Doximity Inc. Class ADOCS

13F holders, Q1 2025 (March 31)
492holders +58
106new positions
49sold out
9famous investors
$58.03avg. 13F price*

At the end of Q1 2025, 492 institutions reported holding Doximity Inc. Class A (DOCS) in their 13F filings, up 58 from Q4 2024. 106 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($812.8M), FMR LLC ($770.9M) and Vanguard Group Inc. ($707.6M). 9 famous investors held it, including Terry Smith (0.3% of Fundsmith's portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and Steve Cohen (0.2% of Point72 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions106$241.7M
Exits49$237.1M

All 13F filers, Q4 2024 → Q1 2025: 24,606,104 shares bought and 14,586,859 shares sold, net +10,019,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 492 holders

BlackRock, Inc. 0.02% Add +17.4% 14,006,267 $812.8M
FMR LLC 0.05% Add +41.2% 13,284,208 $770.9M
Vanguard Group Inc. 0.01% Add +8.8% 12,194,492 $707.6M
Clearbridge Investments, LLC 0.25% Reduce -2.3% 5,001,999 $290.3M
William Blair Investment Management, LLC 0.75% Reduce -26.4% 4,584,467 $266.0M
Baillie Gifford & Co. 0.21% Reduce -16.6% 4,123,174 $239.3M
State Street Corp. 0.01% Add +4.1% 4,047,303 $234.9M
Geode Capital Management, LLC 0.02% Add +14.4% 3,378,579 $196.6M
Renaissance Technologies 0.27% Add +65.7% 3,060,802 $177.6M
Loomis Sayles & Co. L P 0.20% Add +2.1% 2,382,679 $138.3M
Franklin Resources Inc. 0.04% Add +93.4% 2,054,431 $119.2M
Invesco Ltd. 0.02% Add +54.8% 1,969,326 $114.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +130.4% 1,966,801 $114.1M
T. Rowe Price Investment Management, Inc. 0.07% Reduce -36.7% 1,946,221 $112.9M
Fuller & Thaler Asset Management, Inc. 0.39% Add +9.5% 1,730,282 $100.4M
Arrowstreet Capital, Limited Partnership 0.08% Add +6.1% 1,601,890 $93.0M
D. E. Shaw & Co. 0.11% Add +55.7% 1,513,933 $87.9M
Northern Trust Corp. 0.01% Reduce -0.3% 1,454,998 $84.4M
Janus Henderson Group PLC 0.05% Reduce -32.8% 1,439,531 $84.2M
Capital World Investors 0.01% Reduce -19.2% 1,385,674 $80.4M
Morgan Stanley 0.01% Add +3.2% 1,282,182 $74.4M
ArrowMark Colorado Holdings LLC 1.15% Reduce -43.1% 1,225,926 $71.1M
Fundsmith 0.31% Add +67.5% 1,189,882 $69.0M
Point72 Asset Management 0.20% Add +31.8% 1,181,417 $68.6M
Qube Research & Technologies Ltd 0.10% Add +120.8% 1,154,598 $67.0M
Bank of New York Mellon Corp 0.01% Add +8.2% 1,137,912 $66.0M
SG Americas Securities, LLC 0.23% New 1,132,208 $65.7M
Bank of America Corp. 0.01% Add +27.4% 1,112,766 $64.6M
UBS Group AG 0.01% Add +82.8% 1,087,427 $63.1M
Riverbridge Partners LLC 1.01% Reduce -8.8% 1,081,313 $62.7M
Dimensional Fund Advisors LP 0.02% Reduce -33.1% 1,054,454 $61.2M
Lord, Abbett & Co. LLC 0.18% Add +25.1% 819,177 $47.5M
Charles Schwab Investment Management Inc. 0.01% Add +1.1% 786,914 $45.7M
First Trust Advisors LP 0.04% Reduce -13.2% 732,686 $42.5M
Los Angeles Capital Management LLC 0.19% Reduce -16.7% 725,080 $42.1M
Pictet Asset Management Holding SA 0.04% Add +547.8% 691,411 $40.1M
Polar Capital Holdings Plc 0.24% Add +75.2% 670,636 $38.9M
Citadel Advisors 0.04% Add +14568.8% 646,454 $37.5M
Pacer Advisors, Inc. 0.09% Add +111.7% 629,042 $36.5M
Squarepoint Ops LLC 0.08% Add +157.5% 592,076 $34.4M
Nuveen, LLC 0.01% — 586,863 $34.1M
Oberweis Asset Management Inc./ 1.69% Add +1.9% 584,060 $33.9M
Wilmington Savings Fund Society, FSB 0.61% No change 566,700 $32.9M
Summit Partners Public Asset Management, LLC 1.40% New 503,754 $29.2M
AQR Capital Management 0.03% Add +19.3% 504,595 $28.8M
