Doximity Inc. Class ADOCS

13F holders, Q2 2024 (June 30)
328holders −8
47new positions
54sold out
7famous investors
$27.98avg. 13F price*

At the end of Q2 2024, 328 institutions reported holding Doximity Inc. Class A (DOCS) in their 13F filings, down 8 from Q1 2024. 47 opened new positions and 54 sold out. The largest holders were BlackRock Inc. ($301.1M), Vanguard Group Inc. ($295.0M) and Morgan Stanley ($193.6M). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Doximity Inc. Class A
CUSIP
26622P107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 336Q1 2024Q2 2024: 328Q2 2024Q3 2024: 354Q3 2024Q4 2024: 434Q4 2024Q1 2025: 492Q1 2025Q2 2025: 473Q2 2025Q3 2025: 499Q3 2025Q4 2025: 470Q4 2025Q1 2026: 423Q1 2026Q2 2026: 359Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions47$164.9M
Exits54$71.4M

All 13F filers, Q1 2024 → Q2 2024: 18,494,512 shares bought and 7,296,599 shares sold, net +11,197,913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 328 holders

BlackRock Inc. 0.01% Add +0.4% 10,765,708 $301.1M
Vanguard Group Inc. 0.01% Reduce -2.0% 10,546,426 $295.0M
Morgan Stanley 0.01% Reduce -0.9% 6,922,570 $193.6M
William Blair Investment Management, LLC 0.47% Add +15.8% 6,404,068 $179.1M
Durable Capital Partners LP 1.43% Add +39.6% 6,218,067 $173.9M
Baillie Gifford & Co. 0.13% Reduce -5.1% 5,896,526 $164.9M
Clearbridge Investments, LLC 0.13% Add +7.1% 5,853,035 $163.7M
FMR LLC 0.01% Add +123.0% 5,239,131 $146.5M
ArrowMark Colorado Holdings LLC 1.28% Add +13.9% 3,838,090 $107.4M
State Street Corp. 0.00% Add +1.8% 3,605,060 $100.8M
Janus Henderson Group PLC 0.04% Add +0.2% 2,478,549 $69.3M
Loomis Sayles & Co. L P 0.10% Reduce -2.4% 2,472,852 $69.2M
Geode Capital Management, LLC 0.01% Add +7.9% 2,384,419 $66.7M
Edmond DE Rothschild Holding S.A. 0.87% Reduce -8.5% 1,807,990 $50.6M
T. Rowe Price Investment Management, Inc. 0.03% New 1,779,805 $49.8M
Capital World Investors 0.01% No change 1,714,707 $48.0M
Swedbank AB 0.06% Reduce -51.3% 1,660,408 $46.4M
Renaissance Technologies 0.08% Add +23.1% 1,603,202 $44.8M
Bank of America Corp. 0.00% Add +60.8% 1,569,417 $43.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +605.9% 1,488,903 $41.6M
Northern Trust Corp. 0.01% Add +51.0% 1,336,379 $37.4M
Riverbridge Partners LLC 0.50% New 1,328,325 $37.2M
Dimensional Fund Advisors LP 0.01% Add +28.5% 1,267,067 $35.4M
Fuller & Thaler Asset Management, Inc. 0.15% New 1,261,788 $35.3M
Holocene Advisors, LP 0.14% Add +9.1% 1,238,080 $34.6M
Bank of New York Mellon Corp 0.01% Add +1.6% 1,144,748 $32.0M
Norges Bank 0.00% Add +7.9% 1,137,434 $31.8M
Deutsche Bank AG 0.01% Add +20.9% 1,042,756 $29.2M
Jacobs Levy Equity Management, Inc. 0.09% Add +146.0% 780,665 $21.8M
Emergence GP Partners, LLC 10.10% No change 775,000 $21.7M
