Position in DOCS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,617,765
+$1,374,978 QoQ
Shares Held
69,432
+1166.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026CWM, LLC holds $32,886,502 across 32 Health Information Services names. DOCS ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
259,765 | $11,746,573 | |
| 2 | VEEV |
Veeva Systems Inc
|
61,013 | $10,717,543 | |
| 3 | TXG |
10x Genomics, Inc.
|
124,804 | $2,649,588 | |
| 4 | DOCS |
Doximity, Inc.
This page
|
69,432 | $1,617,765 | |
| 5 | WAY |
Waystar Holding Corp.
|
62,317 | $1,502,462 | |
| 6 | HQY |
Healthequity, Inc.
|
12,988 | $1,085,407 | |
| 7 | PHR |
Phreesia, Inc.
|
88,565 | $742,174 | |
| 8 | OMDA |
Omada Health, Inc.
|
34,609 | $435,035 |
All Filings in DOCS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,617,765 | 69,432 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $242,787 | 5,483 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $706,775 | 9,662 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $239,471 | 3,904 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $430,292 | 7,415 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $258,727 | 4,846 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $164,781 | 3,782 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $140,465 | 5,022 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $136,622 | 5,077 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $149,733 | 5,340 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $105,718 | 4,982 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $107,809 | 3,169 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $96,006 | 2,965 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $65,710 | 1,958 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $44,121 | 1,460 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $7,938 | 228 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $4,561 | 91 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||