Cost of revenue ($113.2M, +39% YoY); Research and development ($48.8M, +23% YoY); General and administrative ($37.6M, +15% YoY). Sourced directly from SEC EDGAR filing text for Q1 FY2026 (quarter ended March 31, 2026).

How often is DOCN research updated on 13F Pro?

DOCN's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

DigitalOcean Holdings, Inc.(DOCN)Stock Analysis

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13F Pro Quality Score

73.7/100

Rank #187 of 2,879 stocksTOP 10%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

74.2/100

Profitability

90.9/100

Balance Sheet

91.8/100

Earnings Quality

97.3/100

Free Cash Flow

75.2/100

Institutional Flow

54.0/100

Revenue Scale

47.9/100

Dilution Risk

18.3/100

DOCN Stock Analysis & AI Quality Score

AI stock analysis and institutional research for DigitalOcean Holdings, Inc. (DOCN), a Technology sector company. 13F Pro's AI-powered ranking engine scores DOCN at 73.7/100 on a 32-signal composite quality model, placing it at rank #187 of 2,879 stocks — the top 10% of the AI-ranked universe. DOCN scores in the top quartile across earnings quality (97.3), balance sheet strength (91.8), profitability (90.9). Shareholder dilution risk is elevated at 18.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), DigitalOcean Holdings, Inc. reports quarterly revenue of $257.9M, net income of $15.8M, free cash flow of $6.9M. Top institutional holders of DOCN by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, Hood River Capital Management, based on the most recent SEC filings. DOCN trades on the NYSE exchange and files with the SEC under CIK 1582961. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DOCN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DigitalOcean Holdings, Inc. directly from SEC EDGAR. DigitalOcean Holdings, Inc.'s 13F Pro composite quality score has ranged between 46 and 75 since 2022, currently 73.7 — an improving long-term trajectory across 26 quarterly and live scoring snapshots.

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Fun facts about DigitalOcean Holdings, Inc.

Quirks, history, and lore behind DOCN — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology company · small-cap · listed on NYSE · headquartered in New York City.
2
The Numbers
Annual revenue in the neighborhood of $700 million, with a customer base of roughly 600,000 businesses — nearly all of them small and mid-sized.
3
The History
Founded in 2011, it grew by doing one thing the giants couldn't be bothered to do well: making cloud infrastructure genuinely simple for developers who just wanted to ship code, not babysit servers.
4
The Secret
Its secret weapon is a developer-first culture — transparent pricing, plain-English docs, and a community that treats its platform like a beloved open-source project rather than a corporate product.
5
The Lore
Its iconic "Droplets" — simple virtual machines you can spin up in 55 seconds — became a cult favorite among indie developers and startups who found AWS's console existentially overwhelming.
6
The Giveaway
Think cloud computing for the little guy: simple Droplets, Spaces, and App Platform, all priced so a solo developer with a weekend project doesn't need a finance degree to read the bill.

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What's Driving DOCN's Business? Latest 10-Q Breakdown

✓ 32/32 datapoints verified

AI-extracted from DigitalOcean Holdings, Inc.'s 10-Q filed 2026-05-05 — Q1 FY2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue grew 22% YoY to $257.9M; Digital Native Enterprise customer revenue surged 35%, driving 64% of total revenue, but gross margin compressed 500bps to 56% due to data center expansion costs.

Biggest Revenue Drivers

Total revenue: $257.9M+22% YoY

Digital Native Enterprise Customers$164.6M+35% YoY

Addition of new DNE customers and continued adoption and higher average usage by existing customers on the platform.

Developers and other$93.4M+5% YoY

Revenue from users spending ≤$500/month, legacy Bare Metal CPU offerings, and miscellaneous revenue.

Largest Expense Items

Cost of revenue$113.2M+39% YoY

Data center expansions drove $15.6M depreciation increase, $9.0M co-location costs rise, $3.6M ancillary equipment, and $3.7M other costs.

Research and development$48.8M+23% YoY

Higher headcount and annual merit-based salary raises.

General and administrative$37.6M+15% YoY

Increases of $3.2M in professional services and $1.6M in personnel costs from headcount growth and salary raises.

Sales and marketing$21.7M+12% YoY

Higher personnel costs from headcount and merit-based raises, plus $0.3M increase in other costs.

Margins: Gross margin declined 500 basis points to 56% from 61%, primarily driven by data center expansions where costs were incurred in advance of revenue ramp from new facilities. Operating margin compressed to 14% from 18% YoY due to both gross margin pressure and higher operating expenses.

