Doximity, Inc.
US ˙ NYSE ˙ US26622P1075

SecurityDOCS / Doximity, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership4,863,059 shares
Ownership 3.90%
Morgan Stanley ownership in DOCS / Doximity, Inc.

2024-11-07 - Morgan Stanley has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 4,863,059 shares of Doximity, Inc. (US:DOCS). This represents 3.9 percent ownership of the company. In their previous filing dated 2024-02-08 , Morgan Stanley had reported owning 6,749,692 shares, indicating a decrease of -27.95 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2024-11-07 2024-11-07 13G/A 6,749,692 4,863,059 -27.95 3.90 -31.58
2024-02-08 2024-02-08 13G/A 9,556,526 6,749,692 -29.37 5.70 -25.00
2023-09-08 2023-09-08 13G/A 15,074,620 9,556,526 -36.61 7.60 -42.86
2023-02-09 2023-02-09 13G/A 7,757,914 15,074,620 94.31 13.30 5.56
2022-01-07 2022-01-07 13G 7,757,914 12.60

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-15 2026-03-31 13F DOXIMITY CL A 26622P107 2,194,749 744,842 51.37 51,138 -20.35 0.0031
2026-05-27 2025-12-31 13F/A-1 DOXIMITY CL A 26622P107 1,449,907 129,608 9.82 64,202 -33.53 0.0038
2026-02-13 2025-12-31 13F DOXIMITY CL A 26622P107 1,449,907 129,608 64,202 0.0038
2026-05-27 2025-09-30 13F/A-1 DOXIMITY CL A 26622P107 1,320,299 18,865 1.45 96,580 20.98 0.0058
2025-11-14 2025-09-30 13F DOXIMITY CL A 26622P107 1,320,299 18,865 96,580 0.0058
2025-08-15 2025-06-30 13F DOXIMITY CL A 26622P107 1,301,434 19,252 1.50 79,830 7.29 0.0052
2025-05-15 2025-03-31 13F DOXIMITY CL A 26622P107 1,282,182 39,293 3.16 74,405 12.13 0.0053
2025-05-15 2024-12-31 13F/A-1 DOXIMITY CL A 26622P107 1,242,889 -4,092,452 -76.70 66,358 -71.45 0.0046
2025-02-14 2024-12-31 13F DOXIMITY CL A 26622P107 1,242,889 -4,092,452 66,358 0.0046
2025-05-14 2024-09-30 13F/A-2 DOXIMITY CL A 26622P107 5,335,341 -1,587,229 -22.93 232,461 20.06 0.0169
2025-02-14 2024-09-30 13F/A-1 DOXIMITY CL A 26622P107 5,335,341 -1,587,229 232,461 0.0169
2024-11-14 2024-09-30 13F DOXIMITY CL A 26622P107 5,335,341 -1,587,229 232,461 0.0169
2025-05-14 2024-06-30 13F/A-2 DOXIMITY CL A 26622P107 6,922,570 -60,643 -0.87 193,624 3.04 0.0150
2024-10-17 2024-06-30 13F/A-1 DOXIMITY CL A 26622P107 6,922,570 -60,643 193,624 0.0150
2024-08-14 2024-06-30 13F DOXIMITY CL A 26622P107 6,922,570 -60,643 193,624 0.0150
2024-10-17 2024-03-31 13F/A-2 DOXIMITY CL A 26622P107 6,983,213 -36,926 -0.53 187,918 -4.53 0.0151
2024-08-16 2024-03-31 13F/A-1 DOXIMITY CL A 26622P107 6,983,213 -36,926 187,918 0.0151
2024-05-15 2024-03-31 13F DOXIMITY CL A 26622P107 6,983,213 -36,926 187,918 0.0151
2024-08-16 2023-12-31 13F/A-1 DOXIMITY CL A 26622P107 7,020,139 -397,210 -5.36 196,845 25.06 0.0173
2024-02-13 2023-12-31 13F DOXIMITY CL A 26622P107 7,020,139 -397,210 196,845 0.0173
2023-11-15 2023-09-30 13F DOXIMITY CL A 26622P107 7,417,349 -3,963,076 -34.82 157,396 -59.35 0.0160
2023-08-14 2023-06-30 13F DOXIMITY CL A 26622P107 11,380,425 -4,420,597 -27.98 387,162 -24.33 0.0382
2023-05-15 2023-03-31 13F DOXIMITY CL A 26622P107 15,801,022 398,287 2.59 511,637 -1.02 0.0549
2023-02-14 2022-12-31 13F DOXIMITY CL A 26622P107 15,402,735 -254,045 -1.62 516,916 9.25 0.0587
2022-11-14 2022-09-30 13F DOXIMITY CL A 26622P107 15,656,780 -314,118 -1.97 473,148 -14.92 0.0645
2022-10-27 2022-06-30 13F/A-1 DOXIMITY CL A 26622P107 15,970,898 6,743,183 73.08 556,106 15.69 0.0722
2022-08-15 2022-06-30 13F DOXIMITY CL A 26622P107 15,970,898 6,743,183 556,106 0.0722
2022-10-27 2022-03-31 13F/A-1 DOXIMITY CL A 26622P107 9,227,715 -845,437 -8.39 480,672 -4.81 0.0648
2022-05-13 2022-03-31 13F DOXIMITY CL A 26622P107 9,227,715 -845,437 480,672 0.0648
2022-02-14 2021-12-31 13F DOXIMITY CL A 26622P107 10,073,152 8,027,846 392.50 504,966 205.94 0.0624
2021-11-15 2021-09-30 13F DOXIMITY CL A 26622P107 2,045,306 1,030,417 101.53 165,056 179.44 0.0222
2021-08-23 2021-06-30 13F/A-1 DOXIMITY CL A 26622P107 1,014,889 1,014,889 59,066 0.0078
2021-08-16 2021-06-30 13F DOXIMITY CL A 26622P107 1,014,889 1,014,889 59,066 0.0078
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.