Institutional Ownership Doximity, Inc. (DOCS)
This table provides information about the institutional ownership of Doximity, Inc. (DOCS). We have compiled data on the 528 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $7.45 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
84
shares
|
$5,838
0.0% of portfolio
|
Q2 2025
New holding
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
75
shares
|
$5,213
0.0% of portfolio
|
Q2 2025
Reduced 32.43%
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
75
shares
|
$5,213
0.0% of portfolio
|
Q2 2025
Added 47.06%
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
72
shares
|
$5,004
0.0% of portfolio
|
Q2 2025
New holding
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
67
shares
|
$4,657
0.0% of portfolio
|
Q2 2025
Reduced 73.52%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
65
shares
|
$4,518
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
63
shares
|
$4,379
0.0% of portfolio
|
Q2 2025
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
62
shares
|
$4,309
0.0% of portfolio
|
Q2 2025
Added 29.17%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
60
shares
|
$4,170
0.0% of portfolio
|
Q2 2025
New holding
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
59
shares
|
$4,101
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
49
shares
|
$3,405
0.0% of portfolio
|
Q2 2025
New holding
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
49
shares
|
$3,405
0.0% of portfolio
|
Q4 2024
New holding
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
49
shares
|
$3,405
0.0% of portfolio
|
Q4 2022
New holding
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
47
shares
|
$3,266
0.0% of portfolio
|
Q2 2025
Added 62.07%
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
43
shares
|
$2,988
0.0% of portfolio
|
Q2 2025
New holding
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
35
shares
|
$2,432
0.0% of portfolio
|
Q2 2025
Reduced 80.23%
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
34
shares
|
$2,363
0.0% of portfolio
|
Q2 2025
Added 17.24%
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
31
shares
|
$2,154
0.0% of portfolio
|
Q2 2022
New holding
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
31
shares
|
$2,154
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
30
shares
|
$2,085
0.0% of portfolio
|
Q2 2025
Added 30.43%
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
28
shares
|
$1,946
0.0% of portfolio
|
Q2 2025
Reduced 95.74%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
28
shares
|
$1,946
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
25
shares
|
$1,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
24
shares
|
$1,668
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
24
shares
|
$1,668
0.0% of portfolio
|
Q2 2025
Reduced 81.25%
|