Watch Items from the Filing

Top 25 customers represented 16% of Q1 2026 revenue vs. 9% in Q1 2025, signaling increasing customer concentration risk.
$312.3M of 2026 Convertible Notes mature December 1, 2026; company plans to repay via Revolving Facility drawdown or cash on hand.
$668.4M in future co-location lease commitments (9.8-year weighted-average term) expected to commence April 2026–May 2027; additional $1.27B committed post-quarter.
2030 Convertible Notes became convertible in Q1 2026 after stock price exceeded 130% of $39.17 conversion price; fair value of notes at $1.44B vs. $625M principal.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$257.9M

Net Income

Q1 2026

$15.8M

Free Cash Flow

Q1 2026

$6.9M

ROIC

Q1 2026

2.0%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+15.5% YoY

$901.4MFY 2025

FY22 $576.3MFY23 $692.9MFY24 $780.6MFY25 $901.4M

Net Income

+206.8% YoY

$259.3MFY 2025

FY22 $-27.8MFY23 $19.4MFY24 $84.5MFY25 $259.3M

Operating Income

+72.5% YoY

$157.0MFY 2025

FY22 $-25.7MFY23 $11.9MFY24 $91.0MFY25 $157.0M

EPS (Diluted)

+183.1% YoY

$2.52FY 2025

FY22 $-0.28FY23 $0.20FY24 $0.89FY25 $2.52

Total Assets

+12.1% YoY

$1.84BFY 2025

FY22 $1.82BFY23 $1.46BFY24 $1.64BFY25 $1.84B

Total Debt

+9.1% YoY

$1.62BFY 2025

FY22 $1.47BFY23 $1.48BFY24 $1.49BFY25 $1.62B

Op. Cash Flow

+9.5% YoY

$309.6MFY 2025

FY22 $195.2MFY23 $234.9MFY24 $282.7MFY25 $309.6M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2019
Revenue	$901.4M +15.5%	$780.6M +12.7%	$692.9M +20.2%	$576.3M +34.5%	$428.6M +68.2%	$254.8M
Net Income	$259.3M +206.8%	$84.5M +335.3%	$19.4M +169.8%	$-27.8M -42.6%	$-19.5M +51.7%	$-40.4M
Operating Income	$157.0M +72.5%	$91.0M +665.0%	$11.9M +146.3%	$-25.7M -129.7%	$-11.2M +62.6%	$-29.9M
EPS (Diluted)	$2.52 +183.1%	$0.89 +345.0%	$0.20 +171.4%	$-0.28 -33.3%	$-0.21 +80.2%	$-1.06
Total Assets	$1.84B +12.1%	$1.64B +12.2%	$1.46B -19.5%	$1.82B -13.6%	$2.10B	—
Total Debt	$1.62B +9.1%	$1.49B +0.5%	$1.48B +0.5%	$1.47B +0.5%	$1.46B	—
Operating Cash Flow	$309.6M +9.5%	$282.7M +20.3%	$234.9M +20.4%	$195.2M +46.6%	$133.1M +233.6%	$39.9M

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Available Research

13F Pro tracks comprehensive data for DigitalOcean Holdings, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of DOCN

BlackRock, Inc.
$1.0B11,978,834 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$511.3M5,960,826 sh
Hood River Capital Management LLC
$299.1M3,487,118 sh
VANGUARD CAPITAL MANAGEMENT LLC
$297.4M3,466,576 sh
WELLINGTON MANAGEMENT GROUP LLP
$253.6M2,956,866 sh
STATE STREET CORP
$247.7M2,887,478 sh
FULLER & THALER ASSET MANAGEMENT, INC.
$219.8M2,562,044 sh
CITADEL ADVISORS LLC
$196.3M2,288,221 sh
GEODE CAPITAL MANAGEMENT, LLC
$160.2M1,867,121 sh
BANK OF AMERICA CORP /DE/
$149.3M1,740,688 sh

Fund	Value	Shares
BlackRock, Inc.	$1.0B	11,978,834
VANGUARD PORTFOLIO MANAGEMENT LLC	$511.3M	5,960,826
Hood River Capital Management LLC	$299.1M	3,487,118
VANGUARD CAPITAL MANAGEMENT LLC	$297.4M	3,466,576
WELLINGTON MANAGEMENT GROUP LLP	$253.6M	2,956,866
STATE STREET CORP	$247.7M	2,887,478
FULLER & THALER ASSET MANAGEMENT, INC.	$219.8M	2,562,044
CITADEL ADVISORS LLC	$196.3M	2,288,221
GEODE CAPITAL MANAGEMENT, LLC	$160.2M	1,867,121
BANK OF AMERICA CORP /DE/	$149.3M	1,740,688

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Is DOCN a good stock to buy?

13F Pro's AI-powered analysis of DigitalOcean Holdings, Inc. (DOCN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DOCN are available on the DOCN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own DOCN?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DOCN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of DigitalOcean Holdings, Inc.'s investment landscape.