Position in DOCS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,545,917
-$338,614 QoQ
Shares Held
267,402
+5.9% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#69
of 358 holders
Holding Since
Sep 2023
8 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, 2026Edgestream Partners, L.P. holds $5,746,427 across 2 Health Information Services names. DOCS ranks #1 (96.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCS |
Doximity, Inc.
This page
|
267,402 | $5,545,917 | |
| 2 | HQY |
Healthequity, Inc.
|
2,220 | $200,510 |
All Filings in DOCS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,545,917 | 267,402 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,884,531 | 252,555 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,305,718 | 119,822 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $221,205 | 3,024 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,914,192 | 80,114 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,412,539 | 41,574 | Shares | Sole | 2025-05-02 | |
| 2023-12-31 | $698,728 | 24,919 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $637,024 | 30,020 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||