Doximity, Inc.
DOCS- Exchange
- NYSE
- Industry
- Services-Computer Programming Services
- SEC CIK
- 0001516513
In the last 90 days, Doximity, Inc. insiders filed 0 open-market purchases and 6 sales; 359 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; Fundsmith is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Doximity, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 300
- +4 vs. Q4 2022
- Shares held
- 105.2M
- +182.6K (+0.2%) vs. Q4 2022
- Total value
- $3.42B
- −$105.7M (−3.0%) vs. Q4 2022
- New holders
- 49
- 110 more added
- Sold out
- 45
- 80 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DOCS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 359 | $2.65B |
| Q1 2026 | 423 | $2.95B |
| Q4 2025 | 470 | $5.39B |
| Q3 2025 | 499 | $9.03B |
| Q2 2025 | 473 | $7.48B |
| Q1 2025 | 492 | $7.30B |
| Q4 2024 | 434 | $6.18B |
| Q3 2024 | 354 | $5.02B |
| Q2 2024 | 329 | $3.17B |
| Q1 2024 | 336 | $2.79B |
| Q4 2023 | 321 | $2.70B |
| Q3 2023 | 308 | $2.03B |
| Q2 2023 | 327 | $3.75B |
| Q1 2023 | 300 | $3.42B |
| Q4 2022 | 305 | $3.52B |
| Q3 2022 | 271 | $3.08B |
| Q2 2022 | 247 | $3.33B |
| Q1 2022 | 217 | $4.18B |
| Q4 2021 | 203 | $3.52B |
| Q3 2021 | 144 | $2.60B |
| Q2 2021 | 108 | $1.48B |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Doximity, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $194 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $291 | 0.00% | +9 | New |
| Glassman Wealth Services | 10 | $324 | 0.00% | −250−96.2% | Reduced |
| Baker Avenue Asset Management, LP | 18 | $583 | 0.00% | −6−25.0% | Reduced |
| Sunbelt Securities, Inc. | 25 | $779 | 0.00% | +25 | New |
| Central Bank & Trust Co | 25 | $809 | 0.00% | +25 | New |
| IFP Advisors, Inc | 16 | $848 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 27 | $1.00K | 0.00% | +27 | New |
| Missouri Trust & Investment Co | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $1.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 46 | $1.49K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 49 | $1.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $1.68K | 0.00% | −19−26.8% | Reduced |
| Lindbrook Capital, LLC | 60 | $1.94K | 0.00% | −30−33.3% | Reduced |
| Ellevest, Inc. | 62 | $2.01K | 0.00% | +20+47.6% | Added |
| GHP Investment Advisors, Inc. | 75 | $2.43K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 80 | $2.59K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 81 | $2.62K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 85 | $2.75K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 102 | $3.18K | 0.00% | +16+18.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $3.24K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 100 | $3.24K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $3.24K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $3.24K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 103 | $3.34K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 110 | $3.56K | 0.00% | +96+685.7% | Added |
| Venturi Wealth Management, LLC | 110 | $3.56K | 0.00% | +110 | New |
| PayPay Securities Corp | 119 | $3.85K | 0.26% | −14−10.5% | Reduced |
| TD Private Client Wealth LLC | 119 | $3.85K | 0.00% | +65+120.4% | Added |
| Bartlett & Co. LLC | 138 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 125 | $4.05K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 137 | $4.44K | 0.00% | +137 | New |
| Bartlett & Co. Wealth Management LLC | 138 | $4.47K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 141 | $4.57K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 150 | $4.86K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 165 | $5.34K | 0.00% | −319−65.9% | Reduced |
| EverSource Wealth Advisors, LLC | 173 | $5.60K | 0.00% | +173 | New |
| Ronald Blue Trust, Inc. | 198 | $6.00K | 0.00% | −25−11.2% | Reduced |
| Nisa Investment Advisors, LLC | 180 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 251 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 250 | $8.10K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $8.10K | 0.01% | – | – |
