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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
400
shares
|
$18,828
0.0% of portfolio
|
Q3 2024
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%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
400
shares
|
$18,828
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
399
shares
|
$18,780
0.0% of portfolio
|
Q3 2025
Added 33.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
372
shares
|
$17,510
0.0% of portfolio
|
Q2 2025
Added 3000.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
366
shares
|
$17,227
0.0% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
357
shares
|
$16,803
0.0% of portfolio
|
Q4 2025
Reduced 46.15%
|
|