Rice Hall James & Associates, LLC 1.21% Reduce -6.6% 723,366 $20.2M
Charles Schwab Investment Management Inc. 0.00% Add +0.3% 721,035 $20.2M
Voloridge Investment Management, LLC 0.07% Reduce -39.4% 686,376 $19.2M
T. Rowe Price Associates Inc. 0.00% Reduce -10.0% 503,744 $14.1M
JPMorgan Chase & Co. 0.00% Add +20.6% 482,285 $13.5M
Fort Washington Investment Advisors Inc. 0.09% Reduce -2.7% 475,480 $13.3M
Wells Fargo & Company 0.00% Add +28.5% 473,529 $13.2M
Principal Financial Group Inc. 0.01% Reduce -11.7% 406,799 $11.4M
Rhumbline Advisers 0.01% Reduce -0.6% 334,205 $9.3M
Ensign Peak Advisors, Inc 0.02% Add +903.4% 326,690 $9.1M
Nuveen Asset Management, LLC 0.00% Add +4.8% 320,127 $9.0M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -15.8% 316,670 $8.9M
First Trust Advisors LP 0.01% Add +40.6% 280,630 $7.8M
Federated Hermes, Inc. 0.02% Add +1824.5% 279,634 $7.8M
Susquehanna Portfolio Strategies, LLC 0.31% Reduce -16.6% 269,444 $7.5M
Credit Agricole S A 0.04% New 260,000 $7.3M
Lazard Asset Management LLC 0.01% Reduce -9.8% 238,739 $6.7M
Goldman Sachs Group Inc. 0.00% Add +10.4% 236,369 $6.6M
Man Group plc 0.02% Add +411.1% 225,186 $6.3M
Millennium Management 0.01% Reduce -69.5% 221,354 $6.2M
AXA S.A. 0.02% Add +40.1% 216,392 $6.1M
Swiss National Bank 0.00% No change 215,800 $6.0M
Carmignac Gestion 0.10% New 213,000 $6.0M
American Century Companies Inc. 0.00% Add +0.9% 209,772 $5.9M
California Public Employees Retirement System 0.00% Reduce -0.0% 199,310 $5.6M
Alliancebernstein L.P. 0.00% Add +3.1% 196,205 $5.5M
Squarepoint Ops LLC 0.02% Reduce -0.9% 194,037 $5.4M
Russell Investments Group, Ltd. 0.01% Add +7.6% 188,789 $5.3M
Invesco Ltd. 0.00% Reduce -2.6% 188,101 $5.3M
Legal & General Group Plc 0.00% Reduce -0.5% 172,333 $4.8M
Bridgewater Associates 0.02% Reduce -13.3% 164,176 $4.6M
Citadel Advisors 0.00% Add +19.6% 162,296 $4.5M
Jane Street Group, LLC 0.00% Add +217.0% 161,213 $4.5M
Teachers Retirement System of the State of Kentucky 0.04% No change 157,360 $4.4M
Corebridge Financial, Inc. 0.02% — 154,611 $4.3M
Retirement Systems of Alabama 0.02% Reduce -1.7% 150,776 $4.2M
Envestnet Asset Management Inc. 0.00% Add +16.5% 148,584 $4.2M
LMCG Investments, LLC 0.24% Add +13.6% 144,827 $4.1M
Raymond James & Associates 0.00% Reduce -12.7% 137,941 $3.9M
Qube Research & Technologies Ltd 0.01% New 136,101 $3.8M
Ameriprise Financial Inc. 0.00% Reduce -0.3% 135,903 $3.8M
PDT Partners, LLC 0.35% Add +8.1% 131,963 $3.7M
Pearl River Capital, LLC 0.58% Add +1120.5% 131,559 $3.7M
Voya Investment Management LLC 0.00% Reduce -4.8% 130,890 $3.7M
ExodusPoint Capital Management, LP 0.04% New 125,173 $3.5M
UBS Group AG 0.00% Add +64.2% 118,939 $3.3M
Schonfeld Strategic Advisors LLC 0.02% New 112,748 $3.2M
Algert Global LLC 0.10% Add +229.5% 110,318 $3.1M
