Welcome to our dedicated page for DigitalOcean Holdings SEC filings (Ticker: DOCN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
DigitalOcean Holdings, Inc. filings document a NYSE-listed cloud infrastructure company with common stock trading under DOCN. Recent Form 8-K reports cover quarterly and annual operating results, Regulation FD disclosures, material agreements, officer changes, and capital-structure events tied to the company’s cloud and AI infrastructure business.
The company’s formal disclosures also include proxy materials on board matters, executive compensation, and shareholder voting items. Capital and financing filings describe amendments to credit arrangements, revolving credit and letter-of-credit capacity, common stock offering documents, and convertible senior notes due 2030, alongside the related indenture and conversion, redemption, and repurchase provisions.
A holder of DOCN common stock plans to sell 4,456 shares through Fidelity Brokerage Services LLC on or after 08/13/2026, with trading on the NYSE. The planned sale has an aggregate market value of $589,840.72. DOCN had 117,579,550 shares outstanding. The shares to be sold were acquired via an Employee Stock Purchase Plan (644 shares on 05/20/2025 for cash) and restricted stock vesting (3,812 shares on 06/01/2025 as compensation).
DigitalOcean Holdings, Inc. director Warren J. Adelman reported selling 4,200 shares of common stock on 2026-08-07 in an open market or private transaction at $124.013 per share. Following this sale, he directly holds 67,433 shares of DigitalOcean common stock.
Access Industries Management, affiliated entities and Len Blavatnik filed Amendment No. 7 updating their stake in DigitalOcean Holdings, Inc. They report beneficial ownership of 18,653,451 shares of common stock, representing 15.86% of the class, based on 117,579,550 shares outstanding as of July 30, 2026.
AI Droplet Holdings LLC directly owns 18,378,199 shares and may be deemed to beneficially own a further 119,587 shares held by AI Droplet Subsidiary LLC, for an aggregate 18,497,786 shares, or 15.73%. AI Droplet Sharing LLC and AI Droplet Subsidiary LLC hold 155,665 and 119,587 shares, respectively, with various parties disclaiming beneficial ownership where indicated.
DigitalOcean Holdings operates an AI‑native cloud platform focused on inference and agentic workloads for growing technology companies. Revenue for the three months ended June 30, 2026 was $281,184 (in thousands), up 29% year over year, with Digital Native Enterprise customers contributing 67% of revenue and total ARR reaching $1,125M. AI Customer ARR grew to $234M.
Gross margin declined to 55% from 60% as data center expansions increased infrastructure and depreciation costs, while R&D, sales and marketing, and G&A expenses all rose with higher headcount and stock‑based compensation. Net income was $35,437 (in thousands), slightly below the prior‑year period, and diluted EPS was $0.29, supported by an income tax benefit.
The balance sheet strengthened: cash and cash equivalents rose to $767,026 (in thousands), aided by a March 2026 follow‑on equity offering that raised $887,888 (in thousands) and funded full repayment of a $500,000 Term Loan Facility. Convertible notes totaling $937,322 (in thousands) remain outstanding, and operating cash flow for the first half of 2026 was $156,889 (in thousands). Deferred revenue of $53,039 and remaining performance obligations of $893,828 provide visibility into future revenue.
DigitalOcean Holdings, Inc. reported strong second‑quarter 2026 results and raised its 2026 revenue outlook. Revenue was $281 million, up 29% year over year, with Annual Run‑Rate Revenue at $1,125 million, also up 29%. AI Customer ARR reached $234 million, growing 212%, and incremental ARR hit a record $93 million, up 191%. Net income attributable to common stockholders was $35 million with a 13% margin, while operating income was $29 million with a 10% margin; adjusted operating income was $67 million and adjusted EBITDA $114 million, a 40% margin.
Net cash from operating activities was $110 million (39% margin) and adjusted free cash flow was $61 million (22% margin). Remaining performance obligation totaled $894 million, with $366 million expected over the next 12 months. The company repurchased approximately $472 million of its 0.00% Convertible Senior Notes due 2030 via a concurrent registered direct equity offering. For full‑year 2026, management now guides revenue to $1.170–$1.180 billion (30–31% growth), adjusted EBITDA margin of 38.5–39.5%, adjusted free cash flow margin of 11–13%, and non‑GAAP diluted EPS of $1.35–$1.40.
Vanguard Portfolio Management LLC, together with certain affiliates, reports beneficial ownership of 4,575,728 shares of DigitalOcean Holdings Inc. common stock, representing 4.38% of the class as of June 30, 2026. Vanguard has sole voting power over 22,788 shares and sole dispositive power over all 4,575,728 shares, with no shared voting or dispositive power. The filing notes that this ownership is held across Vanguard funds and other managed accounts where Vanguard or its identified affiliates exercise voting and/or dispositive power, and confirms that no other single person has an interest in more than 5% of the securities referenced.
BlackRock, Inc. filed an amended Schedule 13G reporting its passive ownership in DigitalOcean Holdings, Inc. common stock. BlackRock reports beneficial ownership of 7,961,652 shares, representing 7.6% of the outstanding common stock.
BlackRock has sole voting power over 7,738,870 shares and sole dispositive power over all 7,961,652 shares, with no shared voting or dispositive power. Various persons have rights to dividends or sale proceeds in these shares, but no single person has an interest in more than five percent of DigitalOcean’s outstanding common shares.
JPMorgan Chase & Co. filed Amendment No. 1 to a Schedule 13G reporting its beneficial ownership of common stock of DigitalOcean Holdings, Inc. As of June 30, 2026, JPMorgan Chase & Co. beneficially owned 13,652,240 shares of DigitalOcean common stock, representing 13.0% of the class. The firm reported 13,223,276 shares with sole voting power and 152 shares with shared voting power, and 13,642,381 shares with sole dispositive power and 8,520 shares with shared dispositive power. Several subsidiaries, including J.P. Morgan Trust Company of Delaware and J.P. Morgan Securities LLC, are identified as entities through which the securities are held.