| First Horizon Advisors, Inc. | 253 | $8.19K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 270 | $8.74K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 270 | $8.74K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 300 | $9.71K | 0.00% | +48+19.0% | Added |
| Covestor Ltd | 317 | $10.0K | 0.01% | +1+0.3% | Added |
| Sandy Spring Bank | 350 | $11.3K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 350 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 314 | $11.3K | 0.00% | +314 | New |
| Westside Investment Management, Inc. | 400 | $13.0K | 0.00% | +50+14.3% | Added |
| Larson Financial Group LLC | 500 | $16.2K | 0.00% | −2−0.4% | Reduced |
| Harbour Investments, Inc. | 500 | $16.2K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 587 | $19.0K | 0.00% | +134+29.6% | Added |
| Your Advocates Ltd., LLP | 609 | $19.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 676 | $21.9K | 0.00% | +172+34.1% | Added |
| Steward Partners Investment Advisory, LLC | 832 | $26.9K | 0.00% | +7+0.8% | Added |
| Advisory Services Network, LLC | 860 | $27.8K | 0.00% | −341−28.4% | Reduced |
| Aquatic Capital Management LLC | 1,000 | $32.0K | 0.00% | +1,000 | New |
| Assetmark, Inc | 1,034 | $33.5K | 0.00% | +246+31.2% | Added |
| Signaturefd, LLC | 1,091 | $35.3K | 0.00% | +12+1.1% | Added |
| Quarry LP | 1,177 | $38.1K | 0.02% | +1,177 | New |
| American International Group, Inc. | 1,376 | $44.6K | 0.00% | −36−2.5% | Reduced |
| Huntington National Bank | 1,448 | $46.9K | 0.00% | +16+1.1% | Added |
| Cutler Group LP | 1,490 | $48.0K | 0.01% | +222+17.5% | Added |
| Walleye Trading LLC | 1,538 | $49.8K | 0.00% | −61,812−97.6% | Reduced |
| Umb Bank N A | 1,661 | $53.8K | 0.00% | −139−7.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,833 | $59.0K | 0.00% | −925−33.5% | Reduced |
| Shell Asset Management Co | 1,930 | $62.0K | 0.00% | −7−0.4% | Reduced |
| Pacer Advisors, Inc. | 2,145 | $69.5K | 0.00% | +1,919+849.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,286 | $74.0K | 0.00% | −70−3.0% | Reduced |
| Group One Trading, L.P. | 2,337 | $75.7K | 0.00% | −11,132−82.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 2,400 | $78.0K | 0.00% | +2,400 | New |
| Creative Financial Designs Inc | 2,828 | $91.6K | 0.01% | −182−6.0% | Reduced |
| CWM, LLC | 2,965 | $96.0K | 0.00% | +1,007+51.4% | Added |
| SG Americas Securities, LLC | 3,218 | $104.0K | 0.00% | +3,218 | New |
| US Bancorp | 3,267 | $105.8K | 0.00% | −2,373−42.1% | Reduced |
| Harbor Capital Advisors, Inc. | 4,309 | $139.5K | 0.04% | +4,309 | New |
| MetLife Investment Management | 4,392 | $142.2K | 0.00% | +11+0.3% | Added |
| Great West Life Assurance Co | 4,463 | $145.0K | 0.00% | −496−10.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,580 | $148.3K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,685 | $184.1K | 0.01% | −134−2.3% | Reduced |
| Stephenson National Bank & Trust | 5,787 | $187.4K | 0.12% | +2,121+57.9% | Added |
| Boothbay Fund Management, LLC | 6,217 | $201.3K | 0.01% | +6,217 | New |
| Franklin Resources Inc | 6,228 | $201.7K | 0.00% | +6,228 | New |
| Spouting Rock Asset Management, LLC | 6,257 | $202.6K | 0.07% | +6,257 | New |
| Thrivent Financial for Lutherans | 6,326 | $205.0K | 0.00% | +6,326 | New |
| Stephens Inc | 6,416 | $207.8K | 0.00% | +6,416 | New |
| Hantz Financial Services, Inc. | 6,467 | $209.0K | 0.01% | +1,982+44.2% | Added |
| Jump Financial, LLC | 6,480 | $209.8K | 0.01% | −39−0.6% | Reduced |
| Malaga Cove Capital, LLC | 6,495 | $210.3K | 0.10% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,499 | $210.4K | 0.00% | −10,149−61.0% | Reduced |
| Versor Investments LP | 6,500 | $210.5K | 0.03% | −4,100−38.7% | Reduced |
| JustInvest LLC | 6,532 | $211.5K | 0.01% | −6,206−48.7% | Reduced |
| EFG Asset Management (Americas) Corp. | 6,641 | $215.0K | 0.05% | +6,641 | New |
| Advisory Research Inc | 6,737 | $218.1K | 0.04% | +406+6.4% | Added |
| Wrapmanager Inc | 6,832 | $221.2K | 0.07% | +6,832 | New |