California State Teachers Retirement System 0.00% Reduce -1.7% 108,214 $3.0M
Polen Capital Management LLC 0.01% Reduce -36.8% 105,500 $3.0M
Jump Financial, LLC 0.06% Add +446.8% 104,779 $2.9M
Comerica Bank 0.01% Add +62.7% 103,642 $2.9M
Canada Pension Plan Investment Board 0.00% Add +200.9% 102,300 $2.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.9% 101,619 $2.8M
Blair William & Co. 0.01% Add +10.5% 100,139 $2.8M
Utah Retirement Systems 0.03% Reduce -0.5% 99,530 $2.8M
Ieq Capital, LLC 0.04% Reduce -1.8% 97,333 $2.7M
Danske Bank A/S 0.01% Reduce -11.2% 95,524 $2.7M
CANADA LIFE ASSURANCE Co 0.00% Add +13.8% 91,565 $2.6M
State Board of Administration of Florida Retirement System 0.01% Add +1.6% 89,882 $2.5M
Cim, LLC 0.38% New 69,895 $2.5M
New York State Teachers Retirement System 0.01% Add +0.1% 88,954 $2.5M
Wellington Management Group LLP 0.00% Add +93.8% 86,303 $2.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 83,140 $2.3M
EFG Asset Management (North America) Corp. 0.40% Add +56.0% 82,347 $2.3M
Pacer Advisors, Inc. 0.01% Add +27.0% 81,213 $2.3M
New York State Common Retirement Fund 0.00% Add +14.8% 75,759 $2.1M
Royal Bank of Canada 0.00% Add +13.6% 74,146 $2.1M
Bellevue Group AG 0.03% Reduce -49.9% 72,155 $2.0M
Mutual of America Capital Management LLC 0.02% Reduce -3.9% 69,945 $2.0M
Twinbeech Capital LP 0.04% Reduce -42.5% 67,794 $1.9M
BP PLC 13.57% No change 66,227 $1.9M
Group One Trading LLC 0.06% Reduce -19.7% 65,891 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -37.2% 65,212 $1.8M
HighTower Advisors, LLC 0.00% Reduce -0.6% 64,731 $1.8M
MetLife Investment Management, LLC 0.01% Reduce -6.2% 64,701 $1.8M
Amalgamated Bank 0.01% Reduce -8.1% 61,705 $1.7M
Teza Capital Management LLC 0.21% New 61,699 $1.7M
Executive Wealth Management, LLC 0.31% Add +28.1% 60,636 $1.7M
QSV Equity Investors LLC 1.77% Reduce -2.6% 60,577 $1.7M
Bayesian Capital Management, LP 0.19% New 60,200 $1.7M
LPL Financial LLC 0.00% Add +2.2% 58,377 $1.6M
Two Sigma Securities, LLC 0.08% Add +55.6% 58,029 $1.6M
Apella Capital, LLC 0.07% Add +16.5% 54,589 $1.5M
Summit Trail Advisors, LLC 0.04% Add +0.1% 52,956 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -6.8% 52,553 $1.5M
Treasurer of the State of North Carolina 0.01% Add +3.5% 52,110 $1.5M
State of Tennessee, Department of Treasury 0.01% Add +14.5% 52,104 $1.5M
Sei Investments Co. 0.00% Add +48.0% 51,813 $1.4M
Stifel Financial Corp. 0.00% Reduce -33.9% 51,611 $1.4M
Nordea Investment Management AB 0.00% New 51,557 $1.4M
HarbourVest Partners LLC 0.74% No change 49,804 $1.4M
1834 Investment Advisors Co. 0.17% No change 49,792 $1.4M
Fox Run Management, L.L.C. 0.26% Add +454.4% 48,862 $1.4M
Freestone Capital Holdings, LLC 0.05% No change 48,666 $1.4M
D. E. Shaw & Co. 0.00% New 45,851 $1.3M
