Lodestone Wealth Management LLC
Position in DOCN — DigitalOcean Holdings, Inc.
CIK 1950158
SPOKANE, WA
Position in DOCN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$932,287
+$340,663 QoQ
Shares Held
5,937
-13.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#290
of 564 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Lodestone Wealth Management LLC holds $8,620,952 across 19 Software - Infrastructure names. DOCN ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,317 | $4,967,506 | |
| 2 | DOCN |
DigitalOcean Holdings, Inc.
This page
|
5,937 | $932,287 | |
| 3 | ORCL |
Oracle Corp
|
5,211 | $763,672 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,257 | $730,004 | |
| 5 | NET |
Cloudflare, Inc.
|
1,610 | $394,900 | |
| 6 | RBRK |
Rubrik, Inc.
|
3,883 | $311,727 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,892 | $185,633 | |
| 8 | GTLB |
Gitlab Inc.
|
4,341 | $132,530 |
All Filings in DOCN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $932,287 | 5,937 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $591,624 | 6,897 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $302,530 | 6,287 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||