RFP
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Root Financial Partners’s Doximity DOCS Stock Holding History

Root Financial Partners’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 		$7.15K Sell
307
-72
-19% -$2.24K ﹤0.01% 1809
2025
Q4 		$16.8K Sell
379
-35
-8% -$1.97K ﹤0.01% 1265
2025
Q3 		$30.3K Buy
+414
New +$27K ﹤0.01% 887

Other funds holding DOCS

BlackRock
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Root Financial Partners's DOCS Position: Q1 2026 in Review

Root Financial Partners reduced its Doximity (DOCS) stake by 19% in Q1 2026, selling an estimated $2.24K and leaving 307 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Root Financial Partners first reported a position in DOCS in Q3 2025 and has held it in 3 quarters since. The position peaked at $30.3K in Q3 2025. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • Root Financial Partners held 307 shares of Doximity worth $7.15K as of Q1 2026.
  • Root Financial Partners sold 72 Doximity shares in Q1 2026, an estimated $2.24K.
  • Doximity made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1809 holding.
  • Root Financial Partners first reported a position in Doximity in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Doximity position peaked at $30.3K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.