Xponance’s Doximity DOCS Stock Holding History

Xponance’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	$690K	Buy	29,601 +3,335	+13%	+$104K	﹤0.01%	880
2025 Q4	$1.16M	Sell	26,266 -1,912	-7%	-$107K	0.01%	652
2025 Q3	$2.06M	Buy	28,178 +1,064	+4%	+$69.4K	0.02%	540
2025 Q2	$1.66M	Buy	27,114 +11,060	+69%	+$617K	0.01%	573
2025 Q1	$932K	Buy	16,054 +747	+5%	+$47.2K	0.01%	719
2024 Q4	$817K	Buy	15,307 +1,291	+9%	+$63.2K	0.01%	793
2024 Q3	$611K	Sell	14,016 -9	-0.1%	-$300	0.01%	874
2024 Q2	$392K	Sell	14,025 -4,410	-24%	-$116K	﹤0.01%	977
2024 Q1	$496K	Sell	18,435 -1,192	-6%	-$34K	0.01%	945
2023 Q4	$550K	Buy	19,627 +105	+0.5%	+$2.48K	0.01%	902
2023 Q3	$414K	Buy	19,522 +508	+3%	+$13.9K	0.01%	957
2023 Q2	$647K	Buy	19,014 +9,652	+103%	+$321K	0.01%	808
2023 Q1	$303K	Buy	9,362 +482	+5%	+$16K	﹤0.01%	1041
2022 Q4	$298K	Buy	8,880 +1,697	+24%	+$51.8K	﹤0.01%	1037
2022 Q3	$217K	Buy	7,183 +1,076	+18%	+$39.4K	﹤0.01%	1074
2022 Q2	$213K	Buy	+6,107	New	+$240K	﹤0.01%	1081

Other funds holding DOCS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

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