Position in DOCS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$300,522
-$21,833 QoQ
Shares Held
14,490
+4.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 358 holders
Holding Since
Mar 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 Jun 30, 2026ASSETMARK, INC holds $18,578,851 across 10 Health Information Services names. DOCS ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
97,605 | $17,321,959 | |
| 2 | TEM |
Tempus AI, Inc.
|
9,799 | $567,656 | |
| 3 | DOCS |
Doximity, Inc.
This page
|
14,490 | $300,522 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
7,476 | $192,357 | |
| 5 | HQY |
Healthequity, Inc.
|
1,187 | $107,209 | |
| 6 | SOPH |
SOPHiA GENETICS SA
|
8,836 | $50,983 | |
| 7 | PHR |
Phreesia, Inc.
|
1,935 | $19,911 | |
| 8 | OMCL |
Omnicell, Inc.
|
429 | $17,812 |
All Filings in DOCS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,522 | 14,490 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $322,355 | 13,835 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,441,092 | 32,545 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,472,689 | 33,803 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,967,480 | 32,075 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,258,960 | 21,695 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $563,905 | 10,562 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,437 | 33 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $699 | 25 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $672 | 25 | Shares | Sole | 2024-05-07 | |
| 2023-06-30 | $47,321 | 1,391 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $33,480 | 1,034 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $26,445 | 788 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $19,673 | 651 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $15,669 | 450 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,542 | 164 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||