Position in DOCS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,397,606
-$58,737 QoQ
Shares Held
67,387
+7.8% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#124
of 355 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Summit Trail Advisors, LLC holds $14,248,909 across 7 Health Information Services names. DOCS ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXG |
10x Genomics, Inc.
|
225,390 | $8,641,452 | |
| 2 | TDOC |
Teladoc Health, Inc.
|
175,562 | $1,488,765 | |
| 3 | DOCS |
Doximity, Inc.
This page
|
67,387 | $1,397,606 | |
| 4 | VEEV |
Veeva Systems Inc
|
6,777 | $1,202,714 | |
| 5 | CERT |
Certara, Inc.
|
152,943 | $1,001,776 | |
| 6 | TEM |
Tempus AI, Inc.
|
7,263 | $420,745 | |
| 7 | WEAV |
Weave Communications, Inc.
|
16,002 | $95,851 |
All Filings in DOCS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,397,606 | 67,387 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,456,343 | 62,504 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,419,990 | 54,652 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,582,301 | 48,972 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,704,971 | 44,098 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,633,343 | 45,379 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,450,974 | 45,907 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,203,334 | 50,570 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,481,179 | 52,956 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,424,400 | 52,932 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,484,213 | 52,932 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,132,150 | 53,353 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,803,740 | 53,020 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,708,886 | 52,776 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,773,109 | 52,834 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,597,429 | 52,860 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,843,544 | 52,945 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||