Pier Capital’s Doximity DOCS Stock Holding History

Pier Capital’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 Q4	–	Sell	-207	Closed	-$4.39K	–	125
2023 Q3	$4.39K	Sell	207 -235,594	-100%	-$6.43M	﹤0.01%	116
2023 Q2	$8.02M	Buy	235,801 +97,588	+71%	+$3.25M	1.15%	41
2023 Q1	$4.48M	Sell	138,213 -110,073	-44%	-$3.65M	0.68%	74
2022 Q4	$8.33M	Buy	248,286 +2,721	+1%	+$83.1K	1.36%	21
2022 Q3	$7.42M	Buy	+245,565	New	+$9M	1.28%	29

Other funds holding DOCS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Pier Capital's DOCS Position: Q4 2023 in Review

Pier Capital sold out of Doximity (DOCS) in Q4 2023, closing a stake of 207 shares — an estimated $4.39K sold.

Pier Capital first reported a position in DOCS in Q3 2022 and held it in 5 quarters. The position peaked at $8.33M in Q4 2022. 320 funds tracked by Wall St. Rank hold DOCS as of Q4 2023.

Pier Capital reported no remaining Doximity position as of Q4 2023 after selling out during the quarter.
Pier Capital sold 207 Doximity shares in Q4 2023, an estimated $4.39K.
Pier Capital first reported a position in Doximity in Q3 2022 and held it in 5 quarters.
Pier Capital's Doximity position peaked at $8.33M in Q4 2022.
320 funds tracked by Wall St. Rank held Doximity as of Q4 2023.

Based on Pier Capital's 13F filing for Q4 2023, filed 15 Feb 2024.