Position in DOCS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,961,153
-$318,588 QoQ
Shares Held
94,559
-3.4% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#107
of 355 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026WHITTIER TRUST CO OF NEVADA INC holds $3,368,912 across 7 Health Information Services names. DOCS ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCS |
Doximity, Inc.
This page
|
94,559 | $1,961,153 | |
| 2 | VEEV |
Veeva Systems Inc
|
7,417 | $1,316,294 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
346 | $24,130 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
892 | $22,951 | |
| 5 | HQY |
Healthequity, Inc.
|
252 | $22,760 | |
| 6 | WAY |
Waystar Holding Corp.
|
936 | $19,216 | |
| 7 | OMCL |
Omnicell, Inc.
|
58 | $2,408 |
All Filings in DOCS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,961,153 | 94,559 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,279,741 | 97,843 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $13,328 | 301 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $35,112 | 480 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $18,463 | 301 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $18,569 | 320 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $17,084 | 320 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $13,071 | 300 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $8,391 | 300 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $8,073 | 300 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $8,412 | 300 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $6,366 | 300 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $10,206 | 300 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $9,714 | 300 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $8,457 | 252 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $7,615 | 252 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $6,093 | 175 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,875 | 132 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||