UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in DOCS — Doximity, Inc.

CIK 1463217 IRVING, TX

Position in DOCS

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$208,810

-$64,988 QoQ

Shares Held

10,068

-14.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#225

of 355 holders

Holding Since

Sep 2022

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $3,609,595 across 4 Health Information Services names. DOCS ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPOK	Spok Holdings, Inc	194,815	$1,994,905
2	VEEV	Veeva Systems Inc	5,920	$1,050,622
3	TXG	10x Genomics, Inc.	9,266	$355,258
4	DOCS	Doximity, Inc. This page	10,068	$208,810

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,810	10,068	-14.3%	Shares	Defined	2026-08-17
2026-03-31	$273,798	11,751	+262.7%	Shares	Defined	2026-05-15
2025-09-30	$237,006	3,240	-67.4%	Shares	Defined	2025-11-14
2023-12-31	$278,969	9,949	-91.3%	Shares	Defined	2024-02-14
2023-09-30	$2,426,061	114,329	-15.5%	Shares	Defined	2023-11-14
2023-06-30	$4,604,947	135,360	-5.2%	Shares	Defined	2023-08-14
2022-12-31	$4,791,159	142,764	+11.9%	Shares	Defined	2023-02-15
2022-09-30	$3,854,258	127,540	—	Shares	Defined	2022-11-14
No filing history on record for this holder in this stock.