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Grandeur Peak Global Advisors’s Doximity DOCS Stock Holding History

Grandeur Peak Global Advisors’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
2024
Q2 		– Sell
-29,653
Closed -$798K – 134
2024
Q1 		$798K Sell
29,653
-107,085
-78% -$3.05M 0.06% 107
2023
Q4 		$3.83M Hold
136,738
– – 0.27% 70
2023
Q3 		$2.9M Buy
136,738
+118,536
+651% +$3.24M 0.22% 78
2023
Q2 		$619K Sell
18,202
-35,540
-66% -$1.18M 0.04% 103
2023
Q1 		$1.74M Buy
53,742
+40,362
+302% +$1.34M 0.11% 76
2022
Q4 		$449K Buy
+13,380
New +$409K 0.03% 100

Other funds holding DOCS

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return