Doximity (DOCS)

• Market cap: $13.6B
• 1 day: 2.53%
• 5 days: 4.39%
• 1 month: 11.82%
• 3 months: 30.15%
• 6 months: 16.66%
• Year to date: 35.98%
• 1 year: 84.66%
• 5 years: 37.42%
• 10 years: 37.42%
• Sector: Healthcare
• Industry: Health Information Services

About: Doximity Inc is a digital platform for U.S. medical professionals. The cloud-based platform provides members with tools specifically built for medical professionals, enabling them to collaborate with their colleagues, securely coordinate patient care, conduct virtual patient visits, stay up-to-date with the latest medical news and research, and manage their careers and on-call schedules.

Employees: 830

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

2% more capital invested

Capital invested by funds: $7.29B [Q1] → $7.46B (+$175M) [Q2]

2% more call options, than puts

Call options by funds: $110M | Put options by funds: $108M

4% less funds holding

Funds holding: 485 [Q1] → 467 (-18) [Q2]

5.19% less ownership

Funds ownership: 94.03% [Q1] → 88.84% (-5.19%) [Q2]

11% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 107

15% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 176

60% less funds holding in top 10

Funds holding in top 10: 5 [Q1] → 2 (-3) [Q2]

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $59
• Avg. target: $69
• High target: $80

10 analyst ratings

• positive: 6 60%
• neutral: 4 40%
• negative: 0 0%

Baird Vikram Kesavabhotla	$80	Outperform Maintained	11 Sep 2025
Piper Sandler Jessica Tassan	$69	Overweight Maintained	11 Aug 2025
Canaccord Genuity Richard Close	$59	Hold Maintained	8 Aug 2025
Raymond James Brian Peterson	$75	Outperform Maintained	8 Aug 2025
Wells Fargo Stan Berenshteyn	$65	Equal-Weight Maintained	8 Aug 2025