Position in DOCS
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$24,791
-$236,328 QoQ
Shares Held
1,064
-82.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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 Mar 31, 2026NewEdge Advisors, LLC holds $5,019,044 across 11 Health Information Services names. DOCS ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
42,996 | $1,944,279 | |
| 2 | HQY |
Healthequity, Inc.
|
13,027 | $1,088,666 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
21,129 | $900,306 | |
| 4 | VEEV |
Veeva Systems Inc
|
4,305 | $756,216 | |
| 5 | PHR |
Phreesia, Inc.
|
23,951 | $200,709 | |
| 6 | TALK |
Talkspace, Inc.
|
11,782 | $60,971 | |
| 7 | CCLD |
CareCloud, Inc.
|
7,102 | $25,922 | |
| 8 | DOCS |
Doximity, Inc.
This page
|
1,064 | $24,791 |
All Filings in DOCS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,791 | 1,064 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $261,119 | 5,897 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $73,735 | 1,008 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $66,737 | 1,088 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $366,923 | 6,323 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $47,303 | 886 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $41,217 | 946 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $48,919 | 1,749 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $37,431 | 1,391 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $259,510 | 9,255 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,347 | 252 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $816 | 24 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $238,376 | 7,103 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||