Clearstead Advisors, LLC

Position in DOCS — Doximity, Inc.

CIK 842775 CLEVELAND, OH

Position in DOCS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$11,116

-$1,233 QoQ

Shares Held

536

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#269

of 355 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Clearstead Advisors, LLC holds $647,619 across 27 Health Information Services names. DOCS ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	3,068	$544,477
2	HQY	Healthequity, Inc.	381	$34,411
3	BTSG	BrightSpring Health Services, Inc.	257	$17,923
4	DOCS	Doximity, Inc. This page	536	$11,116
5	TDOC	Teladoc Health, Inc.	1,132	$9,599
6	TEM	Tempus AI, Inc.	160	$9,268
7	OMCL	Omnicell, Inc.	136	$5,646
8	SDGR	Schrodinger, Inc.	216	$3,510

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,116	536	+1.1%	Shares	Sole	2026-08-06
2026-03-31	$12,349	530	-48.5%	Shares	Sole	2026-05-06
2025-12-31	$45,608	1,030	+45.1%	Shares	Sole	2026-02-09
2025-09-30	$51,936	710	+6.8%	Shares	Sole	2025-11-10
2025-06-30	$40,791	665	+92.8%	Shares	Sole	2025-08-08
2025-03-31	$20,020	345	-9.9%	Shares	Sole	2025-05-13
2024-12-31	$20,448	383	+135.0%	Shares	Sole	2025-02-10
2024-09-30	$7,101	163	+158.7%	Shares	Sole	2024-11-13
2024-06-30	$1,762	63	-76.4%	Shares	Sole	2024-08-12
2024-03-31	$7,184	267	0.0%	Shares	Sole	2024-05-14
2023-12-31	$7,486	267	+210.5%	Shares	Sole	2024-02-12
2021-12-31	$4,311	86	+2.4%	Shares	Sole	2022-02-14
2021-09-30	$6,778	84	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.