JPMorgan Chase & Co. 0.00% Add +3.8% 461,343 $26.8M
Rice Hall James & Associates, LLC 1.48% Reduce -7.0% 434,874 $25.2M
Retirement Systems of Alabama 0.09% Reduce -16.5% 393,352 $22.8M
Emergence GP Partners, LLC 13.74% Reduce -33.3% 387,500 $22.5M
Norges Bank 0.00% Add +364.1% 379,646 $22.0M
Man Group plc 0.07% Add +100.4% 375,496 $21.8M
Ameriprise Financial Inc. 0.01% Add +21.5% 371,288 $21.5M
Carmignac Gestion 0.35% Add +16.6% 370,000 $21.5M
Iron Triangle Partners LP 3.29% Add +15.2% 360,000 $20.9M
Wells Fargo & Company 0.01% Reduce -3.3% 356,712 $20.7M
AXA S.A. 0.07% Reduce -20.2% 350,672 $20.3M
Rhumbline Advisers 0.02% Add +2.5% 341,854 $19.8M
Sei Investments Co. 0.02% Add +16.8% 320,011 $18.6M
Deutsche Bank AG 0.01% Reduce -68.7% 319,781 $18.6M
Voloridge Investment Management, LLC 0.07% Add +98.8% 317,412 $18.4M
Fiera Capital Corp 0.06% Add +1.6% 309,630 $18.0M
Principal Financial Group Inc. 0.01% Add +4.5% 307,097 $17.8M
Evoke Wealth, LLC 0.43% Add +17.7% 282,524 $16.4M
Schonfeld Strategic Advisors LLC 0.11% Add +1972.5% 281,863 $16.4M
Cubist Systematic Strategies, LLC 0.21% Add +483.9% 278,278 $16.1M
Federated Hermes, Inc. 0.03% Add +8.0% 276,971 $16.1M
Edmond DE Rothschild Holding S.A. 0.28% Reduce -50.8% 273,325 $15.9M
Millennium Management 0.02% Add +90.7% 268,368 $15.6M
Goldman Sachs Group Inc. 0.00% Add +12.8% 255,529 $14.8M
Sand Hill Global Advisors, LLC 0.57% Add +281.4% 240,301 $13.9M
California Public Employees Retirement System 0.01% Reduce 0.0% 216,771 $12.6M
Fort Washington Investment Advisors Inc. 0.08% Reduce -14.0% 213,330 $12.4M
Quantbot Technologies LP 0.39% Add +182.6% 212,868 $12.4M
Swiss National Bank 0.01% Reduce -4.8% 211,000 $12.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -25.6% 201,758 $11.7M
Acadian Asset Management LLC 0.03% Reduce -30.3% 197,559 $11.5M
Raymond James Financial Inc. 0.00% Add +11.9% 194,809 $11.3M
Agf Management Ltd. 0.06% New 191,798 $11.1M
Legal & General Group Plc 0.00% Add +2.6% 190,617 $11.1M
American Century Companies Inc. 0.01% Add +69.7% 189,882 $11.0M
Ensign Peak Advisors, Inc 0.02% Reduce -37.7% 185,500 $10.8M
Glenmede Trust Co. NA 0.05% New 175,434 $10.2M
Alliancebernstein L.P. 0.00% Reduce -8.3% 161,583 $9.4M
Envestnet Asset Management Inc. 0.00% Reduce -1.3% 160,873 $9.3M
Algert Global LLC 0.23% Add +0.9% 159,852 $9.3M
Teachers Retirement System of the State of Kentucky 0.08% No change 155,430 $9.0M
Lazard Asset Management LLC 0.02% Add +26.7% 155,368 $9.0M
BNP Paribas Financial Markets 0.01% Reduce -47.5% 154,503 $9.0M
Sierra Summit Advisors LLC 1.91% New 151,761 $8.8M
Corebridge Financial, Inc. 0.05% Add +1.7% 147,509 $8.6M
Tudor Investment Corporation 0.08% New 146,438 $8.5M
HSBC Holdings PLC 0.01% Add +752.1% 141,191 $8.1M
New York State Common Retirement Fund 0.01% Reduce -3.2% 136,778 $7.9M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -84.8% 134,000 $7.8M
Aquatic Capital Management LLC 0.20% Add +104.8% 132,994 $7.7M
State Board of Administration of Florida Retirement System 0.02% Add +24.0% 130,921 $7.6M
T. Rowe Price Associates Inc. 0.00% Reduce -30.2% 126,217 $7.3M
Engineers Gate Manager LP 0.12% Add +242.8% 124,027 $7.2M
Empowered Funds, LLC 0.10% Add +118.8% 123,304 $7.2M
Avidity Partners Management LP 1.47% New 122,500 $7.1M
LMCG Investments, LLC 0.46% Reduce -21.0% 118,397 $6.9M
Macquarie Group Ltd. 0.01% Reduce -15.6% 116,073 $6.7M
Voya Investment Management LLC 0.01% Add +24.2% 114,945 $6.7M
Adage Capital Partners Gp, L.L.C. 0.01% New 114,842 $6.7M
