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	-30,000	Closed	-$1.84M	–	1750
2025 Q2	$1.84M	Sell	30,000 -30,000	-50%	-$1.67M	0.02%	742
2025 Q1	$3.48M	Buy	+60,000	New	+$3.79M	0.03%	504
2024 Q2	–	Sell	-150,000	Closed	-$4.04M	–	1243
2024 Q1	$4.04M	Buy	+150,000	New	+$4.28M	0.06%	343
2023 Q4	–	Sell	-10,000	Closed	-$212K	–	1410
2023 Q3	$212K	Hold	10,000	–	–	﹤0.01%	1090
2023 Q2	$340K	Buy	+10,000	New	+$333K	0.01%	883
2022 Q1	–	Sell	-124,000	Closed	-$6.22M	–	1568
2021 Q4	$6.22M	Buy	+124,000	New	+$8.07M	0.07%	389

Other funds holding DOCS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Caption Management's DOCS Position: Q3 2025 in Review

Caption Management sold out of Doximity (DOCS) in Q3 2025, closing a stake of 21,563 shares — an estimated $1.32M sold.

Caption Management first reported a position in DOCS in Q2 2023 and held it in 3 quarters. The position peaked at $1.32M in Q2 2025. 499 funds tracked by Wall St. Rank hold DOCS as of Q3 2025.

Caption Management reported no remaining Doximity position as of Q3 2025 after selling out during the quarter.
Caption Management sold 21,563 Doximity shares in Q3 2025, an estimated $1.32M.
Caption Management first reported a position in Doximity in Q2 2023 and held it in 3 quarters.
Caption Management's Doximity position peaked at $1.32M in Q2 2025.
499 funds tracked by Wall St. Rank held Doximity as of Q3 2025.

Based on Caption Management's 13F filing for Q3 2025, filed 14 Nov 2025.