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Synergy Asset Management’s Doximity DOCS Stock Holding History

Synergy Asset Management’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
-604,502
Closed -$37.1M – 244
2025
Q3 		$37.1M Buy
604,502
+302,251
+100% +$19.7M 1.34% 20
2025
Q2 		$18.5M Buy
+302,251
New +$16.9M 2.12% 18

Other funds holding DOCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Synergy Asset Management's DOCS Position: Q4 2025 in Review

Synergy Asset Management sold out of Doximity (DOCS) in Q4 2025, closing a stake of 604,502 shares — an estimated $37.1M sold.

Synergy Asset Management first reported a position in DOCS in Q2 2025 and held it in 2 quarters. The position peaked at $37.1M in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Synergy Asset Management reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Synergy Asset Management sold 604,502 Doximity shares in Q4 2025, an estimated $37.1M.
  • Synergy Asset Management first reported a position in Doximity in Q2 2025 and held it in 2 quarters.
  • Synergy Asset Management's Doximity position peaked at $37.1M in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.