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/company/DOCN (free sign-up required for the full ranking).

Which hedge funds own the most DOCN stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of DOCN include JPMORGAN CHASE & CO, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/DOCN as soon as new 13F filings post.

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 2026-08-04, the biggest revenue drivers are: Digital Native Enterprise Customers ($187.2M, +45% YoY); Developers and other ($93.9M); Above $1M Customers ($64.7M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/DOCN.

What are DOCN's largest expenses?

DigitalOcean Holdings, Inc.'s latest 10-Q reports these as the largest expense items: Cost of revenue ($126.5M, +44% YoY); Research and development ($57.5M, +45% YoY); General and administrative ($45.2M, +24% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 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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SEC EDGAR: CIK 1582961 DOCN stock profile & AI dashboard →

13F Pro Quality Score

67.2/100

Rank #376 of 2,960 stocksTOP 25%

View Technology peers →

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

Revenue Growth

75.9/100

Profitability

86.9/100

Balance Sheet

84.8/100

Earnings Quality

50.3/100

Free Cash Flow

71.7/100

Institutional Flow

33.1/100

Revenue Scale

50.3/100

Dilution Risk

17.5/100

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Why DOCN Scores 67/100

exact factor attribution · 2026-09-10

DOCN's composite is driven by profitability and revenue growth, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+5.5 pts

87th pct

Revenue growth

+5.2 pts

76th pct

Capital efficiency

+3.5 pts

85th pct

Free cash flow

+3.3 pts

72th pct

Earnings growth

+2.1 pts

93th pct

Scale

+0.0 pts

50th pct

Earnings quality

+0.0 pts

50th pct

Institutional flow

-0.8 pts

33th pct

Shareholder dilution

-1.6 pts

18th pct

Latest change (2026-08-05): 64 → 62 · ↓ Profit margin 76→66; ↓ Earnings growth 86→76

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in DOCN

Events flagged as statistical outliers against DOCN's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-07-19
DOCN quality score dropped 10 points (74→64) on a new filing
View source filing →

DOCN Stock Analysis & AI Quality Score

Data updated 2026-09-10

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 67.2/100 on a 32-signal composite quality model, placing it at rank #376 of 2,960 stocks — the top 25% of the AI-ranked universe. DOCN scores in the top quartile across profitability (86.9), balance sheet strength (84.8), revenue growth (75.9). Areas of concern include institutional flow (33.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 17.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), DigitalOcean Holdings, Inc. reports quarterly revenue of $281.2M, net income of $35.4M, free cash flow of $68.4M. Top institutional holders of DOCN by reported 13-F value include JPMORGAN CHASE, BlackRock, VANGUARD PORTFOLIO 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 71 since 2022, currently 67.2 — an improving long-term trajectory across 65 quarterly and live scoring snapshots.

✦

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

✓ 40/40 datapoints verified

AI-extracted from DigitalOcean Holdings, Inc.'s 10-Q filed 2026-08-04 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

DigitalOcean's Q2 FY2026 revenue grew 29% YoY to $281.2M, powered by a 45% jump in Digital Native Enterprise customer revenue and AI Customer ARR nearly tripling to $234M, while gross margin compressed to 55% on data center expansion costs.

Biggest Revenue Drivers

Digital Native Enterprise Customers$187.2M+45% YoY

Driven by addition of new customers, including expanding AI Customer base, and continued adoption of products by existing customers leading to higher average usage

Developers and other$93.9M

Users spending $500 or less monthly, plus legacy Bare Metal CPU and miscellaneous revenue

Biggest Revenue Drivers

Total revenue: $281.2M+29% YoY

Digital Native Enterprise Customers$187.2M+45% YoY

Driven by addition of new customers, including expanding AI Customer base, and continued adoption of products by existing customers leading to higher average usage

Within Digital Native Enterprise Customers

Above $1M Customers$64.7M

Largest ARR tier within DNE Customers, up sharply from $20.6M a year earlier

Above $6K and under $100K Customers$88.4M

Largest single DNE sub-tier by revenue, representing 31% of total revenue

Developers and other$93.9M

Users spending $500 or less monthly, plus legacy Bare Metal CPU and miscellaneous revenue

Largest Expense Items

Cost of revenue$126.5M+44% YoY

Data center expansions drove $17.2M higher D&A, $12.4M higher co-location costs, and increases in third-party licenses and ancillary equipment

Research and development$57.5M+45% YoY

Personnel costs from headcount growth, stock-based compensation for new hires, and annual merit-based salary raises

General and administrative$45.2M+24% YoY

Increase in personnel costs driven by headcount growth, stock-based compensation, and merit-based salary raises

Sales and marketing$22.6M+17% YoY

Higher personnel costs from headcount growth and merit raises, plus depreciation on purchased software

Margins: Gross margin fell to 55% from 60% a year ago as the company incurred costs for data center expansions ahead of the revenue ramp from new data centers; operating margin declined to 10% from 16% on the same dynamic plus higher opex.

