13FPulse
DO

DOCS DOXIMITY INC-CLASS A

2026Q2 · CUSIP 26622P107 · Enterprise Software · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
348
Institutions that reported holding it to the SEC
Net decrease in holders
71
Last quarter 419 → now 348
How unusual is that
Bottom 20%
Stronger than only 1.4% of US stocks
What the filings say, in one paragraph

348 funds held DOCS at the end of 2026Q2, down 71 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $656M(YoY +11.2%), the P/E is 31.8x, return on equity is 18.2%. DOCS has had 11 buying rushes in its history, and the price moved -15.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Enterprise Software.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q3: holders=140 2021Q4: holders=198 2022Q1: holders=216 2022Q2: holders=242 2022Q3: holders=268 2022Q4: holders=302 2023Q1: holders=298 2023Q2: holders=325 2023Q3: holders=306 2023Q4: holders=323 2024Q1: holders=333 2024Q2: holders=329 2024Q3: holders=350 2024Q4: holders=433 2025Q1: holders=487 2025Q2: holders=470 2025Q3: holders=499 2025Q4: holders=468 2026Q1: holders=419 2026Q2: holders=348 -83 -41.5 +0 +41.5 +83 126325524 21Q322Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 11 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q3 Top 20% -46.4% -57.8%
2025Q1 Top 5% +18.3% -12.5%
2024Q4 Top 5% -31.8% -14.5%
2024Q3 Top 20% +38.6% -1.8%
2023Q2 Top 10% +13.5% +35.6%
2022Q4 Top 20% -4.2% -36.0%
2022Q3 Top 5% +4.9% -0.5%
2022Q2 Top 5% -6.2% -0.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
177
Change in large funds
-15
Total value they hold
$2.6B
Funds buying for the first time
45
Funds that sold out entirely
116
Price change that quarter
+36.4%
Funds holding puts (bearish)
9
Funds holding calls (bullish)
11

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
31.8
EPS (TTM)
$0.84
EPS YoY
-28.2%
Revenue (TTM)
$0.7B
Revenue YoY
+11.2%
Net margin
25.5%
ROE
18.2%
Debt ratio
15.5%
FCF (TTM)
$306M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.17 2021-12-31: EPS 0.26 2022-03-31: EPS 0.18 2022-06-30: EPS 0.10 2022-09-30: EPS 0.12 2022-12-31: EPS 0.16 2023-03-31: EPS 0.15 2023-06-30: EPS 0.13 2023-09-30: EPS 0.15 2023-12-31: EPS 0.24 2024-03-31: EPS 0.20 2024-06-30: EPS 0.21 2024-09-30: EPS 0.22 2024-12-31: EPS 0.37 2025-03-31: EPS 0.31 2025-06-30: EPS 0.27 2025-09-30: EPS 0.31 2025-12-31: EPS 0.31 2026-03-31: EPS 0.09 2026-06-30: EPS 0.13 0M 93M 185M $M 0.00 0.20 0.41 202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 45 17 49 81 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K49M98M 2020202120222023202420252026
Latest quarter $98M (2025-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.