Position in DOCS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$342,832
-$21,347 QoQ
Shares Held
16,530
+5.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 357 holders
Holding Since
Sep 2021
17 quarters on record
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $7,954,731 across 9 Health Information Services names. DOCS ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
20,309 | $3,604,238 | |
| 2 | TEM |
Tempus AI, Inc.
|
25,271 | $1,463,949 | |
| 3 | WAY |
Waystar Holding Corp.
|
69,578 | $1,428,436 | |
| 4 | TDOC |
Teladoc Health, Inc.
|
99,235 | $841,512 | |
| 5 | DOCS |
Doximity, Inc.
This page
|
16,530 | $342,832 | |
| 6 | HQY |
Healthequity, Inc.
|
2,259 | $204,032 | |
| 7 | CCLD |
CareCloud, Inc.
|
25,410 | $53,869 | |
| 8 | BEATW |
HeartBeam, Inc.
|
10,723 | $8,042 |
All Filings in DOCS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,832 | 16,530 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $364,179 | 15,630 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $305,576 | 6,901 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $555,793 | 7,598 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $424,534 | 6,921 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $234,209 | 4,036 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $331,124 | 6,202 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $351,697 | 8,072 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $350,492 | 12,531 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $565,190 | 21,003 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $603,561 | 21,525 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $473,015 | 22,291 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $797,666 | 23,447 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $314,668 | 9,718 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $331,673 | 9,883 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $213,897 | 7,078 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $202,072 | 2,504 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||