Institutional Ownership Doximity, Inc. (DOCS)
This table provides information about the institutional ownership of Doximity, Inc. (DOCS). We have compiled data on the 548 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edge Wealth Management LLC
|
Jan 12, 2026 Q4 2025 |
4,647
shares
|
$218,734
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,629
shares
|
$217,887
0.0% of portfolio
|
Q3 2025
Added 64.62%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,438
shares
|
$208,896
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
4,430
shares
|
$208,520
0.0% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
4,420
shares
|
$208,049
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
4,367
shares
|
$205,554
0.0% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
4,361
shares
|
$205,272
0.0% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
4,346
shares
|
$204,566
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
4,206
shares
|
$197,976
0.0% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
4,127
shares
|
$194,257
0.15% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2025 Q3 2025 |
4,122
shares
|
$194,022
0.02% of portfolio
|
Q3 2025
Added 18.45%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
4,100
shares
|
$192,987
0.0% of portfolio
|
Q4 2025
Reduced 57.13%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
4,083
shares
|
$192,186
0.02% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,083
shares
|
$192,186
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
4,000
shares
|
$188,280
0.01% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$188,280
0.24% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
3,883
shares
|
$182,772
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
3,825
shares
|
$180,042
0.0% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
3,753
shares
|
$176,653
0.03% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
3,703
shares
|
$174,300
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 17, 2025 Q3 2025 |
3,670
shares
|
$172,746
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
3,668
shares
|
$172,652
0.0% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
3,489
shares
|
$164,227
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
3,486
shares
|
$164,086
0.0% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
3,416
shares
|
$160,791
0.0% of portfolio
|
Q3 2025
Reduced 7.45%
|
|