Position in DOCS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$7,212,466
-$9,261,109 QoQ
Shares Held
309,548
-16.8% QoQ
Ownership
0.169%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 99.27345678214688.ToString("F0")%
Shared 0.ToString("F0")%
None 0.7265432178531278.ToString("F0")%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Derivatives in DOCS
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$339,066
PutShares
12,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $109,001,741 across 37 Health Information Services names. DOCS ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
271,982 | $47,776,356 | |
| 2 | TEM |
Tempus AI, Inc.
|
328,191 | $14,840,796 | |
| 3 | HQY |
Healthequity, Inc.
|
140,107 | $11,708,741 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
173,107 | $7,376,088 | |
| 5 | DOCS |
Doximity, Inc.
This page
|
309,548 | $7,212,466 | |
| 6 | OMCL |
Omnicell, Inc.
|
139,964 | $4,671,997 | |
| 7 | TXG |
10x Genomics, Inc.
|
140,116 | $2,974,661 | |
| 8 | NRC |
Nrc Health
|
116,896 | $1,984,893 |
All Filings in DOCS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,212,466 | 309,548 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $16,473,575 | 372,032 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $29,914,838 | 408,952 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $21,585,666 | 351,902 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $20,699,995 | 356,712 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $19,697,758 | 368,941 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $15,560,153 | 357,130 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $13,244,604 | 473,529 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $339,066 | 12,600 | Put | Defined | 2024-05-10 | |
| 2024-03-31 | $9,916,440 | 368,504 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $9,332,748 | 332,837 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $8,166,771 | 384,862 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $13,613,849 | 400,172 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $12,629,655 | 390,045 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,321,020 | 277,742 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,231,422 | 305,474 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,647,541 | 277,069 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $18,404,802 | 353,327 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,919,686 | 157,983 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $65,093,908 | 806,616 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $55,514,825 | 953,863 | Shares | Other | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||