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Marathon Capital Management’s DocGo DCGO Stock Holding History

Marathon Capital Management’s Portfolio DCGO Stock Details DCGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-296,025
Closed -$782K – 168
2025
Q1 		$782K Buy
296,025
+70,375
+31% +$282K 0.21% 70
2024
Q4 		$957K Sell
225,650
-45,950
-17% -$177K 0.24% 70
2024
Q3 		$902K Sell
271,600
-5,500
-2% -$18.7K 0.22% 71
2024
Q2 		$856K Buy
277,100
+6,285
+2% +$20.7K 0.22% 73
2024
Q1 		$1.09M Buy
270,815
+13,900
+5% +$52.4K 0.26% 69
2023
Q4 		$1.44M Sell
256,915
-28,750
-10% -$165K 0.36% 65
2023
Q3 		$1.52M Buy
285,665
+36,575
+15% +$297K 0.38% 61
2023
Q2 		$2.33M Sell
249,090
-74,700
-23% -$656K 0.58% 47
2023
Q1 		$2.8M Buy
323,790
+72,650
+29% +$641K 0.69% 42
2022
Q4 		$1.78M Buy
251,140
+24,690
+11% +$207K 0.49% 45
2022
Q3 		$2.25M Buy
226,450
+200
+0.1% +$1.81K 0.64% 39
2022
Q2 		$1.61M Buy
226,250
+55,375
+32% +$404K 0.52% 43
2022
Q1 		$1.58M Buy
170,875
+13,975
+9% +$105K 0.45% 51
2021
Q4 		$1.47M Buy
+156,900
New +$1.46M 0.34% 53

Other funds holding DCGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $88.2M AUM 25.13% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marathon Capital Management's DCGO Position: Q2 2025 in Review

Marathon Capital Management sold out of DocGo (DCGO) in Q2 2025, closing a stake of 296,025 shares — an estimated $782K sold.

Marathon Capital Management first reported a position in DCGO in Q4 2021 and held it in 14 quarters. The position peaked at $2.8M in Q1 2023. 121 funds tracked by Wall St. Rank hold DCGO as of Q2 2025.

  • Marathon Capital Management reported no remaining DocGo position as of Q2 2025 after selling out during the quarter.
  • Marathon Capital Management sold 296,025 DocGo shares in Q2 2025, an estimated $782K.
  • Marathon Capital Management first reported a position in DocGo in Q4 2021 and held it in 14 quarters.
  • Marathon Capital Management's DocGo position peaked at $2.8M in Q1 2023.
  • 121 funds tracked by Wall St. Rank held DocGo as of Q2 2025.

Based on Marathon Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.