Position in DOCS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$12,091
-$9,827 QoQ
Shares Held
519
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Parkside Financial Bank & Trust holds $414,368 across 15 Health Information Services names. DOCS ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRVA |
Privia Health Group, Inc.
|
10,420 | $214,338 | |
| 2 | VEEV |
Veeva Systems Inc
|
336 | $59,021 | |
| 3 | OMCL |
Omnicell, Inc.
|
1,696 | $56,612 | |
| 4 | HQY |
Healthequity, Inc.
|
259 | $21,644 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
442 | $18,832 | |
| 6 | TXG |
10x Genomics, Inc.
|
748 | $15,879 | |
| 7 | DOCS |
Doximity, Inc.
This page
|
519 | $12,091 | |
| 8 | HNGE |
Hinge Health, Inc.
|
212 | $8,174 |
All Filings in DOCS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,091 | 519 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $21,918 | 495 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $44,109 | 603 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $36,926 | 602 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $31,451 | 542 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $16,657 | 312 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $13,593 | 312 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,726 | 312 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $8,852 | 329 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $9,224 | 329 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,620 | 312 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,185 | 270 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $8,742 | 270 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $9,061 | 270 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $25,143 | 832 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $28,308 | 813 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $13,022 | 250 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,532 | 250 | Shares | Sole | 2022-03-01 | |
| 2021-09-30 | $20,175 | 250 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||