Digitalocean Hldgs Inc SEC Filings

DigitalOcean Holdings senior vice president and chief accounting officer Cherie Barrett reported several stock transactions. She received 5,704 shares of common stock as a grant tied to performance-based restricted stock units, which will continue to vest over time starting March 1, 2026. She then had 3,032 shares withheld by the company to cover taxes from a separate restricted stock unit vesting. Finally, she executed an open-market sale of 22,000 common shares at an average price of $54.77 per share under a pre-arranged Rule 10b5-1 trading plan, leaving her directly holding 62,469 shares of DigitalOcean common stock.

DigitalOcean Holdings, Inc. Chief Executive Officer Srinivasan Padmanabhan T reported a Form 4 showing a tax-related share disposition. On March 1, 2026, 9,237 shares of common stock were withheld by the company to cover his tax obligations arising from the vesting and settlement of restricted stock units. This was recorded at a price of $56.06 per share and reflects a payment of tax liability by delivering shares rather than cash, not an open-market sale. After this withholding, he beneficially owned 672,891 shares of DigitalOcean common stock directly.

DOCN filed a Form 144 proposing the sale of 22,000 common shares. The notice identifies Fidelity Brokerage Services LLC as the broker and is dated 03/02/2026.

The filing lists share lots tied to prior awards and purchases: 644 (ESPP, 11/20/2024), 14,563 (restricted vesting, 12/01/2024), 3,623 (restricted vesting, 03/01/2025), and 3,170 (restricted vesting, 09/01/2025). It also shows 91,996,094 shares outstanding as of 03/02/2026.

DigitalOcean Holdings, Inc. reported that Chief Product & Tech Officer Vinay S. Kumar acquired two equity awards in the form of common stock RSUs. He received 134,918 RSUs and a separate grant of 145,296 RSUs, each representing the right to receive one share of common stock per unit.

For the 134,918-unit award, 25% will vest on February 1, 2027, with the remaining units vesting in 12 equal quarterly installments beginning May 1, 2027, subject to continuous service. For the 145,296-unit award, 30% will vest on June 30, 2026, and the balance will vest on September 30, 2026, also contingent on continued service.

DigitalOcean Holdings, Inc. files its annual report outlining 2025 performance and strategy in cloud and AI infrastructure for digital-native businesses. The company reports annual run-rate revenue of $970 million in 2025, up from $820 million in 2024 and $723 million in 2023.

DigitalOcean now serves about 21,000 Digital Native Enterprise customers (those spending over $500 per month), representing 60% of 2025 revenue. The business is centered on a simple, scalable and approachable cloud, expanding from core Droplet virtual machines into managed databases, Kubernetes, serverless functions and managed hosting.

A major focus is its Gradient AI Agentic Cloud, including GPU Droplets, bare metal GPUs and an AI platform for building and running agents and large language model workloads. The filing highlights strong competition from hyperscale clouds, execution and integration risks, heavy reliance on third-party data centers, cybersecurity threats, and evolving AI, privacy and global regulatory requirements.

DigitalOcean Holdings, Inc. reported strong fourth quarter and full-year 2025 results and raised its growth outlook for 2026 and 2027. Q4 2025 revenue was $242 million, up 18% year-over-year, with annual run-rate revenue reaching $970 million. The company hit $1 billion annualized monthly revenue in December and added a record $51 million in organic incremental ARR.

For 2025, revenue was $901 million, up 15%, while net income attributable to common stockholders jumped to $259 million, up 207%, for a 29% net margin. Adjusted EBITDA reached $375 million with a 42% margin, and adjusted free cash flow was $168 million at a 19% margin.

AI and larger customers are becoming key drivers. Million‑dollar‑plus customers generated $133 million of ARR, up 123% year-over-year, and AI customer ARR reached $120 million, up 150%. Management now expects 2026 revenue of $1.075–$1.105 billion, a 36–38% adjusted EBITDA margin, and non‑GAAP diluted EPS of $0.75–$1.00, with a path to 30% growth in 2027.

DigitalOcean Holdings, Inc. (DOCN) filed an initial ownership report for senior executive Kumar Vinay S. The filing shows that as of the event date of 01/16/2026, he serves as Chief Product & Technology officer and currently reports beneficial ownership of 0 shares of DigitalOcean common stock, held directly. No derivative securities such as options or warrants are listed, indicating no reportable derivative positions at this time.

DigitalOcean Holdings, Inc. director reported receiving restricted stock units as part of non-employee director compensation. On 12/31/2025, the reporting person acquired 550 shares of common stock at a price of $43.16 per share, bringing total beneficial ownership to 70,268 shares held directly.

The filing explains that these are RSUs granted in lieu of quarterly cash retainer fees under the company's non-employee director compensation policy. The number of RSUs was calculated as $23,750 divided by $43.16, which is the average closing price of DigitalOcean’s common stock on the NYSE over the 100 calendar days before the grant date. The RSUs are fully vested as of the date of grant, meaning the director has an immediate right to receive the underlying shares.