Position in DOCN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$228,635
-$968,510 QoQ
Shares Held
1,456
-89.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#413
of 564 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BSW Wealth Partners holds $13,284,697 across 9 Software - Infrastructure names. DOCN ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,173 | $5,659,832 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
21,960 | $2,562,073 | |
| 3 | PANW |
Palo Alto Networks Inc
|
4,446 | $1,516,174 | |
| 4 | SNPS |
Synopsys Inc
|
3,329 | $1,484,967 | |
| 5 | ORCL |
Oracle Corp
|
8,081 | $1,184,270 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,883 | $289,266 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
This page
|
1,456 | $228,635 | |
| 8 | NET |
Cloudflare, Inc.
|
855 | $209,714 |
All Filings in DOCN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,635 | 1,456 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,197,145 | 13,956 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $753,366 | 15,656 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $534,808 | 15,656 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $424,287 | 14,856 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $509,397 | 15,256 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $495,922 | 14,556 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $563,682 | 13,956 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $716,788 | 20,627 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,130,738 | 29,616 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,303,852 | 35,537 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $889,230 | 37,005 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,933,993 | 73,094 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,188,662 | 55,876 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,423,161 | 55,876 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,021,034 | 55,876 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,311,031 | 55,876 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||