Steward Partners Investment Advisory, LLC
Position in DOCS — Doximity, Inc.
CIK 1723397
STAMFORD, CT
Position in DOCS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$84,532
-$65,842 QoQ
Shares Held
3,628
+6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $6,330,661 across 21 Health Information Services names. DOCS ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
14,303 | $2,512,464 | |
| 2 | OMDA |
Omada Health, Inc.
|
135,556 | $1,703,938 | |
| 3 | TEM |
Tempus AI, Inc.
|
26,056 | $1,178,252 | |
| 4 | HQY |
Healthequity, Inc.
|
9,595 | $801,854 | |
| 5 | DOCS |
Doximity, Inc.
This page
|
3,628 | $84,532 | |
| 6 | WEAV |
Weave Communications, Inc.
|
2,650 | $12,243 | |
| 7 | GDRX |
GoodRx Holdings, Inc.
|
5,406 | $10,595 | |
| 8 | OPRX |
OptimizeRx Corp
|
1,000 | $6,280 |
All Filings in DOCS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,532 | 3,628 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $150,374 | 3,396 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $338,611 | 4,629 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $172,488 | 2,812 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $204,497 | 3,524 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $121,141 | 2,269 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $84,395 | 1,937 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,363 | 299 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $20,720 | 770 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,375 | 691 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $17,655 | 832 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $28,304 | 832 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $26,940 | 832 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $27,687 | 825 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $40,343 | 1,335 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $53,831 | 1,546 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $73,655 | 1,414 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $60,156 | 1,200 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $56,490 | 700 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||