Position in DOCS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,487,907
-$540,184 QoQ
Shares Held
119,957
-7.7% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 355 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Creative Planning holds $60,946,086 across 25 Health Information Services names. DOCS ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
110,043 | $19,529,330 | |
| 2 | HSTM |
Healthstream Inc
|
285,852 | $7,789,466 | |
| 3 | HQY |
Healthequity, Inc.
|
79,363 | $7,168,065 | |
| 4 | TXG |
10x Genomics, Inc.
|
106,351 | $4,077,496 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
51,960 | $3,623,689 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
108,033 | $2,779,688 | |
| 7 | DOCS |
Doximity, Inc.
This page
|
119,957 | $2,487,907 | |
| 8 | EVH |
Evolent Health, Inc.
|
330,017 | $1,788,692 |
All Filings in DOCS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,487,907 | 119,957 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,028,091 | 129,961 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,483,335 | 33,499 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,742,100 | 37,486 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,957,113 | 31,906 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,973,716 | 34,012 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,414,193 | 26,488 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $963,070 | 22,104 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $543,537 | 19,433 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $435,457 | 16,182 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $402,597 | 14,358 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $261,854 | 12,340 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $328,633 | 9,660 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $262,018 | 8,092 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $239,719 | 7,143 | Shares | Sole | 2023-02-10 | |
| 2021-09-30 | $272,846 | 3,381 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||