DOCS — DOXIMITY INC

Ownership history in Apella Capital, LLC  ·  10 quarters on record

AI Ownership Summary

Apella Capital, LLC reported DOXIMITY INC (DOCS) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.15% in 2025 Q1. The latest visible filing shows DOCS at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DOCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apella Capital, LLC's position in DOXIMITY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DOCS was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DOCS stock page Apella Capital, LLC fund profile Apella Capital, LLC full holdings
How Apella Capital, LLC held DOCS — position size vs. price
% of Fund (quarterly)    DOCS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 58,849 -2,173 -3.6% 0.02% $1.5M 2026-04-20 $24.39
2025 Q4 REDUCED 61,022 -4 -0.0% 0.05% $2.7M 2026-01-21 $39.85
2025 Q3 REDUCED 61,026 -8,848 -12.7% 0.09% $4.1M 2025-10-17 $67.57
2025 Q2 REDUCED 69,874 -9,165 -11.6% 0.12% $4.3M 2025-07-08 $61.47
2025 Q1 ADDED 79,039 +9,719 +14.0% 0.15% $4.4M 2025-04-10 $51.57
2024 Q4 ADDED 69,320 +6,553 +10.4% 0.14% $3.7M 2025-01-14 $50.77
2024 Q3 ADDED 62,767 +8,178 +15.0% 0.11% $2.7M 2024-10-03 $43.37
2024 Q2 ADDED 54,589 +7,746 +16.5% 0.07% $1.5M 2024-07-10 $26.63
2024 Q1 ADDED 46,843 +7,626 +19.4% 0.06% $1.2M 2024-04-10 $25.85
2023 Q4 INITIATED 39,217 — — 0.06% $1.1M 2024-01-05 $28.10

🏢 Other funds also holding DOCS

As of 2026 Q1 — sorted by position size

Family Legacy Financial Solutions, LLC 1.07% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.28% KENNICOTT CAPITAL MANAGEMENT LLC 3Y 0.25% Oak Thistle LLC 3Y 0.14% Daytona Street Capital LLC 0.09% SG Americas Securities, LLC 3Y 7Y 0.04% Cache Advisors, LLC 0.03% Louisiana State Employees Retirement System 3Y 7Y 0.02% Central Pacific Bank - Trust Division 0.02% GAMMA Investing LLC 0.01%

FAQ About Apella Capital, LLC and DOCS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Apella Capital, LLC reported owning DOCS?

Apella Capital, LLC reported DOCS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DOCS position in Apella Capital, LLC's portfolio?

The largest reported portfolio weight for DOCS was 0.15% in 2025 Q1.

What is the latest reported DOCS position on this page?

The most recent filing on this page is 2026 Q1, when Apella Capital, LLC reported 58,849 shares, equal to 0.02% of portfolio, with an estimated market value of $1.5M.

What does the chart on this DOCS ownership page compare?

The chart compares Apella Capital, LLC's quarterly DOCS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Apella Capital, LLC Holdings