Market Cap
$15.7B
DOCN
DigitalOcean Holdings, Inc.
$140.07 ▲ +0.19%
Prev close $139.80Market cap$15.7B
ConsensusStrong Buy
12-mo target$175.20 (+25.1%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)26 New Institutional Positions24 Institutional Exits Software & IT
Snapshot
The big-picture read on DOCN right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (83%)
Inst. Holders
50 funds
Inst. Value
$13.0B
Inst. Activity
26 buys / 24 sells
Insider Activity
$0.00 buy / $571.4M sell
Insider Net $
-$571.4M
Social Sentiment
74° Bullish
SEC Reports
14
Price chart 30d +28.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: DOCN — 64.2% short (0.4M / 0.6M)
Short: 362,728 | Exempt: 79 | TRF Vol: 564,697 | Short Ratio: 64.2% | Off-exchange volume (dark pool
Sep 21, 2026 Insider
Sep 4, 2026 SEC Srinivasan Padmanabhan T sold 11,394 shares
Chief Executive Officer @ $140.00 ($1.6M)
Three top executives at DigitalOcean (CEO, CFO, CAO) sold a combined $2.08M in open-market shares on September 3, 2026,
CLUSTER — Impact 2/10
Sep 3, 2026 Insider
Barrett Cherie sold 3,985 shares
SVP, Chief Accounting Officer @ $105.73 ($421.3K)
Sep 3, 2026 Insider
Aug 20, 2026 SEC Srinivasan Padmanabhan T sold 5,697 shares
Chief Executive Officer @ $105.73 ($602.3K)
Two DigitalOcean insiders, including CEO Srinivasan Padmanabhan, sold a combined $1.33M in open-market sales over a week
CLUSTER — Impact 2/10
Two insiders at DigitalOcean sold a combined $1.11M in shares over a week, following the company's strong Q2 earnings be
CLUSTER — Impact 2/10
Aug 3, 2026 Event
Fisher v. DigitalOcean, LLC
Court ruling (cand) — Docket: 3:25-cv-02515
Analyst ratings buy % +18.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
83% rate it Buy or better · 24 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 27, 2026 | Truist Securities | INITIATE | Buy | 55% |
| Aug 5, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 22, 2026 | Baird | INITIATE | Outperform | 54% |
| Jul 22, 2026 | Stifel | UPGRADE | Buy | 54% |
| Jul 21, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 10, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Jul 8, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 8, 2026 | Citigroup | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 12 | 4 | 0 | 0 | 83% | |
| Aug 1, 2026 | 8 | 11 | 4 | 0 | 0 | 83% | |
| Jul 1, 2026 | 6 | 11 | 5 | 0 | 0 | 77% | |
| Jun 1, 2026 | 6 | 10 | 5 | 0 | 0 | 76% | |
| May 1, 2026 | 6 | 10 | 5 | 0 | 0 | 76% | |
| Apr 1, 2026 | 6 | 10 | 5 | 0 | 0 | 76% | |
| Mar 1, 2026 | 6 | 9 | 5 | 0 | 0 | 75% | |
| Feb 1, 2026 | 6 | 8 | 6 | 0 | 0 | 70% |
Price targets
Where 15 covering analysts think DOCN trades over the next 12 months.
$175.20 +25.1% upside Strong Buy
Current$140.07 Low$140.00 Median$175.00 High$200.00 15 analysts
$140.00$200.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
74°
Bullish
BearishNeutralBullish
Recent posts
Am I dumb or is this taking advantage of someone's neglected buy order
▲ 1 · 💬 0· ⚡ 0.5
Any thoughts on DigitalOcean (DOCN) as an AI play? I can’t understand their rise the past 6 months
▲ 1 · 💬 1· ⚡ 0.5
DOCN must use the current rally to clean up the balance sheet
▲ 1 · 💬 0· ⚡ 0.5
DOCN will need to use this rally to clean up the balance sheet. Short-term dilution is of secondary concern.
▲ 1 · 💬 0· ⚡ 0.5
Buy high Sell Low the 1.3M AI trade at the top
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 3 bullish, 2 bearish, 1 mixed, 8 neutral · avg impact 4.2/10.
