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, Q4 2023
Institutional positions in Doximity, Inc. as of Dec 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
- 321
- +17 vs. Q3 2023
- Shares held
- 96.4M
- +1.62M (+1.7%) vs. Q3 2023
- Total value
- $2.70B
- +$673.6M (+33.2%) vs. Q3 2023
- New holders
- 69
- 82 more added
- Sold out
- 52
- 122 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Doximity, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 5 | $141 | 0.00% | +5 | New |
| PFG Private Wealth Management, LLC | 12 | $336 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 16 | $449 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18 | $505 | 0.00% | −54−75.0% | Reduced |
| Naples Money Management LLC | 22 | $617 | 0.00% | +22 | New |
| Bear Mountain Capital, Inc. | 25 | $733 | 0.00% | +25 | New |
| Missouri Trust & Investment Co | 31 | $869 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 45 | $1.00K | 0.00% | +20+80.0% | Added |
| Pineridge Advisors LLC | 41 | $1.15K | 0.00% | +41 | New |
| Farmers & Merchants Investments Inc | 50 | $1.40K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 50 | $1.40K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $1.40K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 51 | $1.43K | 0.00% | +51 | New |
| Smartleaf Asset Management LLC | 58 | $1.65K | 0.00% | +58 | New |
| Nisa Investment Advisors, LLC | 70 | $1.96K | 0.00% | −20−22.2% | Reduced |
| PayPay Securities Corp | 72 | $2.02K | 0.10% | −166−69.7% | Reduced |
| GHP Investment Advisors, Inc. | 75 | $2.10K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 80 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 81 | $2.27K | 0.00% | +51+170.0% | Added |
| Global Retirement Partners, LLC | 87 | $2.55K | 0.00% | +22+33.8% | Added |
| Private Trust Co NA | 96 | $2.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 96 | $2.69K | 0.00% | +14+17.1% | Added |
| Caldwell Sutter Capital, Inc. | 100 | $2.80K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $2.80K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $2.80K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $2.80K | 0.00% | +100 | New |
| Bessemer Group Inc | 108 | $3.00K | 0.00% | +108 | New |
| Spire Wealth Management | 100 | $3.05K | 0.00% | −6−5.7% | Reduced |
| Nemes Rush Group LLC | 117 | $3.28K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 125 | $3.50K | 0.00% | +79+171.7% | Added |
| DB Wealth Management Group, LLC | 141 | $3.95K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 142 | $3.98K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 146 | $4.09K | 0.00% | −19−11.5% | Reduced |
| Farther Finance Advisors, LLC | 146 | $4.09K | 0.00% | +146 | New |
| Turtle Creek Wealth Advisors, LLC | 155 | $4.35K | 0.00% | +155 | New |
| Allworth Financial LP | 176 | $4.94K | 0.00% | +105+147.9% | Added |
| Ci Investments Inc. | 188 | $5.00K | 0.00% | +6+3.3% | Added |
| Fortitude Family Office, LLC | 191 | $5.36K | 0.00% | +191 | New |
| SYSTM Wealth Solutions LLC | 205 | $5.75K | 0.00% | +205 | New |
| Ronald Blue Trust, Inc. | 315 | $6.00K | 0.00% | +123+64.1% | Added |
| Jones Financial Companies LLLP | 219 | $6.14K | 0.00% | +160+271.2% | Added |
| Lindbrook Capital, LLC | 223 | $6.25K | 0.00% | +183+457.5% | Added |
| Sandy Spring Bank | 250 | $7.01K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $7.01K | 0.01% | – | – |
| Provence Wealth Management Group | 250 | $7.01K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 250 | $7.01K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 250 | $7.01K | 0.00% | +250 | New |
| BKM Wealth Management, LLC | 260 | $7.29K | 0.00% | +260 | New |