Public Employees Retirement System of Ohio 0.01% Add +5.8% 45,660 $1.3M
Cresset Asset Management, LLC 0.01% Add +21.9% 43,797 $1.2M
Teacher Retirement System of Texas 0.01% Add +327.5% 43,531 $1.2M
Gotham Asset Management 0.02% Add +351.0% 41,718 $1.2M
Cerity Partners LLC 0.00% Reduce -7.9% 41,095 $1.1M
Pinebridge Investments, L.P. 0.01% Reduce -5.3% 40,767 $1.1M
Acadian Asset Management LLC 0.00% Reduce -57.9% 40,599 $1.1M
IMC-Chicago, LLC 0.04% New 39,952 $1.1M
Verition Fund Management LLC 0.01% New 39,724 $1.1M
Quadrature Capital Ltd 0.02% New 38,285 $1.1M
FourThought Financial Partners, LLC 0.13% Add +6.0% 35,669 $998K
Victory Capital Management Inc. 0.00% Reduce -0.1% 34,911 $976K
Louisiana State Employees Retirement System 0.02% Reduce -1.7% 34,600 $968K
HRT Financial LP 0.01% New 34,451 $963K
Barclays PLC 0.00% Reduce -71.6% 33,276 $931K
Sherbrooke Park Advisers LLC 0.16% Add +0.8% 32,964 $922K
Vident Advisory, LLC 0.02% Add +5.2% 31,939 $893K
AQR Capital Management 0.00% Reduce -48.5% 31,341 $870K
Arizona State Retirement System 0.01% Add +2.4% 30,779 $861K
Aigen Investment Management, LP 0.16% Add +21.7% 29,877 $836K
Thrivent Financial for Lutherans 0.00% Reduce -3.6% 29,517 $826K
Handelsbanken Fonder AB 0.00% Add +39.8% 29,500 $825K
State of Michigan Retirement System 0.00% Reduce -2.0% 29,400 $822K
Employees Retirement System of Texas 0.01% No change 29,203 $817K
STRS Ohio 0.00% New 28,323 $792K
GTS Securities LLC 0.02% Add +35.5% 27,962 $782K
XTX Topco Ltd 0.07% Add +28.2% 27,770 $777K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 27,265 $763K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.2% 27,076 $757K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.5% 25,984 $727K
Oregon Public Employees Retirement Fund 0.01% Reduce -15.9% 25,400 $710K
Trust Point Inc. 0.06% New 24,646 $689K
New Mexico Educational Retirement Board 0.02% No change 23,700 $663K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +5.9% 23,528 $658K
Citigroup Inc. 0.00% Add +14.8% 22,908 $641K
Oppenheimer Asset Management Inc. 0.01% Add +48.2% 22,705 $635K
Graham Capital Management, L.P. 0.04% Add +94.9% 22,434 $627K
Lecap Asset Management Ltd. 0.13% New 22,330 $625K
Aviva PLC 0.00% Reduce -3.1% 22,218 $621K
Natixis Advisors, LLC 0.00% Add +13.7% 22,171 $620K
Mercer Global Advisors Inc. 0.00% Reduce -23.4% 20,467 $616K
Bank of Montreal 0.00% Add +43.4% 21,412 $599K
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.9% 20,820 $582K
Allianz Asset Management GmbH 0.00% No change 20,100 $562K
Kennicott Capital Management LLC 0.23% No change 20,000 $559K
Gsa Capital Partners LLP 0.04% Add +14.9% 19,987 $559K
Janney Montgomery Scott LLC 0.00% Reduce -5.8% 19,591 $548K
Creative Planning 0.00% Add +20.1% 19,433 $544K
Deerfield Management Company, L.P. 0.01% New 19,315 $540K
