Position in DOCS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$326
+$282 QoQ
Shares Held
14
+1300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Transamerica Financial Advisors, LLC holds $16,465 across 11 Health Information Services names. DOCS ranks #2 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
87 | $15,282 | |
| 2 | DOCS |
Doximity, Inc.
This page
|
14 | $326 | |
| 3 | TEM |
Tempus AI, Inc.
|
5 | $226 | |
| 4 | WEAV |
Weave Communications, Inc.
|
33 | $152 | |
| 5 | CERT |
Certara, Inc.
|
20 | $114 | |
| 6 | NRC |
Nrc Health
|
6 | $101 | |
| 7 | OMCL |
Omnicell, Inc.
|
2 | $66 | |
| 8 | DH |
Definitive Healthcare Corp.
|
44 | $54 |
All Filings in DOCS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $326 | 14 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44 | 1 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $73 | 1 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||