State of Wisconsin Investment Board 0.02% Reduce -2.0% 113,601 $6.6M
New York State Teachers Retirement System 0.02% Add +10.8% 113,145 $6.6M
Barclays PLC 0.00% Reduce -27.7% 112,428 $6.5M
LPL Financial LLC 0.00% Add +41.5% 107,225 $6.2M
Victory Capital Management Inc. 0.01% Add +210.2% 107,082 $6.2M
Royal Bank of Canada 0.00% Add +24.2% 106,845 $6.2M
Manufacturers Life Insurance Company, The 0.01% Add +6.6% 105,936 $6.1M
California State Teachers Retirement System 0.01% Reduce -0.9% 105,180 $6.1M
Robeco Institutional Asset Management B.V. 0.01% New 103,723 $6.0M
Informed Momentum Co LLC 1.04% Reduce -0.4% 103,395 $6.0M
Verition Fund Management LLC 0.03% Add +210.5% 100,795 $5.8M
Global IMC LLC 1.58% Add +0.0% 99,783 $5.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -4.6% 96,986 $5.6M
Prudential Financial Inc. 0.01% Add +400.3% 94,070 $5.5M
Swedbank AB 0.01% Reduce -33.8% 93,683 $5.4M
Parkman Healthcare Partners LLC 0.64% New 93,500 $5.4M
Point72 Hong Kong Ltd 0.36% Add +562.1% 87,310 $5.1M
Russell Investments Group, Ltd. 0.01% Add +59.9% 85,569 $5.0M
Comerica Bank 0.02% Reduce -8.1% 84,762 $4.9M
SBI Securities Co., Ltd. 0.16% Add +4.8% 82,607 $4.8M
Twinbeech Capital LP 0.08% New 77,899 $4.5M
Andra AP-fonden 0.07% New 77,433 $4.5M
Apella Capital, LLC 0.15% Add +14.0% 79,039 $4.4M
Treasurer of the State of North Carolina 0.02% Add +38.0% 74,420 $4.3M
MetLife Investment Management, LLC 0.02% Add +2.6% 74,402 $4.3M
Canada Pension Plan Investment Board 0.00% Reduce -39.3% 74,100 $4.3M
Bank of Montreal 0.00% Add +0.3% 72,336 $4.2M
Qsemble Capital Management, LP 0.44% New 72,006 $4.2M
Navellier & Associates Inc. 0.56% New 68,519 $4.1M
Mutual of America Capital Management LLC 0.05% Add +1.5% 68,710 $4.0M
Nordea Investment Management AB 0.00% Add +27.4% 66,469 $3.8M
Citigroup Inc. 0.00% Add +63.5% 65,289 $3.8M
Occudo Quantitative Strategies LP 0.50% Add +210.4% 64,637 $3.8M
Ieq Capital, LLC 0.03% Add +16.9% 64,190 $3.7M
XTX Topco Ltd 0.18% New 61,966 $3.6M
Gotham Asset Management 0.03% Add +28.6% 61,730 $3.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% New 61,291 $3.6M
Moran Wealth Management, LLC 0.12% Reduce -1.2% 61,181 $3.6M
Amalgamated Bank 0.03% Add +0.3% 60,928 $3.5M
Estate Counselors, LLC 0.36% New 60,400 $3.5M
Sarasin & Partners LLP 0.04% New 60,301 $3.5M
Teacher Retirement System of Texas 0.01% Reduce -48.9% 57,796 $3.4M
Cresset Asset Management, LLC 0.02% Reduce -11.2% 57,505 $3.3M
Cim, LLC 0.49% Reduce -18.4% 57,299 $3.3M
Graham Capital Management, L.P. 0.15% Add +67.5% 56,392 $3.3M
Natixis 0.02% New 55,825 $3.2M
Jump Financial, LLC 0.05% New 53,857 $3.1M
Stifel Financial Corp. 0.00% Reduce -4.6% 49,529 $2.9M
Mitchell Capital Management Co. 0.53% New 47,839 $2.8M
Yousif Capital Management, LLC 0.03% Add +2.1% 47,357 $2.7M
Freestone Capital Holdings, LLC 0.10% Reduce -0.0% 47,162 $2.7M
Thrivent Financial for Lutherans 0.01% Add +15.7% 46,980 $2.7M
State of Tennessee, Department of Treasury 0.01% Reduce -9.0% 46,515 $2.7M
Summit Trail Advisors, LLC 0.09% Reduce -1.1% 45,379 $2.6M
Police & Firemen's Retirement System of New Jersey 0.03% Add +1.2% 45,094 $2.6M
PDT Partners, LLC 0.18% Reduce -3.0% 44,564 $2.6M
Element Capital Management LLC 0.64% New 44,360 $2.6M
EFG Asset Management (North America) Corp. 0.43% Reduce -23.8% 44,157 $2.6M
Bayesian Capital Management, LP 0.42% Add +8.7% 43,800 $2.5M
Jane Street Group, LLC 0.00% Reduce -68.8% 43,575 $2.5M
Lecap Asset Management Ltd. 0.58% Add +9.2% 42,506 $2.5M
Natixis Advisors, LLC 0.00% Add +17.7% 42,223 $2.5M