D.A. Davidson & Co. 0.00% Add +0.2% 18,422 $515K
Nebula Research & Development LLC 0.08% New 18,384 $514K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.3% 18,177 $509K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -13.2% 18,178 $508K
Cornercap Investment Counsel Inc. 0.08% Add +3.2% 17,143 $479K
SG Americas Securities, LLC 0.00% Add +29.6% 16,033 $448K
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 15,450 $432K
Perigon Wealth Management, LLC 0.01% Reduce -3.7% 15,021 $420K
Petrus Trust Company, LTA 0.04% Add +7.5% 15,019 $420K
Oppenheimer & Co. Inc. 0.01% Reduce -1.4% 14,895 $417K
Mariner, LLC 0.00% Reduce -24.7% 14,804 $414K
Engineers Gate Manager LP 0.01% Reduce -55.8% 14,536 $407K
Xponance LLC 0.00% Reduce -23.9% 14,025 $392K
Pictet Asset Management Holding SA 0.00% No change 13,554 $379K
State of Alaska, Department of Revenue 0.00% No change 13,255 $370K
Alternative Investment Advisors, LLC. 0.21% Reduce -75.4% 13,046 $365K
Entropy Technologies, LP 0.04% New 12,949 $362K
Convergence Investment Partners, LLC 0.10% New 12,795 $358K
Commonwealth Equity Services, LLC 0.00% Reduce -40.3% 12,531 $350K
Franklin Resources Inc. 0.00% Add +4.3% 12,513 $350K
Vanguard Personalized Indexing Management, LLC 0.01% Add +34.5% 12,510 $350K
Alps Advisors Inc. 0.00% Reduce -0.5% 12,476 $349K
Empower Advisory Group, LLC 0.00% Reduce -14.2% 12,364 $346K
Public Employees Retirement Association of Colorado 0.00% Reduce -7.2% 12,228 $342K
Cetera Investment Advisers 0.00% Reduce -5.1% 11,805 $330K
Mutual Advisors, LLC 0.01% Add +45.4% 11,031 $312K
US Bancorp \de 0.00% Add +163.1% 11,091 $310K
Nisa Investment Advisors, LLC 0.00% Add +15714.3% 11,070 $310K
Bridgefront Capital, LLC 0.13% New 10,976 $307K
Scientech Research LLC 0.06% New 10,574 $296K
Los Angeles Capital Management LLC 0.00% New 10,262 $287K
Lanark Financial, Inc. 0.03% Reduce -26.4% 10,049 $281K
Centiva Capital, LP 0.01% Reduce -78.3% 9,977 $279K
State of Wyoming 0.04% Add +22.1% 9,753 $273K
Securian Asset Management, Inc. 0.01% Reduce -3.0% 9,743 $273K
Magnetar Financial LLC 0.01% Reduce -68.8% 9,700 $271K
Prosperity Wealth Management, Inc. 0.13% Add +2.7% 9,650 $270K
Capstone Investment Advisors, LLC 0.01% Reduce -25.5% 9,463 $265K
State of Wisconsin Investment Board 0.00% Reduce -19.3% 9,265 $259K
Versor Investments LP 0.05% Reduce -28.4% 9,100 $255K
Corient Private Wealth LP 0.00% Reduce -80.0% 8,977 $251K
Atria Investments, Inc 0.00% New 8,925 $250K
EntryPoint Capital, LLC 0.11% Add +1767.9% 8,798 $246K
Maryland State Retirement & Pension System 0.00% No change 8,787 $246K
AlphaQuest LLC 0.03% Add +50541.2% 8,609 $241K
Vestcor Inc 0.01% No change 8,575 $240K
Yarbrough Capital, LLC 0.01% No change 8,572 $240K
Sanctuary Advisors, LLC 0.00% — 9,659 $230K
