Follow-The-Filings

Security

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Doximity Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 1 new 2 exits max 0.1% (Terry Smith - Fundsmith LLP)

grid → activity →
owners 14
max % 0.1%
tracked value $861M
qoq N 1 A 7 R 3 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Terry Smith - Fundsmith LLP 2026 Q1 0.1% Reduce -0.30 pp 691,786 $16M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add -0.05 pp 3,059,749 $71M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.03 pp 1,304,653 $30M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.02 pp 2,901,207 $68M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.01 pp 1,595,527 $36M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 512,249 $12M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add -0.01 pp 13,285,485 $588M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.01 pp 120,019 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 763,836 $18M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 448,782 $10M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 114,272 $5M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 59,061 $1M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 29,050 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% — 49 $1 hist
Farallon Capital Management LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.06 pp 311,000 $14M hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 24,000 $1M hist

14 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $419.05M $475.42M $570.4M $644.86M
Gross profit $365.56M $424.75M $514.52M $574.54M
Gross margin * 87.2% 89.3% 90.2% 89.1%
Net income $112.82M $147.58M $223.18M $196.05M
Net margin * 26.9% 31.0% 39.1% 30.4%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $975.45M $912.94M $1.09B $944.26M
Total non-current assets * $161.44M $166.43M $175.69M $179.42M
Total assets $1.14B $1.08B $1.26B $1.12B
Total current liabilities $139.51M $147.25M $156.26M $154.97M
Total non-current liabilities * $31.26M $30.73M $25.43M $17.88M
Total equity $966.12M $901.4M $1.08B $950.84M

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $179.6M $184.1M $273.26M $326.46M
Cash from investing -$59.92M $31.19M -$29.3M $147.17M
Cash from financing -$74.46M -$276.52M -$131.14M -$464.06M
Net change in cash $45.22M -$61.24M $112.83M $9.56M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders