LMCG Investments’s Doximity DOCS Stock Holding History

LMCG 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	-94,535	Closed	-$4.19M	–	221
2025 Q4	$4.19M	Sell	94,535 -13,628	-13%	-$765K	0.24%	100
2025 Q3	$7.91M	Sell	108,163 -4,011	-4%	-$262K	0.47%	75
2025 Q2	$6.88M	Sell	112,174 -6,223	-5%	-$347K	0.43%	79
2025 Q1	$6.87M	Sell	118,397 -31,537	-21%	-$1.99M	0.46%	78
2024 Q4	$8M	Sell	149,934 -2,501	-2%	-$122K	0.49%	71
2024 Q3	$6.64M	Buy	152,435 +7,608	+5%	+$254K	0.4%	88
2024 Q2	$4.05M	Buy	144,827 +17,283	+14%	+$456K	0.24%	112
2024 Q1	$3.43M	Buy	+127,544	New	+$3.64M	0.2%	119

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

LMCG Investments's DOCS Position: Q1 2026 in Review

LMCG Investments sold out of Doximity (DOCS) in Q1 2026, closing a stake of 94,535 shares — an estimated $4.19M sold.

LMCG Investments first reported a position in DOCS in Q1 2024 and held it in 8 quarters. The position peaked at $8M in Q4 2024. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

LMCG Investments reported no remaining Doximity position as of Q1 2026 after selling out during the quarter.
LMCG Investments sold 94,535 Doximity shares in Q1 2026, an estimated $4.19M.
LMCG Investments first reported a position in Doximity in Q1 2024 and held it in 8 quarters.
LMCG Investments's Doximity position peaked at $8M in Q4 2024.
419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on LMCG Investments's 13F filing for Q1 2026, filed 29 Apr 2026.