Latest Institutional Transactions on Doximity, Inc. (DOCS)
This table provides information on the latest institutional transactions involving Doximity, Inc. (DOCS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
500New |
$24.9K - $41.6K
|
500
$34K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
14.8KNew |
$737K - $1.23M
|
14.8K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.46KNew |
$172K - $288K
|
3.46K
$235K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
59New |
$2.93K - $4.91K
|
59
$4.01K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
9.16KNew |
$455K - $762K
|
9.16K
$622K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4K+ 16.88% |
$199K - $333K
|
27.7K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
46+ 42.59% |
$2.29K - $3.82K
|
154
$10.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
22.3KNew |
$1.11M - $1.86M
|
22.3K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1K- 20.0% |
$49.7K - $83.1K
|
4K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
32.7KNew |
$1.63M - $2.72M
|
32.7K
$2.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.45K- 40.5% |
$72.1K - $121K
|
2.13K
$145K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
25New |
$1.24K - $2.08K
|
25
$1.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.39K- 24.54% |
$367K - $614K
|
22.7K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-37- 19.07% |
$1.84K - $3.08K
|
157
$10.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
1.06K+ 7.69% |
$52.7K - $88.2K
|
14.9K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$4.97K - $8.31K
|
100
$6.79K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
93New |
$4.62K - $7.73K
|
93
$6.32K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.82K- 34.24% |
$90.5K - $151K
|
3.5K
$237K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-2.98K- 14.21% |
$148K - $248K
|
18K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
60.3KNew |
$3M - $5.01M
|
60.3K
$4.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.4K+ 14.81% |
$219K - $366K
|
34.1K
$2.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
15.8KNew |
$785K - $1.31M
|
15.8K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22KNew |
$1.09M - $1.83M
|
22K
$1.49M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 500.0% |
$249 - $416
|
6
$407
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$423K - $628K
|
10.3K
$696K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.29KNew |
$218K - $324K
|
5.29K
$359K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-9Closed |
$371 - $551
|
0
$0
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.67KNew |
$151K - $224K
|
3.67K
$249K
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.62K+ 48.8% |
$191K - $283K
|
14.1K
$957K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.88K+ 33.22% |
$77.6K - $115K
|
7.54K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
151K+ 48.02% |
$6.22M - $9.23M
|
465K
$31.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
76New |
$3.14K - $4.66K
|
76
$5.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-41- 6.81% |
$1.69K - $2.51K
|
561
$38.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
33.5KNew |
$1.38M - $2.05M
|
33.5K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Durable Capital Partners LP
Bethesda, MD |
SELL
|
- |
-4.93M- 63.06% |
$204M - $302M
|
2.89M
$196M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
84.2KNew |
$3.47M - $5.16M
|
84.2K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.25KNew |
$299K - $444K
|
7.25K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
24.8KNew |
$1.02M - $1.52M
|
24.8K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17KNew |
$701K - $1.04M
|
17K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
104New |
$4.29K - $6.37K
|
104
$7.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
944New |
$38.9K - $57.8K
|
944
$64.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$4.13K - $6.13K
|
100
$6.79K
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.17KNew |
$131K - $194K
|
3.17K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-15K- 26.37% |
$619K - $919K
|
41.9K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
9.41KNew |
$388K - $576K
|
9.41K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-753- 15.14% |
$31.1K - $46.1K
|
4.22K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
58.9KNew |
$2.43M - $3.61M
|
58.9K
$4M
|
|
|
Feb 12, 2025
Q4 2024
|
Qsv Equity Investors LLC
Naperville, IL |
BUY
|
- |
186+ 0.31% |
$7.67K - $11.4K
|
60.8K
$4.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
39.7KNew |
$1.64M - $2.43M
|
39.7K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
PUT |
2KNew |
$82.5K - $123K
|
2K
$136K
|
|