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, Q3 2023
Institutional positions in Doximity, Inc. as of Sep 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
- 308
- −16 vs. Q2 2023
- Shares held
- 94.9M
- −15.3M (−13.9%) vs. Q2 2023
- Total value
- $2.03B
- −$1.71B (−45.7%) vs. Q2 2023
- New holders
- 44
- 127 more added
- Sold out
- 60
- 86 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Doximity, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colonial Trust Co | 3 | $71 | 0.00% | −99−97.1% | Reduced |
| First Manhattan Co | 6 | $127 | 0.00% | +6 | New |
| PFG Private Wealth Management, LLC | 12 | $255 | 0.00% | +12 | New |
| Gordian Capital Singapore Pte Ltd | 16 | $339 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 16 | $340 | 0.00% | +16 | New |
| Sunbelt Securities, Inc. | 25 | $530 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $637 | 0.00% | −43−58.9% | Reduced |
| Missouri Trust & Investment Co | 31 | $658 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 33 | $700 | 0.00% | +15+83.3% | Added |
| Lindbrook Capital, LLC | 40 | $849 | 0.00% | −29−42.0% | Reduced |
| Cornerstone Planning Group LLC | 46 | $976 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25 | $1.00K | 0.00% | +25 | New |
| Johnson Midwest Financial, LLC | 49 | $1.04K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 50 | $1.06K | 0.00% | −123−71.1% | Reduced |
| Farmers & Merchants Investments Inc | 50 | $1.06K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $1.06K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 59 | $1.25K | 0.00% | +59 | New |
| Global Retirement Partners, LLC | 65 | $1.38K | 0.00% | +34+109.7% | Added |
| Allworth Financial LP | 71 | $1.51K | 0.00% | +25+54.3% | Added |
| Quadrant Capital Group LLC | 72 | $1.53K | 0.00% | −43−37.4% | Reduced |
| GHP Investment Advisors, Inc. | 75 | $1.62K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 80 | $1.70K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 82 | $1.74K | 0.00% | +82 | New |
| Nisa Investment Advisors, LLC | 90 | $1.91K | 0.00% | −90−50.0% | Reduced |
| IFP Advisors, Inc | 92 | $1.95K | 0.00% | −8−8.0% | Reduced |
| Cutler Group LP | 130 | $2.00K | 0.00% | −589−81.9% | Reduced |
| Private Trust Co NA | 96 | $2.04K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $2.12K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $2.12K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $2.12K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $2.12K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $2.25K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 117 | $2.48K | 0.00% | −2,186−94.9% | Reduced |
| Carolinas Wealth Consulting LLC | 137 | $2.80K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 141 | $2.99K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 142 | $3.01K | 0.00% | +142 | New |
| Federation des caisses Desjardins du Quebec | 150 | $3.18K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 165 | $3.50K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 182 | $4.00K | 0.00% | +30+19.7% | Added |
| Pier Capital, LLC | 207 | $4.39K | 0.00% | −235,594−99.9% | Reduced |
| Quarry LP | 212 | $4.50K | 0.00% | +212 | New |
| Tyler-Stone Wealth Management | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 238 | $5.05K | 0.24% | +131+122.4% | Added |
| Jamison Private Wealth Management, Inc. | 244 | $5.18K | 0.00% | +244 | New |
| Sandy Spring Bank | 250 | $5.30K | 0.00% | −100−28.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 250 | $5.30K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $5.30K | 0.00% | – | – |
| Provence Wealth Management Group | 250 | $5.30K | 0.00% | +250 | New |
| GWM Advisors LLC | 252 | $5.35K | 0.00% | +228+950.0% | Added |
