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.
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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
“In addition to the transactions mentioned above, 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.”
DigitalOcean - March 2026
“• DigitalOcean is a cloud infrastructure provider that offers scalable computing, storage, and networking solutions tailored to startups, small and mid-sized businesses, and individual developers. The company has differentiated itself by delivering a simplified, developer-friendly platform that lowers the barrier to cloud adoption for customers who may be underserved by the larger hyperscale providers. 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.”
DigitalOcean
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