Apella Capital
DOCS icon

Apella Capital’s Doximity DOCS Stock Holding History

Apella Capital’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.65M Buy
59,488
+802
+1% +$19.4K 0.02% 309
2026
Q2 		$1.33M Sell
58,686
-163
-0.3% -$3.6K 0.02% 325
2026
Q1 		$1.45M Sell
58,849
-2,173
-4% -$67.7K 0.02% 300
2025
Q4 		$2.7M Sell
61,022
-4
-0% -$225 0.05% 176
2025
Q3 		$4.11M Sell
61,026
-8,848
-13% -$577K 0.09% 135
2025
Q2 		$4.25M Sell
69,874
-9,165
-12% -$511K 0.12% 119
2025
Q1 		$4.39M Buy
79,039
+9,719
+14% +$614K 0.15% 96
2024
Q4 		$3.7M Buy
69,320
+6,553
+10% +$321K 0.14% 91
2024
Q3 		$2.73M Buy
62,767
+8,178
+15% +$273K 0.11% 90
2024
Q2 		$1.49M Buy
54,589
+7,746
+17% +$204K 0.07% 122
2024
Q1 		$1.24M Buy
46,843
+7,626
+19% +$217K 0.06% 128
2023
Q4 		$1.1M Buy
+39,217
New +$926K 0.06% 130

Other funds holding DOCS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Kennicott Capital Management
Kennicott Capital Management Corte Madera, California $221M AUM 16.12% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return

Apella Capital's DOCS Position: Q3 2026 in Review

Apella Capital increased its Doximity (DOCS) stake by 1.4% in Q3 2026, buying an estimated $19.4K and bringing the position to 59,488 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #309.

Apella Capital first reported a position in DOCS in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.39M in Q1 2025. 43 funds tracked by Wall St. Rank hold DOCS as of Q3 2026.

  • Apella Capital held 59,488 shares of Doximity worth $1.65M as of Q3 2026.
  • Apella Capital bought 802 Doximity shares in Q3 2026, an estimated $19.4K.
  • Doximity made up 0.02% of Apella Capital's portfolio in Q3 2026, its #309 holding.
  • Apella Capital first reported a position in Doximity in Q4 2023 and has held it in 12 quarters since.
  • Apella Capital's Doximity position peaked at $4.39M in Q1 2025.
  • 43 funds tracked by Wall St. Rank held Doximity as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.