Steward Partners Investment Advisory, LLC
Position in DOCS — Doximity, Inc.
CIK 1723397
STAMFORD, CT
Position in DOCS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,036
-$69,496 QoQ
Shares Held
725
-80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#265
of 355 holders
Holding Since
Sep 2021
20 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, 2026Steward Partners Investment Advisory, LLC holds $6,636,467 across 21 Health Information Services names. DOCS ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
28,761 | $2,597,693 | |
| 2 | VEEV |
Veeva Systems Inc
|
7,954 | $1,411,596 | |
| 3 | OMDA |
Omada Health, Inc.
|
62,133 | $1,363,819 | |
| 4 | TEM |
Tempus AI, Inc.
|
18,733 | $1,085,202 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
1,448 | $100,983 | |
| 6 | WEAV |
Weave Communications, Inc.
|
3,900 | $23,361 | |
| 7 | DOCS |
Doximity, Inc.
This page
|
725 | $15,036 | |
| 8 | TXG |
10x Genomics, Inc.
|
197 | $7,552 |
All Filings in DOCS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,036 | 725 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||