Prudential Financial Inc. 0.00% Reduce -1.0% 8,188 $229K
Paloma Partners Management Co 0.02% New 7,747 $217K
Legato Capital Management LLC 0.03% No change 7,713 $216K
nVerses Capital, LLC 0.13% New 7,700 $215K
Smith Group Asset Management, LLC 0.02% New 7,160 $200K
PNC Financial Services Group, Inc. 0.00% Add +104.3% 6,863 $192K
Quantbot Technologies LP 0.01% New 5,871 $164K
Tower Research Capital LLC (TRC) 0.00% Reduce -23.6% 5,119 $143K
Cwm, LLC 0.00% Reduce -1.1% 5,022 $140K
Central Pacific Bank - Trust Division 0.02% Reduce -2.9% 4,420 $124K
Aubrey Capital Management Ltd 0.05% No change 4,688 $122K
Creative Financial Designs Inc. 0.01% Add +17.2% 4,216 $118K
PEAK6 Investments LLC 0.00% New 3,765 $105K
Aquatic Capital Management LLC 0.00% New 3,500 $98K
Fifth Third Bancorp 0.00% Add +181.6% 3,207 $90K
Harvest Fund Management Co., Ltd 0.01% New 3,036 $85K
Osaic Holdings, Inc. 0.00% Reduce -32.3% 2,810 $79K
Globeflex Capital L P 0.01% No change 2,727 $76K
KBC Group NV 0.00% Add +12.6% 2,682 $75K
Van Eck Associates Corp. 0.00% Add +19.7% 2,590 $72K
Rakuten Securities, Inc. 0.03% Reduce -8.6% 2,346 $66K
Horizon Investments, LLC 0.00% Add +14.2% 2,140 $60K
NewEdge Advisors, LLC 0.00% Add +25.7% 1,749 $49K
DekaBank Deutsche Girozentrale 0.00% No change 1,695 $48K
First Horizon Advisors, Inc. 0.00% Add +80.0% 1,710 $48K
Quarry LP 0.02% Reduce -41.5% 1,616 $45K
Blue Trust, Inc. 0.00% Add +621.4% 1,385 $37K
LRI Investments, LLC 0.00% Add +25.6% 1,256 $35K
GAMMA Investing LLC 0.00% Reduce -30.6% 1,027 $29K
PFS Partners, LLC 0.02% No change 1,000 $28K
Sunbelt Securities, Inc. 0.00% No change 905 $25K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +3.9% 743 $21K
Signaturefd, LLC 0.00% Add +11.7% 736 $21K
Westside Investment Management, Inc. 0.00% No change 700 $20K
Parallel Advisors, LLC 0.00% Add +22.9% 691 $19K
Institutional & Family Asset Management, LLC 0.00% Reduce -1.9% 630 $18K
Larson Financial Group LLC 0.00% Add +9.4% 547 $15K
Rise Advisors, LLC 0.01% No change 506 $14K
CIBC Private Wealth Group LLC 0.00% Reduce -51.4% 465 $13K
Lindbrook Capital, LLC 0.00% Add +80.7% 403 $11K
Ashton Thomas Private Wealth, LLC 0.00% New 366 $10K
Spire Wealth Management 0.00% Add +1.4% 355 $10K
Continuum Advisory, LLC 0.00% Add +18.3% 337 $9K
Principal Securities, Inc. 0.00% Reduce -23.3% 326 $9K
Covestor Ltd 0.01% Add +0.3% 310 $9K
Parkside Financial Bank & Trust 0.00% Reduce -5.2% 312 $9K
Abich Financial Wealth Management LLC 0.01% New 300 $8K
Riggs Asset Managment Co. Inc. 0.00% No change 300 $8K
Whittier Trust Co. of Nevada Inc. 0.00% No change 300 $8K
Steward Partners Investment Advisory, LLC 0.00% Reduce -61.2% 299 $8K
Jones Financial Companies LLLP 0.00% Add +4.2% 296 $8K
Glen Eagle Advisors, LLC 0.00% No change 270 $8K
Tyler-Stone Wealth Management 0.00% No change 250 $7K