Edgestream Partners, L.P. 0.08% New 41,574 $2.4M
State of New Jersey Common Pension Fund D 0.01% Reduce -14.7% 40,308 $2.3M
Zacks Investment Management 0.02% Add +5.7% 39,268 $2.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.5% 38,978 $2.3M
Public Employees Retirement System of Ohio 0.01% Reduce -8.2% 38,677 $2.2M
Y-Intercept (Hong Kong) Ltd 0.15% New 38,323 $2.2M
Osaic Holdings, Inc. 0.00% Add +26.7% 37,691 $2.2M
Louisiana State Employees Retirement System 0.04% Add +5.1% 37,400 $2.2M
Burney Co./ 0.08% Add +8.0% 36,619 $2.1M
KLP Kapitalforvaltning As 0.01% Reduce -13.7% 36,500 $2.1M
Nebula Research & Development LLC 0.20% Add +207.0% 36,499 $2.1M
UniSuper Management Pty Ltd 0.02% New 36,036 $2.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +15.5% 35,673 $2.1M
Point72 (DIFC) Ltd 0.20% Reduce -45.8% 35,572 $2.1M
Bridgeway Capital Management, LLC 0.05% New 35,500 $2.1M
Counterpoint Mutual Funds LLC 0.28% Add +0.6% 34,284 $2.0M
Handelsbanken Fonder AB 0.01% Add +14.8% 34,100 $2.0M
Creative Planning 0.00% Add +28.4% 34,012 $2.0M
Lisanti Capital Growth, LLC 0.57% New 32,735 $1.9M
State of Michigan Retirement System 0.01% Add +5.6% 32,000 $1.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +12.8% 31,912 $1.9M
HighTower Advisors, LLC 0.00% Add +9.2% 31,333 $1.8M
Arizona State Retirement System 0.01% Reduce -4.4% 31,242 $1.8M
Integrated Wealth Concepts LLC 0.02% Add +133.1% 31,187 $1.8M
FORA Capital, LLC 0.18% New 31,151 $1.8M
Vident Advisory, LLC 0.03% Add +231.8% 30,932 $1.8M
TD Asset Management Inc 0.00% Reduce -28.0% 30,110 $1.7M
Mariner, LLC 0.00% Reduce -4.2% 29,994 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +4.2% 29,683 $1.7M
Cerity Partners LLC 0.00% Reduce -13.9% 29,520 $1.7M
Employees Retirement System of Texas 0.02% No change 29,203 $1.7M
New Mexico Educational Retirement Board 0.06% Add +16.9% 27,700 $1.6M
Strategic Global Advisors, LLC 0.31% Reduce -3.1% 27,340 $1.6M
Oregon Public Employees Retirement Fund 0.03% Add +3.8% 27,100 $1.6M
Mackenzie Financial Corp. 0.00% Reduce -80.4% 26,281 $1.5M
Ameritas Investment Partners, Inc. 0.05% Add +2.3% 26,267 $1.5M
Fox Run Management, L.L.C. 0.23% New 25,181 $1.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 25,133 $1.5M
Elo Mutual Pension Insurance Co 0.03% New 25,095 $1.5M
Bellevue Group AG 0.03% Reduce -14.7% 23,816 $1.4M
Smith Group Asset Management, LLC 0.10% Reduce -11.9% 23,040 $1.3M
Oppenheimer & Co. Inc. 0.02% Reduce -24.5% 22,720 $1.3M
Highland Capital Management, LLC 0.08% New 22,328 $1.3M
Harbor Capital Advisors, Inc. 0.06% New 22,005 $1.3M
Tidal Investments LLC 0.01% Add +376.5% 21,961 $1.3M
Assetmark, Inc. 0.00% Add +105.4% 21,695 $1.3M
D.A. Davidson & Co. 0.01% Add +1.7% 21,574 $1.3M
Magnetar Financial LLC 0.02% New 21,117 $1.2M
Liontrust Investment Partners LLP 0.02% New 21,092 $1.2M
Orion Porfolio Solutions, LLC 0.01% Add +11.2% 20,547 $1.2M
Orion Portfolio Solutions, LLC 0.01% Add +11.2% 20,547 $1.2M
CWA Asset Management Group, LLC 0.06% Add +25.9% 20,518 $1.2M
Kennicott Capital Management LLC 0.76% No change 20,000 $1.2M
Oppenheimer Asset Management Inc. 0.01% Add +0.4% 19,148 $1.1M
Centiva Capital, LP 0.06% New 18,896 $1.1M
Bryce Point Capital, LLC 0.81% Add +38.6% 15,350 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -2.5% 18,082 $1.0M
David J Yvars Group 0.82% Reduce -14.2% 17,986 $1.0M
Walleye Capital LLC 0.01% Add +164.9% 17,864 $1.0M
Wealthedge Investment Advisors, LLC 0.46% Add +14.7% 17,745 $1.0M
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.5% 17,333 $983K
