Position in DOCS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,110,709
-$1,081,547 QoQ
Shares Held
47,670
-3.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 98.33647996643592.ToString("F0")%
Shared 0.ToString("F0")%
None 1.6635200335640865.ToString("F0")%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $31,101,547 across 19 Health Information Services names. DOCS ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
89,875 | $15,787,440 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
158,996 | $3,270,547 | |
| 3 | HQY |
Healthequity, Inc.
|
23,642 | $1,975,761 | |
| 4 | HSTM |
Healthstream Inc
|
80,636 | $1,669,971 | |
| 5 | GDRX |
GoodRx Holdings, Inc.
|
717,399 | $1,406,102 | |
| 6 | TEM |
Tempus AI, Inc.
|
26,972 | $1,219,673 | |
| 7 | DOCS |
Doximity, Inc.
This page
|
47,670 | $1,110,709 | |
| 8 | SDGR |
Schrodinger, Inc.
|
88,179 | $1,001,712 |
All Filings in DOCS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,110,709 | 47,670 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,192,256 | 49,509 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,195,983 | 98,373 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,944,502 | 48,003 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,874,166 | 49,529 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,771,046 | 51,902 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,164,295 | 49,674 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,443,558 | 51,611 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,101,454 | 78,092 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,414,859 | 86,122 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,618,490 | 76,272 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,164,062 | 93,006 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,900,048 | 89,563 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,465,786 | 73,474 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,225,641 | 73,648 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,365,983 | 67,949 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,077,580 | 59,082 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $1,370,286 | 16,980 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||