Position in DOCS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$42,371
-$41,112 QoQ
Shares Held
2,043
-43.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#249
of 355 holders
Holding Since
Mar 2022
17 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 Jun 30, 2026Allworth Financial LP holds $1,429,867 across 30 Health Information Services names. DOCS ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
3,340 | $592,749 | |
| 2 | HQY |
Healthequity, Inc.
|
2,464 | $222,548 | |
| 3 | SDGR |
Schrodinger, Inc.
|
5,270 | $85,637 | |
| 4 | TXG |
10x Genomics, Inc.
|
2,060 | $78,980 | |
| 5 | PHR |
Phreesia, Inc.
|
5,613 | $57,757 | |
| 6 | TEM |
Tempus AI, Inc.
|
837 | $48,487 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
1,879 | $48,346 | |
| 8 | DOCS |
Doximity, Inc.
This page
|
2,043 | $42,371 |
All Filings in DOCS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,371 | 2,043 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $83,483 | 3,583 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,642,212 | 37,087 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,995,638 | 40,952 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $534,823 | 8,719 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $32,670 | 563 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $14,735 | 276 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,232 | 166 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,419 | 158 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,440 | 165 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,934 | 176 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,506 | 71 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,564 | 46 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,489 | 46 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,543 | 46 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,115 | 70 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $1,302 | 25 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||