Virtu Financial LLC 0.05% Add +2.2% 16,948 $983K
Daiichi Life Insurance Co., Ltd. 0.03% New 16,700 $969K
Entropy Technologies, LP 0.09% Add +9.1% 16,699 $969K
Pinebridge Investments, L.P. 0.01% Add +42.9% 16,260 $944K
Blair William & Co. 0.00% Reduce -39.7% 16,091 $934K
Xponance LLC 0.01% Add +4.9% 16,054 $932K
Vanguard Personalized Indexing Management, LLC 0.01% Add +15.9% 15,816 $918K
Range Financial Group LLC 0.41% New 15,791 $916K
State of Alaska, Department of Revenue 0.01% Add +7.0% 15,640 $907K
Jain Global LLC 0.02% New 15,307 $888K
Friedenthal Financial 0.52% Add +7.7% 14,857 $862K
Woodward Diversified Capital, LLC 0.61% New 14,819 $860K
Exchange Traded Concepts, LLC 0.01% Add +10804.5% 14,503 $842K
Main Management ETF Advisors, LLC 0.04% New 14,420 $837K
WINTON GROUP Ltd 0.05% Add +31.4% 14,396 $835K
Cache Advisors, LLC 0.31% No change 14,096 $818K
Quadrature Capital Ltd 0.02% New 14,063 $816K
Aigen Investment Management, LP 0.13% Reduce -6.5% 13,834 $803K
Dynamic Technology Lab Private Ltd 0.12% New 13,811 $801K
Fairvoy Private Wealth, LLC 0.22% Reduce -26.9% 13,611 $790K
Mercer Global Advisors Inc. 0.00% Reduce -15.0% 13,591 $789K
Shaker Investments LLC 0.38% Add +29.6% 13,572 $788K
Wealth Enhancement Advisory Services, LLC 0.00% Add +196.6% 13,570 $787K
MML Investors Services, LLC 0.00% Add +54.7% 12,922 $750K
Brevan Howard Capital Management LP 0.02% Reduce -63.1% 12,491 $725K
Alternative Investment Advisors, LLC. 0.38% No change 12,429 $721K
Public Employees Retirement Association of Colorado 0.00% No change 12,228 $710K
US Bancorp \de 0.00% Add +7.9% 12,179 $707K
Axq Capital, LP 0.28% Reduce -26.5% 11,883 $690K
Harvest Fund Management Co., Ltd 0.03% Reduce -56.3% 11,758 $682K
Wellington Management Group LLP 0.00% Add +74.9% 11,639 $675K
Tower Research Capital LLC (TRC) 0.02% Add +44.6% 11,529 $669K
M&T Bank Corp 0.00% Add +34.0% 11,521 $669K
STRS Ohio 0.00% Reduce -29.9% 11,452 $665K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -15.9% 11,307 $656K
Cetera Investment Advisers 0.00% Add +38.7% 11,234 $652K
Bank of Nova Scotia 0.00% New 11,215 $651K
Corient Private Wealth LP 0.00% Add +26.2% 11,212 $651K
PNC Financial Services Group, Inc. 0.00% Add +4.5% 10,743 $623K
Empower Advisory Group, LLC 0.00% Reduce -8.2% 10,662 $619K
Bayforest Capital Ltd 0.27% Add +162.1% 10,614 $616K
Danske Bank A/S 0.00% Add +1.3% 10,516 $610K
Two Sigma Advisers, LP 0.00% New 10,500 $609K
Obsidian Cio, LLC 0.10% Reduce -27.2% 10,235 $594K
Bridgefront Capital, LLC 0.17% Add +18.1% 10,218 $593K
Securian Asset Management, Inc. 0.02% Add +5.1% 10,139 $588K
Pinnacle Wealth Management, LLC 0.65% New 10,015 $581K
Utah Retirement Systems 0.01% Reduce -90.6% 9,743 $565K
Eventide Asset Management, LLC 0.01% New 9,534 $554K
Unique Wealth Strategies, LLC 0.25% Reduce -25.1% 9,501 $551K
Legato Capital Management LLC 0.07% Add +72.6% 9,435 $548K
Aviva PLC 0.00% Reduce -19.4% 9,282 $539K
O'shaughnessy Asset Management, LLC 0.00% Add +63.9% 9,231 $536K
Dakota Wealth Management 0.01% New 9,161 $532K
B. Riley Wealth Advisors, Inc. 0.02% Add +44.2% 8,806 $511K
MRA Advisory Group 0.27% New 8,695 $505K
Csenge Advisory Group 0.03% Add +62.5% 9,430 $502K
Ethic Inc. 0.01% New 8,492 $482K
Crossmark Global Holdings, Inc. 0.01% Add +0.8% 8,142 $472K
United Services Automobile Association 0.01% New 8,070 $472K
Quantinno Capital Management LP 0.00% Add +73.0% 7,986 $463K
Atria Investments, Inc 0.01% Reduce -11.1% 7,980 $463K
Sheaff Brock Investment Advisors, LLC 0.04% Reduce -17.2% 7,971 $463K