Sandy Spring Bank 0.00% No change 250 $7K
CI Investments Inc. 0.00% Reduce -3.9% 221 $6K
SYSTM Wealth Solutions LLC 0.00% Reduce -10.1% 205 $6K
Harbour Investments, Inc. 0.00% No change 200 $6K
Fortitude Family Office, LLC 0.00% No change 191 $5K
Farther Finance Advisors, LLC 0.00% Add +27.4% 186 $5K
Huntington National Bank 0.00% Reduce -85.5% 171 $5K
EverSource Wealth Advisors, LLC 0.00% Add +124.3% 166 $5K
Allworth Financial LP 0.00% Reduce -4.2% 158 $4K
Northwestern Mutual Wealth Management Co. 0.00% Add +13.3% 153 $4K
Washington Trust Advisors, Inc. 0.00% Reduce -37.7% 149 $4K
Iron Horse Wealth Management, LLC 0.00% No change 142 $4K
Colonial Trust Advisors 0.00% No change 126 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Add +27.1% 122 $3K
Nemes Rush Group LLC 0.00% No change 117 $3K
Smartleaf Asset Management LLC 0.00% Add +1.7% 117 $3K
Private Trust Co. NA 0.00% No change 108 $3K
Bessemer Group Inc. 0.00% No change 108 $3K
Amundi 0.00% Reduce -99.9% 110 $3K
Eagle Bay Advisors LLC 0.00% No change 100 $3K
Mark Sheptoff Financial Planning, LLC 0.00% No change 100 $3K
Catalyst Funds Management Pty Ltd 0.00% New 100 $3K
Avior Wealth Management, LLC 0.00% Reduce -83.6% 91 $3K
Global Retirement Partners, LLC 0.00% No change 87 $2K
UMB Bank, n.a. 0.00% Add +144.1% 83 $2K
GHP Investment Advisors, Inc. 0.00% No change 75 $2K
Quadrant Capital Group LLC 0.00% Add +261.1% 65 $2K
Clearstead Advisors, LLC 0.00% Reduce -76.4% 63 $2K
Sachetta, LLC 0.00% No change 51 $1K
Redwood Wealth Management Group, LLC 0.00% New 50 $1K
Farmers & Merchants Investments Inc. 0.00% No change 50 $1K
Mather Group, Llc. 0.00% Add +487.5% 47 $1K
Cornerstone Planning Group LLC 0.00% No change 46 $1K
Naples Money Management LLC 0.00% Add +78.3% 41 $1K
Valley National Advisers Inc. 0.00% No change 45 $1K
Fairscale Capital, LLC 0.00% — 31 $910
Missouri Trust & Investment Co 0.00% No change 31 $867
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 28 $783
MV Capital Management, Inc. 0.00% Add +766.7% 26 $728
Bell Investment Advisors, Inc 0.00% Reduce -69.1% 25 $700
Assetmark, Inc. 0.00% No change 25 $699
PayPay Securities Corp 0.05% Reduce -71.2% 21 $587
Opal Wealth Advisors, LLC 0.00% New 18 $504
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 16 $448
Pacific Capital Wealth Advisors, Inc. 0.00% New 16 $448
PFG Private Wealth Management, LLC 0.00% No change 12 $336
IFP Advisors, Inc 0.00% New 11 $308
Painted Porch Advisors LLC 0.00% New 9 $252
Salem Investment Counselors Inc. 0.00% No change 9 $252
Arax Advisory Partners 0.00% New 8 $224
Hantz Financial Services, Inc. 0.00% Reduce -85.4% 13 $0
Capital Advisors, Ltd. LLC 0.00% New 17 $0

"% of holder's portfolio" is DOCS's weight in each manager's 13F, not the share of Doximity Inc. Class A the manager owns.