Position in DOCS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,162,227
+$973,108 QoQ
Shares Held
49,881
+1067.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $17,655,743 across 27 Health Information Services names. DOCS ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
65,547 | $11,513,985 | |
| 2 | TEM |
Tempus AI, Inc.
|
46,475 | $2,101,599 | |
| 3 | HQY |
Healthequity, Inc.
|
20,437 | $1,707,920 | |
| 4 | DOCS |
Doximity, Inc.
This page
|
49,881 | $1,162,227 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
10,750 | $458,057 | |
| 6 | SLP |
Simulations Plus, Inc.
|
18,764 | $221,790 | |
| 7 | WAY |
Waystar Holding Corp.
|
2,736 | $65,964 | |
| 8 | TXG |
10x Genomics, Inc.
|
2,819 | $59,847 |
All Filings in DOCS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,162,227 | 49,881 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $189,119 | 4,271 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $235,689 | 3,222 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $165,618 | 2,700 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $51,704 | 891 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $22,423 | 420 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $20,129 | 462 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,279 | 296 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,642 | 284 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,140 | 219 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,251 | 59 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $348 | 10 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||