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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
37
shares
|
$1,741
0.0% of portfolio
|
Q3 2025
Reduced 97.78%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
34
shares
|
$1,600
0.0% of portfolio
|
Q2 2025
Added 17.24%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
34
shares
|
$1,600
0.0% of portfolio
|
Q3 2025
Reduced 45.16%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
31
shares
|
$1,459
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
31
shares
|
$1,459
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
29
shares
|
$1,365
0.0% of portfolio
|
Q3 2025
Added 190.0%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
27
shares
|
$1,270
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
24
shares
|
$1,129
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
24
shares
|
$1,129
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
23
shares
|
$1,082
0.0% of portfolio
|
Q3 2025
Added 187.5%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
23
shares
|
$1,082
0.0% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
22
shares
|
$1,035
0.0% of portfolio
|
Q4 2025
Added 10.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
20
shares
|
$941
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
19
shares
|
$894
0.0% of portfolio
|
Q4 2025
Reduced 36.67%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
18
shares
|
$847
0.0% of portfolio
|
Q2 2025
Reduced 30.77%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
18
shares
|
$847
0.0% of portfolio
|
Q4 2025
Reduced 73.13%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
16
shares
|
$753
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
15
shares
|
$706
0.0% of portfolio
|
Q2 2025
Reduced 81.25%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
14
shares
|
$658
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
14
shares
|
$658
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
13
shares
|
$611
0.0% of portfolio
|
Q3 2024
Reduced 23.53%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
12
shares
|
$564
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
12
shares
|
$564
0.03% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
11
shares
|
$517
0.0% of portfolio
|
Q2 2025
Added 83.33%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
9
shares
|
$423
0.0% of portfolio
|
Q4 2025
New holding
|
|