CM
DOCS icon

Caption Management’s Doximity DOCS Stock Holding History

Caption Management’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
2025
Q3 		– Sell
-21,563
Closed -$1.32M – 1851
2025
Q2 		$1.32M Buy
+21,563
New +$1.2M 0.12% 853
2025
Q1 		– Hold
0
– – – 1732
2024
Q4 		– Hold
0
– – – 1648
2024
Q2 		– Hold
0
– – – 1347
2024
Q1 		– Hold
0
– – – 1425
2023
Q4 		– Sell
-3,700
Closed -$78.5K – 1515
2023
Q3 		$78.5K Buy
3,700
+400
+12% +$10.9K 0.01% 1170
2023
Q2 		$112K Buy
+3,300
New +$110K 0.02% 976
2022
Q1 		– Hold
0
– – – 1652
2021
Q4 		– Hold
0
– – – 1747

Other funds holding DOCS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return