FULLER & THALER ASSET MANAGEMENT, INC.
Position in DOCN — DigitalOcean Holdings, Inc.
CIK 1082327
SAN MATEO, CA
Position in DOCN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$413,199,634
+$193,427,500 QoQ
Shares Held
2,631,342
+2.7% QoQ
Ownership
2.24%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#6
of 564 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in DOCN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $1,034,365,378 across 20 Software - Infrastructure names. DOCN ranks #1 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
This page
|
2,631,342 | $413,199,634 | |
| 2 | ACIW |
Aci Worldwide, Inc.
|
2,732,368 | $137,410,786 | |
| 3 | TDC |
Teradata Corp /De/
|
2,377,892 | $82,393,957 | |
| 4 | RAMP |
LiveRamp Holdings, Inc.
|
2,109,923 | $79,417,501 | |
| 5 | EVTC |
EVERTEC, Inc.
|
2,059,589 | $57,215,382 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
1,149,918 | $55,932,011 | |
| 7 | PAY |
Paymentus Holdings, Inc.
|
1,946,392 | $47,024,830 | |
| 8 | RELY |
Remitly Global, Inc.
|
1,978,792 | $44,344,728 |
All Filings in DOCN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,199,634 | 2,631,342 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $219,772,134 | 2,562,044 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $116,466,808 | 2,420,341 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $74,060,178 | 2,168,038 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $61,404,628 | 2,150,022 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $66,351,840 | 1,987,177 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $52,660,022 | 1,545,642 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $58,178,038 | 1,440,407 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $43,508,737 | 1,252,050 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $37,754,751 | 988,862 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $26,095,248 | 711,236 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||