Summit Creek Advisors’s Doximity DOCS Stock Holding History

Summit Creek Advisors’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 Q3	–	Sell	-257,490	Closed	-$8.76M	–	68
2023 Q2	$8.76M	Buy	257,490 +219	+0.1%	+$7.29K	1.1%	42
2023 Q1	$8.33M	Buy	257,271 +129,850	+102%	+$4.31M	1.08%	42
2022 Q4	$4.28M	Buy	+127,421	New	+$3.89M	0.58%	49

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

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

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

ACH

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Creek Advisors's DOCS Position: Q3 2023 in Review

Summit Creek Advisors sold out of Doximity (DOCS) in Q3 2023, closing a stake of 257,490 shares — an estimated $8.76M sold.

Summit Creek Advisors first reported a position in DOCS in Q4 2022 and held it in 3 quarters. The position peaked at $8.76M in Q2 2023. 306 funds tracked by Wall St. Rank hold DOCS as of Q3 2023.

Summit Creek Advisors reported no remaining Doximity position as of Q3 2023 after selling out during the quarter.
Summit Creek Advisors sold 257,490 Doximity shares in Q3 2023, an estimated $8.76M.
Summit Creek Advisors first reported a position in Doximity in Q4 2022 and held it in 3 quarters.
Summit Creek Advisors's Doximity position peaked at $8.76M in Q2 2023.
306 funds tracked by Wall St. Rank held Doximity as of Q3 2023.

Based on Summit Creek Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.