Position in DOCS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$619,314
-$30,495 QoQ
Shares Held
26,580
+81.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 10.304740406320542.ToString("F0")%
Shared 0.ToString("F0")%
None 89.69525959367945.ToString("F0")%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Focus Partners Wealth holds $22,459,726 across 15 Health Information Services names. DOCS ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
35,006 | $6,149,153 | |
| 2 | TXG |
10x Genomics, Inc.
|
224,496 | $4,766,050 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
104,791 | $4,465,144 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
197,303 | $4,058,522 | |
| 5 | HNGE |
Hinge Health, Inc.
|
17,736 | $683,900 | |
| 6 | DOCS |
Doximity, Inc.
This page
|
26,580 | $619,314 | |
| 7 | HQY |
Healthequity, Inc.
|
5,509 | $460,387 | |
| 8 | WAY |
Waystar Holding Corp.
|
13,297 | $320,590 |
All Filings in DOCS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $619,314 | 26,580 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $649,809 | 14,675 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $591,783 | 8,090 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $456,185 | 7,437 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $283,360 | 4,883 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||