What smart money is saying about DigitalOcean
DOCN
No fund has written a full thesis on DigitalOcean in our archive, but 2 fund letters report a position in it — most recently ClearBridge Investments SMID Cap Growth Strategy in June 2026.
2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in DigitalOcean — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- New positionClearBridge Investments SMID Cap Growth StrategyJune 2026
“we initiated positions in Arxis, Sterling Infrastructure, and Woodward in the industrials sector, SiTime, Cipher Digital, D-Wave Quantum and DigitalOcean in the IT sector, Liftoff Mobile in the communication services sector and Axsome Therapeutics, Vaxcyte and Kymera Therapeutics in the health care sector.”
Read the letterDigitalOcean - HoldsAlger Weatherbie Specialized Growth FundMarch 2026
“During the quarter, shares contributed positively to performance after the company delivered a strong fiscal fourth-quarter report that exceeded expectations on both revenue and profitability.”
Read the letterDigitalOcean
Read the letters behind these DigitalOcean positions
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