Position in DOCS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$267,833
-$288,809 QoQ
Shares Held
11,495
-8.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $25,402,471 across 6 Health Information Services names. DOCS ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
173,854 | $14,528,976 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
246,896 | $5,078,650 | |
| 3 | VEEV |
Veeva Systems Inc
|
28,015 | $4,921,112 | |
| 4 | CERT |
Certara, Inc.
|
71,027 | $404,853 | |
| 5 | DOCS |
Doximity, Inc.
This page
|
11,495 | $267,833 | |
| 6 | OMCL |
Omnicell, Inc.
|
6,023 | $201,047 |
All Filings in DOCS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267,833 | 11,495 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $556,642 | 12,571 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $1,147,502 | 15,687 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $975,305 | 15,900 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,111,157 | 19,148 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $1,018,413 | 19,075 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $734,720 | 16,863 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $635,057 | 22,705 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $412,260 | 15,320 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $361,379 | 12,888 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $376,145 | 17,726 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $606,745 | 17,835 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $585,592 | 18,085 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $548,168 | 16,334 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $489,140 | 16,186 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $433,299 | 12,444 | Shares | Other | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||