DOCS DOXIMITY INC

Ownership history in Dakota Wealth Management  ·  5 quarters on record

This page tracks every 13F SEC filing in which Dakota Wealth Management reported a position in DOXIMITY INC (DOCS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.1% (2022 Q1)
Avg. % of fund
0.05%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,768 -2,393 -26.1% 0.01% $495K $73.15
2025 Q1 REDUCED 9,161 -14,006 -60.5% 0.01% $532K $58.03
2022 Q1 ADDED 23,167 +11,764 +103.2% 0.10% $1.2M $52.09
2021 Q4 ADDED 11,403 +4,183 +57.9% 0.06% $572K $50.13
2021 Q3 INITIATED 7,220 0.07% $583K $80.70
% of Fund (quarterly)    DOCS price (monthly, adj. close)
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