Purchases and Sales Made in Q3 2025 in Doximity, Inc. (DOCS)
This table provides information about the institutional ownership of Doximity, Inc. (DOCS) during Q3 2025. The information is specifically focused on institutions that hold shares of Doximity, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
565New |
$32.4K - $42.4K
|
565
$26.6K
|
|
|
Dec 02, 2025
Q3 2025
|
Tevis Investment Management
|
BUY
|
- |
528+ 7.88% |
$30.3K - $39.7K
|
7.23K
$340K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
522+ 19.33% |
$29.9K - $39.2K
|
3.22K
$152K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
501+ 6.04% |
$28.7K - $37.6K
|
8.8K
$414K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
492+ 10.21% |
$28.2K - $37K
|
5.31K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
420+ 6.09% |
$24.1K - $31.6K
|
7.32K
$344K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
414New |
$23.7K - $31.1K
|
414
$19.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
409+ 9.47% |
$23.4K - $30.7K
|
4.73K
$223K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 1.25% |
$22.9K - $30K
|
32.5K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 1.06% |
$22.9K - $30K
|
38K
$1.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
378+ 7.96% |
$21.7K - $28.4K
|
5.12K
$241K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
375+ 5.94% |
$21.5K - $28.2K
|
6.69K
$315K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
364+ 0.32% |
$20.9K - $27.3K
|
114K
$5.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
356+ 136.92% |
$20.4K - $26.7K
|
616
$29K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
300+ 150.0% |
$17.2K - $22.5K
|
500
$23.5K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
280+ 4.41% |
$16.1K - $21K
|
6.63K
$312K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
269+ 5.29% |
$15.4K - $20.2K
|
5.36K
$252K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
264New |
$15.1K - $19.8K
|
264
$12.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
250New |
$14.3K - $18.8K
|
250
$11.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
250New |
$14.3K - $18.8K
|
250
$11.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
217+ 14.04% |
$12.4K - $16.3K
|
1.76K
$83K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
207+ 2.61% |
$11.9K - $15.5K
|
8.15K
$383K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
206+ 1.08% |
$11.8K - $15.5K
|
19.3K
$906K
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
205New |
$11.8K - $15.4K
|
205
$9.65K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.73% |
$11.5K - $15K
|
27.5K
$1.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
194+ 2.57% |
$11.1K - $14.6K
|
7.75K
$365K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
179+ 59.47% |
$10.3K - $13.4K
|
480
$22.6K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
155+ 2.5% |
$8.89K - $11.6K
|
6.35K
$299K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
141+ 10.51% |
$8.08K - $10.6K
|
1.48K
$69.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
141New |
$8.08K - $10.6K
|
141
$6.64K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
138+ 212.31% |
$7.91K - $10.4K
|
203
$9.56K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
122+ 4066.67% |
$6.99K - $9.16K
|
125
$5.88K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
122+ 17.43% |
$6.99K - $9.16K
|
822
$38.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
114+ 21.8% |
$6.54K - $8.56K
|
637
$30K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
108+ 13.99% |
$6.19K - $8.11K
|
880
$41.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
106New |
$6.08K - $7.96K
|
106
$4.99K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
101+ 33.89% |
$5.79K - $7.59K
|
399
$18.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
91+ 9100.0% |
$5.22K - $6.84K
|
92
$4.33K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
80+ 8.11% |
$4.59K - $6.01K
|
1.07K
$50.2K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
66New |
$3.78K - $4.96K
|
66
$3.11K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
59New |
$3.38K - $4.43K
|
59
$2.78K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
55+ 0.54% |
$3.15K - $4.13K
|
10.2K
$480K
|
|
|
Nov 13, 2025
Q3 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
54New |
$3.1K - $4.06K
|
54
$2.54K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
50New |
$2.87K - $3.76K
|
50
$2.35K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
49+ 1.77% |
$2.81K - $3.68K
|
2.83K
$133K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
45+ 6.77% |
$2.58K - $3.38K
|
710
$33.4K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
44+ 183.33% |
$2.52K - $3.31K
|
68
$3.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
39+ 36.11% |
$2.24K - $2.93K
|
147
$6.92K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
35+ 2.47% |
$2.01K - $2.63K
|
1.45K
$68.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
35+ 0.64% |
$2.01K - $2.63K
|
5.51K
$259K
|
|