Position in DOCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,149,306
+$2,582,883 QoQ
Shares Held
151,847
+524.6% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#89
of 358 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Cresset Asset Management, LLC holds $5,451,179 across 7 Health Information Services names. DOCS ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCS |
Doximity, Inc.
This page
|
151,847 | $3,149,306 | |
| 2 | VEEV |
Veeva Systems Inc
|
5,089 | $903,144 | |
| 3 | TXG |
10x Genomics, Inc.
|
22,206 | $851,378 | |
| 4 | HQY |
Healthequity, Inc.
|
3,257 | $294,172 | |
| 5 | WEAV |
Weave Communications, Inc.
|
23,404 | $140,189 | |
| 6 | EVH |
Evolent Health, Inc.
|
11,446 | $62,037 | |
| 7 | HCAT |
Health Catalyst, Inc.
|
25,605 | $50,953 |
All Filings in DOCS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,149,306 | 151,847 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $566,423 | 24,310 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,059,620 | 23,930 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,747,699 | 23,892 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $3,420,686 | 55,766 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $3,337,015 | 57,505 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,456,041 | 64,732 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,274,092 | 52,194 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,225,002 | 43,797 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $967,199 | 35,942 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $841,115 | 29,997 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $624,929 | 29,450 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $741,057 | 21,783 | Shares | Defined | 2023-08-14 | |
| 2022-09-30 | $296,307 | 9,805 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $339,634 | 9,754 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $508,085 | 9,754 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $503,104 | 10,036 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||