Institutional Ownership Doximity, Inc. (DOCS)
This table provides information about the institutional ownership of Doximity, Inc. (DOCS). We have compiled data on the 554 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $5.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
1,066
shares
|
$50,176
0.01% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,008
shares
|
$47,446
0.0% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
900
shares
|
$42,363
0.03% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
880
shares
|
$41,421
0.0% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
865
shares
|
$40,715
0.0% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
827
shares
|
$38,926
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
822
shares
|
$38,691
0.01% of portfolio
|
Q3 2025
Added 17.43%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
787
shares
|
$37,044
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
782
shares
|
$36,808
0.0% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
710
shares
|
$33,419
0.0% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
663
shares
|
$31,207
0.0% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
655
shares
|
$30,830
0.0% of portfolio
|
Q1 2025
Added 69.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
637
shares
|
$29,983
0.0% of portfolio
|
Q3 2025
Added 21.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
637
shares
|
$29,983
0.0% of portfolio
|
Q3 2025
Reduced 18.54%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
630
shares
|
$29,654
0.0% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
616
shares
|
$28,995
0.0% of portfolio
|
Q3 2025
Added 136.92%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
603
shares
|
$28,383
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
565
shares
|
$26,594
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
549
shares
|
$25,841
0.0% of portfolio
|
Q3 2025
Reduced 50.5%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
536
shares
|
$25,229
0.0% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
500
shares
|
$23,535
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
500
shares
|
$23,535
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
480
shares
|
$22,593
0.0% of portfolio
|
Q3 2025
Added 59.47%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
414
shares
|
$19,486
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
400
shares
|
$18,828
0.0% of portfolio
|
Q3 2025
Reduced 3.61%
|
|