Atria Investments’s Doximity DOCS Stock Holding History

Atria Investments’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 Q1	–	Sell	-5,807	Closed	-$257K	–	2071
2025 Q4	$257K	Sell	5,807 -2,338	-29%	-$131K	﹤0.01%	1831
2025 Q3	$596K	Buy	8,145 +207	+3%	+$13.5K	0.01%	1331
2025 Q2	$487K	Sell	7,938 -42	-0.5%	-$2.34K	0.01%	1430
2025 Q1	$463K	Sell	7,980 -995	-11%	-$62.8K	0.01%	1397
2024 Q4	$479K	Buy	8,975 +539	+6%	+$26.4K	0.01%	1355
2024 Q3	$368K	Sell	8,436 -489	-5%	-$16.3K	﹤0.01%	1500
2024 Q2	$250K	Buy	+8,925	New	+$235K	﹤0.01%	1695

Other funds holding DOCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Atria Investments's DOCS Position: Q1 2026 in Review

Atria Investments sold out of Doximity (DOCS) in Q1 2026, closing a stake of 5,807 shares — an estimated $257K sold.

Atria Investments first reported a position in DOCS in Q2 2024 and held it in 7 quarters. The position peaked at $596K in Q3 2025. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

Atria Investments reported no remaining Doximity position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 5,807 Doximity shares in Q1 2026, an estimated $257K.
Atria Investments first reported a position in Doximity in Q2 2024 and held it in 7 quarters.
Atria Investments's Doximity position peaked at $596K in Q3 2025.
419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.