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Stephens Inc’s Doximity DOCS Stock Holding History

Stephens Inc’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
2025
Q4 		– Sell
-4,367
Closed -$319K – 1319
2025
Q3 		$319K Sell
4,367
-236
-5% -$15.4K ﹤0.01% 1017
2025
Q2 		$282K Buy
4,603
+259
+6% +$14.4K ﹤0.01% 1034
2025
Q1 		$252K Sell
4,344
-318
-7% -$20.1K ﹤0.01% 1058
2024
Q4 		$249K Sell
4,662
-1,239
-21% -$60.7K ﹤0.01% 1088
2024
Q3 		$257K Buy
+5,901
New +$197K ﹤0.01% 1091
2023
Q3 		– Sell
-6,679
Closed -$227K – 1230
2023
Q2 		$227K Buy
6,679
+263
+4% +$8.76K ﹤0.01% 1018
2023
Q1 		$208K Buy
+6,416
New +$213K ﹤0.01% 1019
2022
Q2 		– Sell
-3,967
Closed -$207K – 1249
2022
Q1 		$207K Buy
+3,967
New +$200K ﹤0.01% 1170

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stephens Inc's DOCS Position: Q4 2025 in Review

Stephens Inc sold out of Doximity (DOCS) in Q4 2025, closing a stake of 4,367 shares — an estimated $319K sold.

Stephens Inc first reported a position in DOCS in Q1 2022 and held it in 8 quarters. The position peaked at $319K in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Stephens Inc reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Stephens Inc sold 4,367 Doximity shares in Q4 2025, an estimated $319K.
  • Stephens Inc first reported a position in Doximity in Q1 2022 and held it in 8 quarters.
  • Stephens Inc's Doximity position peaked at $319K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Stephens Inc's 13F filing for Q4 2025, filed 5 Feb 2026.