NEUTRALCLUSTER2/10
Three top executives at DigitalOcean (CEO, CFO, CAO) sold a combined $2.08M in open-market shares on
Sep 4, 2026
NEUTRALCLUSTER2/10
Two DigitalOcean insiders, including CEO Srinivasan Padmanabhan, sold a combined $1.33M in open-mark
Aug 20, 2026
NEUTRALCLUSTER2/10
Two insiders at DigitalOcean sold a combined $1.11M in shares over a week, following the company's s
Aug 18, 2026
NEUTRALCOURT-RULING2/10
A federal court remanded Fisher v. DigitalOcean, LLC to Alameda Superior Court after finding it lack
Aug 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: DOCN — 64.2% short (0.4M / 0.6M)
Short: 362,728 | Exempt: 79 | TRF Vol: 564,697 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: DOCN — 64.2% short (0.5M / 0.8M)
Short: 536,149 | Exempt: 258 | TRF Vol: 835,040 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: DOCN — 64.8% short (0.4M / 0.7M)
Short: 439,697 | Exempt: 0 | TRF Vol: 678,872 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: DOCN — 69.8% short (0.6M / 0.9M)
Short: 627,088 | Exempt: 190 | TRF Vol: 898,532 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: DOCN — 65.6% short (0.5M / 0.7M)
Short: 489,503 | Exempt: 1 | TRF Vol: 746,143 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.32 | $0.29–$0.43 | -41.1% | +12.6% | 12↑ 2↓ | $0.3B | 17 |
| Next Q | $0.27 | $0.20–$0.44 | -37.8% | -1.9% | 7↑ 5↓ | $0.3B | 17 |
| Current FY | $1.46 | $1.37–$1.75 | -31.3% | +18.0% | 14↑ 0↓ | $1.2B | 17 |
| Next FY | $1.84 | $1.45–$2.19 | 26.4% | -0.9% | 11↑ 2↓ | $1.8B | 16 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.318 | — |
| 7d ago | $0.318 | +0.000 |
| 30d ago | $0.282 | +0.036 |
| 60d ago | $0.273 | +0.045 |
| 90d ago | $0.276 | +0.042 |
Institutional ownership
Which big funds own DOCN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $13.0B total value (83,860,161 shares) as of 2026-Q2. Top holders: JPMORGAN, BlackRock,, VANGUARD. Net buying activity: 26 institutions added/increased vs 24 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 13,850,206 | $2.1B | 16.0% | DOUBLED +198.2% |
| BlackRock, Inc. | 8,793,205 | $1.4B | 10.6% | TRIM -26.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,552,940 | $714.9M | 5.5% | — |
| Hood River Capital Management LLC | 4,200,719 | $659.6M | 5.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,737,493 | $586.9M | 4.5% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,631,342 | $413.2M | 3.2% | — |
| JANE STREET GROUP, LLC | 2,629,500 | $412.9M | 3.2% | — |
| STATE STREET CORP | 2,506,974 | $393.7M | 3.0% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,078,900 | $326.4M | 2.5% | ADD +87.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,975,900 | $310.3M | 2.4% | ADD +87.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | DOUBLED | 4,645,175 | 13,850,206 | +198.2% | $2.1B |
| BlackRock, Inc. | TRIM | 11,978,834 | 8,793,205 | -26.6% | $1.4B |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 2,956,866 | 1,573,295 | -46.8% | $247.1M |
| Neuberger Berman Group LLC | ADD | 888,020 | 1,170,873 | +31.9% | $183.9M |
| FIRST TRUST ADVISORS LP | TRIM | 1,441,151 | 1,000,413 | -30.6% | $157.1M |
| D. E. Shaw & Co., Inc. | DOUBLED | 7,000 | 880,572 | +12479.6% | $138.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 1,188,882 | 868,635 | -26.9% | $136.4M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 387,694 | 853,648 | +120.2% | $134.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | — | 815,400 | — | $128.0M |
| PRINCIPAL FINANCIAL GROUP INC | TRIM | 1,108,420 | 739,608 | -33.3% | $116.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 50 transactions. Net -$571.4M — $0.00 bought, $571.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Srinivasan Padmanabhan T | Chief Executive Officer | SELL | 11,394 | $140.00 | $1.6M |
| Sep 3, 2026 | Barrett Cherie | SVP, Chief Accounting Officer | SELL | 3,985 | $105.73 | $421.3K |
| Sep 3, 2026 | Srinivasan Padmanabhan T | Chief Executive Officer | SELL | 5,697 | $105.73 | $602.3K |
| Sep 3, 2026 | Steinfort Matt | Chief Financial Officer | SELL | 10,000 | $105.73 | $1.1M |
| Sep 1, 2026 | Kumar Vinay S. | Chief Product & Tech Officer | TAX W/H | 805 | $110.69 | $89.1K |
| Sep 1, 2026 | Barrett Cherie | SVP, Chief Accounting Officer | TAX W/H | 3,103 | $110.69 | $343.5K |
| Sep 1, 2026 | Srinivasan Padmanabhan T | Chief Executive Officer | TAX W/H | 14,786 | $110.59 | $1.6M |
| Sep 1, 2026 | Steinfort Matt | Chief Financial Officer | TAX W/H | 25,151 | $110.69 | $2.8M |
| Aug 17, 2026 | Srinivasan Padmanabhan T | Chief Executive Officer | SELL | 5,697 | $129.11 | $735.5K |
| Aug 13, 2026 | Barrett Cherie | SVP, Chief Accounting Officer | SELL | 4,456 | $132.37 | $589.8K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DOCN.
Shares short
8,703,114
Settlement Sep 15, 2026
Change vs prior
+5.2%
Semi-monthly cycle
Days to cover
3.5
At avg daily volume
Of shares outstanding
≈7.4%
Estimate — not % of float
All DOCN filing & press-release reports (14)
- CLUSTER reportSep 4, 2026
- CLUSTER reportAug 20, 2026
- CLUSTER reportAug 18, 2026
- COURT-RULING reportAug 4, 2026
- 8-K reportAug 4, 2026
- 424B5 reportJul 17, 2026
- COURT-RULING reportJul 15, 2026
- 424B5 reportJul 15, 2026
- 8-K reportJul 7, 2026
- CLUSTER reportMay 21, 2026
- 144 reportMay 19, 2026
- 144 reportMay 15, 2026
- DEFA14A reportApr 24, 2026
- CLUSTER reportMar 4, 2026