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, Q2 2023
Institutional positions in Doximity, Inc. as of Jun 30, 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
- 327
- +27 vs. Q1 2023
- Shares held
- 110.3M
- +5.09M (+4.8%) vs. Q1 2023
- Total value
- $3.75B
- +$334.0M (+9.8%) vs. Q1 2023
- New holders
- 66
- 120 more added
- Sold out
- 39
- 81 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Doximity, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $204 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $306 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 10 | $340 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 16 | $544 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 18 | $612 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 22 | $749 | 0.00% | +22 | New |
| GWM Advisors LLC | 24 | $816 | 0.00% | +24 | New |
| Sunbelt Securities, Inc. | 25 | $850 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $1.05K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 31 | $1.05K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 46 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $1.56K | 0.00% | +46 | New |
| Johnson Midwest Financial, LLC | 49 | $1.67K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $1.70K | 0.00% | −50−50.0% | Reduced |
| Farmers & Merchants Investments Inc | 50 | $1.70K | 0.00% | +50 | New |
| GHP Investment Advisors, Inc. | 75 | $1.79K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 69 | $2.35K | 0.00% | +9+15.0% | Added |
| Bell Investment Advisors, Inc | 73 | $2.48K | 0.00% | +21+40.4% | Added |
| Stonebridge Capital Advisors LLC | 77 | $2.62K | 0.00% | +77 | New |
| Colonial Trust Advisors | 80 | $2.72K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 85 | $2.89K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 96 | $3.27K | 0.00% | +96 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $3.40K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $3.40K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $3.40K | 0.00% | +100 | New |
| Maryland Capital Advisors Inc. | 100 | $3.40K | 0.00% | +100 | New |
| Colonial Trust Co | 102 | $3.46K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $3.61K | 0.00% | +6+6.0% | Added |
| PayPay Securities Corp | 107 | $3.64K | 0.22% | −12−10.1% | Reduced |
| Venturi Wealth Management, LLC | 110 | $3.74K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 115 | $3.91K | 0.00% | +12+11.7% | Added |
| TD Private Client Wealth LLC | 119 | $4.05K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 125 | $4.25K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 137 | $4.66K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 141 | $4.80K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 152 | $5.00K | 0.00% | +147+2,940.0% | Added |
| Federation des caisses Desjardins du Quebec | 150 | $5.10K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $5.30K | 0.00% | +84+525.0% | Added |
| Truvestments Capital LLC | 165 | $5.61K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 173 | $5.88K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 192 | $6.00K | 0.00% | −6−3.0% | Reduced |
| Nisa Investment Advisors, LLC | 180 | $6.12K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 250 | $8.51K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $8.51K | 0.01% | – | – |
| Washington Trust Advisors, Inc. | 259 | $8.80K | 0.00% | −417−61.7% | Reduced |
| Tyler-Stone Wealth Management | 250 | $9.00K | 0.01% | +250 | New |
| First Horizon Advisors, Inc. | 266 | $9.05K | 0.00% | +13+5.1% | Added |
| Parkside Financial Bank & Trust | 270 | $9.19K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 270 | $9.19K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 300 | $10.2K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 300 | $10.2K | 0.00% | −50−14.3% | Reduced |
| Parallel Advisors, LLC | 317 | $10.8K | 0.00% | −185,466−99.8% | Reduced |
| Covestor Ltd | 315 | $11.0K | 0.01% | −2−0.6% | Reduced |
| Sandy Spring Bank | 350 | $11.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 400 | $13.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 595 | $20.2K | 0.00% | +8+1.4% | Added |
| Your Advocates Ltd., LLP | 609 | $20.7K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 719 | $24.0K | 0.01% | −771−51.7% | Reduced |
| Geneos Wealth Management Inc. | 800 | $27.2K | 0.00% | +800 | New |
| Huntington National Bank | 821 | $27.9K | 0.00% | −627−43.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 832 | $28.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,102 | $37.5K | 0.00% | +11+1.0% | Added |
| Assetmark, Inc | 1,391 | $47.3K | 0.00% | +357+34.5% | Added |
| Umb Bank N A | 1,661 | $56.5K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,918 | $65.0K | 0.00% | −12−0.6% | Reduced |
| Van Eck Associates Corp | 1,971 | $67.0K | 0.00% | +1,971 | New |
| PFS Partners, LLC | 2,000 | $68.0K | 0.06% | +2,000 | New |
| Nemes Rush Group LLC | 2,303 | $78.3K | 0.01% | +2,303 | New |
| Harel Insurance Investments & Financial Services Ltd. | 2,524 | $86.0K | 0.00% | +238+10.4% | Added |
| Creative Financial Designs Inc | 2,768 | $94.2K | 0.01% | −60−2.1% | Reduced |
| US Bancorp | 2,899 | $98.6K | 0.00% | −368−11.3% | Reduced |
| CWM, LLC | 3,169 | $108.0K | 0.00% | +204+6.9% | Added |
| Caption Management, LLC | 3,300 | $112.3K | 0.02% | +3,300 | New |
| State of Tennessee, Treasury Department | 3,932 | $133.8K | 0.00% | +3,932 | New |
| Newbridge Financial Services Group, Inc. | 4,155 | $141.4K | 0.07% | −425−9.3% | Reduced |
| Rockefeller Capital Management L.P. | 7,142 | $159.4K | 0.00% | −104−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 5,575 | $189.7K | 0.00% | −15,020−72.9% | Reduced |
| Prelude Capital Management, LLC | 6,000 | $204.1K | 0.02% | +6,000 | New |
| Keebeck Alpha, LP | 6,000 | $204.1K | 0.20% | +6,000 | New |
| Stephenson National Bank & Trust | 6,119 | $208.2K | 0.11% | +332+5.7% | Added |
| Spouting Rock Asset Management, LLC | 6,257 | $212.9K | 0.08% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 6,283 | $213.4K | 0.00% | −8,382−57.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,284 | $213.8K | 0.00% | −1,219−16.2% | Reduced |
| Wrapmanager Inc | 6,418 | $218.3K | 0.07% | −414−6.1% | Reduced |
| Arden Trust Co | 6,511 | $222.0K | 0.04% | −3,060−32.0% | Reduced |
| Hantz Financial Services, Inc. | 6,687 | $227.0K | 0.01% | +220+3.4% | Added |
| Stephens Inc | 6,679 | $227.2K | 0.00% | +263+4.1% | Added |
| Tower Research Capital LLC (TRC) | 7,030 | $239.2K | 0.01% | +5,197+283.5% | Added |
| JustInvest LLC | 7,051 | $239.9K | 0.01% | +519+7.9% | Added |
| EFG Asset Management (Americas) Corp. | 7,125 | $242.4K | 0.06% | +484+7.3% | Added |
| Efg Capital International Corp. | 7,125 | $242.4K | 0.06% | +7,125 | New |
| ProShare Advisors LLC | 7,215 | $245.5K | 0.00% | +7,215 | New |
| Allspring Global Investments Holdings, LLC | 7,329 | $249.3K | 0.00% | −2,244−23.4% | Reduced |
| Evoke Wealth, LLC | 7,734 | $263.1K | 0.01% | +7,734 | New |
| Prudential Financial Inc | 7,934 | $269.9K | 0.00% | +7,934 | New |
| Two Sigma Securities, LLC | 8,054 | $274.0K | 0.02% | +8,054 | New |
| SG Americas Securities, LLC | 8,186 | $278.0K | 0.00% | +4,968+154.4% | Added |