NYSE · Technology

Doximity Inc DOCS

Doximity, Inc. operates a digital platform for medical professionals in the United States. Its Doximity platform includes a personalized newsfeed that presents clinical and professional content to members, which offers medical articles, clinical trials or research results in an easy-to-consume video format, professional updates and accomplishments of their peers and colleagues, clinical discussions, Op-Med articles for publication, and sponsored content from pharmaceutical manufacturers and health systems.

EDP Services

Company profile

Business mix

  • Its Doximity platform includes a personalized newsfeed that presents clinical and professional content to members, which offers medical articles, clinical trials or research results in an easy-to-consume video format.
  • The company also offers workflow tools, including Ask, a HIPAA-compliant AI assistant, to access and apply evidence-based medical information within clinical workflows; Scribe, a HIPAA-compliant, AI-powered clinical documentation tool.
  • The company primarily serves physicians, nurse practitioners, physician assistants, medical students, pharmaceutical manufacturers, and healthcare systems.
  • The company was formerly known as 3MD Communications, Inc. and changed its name to Doximity, Inc. in June 2010.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within health information services?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 21.01 FCF 8.67% Buyback 1.07%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Fundsmith Terry Smith 0.1% $16.1M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 2 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $4.8M Estimated from net added shares
Reduction amount $22.3M Estimated from net reduced shares
Net share change / base shares -13.9% -789,762 / 5,681,922
Fundsmith Terry Smith 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -58.1% 13F value change -$56.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,650,002 Last 1 periods -958,216 (-58.1%) Total shares 691,786 Value $16.1M
Baillie Gifford legacy James Anderson 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 3.5% 13F value change -$74.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 3,711,340 Last 1 periods +128,287 (+3.5%) Total shares 3,839,627 Value $89.5M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 12.5% 13F value change -$7.5M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 320,580 Last 1 periods +40,167 (+12.5%) Total shares 360,747 Value $16.0M

Recent mentions

No public mentions.