| Glassman Wealth Services | 263 | $7.38K | 0.00% | +7+2.7% | Added |
| Clearstead Advisors, LLC | 267 | $7.49K | 0.00% | +267 | New |
| Glen Eagle Advisors, LLC | 270 | $7.57K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 300 | $8.41K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 300 | $8.41K | 0.00% | −200−40.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 300 | $8.41K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 310 | $9.00K | 0.01% | −1−0.3% | Reduced |
| LM Advisors LLC | 322 | $9.03K | 0.00% | +322 | New |
| Parkside Financial Bank & Trust | 329 | $9.23K | 0.00% | +17+5.4% | Added |
| Washington Trust Advisors, Inc. | 378 | $10.6K | 0.00% | +105+38.5% | Added |
| Rakuten Securities, Inc. | 425 | $11.9K | 0.01% | +425 | New |
| Larson Financial Group LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 563 | $15.8K | 0.02% | +563 | New |
| Parallel Advisors, LLC | 592 | $16.6K | 0.00% | +166+39.0% | Added |
| Principal Securities, Inc. | 592 | $16.6K | 0.00% | +592 | New |
| Your Advocates Ltd., LLP | 609 | $17.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 620 | $17.4K | 0.00% | −383−38.2% | Reduced |
| Institutional & Family Asset Management, LLC | 678 | $19.0K | 0.00% | +83+13.9% | Added |
| Steward Partners Investment Advisory, LLC | 691 | $19.4K | 0.00% | −141−16.9% | Reduced |
| Huntington National Bank | 700 | $19.6K | 0.00% | −120−14.6% | Reduced |
| Quarry LP | 759 | $21.3K | 0.01% | +547+258.0% | Added |
| Westside Investment Management, Inc. | 800 | $22.4K | 0.01% | +200+33.3% | Added |
| Advisory Services Network, LLC | 824 | $23.1K | 0.00% | +824 | New |
| Stephenson National Bank & Trust | 912 | $25.6K | 0.01% | −5,481−85.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 953 | $26.7K | 0.00% | +953 | New |
| First Horizon Advisors, Inc. | 995 | $27.9K | 0.00% | +524+111.3% | Added |
| Fifth Third Bancorp | 1,013 | $28.4K | 0.00% | −7,232−87.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,113 | $31.0K | 0.00% | −5,816−83.9% | Reduced |
| GAMMA Investing LLC | 1,472 | $39.7K | 0.01% | +1,472 | New |
| Shell Asset Management Co | 1,460 | $41.0K | 0.00% | −428−22.7% | Reduced |
| Horizon Investments, LLC | 1,557 | $43.7K | 0.00% | +1,557 | New |
| State of Wyoming | 1,655 | $46.4K | 0.01% | +1,655 | New |
| Van Eck Associates Corp | 1,876 | $53.0K | 0.00% | −33−1.7% | Reduced |
| Kapitalo Investimentos Ltda | 1,989 | $55.8K | 0.01% | −1,225−38.1% | Reduced |
| PFS Partners, LLC | 2,000 | $56.1K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 2,381 | $67.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 2,727 | $76.5K | 0.01% | 00.0% | Unchanged |
| Natixis | 3,100 | $86.9K | 0.00% | +3,100 | New |
| Point72 Hong Kong Ltd | 3,240 | $90.8K | 0.01% | +3,240 | New |
| Creative Financial Designs Inc | 3,301 | $92.5K | 0.01% | +473+16.7% | Added |
| The PNC Financial Services Group, Inc. | 3,386 | $94.9K | 0.00% | −3,114−47.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,010 | $112.4K | 0.05% | −470−10.5% | Reduced |
| Pier 88 Investment Partners LLC | 4,460 | $125.1K | 0.03% | −6,300−58.6% | Reduced |
| Cutler Group LP | 4,515 | $126.0K | 0.02% | +4,385+3,373.1% | Added |
| Aubrey Capital Management Ltd | 4,688 | $131.5K | 0.06% | 00.0% | Unchanged |
| US Bancorp | 4,755 | $133.3K | 0.00% | +3,197+205.2% | Added |
| Walleye Capital LLC | 5,279 | $148.0K | 0.00% | +5,279 | New |
| CWM, LLC | 5,340 | $150.0K | 0.00% | +358+7.2% | Added |
| Jump Financial, LLC | 7,200 | $201.9K | 0.01% | +7,200 | New |
| FIL Ltd | 7,259 | $203.5K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 7,315 | $205.1K | 0.07% | −4,252−36.8% | Reduced |
| Capstone Investment Advisors, LLC | 7,334 | $205.6K | 0.00% | +7,334 | New |