Doximity, Inc.
US ˙ NYSE ˙ US26622P1075

SecurityDOCS / Doximity, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership129,961 shares
Latest Disclosed Value $ 3,028,091
Creative Planning reports 287.95% increase in ownership of DOCS / Doximity, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 129,961 shares of Doximity, Inc. (US:DOCS) valued at $3,028,091 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 33,499 shares of Doximity, Inc.. This represents a change in shares of 287.95% during the quarter. The current value of the position is $2,734,379 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F DOXIMITY CL A 26622P107 129,961 96,462 287.95 3,028 104.18 0.0020
2026-02-17 2025-12-31 13F DOXIMITY CL A 26622P107 33,499 -3,987 -10.64 1,483 -45.92 0.0011
2025-11-14 2025-09-30 13F DOXIMITY CL A 26622P107 37,486 5,580 17.49 2,742 40.11 0.0021
2025-08-08 2025-06-30 13F DOXIMITY CL A 26622P107 31,906 -2,106 -6.19 1,957 -0.81 0.0017
2025-05-15 2025-03-31 13F DOXIMITY CL A 26622P107 34,012 7,524 28.41 1,974 39.53 0.0019
2025-02-14 2024-12-31 13F DOXIMITY CL A 26622P107 26,488 4,384 19.83 1,414 46.83 0.0014
2024-10-11 2024-09-30 13F DOXIMITY CL A 26622P107 22,104 2,671 13.74 963 77.35 0.0010
2024-08-15 2024-06-30 13F DOXIMITY CL A 26622P107 19,433 3,251 20.09 544 24.83 0.0006
2024-05-13 2024-03-31 13F DOXIMITY CL A 26622P107 16,182 1,824 12.70 435 8.21 0.0005
2024-02-14 2023-12-31 13F DOXIMITY CL A 26622P107 14,358 2,018 16.35 403 54.02 0.0007
2023-11-16 2023-09-30 13F DOXIMITY CL A 26622P107 12,340 2,680 27.74 262 -20.43 0.0003
2023-07-21 2023-06-30 13F DOXIMITY CL A 26622P107 9,660 1,568 19.38 329 25.19 0.0004
2023-05-15 2023-03-31 13F DOXIMITY CL A 26622P107 8,092 949 13.29 262 9.62 0.0004
2023-02-10 2022-12-31 13F DOXIMITY CL A 26622P107 7,143 7,143 240 0.0004
2022-02-11 2021-12-31 13F DOXIMITY CL A 26622P107 0 -3,381 -100.00 0 -100.00
2021-11-10 2021-09-30 13F DOXIMITY CL A 26622P107 3,381 3,381 273 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.