Watch Items from the Filing

Top 25 customers rose to approximately 20% of Q2 2026 revenue, up sharply from about 9% a year earlier, indicating growing customer concentration.
AI Customer ARR reached $234M as of June 30, 2026, up from $75M a year earlier, more than tripling and signaling strong AI product traction.
$312.3M of 2026 Convertible Notes mature December 1, 2026 and are now freely convertible by holders at their option since June 1, 2026.
2030 Convertible Notes have been convertible at holder option since April 1, 2026 after the stock price exceeded 130% of the $39.17 conversion price for 20+ trading days.
Subsequent to quarter-end, the company repurchased $471.8M principal of 2030 Convertible Notes using proceeds from a $117.54/share direct offering of 12.5M new shares, adding dilution.

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

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

Revenue

Q2 2026

$281.2M

Net Income

Q2 2026

$35.4M

Free Cash Flow

Q2 2026

$68.4M

ROIC

Q2 2026

5.4%

Period

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

Free Cash Flow

+72.6% YoY

$180.5MFY 2025

FY22 $88.8MFY23 $115.6MFY24 $104.6MFY25 $180.5M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$901.4M +15.5%	$780.6M +12.7%	$692.9M +20.2%	$576.3M +34.5%	$428.6M +34.6%	$318.4M
Net Income	$259.3M +206.8%	$84.5M +335.3%	$19.4M +169.8%	$-27.8M -42.6%	$-19.5M +55.2%	$-43.6M
Operating Income	$157.0M +72.5%	$91.0M +665.0%	$11.9M +146.3%	$-25.7M -129.7%	$-11.2M +29.2%	$-15.8M
EPS (Diluted)	$2.52 +183.1%	$0.89 +345.0%	$0.20 +171.4%	$-0.28 -33.3%	$-0.21 +80.0%	$-1.05
Total Assets	$1.84B +12.1%	$1.64B +12.2%	$1.46B -19.5%	$1.82B -13.6%	$2.10B +388.3%	$430.3M
Total Debt	$1.62B +9.1%	$1.49B +0.5%	$1.48B +0.5%	$1.47B +0.5%	$1.46B +427.8%	$277.2M
Operating Cash Flow	$309.6M +9.5%	$282.7M +20.3%	$234.9M +20.4%	$195.2M +46.6%	$133.1M +127.7%	$58.5M
Free Cash Flow	$180.5M +72.6%	$104.6M -9.6%	$115.6M +30.3%	$88.8M +146.3%	$36.0M +190.3%	$-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

JPMORGAN CHASE & CO
$2.1B13,850,206 sh
BlackRock, Inc.
$1.4B8,793,205 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$714.9M4,552,940 sh
Hood River Capital Management LLC
$659.6M4,200,719 sh
VANGUARD CAPITAL MANAGEMENT LLC
$586.9M3,737,493 sh
FULLER & THALER ASSET MANAGEMENT, INC.
$413.2M2,631,342 sh
JANE STREET GROUP, LLC
$412.9M2,629,500 sh
STATE STREET CORP
$393.7M2,506,974 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$326.4M2,078,900 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$310.3M1,975,900 sh

Fund	Value	Shares
JPMORGAN CHASE & CO	$2.1B	13,850,206
BlackRock, Inc.	$1.4B	8,793,205
VANGUARD PORTFOLIO MANAGEMENT LLC	$714.9M	4,552,940
Hood River Capital Management LLC	$659.6M	4,200,719
VANGUARD CAPITAL MANAGEMENT LLC	$586.9M	3,737,493
FULLER & THALER ASSET MANAGEMENT, INC.	$413.2M	2,631,342
JANE STREET GROUP, LLC	$412.9M	2,629,500
STATE STREET CORP	$393.7M	2,506,974
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$326.4M	2,078,900
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$310.3M	1,975,900

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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. DOCN is classified as a large company.

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.