Position in DOCS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$7,153
-$9,629 QoQ
Shares Held
307
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Root Financial Partners, LLC holds $130,674 across 24 Health Information Services names. DOCS ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
230 | $40,401 | |
| 2 | WAY |
Waystar Holding Corp.
|
1,052 | $25,363 | |
| 3 | HQY |
Healthequity, Inc.
|
220 | $18,385 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
387 | $16,490 | |
| 5 | SDGR |
Schrodinger, Inc.
|
660 | $7,497 | |
| 6 | DOCS |
Doximity, Inc.
This page
|
307 | $7,153 | |
| 7 | HTFL |
Heartflow, Inc.
|
106 | $2,578 | |
| 8 | GDRX |
GoodRx Holdings, Inc.
|
1,274 | $2,497 |
All Filings in DOCS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,153 | 307 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $16,782 | 379 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,284 | 414 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||