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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.

Sources StockAnalysis company profile stockanalysis.com
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 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $11.5M Estimated from net added shares
Reduction amount $18.2M Estimated from net reduced shares
Net share change / base shares -9.6% -521,938 / 5,414,098
Fundsmith Terry Smith 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 14.0% 13F value change +$14.1M
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 21.7% 13F value change -$26.1M
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 1,189,882 Last 4 periods -498,096 (-41.9%) Total shares 691,786 Value $16.1M
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -4.6% 13F value change +$2.0M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -2.1% 13F value change +$40.3M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -3.6% 13F value change -$117.3M
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 4,123,174 Last 4 periods -283,547 (-6.9%) Total shares 3,839,627 Value $89.5M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 217.3% 13F value change +$17.3M
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 101,042 Last 4 periods +259,705 (+257.0%) Total shares 360,747 Value $16.0M

Recent mentions

No public mentions.