Institutional Ownership Doximity, Inc. (DOCS)
This table provides information about the institutional ownership of Doximity, Inc. (DOCS). We have compiled data on the 534 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $6.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
110
shares
|
$6,776
0.0% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
106
shares
|
$6,529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
106
shares
|
$6,529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
100
shares
|
$6,160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
100
shares
|
$6,160
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
100
shares
|
$6,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
100
shares
|
$6,160
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
100
shares
|
$6,160
0.0% of portfolio
|
Q1 2025
Reduced 51.69%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
94
shares
|
$5,790
0.0% of portfolio
|
Q2 2025
Added 17.5%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
87
shares
|
$5,359
0.0% of portfolio
|
Q1 2025
Added 8600.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
80
shares
|
$4,928
0.0% of portfolio
|
Q1 2025
Reduced 98.82%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
75
shares
|
$4,620
0.0% of portfolio
|
Q2 2025
Reduced 32.43%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
67
shares
|
$4,127
0.0% of portfolio
|
Q2 2025
Reduced 73.52%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
66
shares
|
$4,065
0.0% of portfolio
|
Q1 2025
Added 43.48%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
59
shares
|
$3,634
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
51
shares
|
$3,141
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
49
shares
|
$3,018
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
49
shares
|
$3,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
48
shares
|
$2,956
0.0% of portfolio
|
Q4 2024
Added 23.08%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
43
shares
|
$2,648
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
40
shares
|
$2,464
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
35
shares
|
$2,156
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
31
shares
|
$1,909
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
31
shares
|
$1,909
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
29
shares
|
$1,786
0.0% of portfolio
|
Q1 2025
New holding
|