Position in DOCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,493,424
+$3,274,381 QoQ
Shares Held
168,439
+1691.7% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#85
of 358 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Derivatives in DOCS
reported options exposure · as of Jun 30, 2026CallValue
$20,740
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Jun 30, 2026MAI Capital Management holds $5,986,943 across 5 Health Information Services names. DOCS ranks #1 (58.4% of the industry book) .
All Filings in DOCS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,740 | 1,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $3,493,424 | 168,439 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $219,043 | 9,401 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $46,600 | 2,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $421,235 | 9,513 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $438,607 | 5,996 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $136,604 | 2,227 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $124,474 | 2,145 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $223,116 | 4,179 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $226,084 | 5,189 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||