Jacob Asset Management of New York’s Doximity DOCS Stock Holding History

Jacob Asset Management of New York’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
2023 Q3	$2.38M	Buy	112,320 +16,151	+17%	+$441K	3.36%	8
2023 Q2	$3.27M	Buy	96,169 +1,149	+1%	+$38.3K	3.69%	6
2023 Q1	$3.08M	Sell	95,020 -1,100	-1%	-$36.5K	3.59%	7
2022 Q4	$3.23M	Buy	96,120 +3,205	+3%	+$97.9K	3.93%	4
2022 Q3	$2.81M	Buy	92,915 +5,464	+6%	+$200K	3.05%	12
2022 Q2	$3.04M	Buy	87,451 +14,600	+20%	+$575K	3.08%	12
2022 Q1	$3.79M	Buy	72,851 +8,230	+13%	+$414K	2.31%	18
2021 Q4	$3.24M	Buy	+64,621	New	+$4.21M	1.45%	23

Other funds holding DOCS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Jacob Asset Management of New York's DOCS Position: Q3 2023 in Review

Jacob Asset Management of New York increased its Doximity (DOCS) stake by 17% in Q3 2023, buying an estimated $441K and bringing the position to 112,320 shares worth $2.38M. The position accounts for 3.36% of the portfolio, ranked #8.

Jacob Asset Management of New York first reported a position in DOCS in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.79M in Q1 2022. 306 funds tracked by Wall St. Rank hold DOCS as of Q3 2023.

Jacob Asset Management of New York held 112,320 shares of Doximity worth $2.38M as of Q3 2023.
Jacob Asset Management of New York bought 16,151 Doximity shares in Q3 2023, an estimated $441K.
Doximity made up 3.36% of Jacob Asset Management of New York's portfolio in Q3 2023, its #8 holding.
Jacob Asset Management of New York first reported a position in Doximity in Q4 2021 and has held it in 8 quarters since.
Jacob Asset Management of New York's Doximity position peaked at $3.79M in Q1 2022.
306 funds tracked by Wall St. Rank held Doximity as of Q3 2023.

Based on Jacob Asset Management of New York's 13F filing for Q3 2023, filed 1 Nov 2023.