Catalyst Funds Management Pty Ltd 0.12% New 7,900 $458K
TriaGen Wealth Management LLC 0.16% New 7,749 $450K
Oxford Asset Management LLP 0.21% New 7,717 $448K
Semanteon Capital Management, LP 0.24% New 7,531 $437K
StepStone Group LP 0.45% New 7,497 $435K
Cwm, LLC 0.00% Add +53.0% 7,415 $430K
West Michigan Advisors, LLC 0.14% Add +28.3% 7,363 $427K
Yorktown Management & Research Co Inc 0.45% No change 7,200 $418K
Quadrant Capital Group LLC 0.02% Add +2743.3% 7,165 $416K
Perigon Wealth Management, LLC 0.01% Reduce -22.5% 7,027 $408K
Rakuten Securities, Inc. 0.20% Reduce -63.5% 6,713 $390K
Lebenthal Global Advisors, LLC 0.07% Add +8.4% 6,697 $389K
Trust Point Inc. 0.03% Reduce -57.2% 6,534 $379K
Sterling Capital Management LLC 0.01% Reduce -5.9% 6,519 $378K
&partners 0.00% Add +46.6% 6,310 $369K
Sanctuary Advisors, LLC 0.00% Reduce -12.4% 6,352 $369K
NewEdge Advisors, LLC 0.00% Add +613.7% 6,323 $367K
J2 Capital Management Inc 0.32% New 6,087 $353K
Lifestyle Asset Management, Inc. 0.19% Reduce -9.7% 6,019 $349K
Guggenheim Capital LLC 0.00% Reduce -12.5% 5,887 $342K
Fielder Capital Group LLC 0.10% Add +5.8% 5,806 $337K
Plato Investment Management Ltd 0.03% Add +48.0% 5,731 $336K
Alps Advisors Inc. 0.00% Reduce -36.6% 5,756 $334K
Venturi Wealth Management, LLC 0.02% No change 5,746 $333K
Oak Thistle LLC 0.07% New 5,741 $333K
Maryland State Retirement & Pension System 0.01% Reduce -16.2% 5,733 $333K
Susquehanna International Group, LLP 0.00% Reduce -32.8% 5,700 $331K
ProShare Advisors LLC 0.00% Reduce -5.1% 5,688 $330K
Commerce Bank 0.00% Reduce -15.1% 5,577 $324K
CreativeOne Wealth, LLC 0.01% New 5,448 $316K
Sequoia Financial Advisors, LLC 0.00% Add +1.2% 5,352 $311K
KBC Group NV 0.00% Reduce -92.8% 5,273 $306K
Mach-1 Financial Group, LLC 0.09% New 5,230 $303K
Occidental Asset Management, LLC 0.05% New 5,221 $303K
Wedmont Private Capital 0.02% Reduce -0.4% 5,704 $301K
Corient IA LP 0.21% — 5,000 $290K
Jefferies Financial Group Inc. 0.01% Reduce -72.8% 4,936 $286K
Focus Partners Wealth 0.00% New 4,883 $283K
Advisory Services Network, LLC 0.01% New 4,872 $283K
one8zero8, LLC 0.07% Reduce -4.0% 4,800 $279K
Fifth Third Wealth Advisors LLC 0.01% Add +0.3% 4,729 $274K
JT Stratford LLC 0.05% New 4,718 $274K
Shelton Capital Management 0.01% Reduce -3.5% 4,662 $271K
Edge Wealth Management LLC 0.05% No change 4,647 $270K
C M Bidwell & Associates Ltd. 0.16% New 4,635 $269K
Two Sigma Securities, LLC 0.04% Reduce -6.3% 4,522 $262K
Mgo One Seven LLC 0.01% Add +11.9% 4,516 $262K
Greenleaf Trust 0.00% Add +5.4% 4,492 $261K
Truist Financial Corp. 0.00% Reduce -22.1% 4,484 $260K
Delta Investment Management, LLC 0.05% New 4,386 $255K
Axxcess Wealth Management, LLC 0.01% New 4,384 $254K
Snowden Capital Advisors LLC 0.01% Reduce -6.5% 4,349 $252K
Stephens Inc. 0.00% Reduce -6.8% 4,344 $252K
Wealth Alliance, LLC 0.03% Add +4.0% 4,310 $250K
Townsquare Capital LLC 0.00% Add +3.3% 4,257 $247K
Cibc World Market Inc. 0.00% New 4,246 $246K
Hardy Reed LLC 0.02% Add +2.5% 4,175 $242K
Rockland Trust Co. 0.01% No change 4,092 $237K
Nisa Investment Advisors, LLC 0.00% Reduce -55.1% 4,070 $236K
Aster Capital Management (DIFC) Ltd 0.04% New 3,349 $236K
Commonwealth Equity Services, LLC 0.00% Reduce -34.9% 4,036 $234K
Joel Isaacson & Co., LLC 0.01% Reduce -20.0% 4,000 $232K
CIBC Asset Management Inc 0.00% Add +2.2% 3,883 $225K
Fifth Third Bancorp 0.00% Add +16.3% 3,833 $222K
Hilltop Holdings Inc. 0.01% New 3,817 $222K
Scientech Research LLC 0.06% Reduce -10.6% 3,797 $220K
