Position in DOCS
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$338,013
-$340,622 QoQ
Shares Held
14,507
-5.3% QoQ
Ownership
0.008%
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 100%
Shared 0%
None 0%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Janney Montgomery Scott LLC holds $9,646,771 across 8 Health Information Services names. DOCS ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
22,179 | $3,895,963 | |
| 2 | TEM |
Tempus AI, Inc.
|
65,043 | $2,941,244 | |
| 3 | PRVA |
Privia Health Group, Inc.
|
47,810 | $983,451 | |
| 4 | HQY |
Healthequity, Inc.
|
7,568 | $632,457 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
8,519 | $362,994 | |
| 6 | HNGE |
Hinge Health, Inc.
|
9,400 | $362,464 | |
| 7 | DOCS |
Doximity, Inc.
This page
|
14,507 | $338,013 | |
| 8 | SLP |
Simulations Plus, Inc.
|
11,014 | $130,185 |
All Filings in DOCS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $338,013 | 14,507 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $678,635 | 15,326 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,267,250 | 17,324 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,082,466 | 17,647 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,049,298 | 18,082 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $990,224 | 18,547 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $837,633 | 19,225 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $547,960 | 19,591 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $559,781 | 20,802 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $496,756 | 17,716 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $435,646 | 20,530 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $820,596 | 24,121 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $816,655 | 25,221 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $731,406 | 21,794 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $690,103 | 22,836 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $576,375 | 16,553 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||