SEI Investments
DOCS icon

SEI Investments’s Doximity DOCS Stock Holding History

SEI 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 		$2.26M Buy
96,808
+18,216
+23% +$568K ﹤0.01% 1946
2025
Q4 		$3.48M Buy
78,592
+18,241
+30% +$1.02M ﹤0.01% 1557
2025
Q3 		$4.41M Sell
60,351
-31,508
-34% -$2.05M ﹤0.01% 1357
2025
Q2 		$5.63M Sell
91,859
-228,152
-71% -$12.7M 0.01% 1222
2025
Q1 		$18.6M Buy
320,011
+46,000
+17% +$2.9M 0.02% 707
2024
Q4 		$14.6M Buy
274,011
+115,403
+73% +$5.65M 0.02% 819
2024
Q3 		$6.91M Buy
158,608
+106,795
+206% +$3.56M 0.01% 1141
2024
Q2 		$1.45M Buy
51,813
+16,803
+48% +$443K ﹤0.01% 1767
2024
Q1 		$942K Buy
35,010
+9,359
+36% +$267K ﹤0.01% 1906
2023
Q4 		$719K Buy
25,651
+3,000
+13% +$70.9K ﹤0.01% 1977
2023
Q3 		$481K Buy
22,651
+1,588
+8% +$43.3K ﹤0.01% 2124
2023
Q2 		$717K Sell
21,063
-12,062
-36% -$402K ﹤0.01% 2002
2023
Q1 		$1.07M Buy
33,125
+2,746
+9% +$91.1K ﹤0.01% 1846
2022
Q4 		$1.02M Buy
30,379
+6,017
+25% +$184K ﹤0.01% 1751
2022
Q3 		$736K Buy
24,362
+11,708
+93% +$429K ﹤0.01% 1920
2022
Q2 		$437K Buy
12,654
+3,174
+33% +$125K ﹤0.01% 2156
2022
Q1 		$370K Buy
+9,480
New +$477K ﹤0.01% 2218
2021
Q3 		– Sell
-77,400
Closed -$4.5M – 2576
2021
Q2 		$4.5M Buy
+77,400
New +$4.35M 0.01% 1138

Other funds holding DOCS

BlackRock
BlackRock New York $5.7T 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