Corton Capital Inc. 0.72% Reduce -43.3% 3,754 $218K
Central Pacific Bank - Trust Division 0.03% Add +61.4% 3,680 $214K
Independent Advisor Alliance 0.01% New 3,674 $213K
Jasper Ridge Partners, L.P. 0.01% New 3,670 $213K
Coldstream Capital Management Inc. 0.00% New 3,611 $210K
111 Capital 0.04% New 3,557 $206K
Steward Partners Investment Advisory, LLC 0.00% Add +55.3% 3,524 $204K
Prosperity Wealth Management, Inc. 0.10% Reduce -34.2% 3,495 $203K
Ballentine Partners, LLC 0.00% New 3,461 $201K
Raiffeisen Bank International AG 0.00% Reduce -1.5% 3,296 $193K
GAMMA Investing LLC 0.01% Add +62.3% 2,816 $163K
Globeflex Capital L P 0.01% No change 2,727 $158K
Kestra Advisory Services, LLC 0.00% New 2,340 $136K
Van Eck Associates Corp. 0.00% Reduce -1.3% 2,321 $135K
AlphaQuest LLC 0.01% Reduce -49.9% 2,271 $132K
Icon Wealth Advisors, LLC 0.01% Reduce -0.5% 2,217 $129K
MAI Capital Management 0.00% Reduce -48.7% 2,145 $124K
Creative Financial Designs Inc. 0.01% Reduce -40.5% 2,130 $124K
Horizon Investments, LLC 0.00% Reduce -2.1% 2,129 $124K
Gen-Wealth Partners Inc 0.05% No change 2,070 $120K
State of Wyoming 0.02% New 2,027 $118K
CoreCap Advisors, LLC 0.00% Add +1371.8% 1,928 $112K
First Horizon Advisors, Inc. 0.00% Reduce -7.4% 1,899 $110K
Blue Trust, Inc. 0.00% Add +5.7% 1,410 $82K
Bessemer Group Inc. 0.00% Add +214.2% 1,398 $81K
IFP Advisors, Inc 0.00% Add +1.8% 1,352 $78K
UMB Bank, n.a. 0.00% Add +128.0% 1,311 $76K
Parallel Advisors, LLC 0.00% Add +2.0% 1,290 $75K
Huntington National Bank 0.00% Add +17.8% 1,289 $75K
Park Square Financial Group, LLC 0.06% New 1,266 $73K
Shell Asset Management Co. 0.00% Reduce -4.0% 1,227 $71K
Cullen/Frost Bankers, Inc. 0.00% New 1,100 $64K
PFS Partners, LLC 0.03% No change 1,000 $58K
Quarry LP 0.01% Add +12.6% 904 $52K
Jones Financial Companies LLLP 0.00% Add +112.1% 891 $52K
Leonteq Securities AG 0.00% Add +85.5% 844 $49K
Larson Financial Group LLC 0.00% Add +9.7% 829 $48K
Optimum Investment Advisors 0.02% No change 800 $46K
DekaBank Deutsche Girozentrale 0.00% No change 1,695 $46K
Smartleaf Asset Management LLC 0.00% Add +176.0% 781 $46K
LRI Investments, LLC 0.00% No change 756 $44K
Signaturefd, LLC 0.00% Add +20.3% 754 $44K
Brooklyn Investment Group 0.01% Add +70.7% 746 $43K
Westside Investment Management, Inc. 0.01% No change 700 $41K
Caitong International Asset Management Co., Ltd 0.03% Reduce -65.6% 657 $38K
Lindbrook Capital, LLC 0.00% Add +69.7% 655 $38K
Spire Wealth Management 0.00% Add +73.2% 615 $36K
National Bank of Canada 0.00% New 576 $33K
Allworth Financial LP 0.00% Add +104.0% 563 $32K
Parkside Financial Bank & Trust 0.00% Add +73.7% 542 $31K
VSM Wealth Advisory, LLC 0.01% New 500 $29K
CIBC Private Wealth Group LLC 0.00% Add +21.7% 566 $29K
Optiver Holding B.V. 0.00% New 421 $24K
Geneos Wealth Management Inc. 0.00% Add +64.7% 420 $24K
Harbour Investments, Inc. 0.00% No change 415 $24K
SVB Wealth LLC 0.00% New 414 $24K
CI Investments Inc. 0.00% Reduce -14.5% 406 $24K
Bartlett & Co. Wealth Management LLC 0.00% New 413 $24K
Y.D. More Investments Ltd 0.00% No change 400 $23K
Eastern Bank 0.00% No change 400 $23K
Brown Brothers Harriman & Co. 0.00% Add +100.5% 399 $23K
EverSource Wealth Advisors, LLC 0.00% Add +23.1% 384 $22K
Farther Finance Advisors, LLC 0.00% Add +153.3% 390 $22K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.01% New 380 $22K
MassMutual Private Wealth & Trust, FSB 0.00% Add +249.0% 363 $21K
Medallion Wealth Advisors, LLC 0.01% Add +62.7% 366 $21K
Clearstead Advisors, LLC 0.00% Reduce -9.9% 345 $20K