| Glassman Wealth Services | 256 | $5.43K | 0.00% | +246+2,460.0% | Added |
| Glen Eagle Advisors, LLC | 270 | $5.73K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 273 | $5.78K | 0.00% | +14+5.4% | Added |
| Whittier Trust Co of Nevada Inc | 300 | $6.36K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 300 | $6.37K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 312 | $6.62K | 0.00% | +42+15.6% | Added |
| Covestor Ltd | 311 | $7.00K | 0.01% | −4−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 192 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 426 | $9.04K | 0.00% | +109+34.4% | Added |
| First Horizon Advisors, Inc. | 471 | $9.99K | 0.00% | +205+77.1% | Added |
| Harbour Investments, Inc. | 500 | $10.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 500 | $10.6K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 595 | $12.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 600 | $12.7K | 0.00% | +200+50.0% | Added |
| Your Advocates Ltd., LLP | 609 | $12.9K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 800 | $17.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 820 | $17.4K | 0.00% | −1−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 832 | $17.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,003 | $21.3K | 0.00% | −99−9.0% | Reduced |
| US Bancorp | 1,558 | $33.1K | 0.00% | −1,341−46.3% | Reduced |
| Shell Asset Management Co | 1,888 | $40.0K | 0.00% | −30−1.6% | Reduced |
| Van Eck Associates Corp | 1,909 | $41.0K | 0.00% | −62−3.1% | Reduced |
| PFS Partners, LLC | 2,000 | $42.4K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 2,381 | $51.0K | 0.00% | +2,381 | New |
| Globeflex Capital L P | 2,727 | $57.9K | 0.01% | +2,727 | New |
| Creative Financial Designs Inc | 2,828 | $60.0K | 0.01% | +60+2.2% | Added |
| Kapitalo Investimentos Ltda | 3,214 | $68.2K | 0.01% | +3,214 | New |
| Caption Management, LLC | 3,700 | $78.5K | 0.01% | +400+12.1% | Added |
| Aubrey Capital Management Ltd | 4,688 | $94.0K | 0.05% | −80,000−94.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,480 | $95.1K | 0.05% | +325+7.8% | Added |
| CWM, LLC | 4,982 | $106.0K | 0.00% | +1,813+57.2% | Added |
| Neo Ivy Capital Management | 5,136 | $109.0K | 0.05% | +5,136 | New |
| Tower Research Capital LLC (TRC) | 6,014 | $127.6K | 0.00% | −1,016−14.5% | Reduced |
| Stephenson National Bank & Trust | 6,393 | $135.7K | 0.08% | +274+4.5% | Added |
| The PNC Financial Services Group, Inc. | 6,500 | $137.9K | 0.00% | +925+16.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,929 | $146.0K | 0.00% | +4,405+174.5% | Added |
| FIL Ltd | 7,259 | $154.0K | 0.00% | −167,674−95.9% | Reduced |
| Hantz Financial Services, Inc. | 7,421 | $157.0K | 0.00% | +734+11.0% | Added |
| Fifth Third Bancorp | 8,245 | $175.0K | 0.00% | +26+0.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 8,400 | $178.0K | 0.00% | −1,700−16.8% | Reduced |
| Vestcor Inc | 8,981 | $191.0K | 0.01% | +8,981 | New |
| Yorktown Management & Research Co Inc | 9,600 | $203.7K | 0.23% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10,057 | $213.4K | 0.01% | +2,323+30.0% | Added |
| Silvercrest Asset Management Group LLC | 10,488 | $222.6K | 0.00% | +345+3.4% | Added |
| Securian Asset Management, Inc | 10,574 | $224.4K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,618 | $225.3K | 0.00% | −116−1.1% | Reduced |
| Prelude Capital Management, LLC | 10,636 | $225.7K | 0.02% | +4,636+77.3% | Added |
| Pier 88 Investment Partners LLC | 10,760 | $228.3K | 0.06% | +1,240+13.0% | Added |
| Leonteq Securities AG | 10,920 | $231.7K | 0.02% | +262+2.5% | Added |
| Bank of Montreal | 11,005 | $238.0K | 0.00% | −7,569−40.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 11,279 | $239.3K | 0.01% | −175−1.5% | Reduced |