Whittier Trust Co. of Nevada Inc. 0.00% No change 320 $19K
Covestor Ltd 0.01% Reduce -73.9% 314 $18K
Principal Securities, Inc. 0.00% No change 335 $18K
Rise Advisors, LLC 0.01% Reduce -34.0% 301 $17K
BankPlus Trust Department 0.01% No change 268 $16K
Mather Group, Llc. 0.00% No change 264 $15K
Morse Asset Management, Inc 0.00% Reduce -67.7% 263 $15K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% New 261 $15K
Sandy Spring Bank 0.00% Add +4.0% 260 $15K
Amundi 0.00% Reduce -97.7% 273 $15K
Versant Capital Management, Inc 0.00% New 253 $15K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.3% 252 $15K
Park Place Capital Corp 0.00% No change 230 $13K
Toth Financial Advisory Corp. 0.00% New 200 $12K
Fortitude Family Office, LLC 0.00% No change 191 $11K
Matrix Trust Co 0.00% New 184 $11K
Hantz Financial Services, Inc. 0.00% Add +1300.0% 182 $11K
SouthState Bank Corp 0.00% New 177 $10K
Continuum Advisory, LLC 0.00% Reduce -19.1% 157 $9K
Private Trust Co. NA 0.00% Add +42.6% 154 $9K
Iron Horse Wealth Management, LLC 0.00% No change 142 $8K
True Wealth Design, LLC 0.00% Add +392.3% 128 $7K
Hemington Wealth Management 0.00% Reduce -48.6% 130 $7K
Vermillion & White Wealth Management Group, LLC 0.00% New 112 $6K
Beacon Capital Management, LLC 0.00% Add +48.0% 111 $6K
Prestige Wealth Management Group LLC 0.00% New 106 $6K
Anderson Financial Strategies, LLC 0.00% New 106 $6K
MPWM Advisory Solutions, LLC 0.00% No change 100 $6K
Trivant Custom Portfolio Group, LLC 0.00% New 100 $6K
Mark Sheptoff Financial Planning, LLC 0.00% No change 100 $6K
Glen Eagle Advisors, LLC 0.00% Reduce -51.7% 100 $6K
Farmers & Merchants Investments Inc. 0.00% Add +86.0% 93 $5K
ORG Partners LLC 0.00% New 93 $5K
TD Waterhouse Canada Inc. 0.00% Add +8600.0% 87 $5K
Dogwood Wealth Management LLC 0.00% No change 80 $5K
NFSG Corp 0.00% Reduce -98.8% 80 $5K
Wolff Wiese Magana LLC 0.00% No change 72 $4K
Cornerstone Planning Group LLC 0.00% Add +43.5% 66 $4K
Bogart Wealth, LLC 0.00% New 59 $3K
Sachetta, LLC 0.00% No change 51 $3K
Grove Bank & Trust 0.00% No change 49 $3K
Bell Investment Advisors, Inc 0.00% No change 48 $3K
Cypress Capital Management LLC (WY) 0.00% New 40 $2K
NewSquare Capital LLC 0.00% New 35 $2K
Fairscale Capital, LLC 0.00% No change 31 $2K
Missouri Trust & Investment Co 0.00% No change 31 $2K
Clearstead Trust, LLC 0.00% New 29 $2K
Meeder Asset Management Inc. 0.00% Reduce -44.2% 29 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 28 $2K
CVA Family Office, LLC 0.00% Add +44.4% 26 $2K
HWG Holdings LP 0.00% New 25 $1K
Mascoma Wealth Management LLC 0.00% No change 25 $1K
SJS Investment Consulting Inc. 0.00% Add +380.0% 24 $1K
MV Capital Management, Inc. 0.00% No change 24 $1K
JFS Wealth Advisors, LLC 0.00% Add +53.3% 23 $1K
Capital Advisors, Ltd. LLC 0.00% No change 13 $1K
Golden State Wealth Management, LLC 0.00% New 12 $696
Bare Financial Services, Inc 0.00% New 11 $638
PayPay Securities Corp 0.03% Reduce -16.7% 10 $595
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $349
Cromwell Holdings LLC 0.00% New 6 $348
Global Financial Private Client, LLC 0.00% Add +500.0% 6 $348
Financial Management Professionals, Inc. 0.00% New 5 $290
Blume Capital Management, Inc. 0.00% New 2 $117
HFM Investment Advisors, LLC 0.00% — 1 $59
Bay Harbor Wealth Management, LLC 0.00% New 1 $58
Activest Wealth Management 0.00% Add +0.0% 1 $58
Parkworth Wealth Management, Inc. 0.00% No change 1 $58
Avion Wealth 0.00% New 5 $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.