Holder evidence
50
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001516513.
Holder evidence
50
Lead holder
Tangney Jeffrey
13D/G signal
Tangney Jeffrey
Latest evidence
31 Mar 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Rank 1 holder
Rank 2 holder
Rank 3 holder
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Tangney Jeffrey |
13D/G
3/4/5
Chief Executive Officer, Director, 10%+ Owner
|
30%
|
$1,292,213,340
55,459,800 shares
|
+$18,198,232 | 31 Mar 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13D/G
13F
Company
|
4.9%
|
$352,699,104
6,225,933 shares
|
$0 | 31 Dec 2024 |
| Clearbridge Investments, LLC |
13D/G
13F
Company
|
4.3%
|
$301,390,236
5,320,216 shares
|
$0 | 30 Sep 2024 |
| EMERGENCE CAPITAL PARTNERS II LP |
3/4/5
13D/G
10%+ Owner · Emergence GP Partners, LLC
|
4.1%
from 13D/G
|
$399,558,035
13,309,728 shares
mixed-class rows
|
— | 21 Feb 2024 |
| Durable Capital Partners LP |
13D/G
|
2.3%
|
$163,700,089
2,889,675 shares
|
$0 | 31 Dec 2024 |
| FMR LLC |
13D/G
13F
Company
|
1.6%
|
$95,825,094
2,164,072 shares
|
-$292,848,260 | 31 Dec 2025 |
| Watkin Phoebe L. Yang |
3/4/5
Director
|
0.01%
|
$1,056,357
17,950 shares
|
— | 28 Aug 2025 |
| BlackRock, Inc. |
13F
Company
|
7.7%
|
$332,177,043
14,256,525 shares
|
— | 31 Mar 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$10,422,350.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 18,055 | $0 | $456,061 | -$456,061 |
| 3-6 | 0 | 8,282 | $0 | $329,002 | -$329,002 |
| 6-9 | 0 | 52,360 | $0 | $3,534,396 | -$3,534,396 |
| 9-12 | 0 | 96,000 | $0 | $6,102,890 | -$6,102,890 |
Reporting owners
Current reporting-owner rows connected to Doximity, Inc.. Open the relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| EMERGENCE CAPITAL PARTNERS II LP | 10%+ Owner | $399,558,035 | Mixed | 21 Feb 2024 | ||
| MORGENTHALER VENTURE PARTNERS IX LP | 10%+ Owner | $241,256,110 | Mixed | 10 Nov 2021 | ||
| INTERWEST PARTNERS X LP | 10%+ Owner | $231,900,963 | Mixed | 02 Dec 2021 | ||
| Kevin Spain | Director | $218,979,713 | Mixed | 28 Aug 2025 | ||
| Threshold Ventures I, L.P. | 10%+ Owner | $146,584,094 | Mixed | 02 Nov 2021 | ||
| Andreas Stavropoulos | 10%+ Owner | $138,203,222 | Mixed | 28 Jun 2021 | ||
| Tangney Jeffrey | Chief Executive Officer, Director, 10%+ Owner | $59,192,718 | Median | 15 May 2026 | ||
| EMERGENCE EQUITY PARTNERS II, L.P. | 10%+ Owner | $21,906,228 | Mixed | 17 Nov 2023 | ||
| Gilbert H. Kliman | The Reporting Person ceased to be a Director of the Issuer effective 8/2/2022 | $12,718,614 | Mixed | 02 Aug 2022 | ||
| Anna Bryson | Chief Financial Officer | $12,648,835 | -$2,670,244 | -17% | Mixed | 15 Feb 2026 |
| Joseph B. Kleine | Chief Commercial Officer | $12,486,832 | Mixed | 12 Jan 2022 | ||
| Paul W. Jorgensen | Chief Revenue Officer | $8,848,957 | Mixed | 15 Feb 2023 | ||
| Regina M. Benjamin | Director | $3,486,855 | -$1,921,900 | -36% | Mixed | 15 Nov 2025 |
| Craig Overpeck | Senior Vice President, Commercial Operations | $2,590,325 | Filing P/S | 15 May 2024 | ||
| Siddharth Sitaram | Interim PFO and PAO | $2,053,895 | -$233,144 | -10% | Median | 15 May 2026 |
| Watkin Phoebe L. Yang | Director | $1,056,357 | Mixed | 28 Aug 2025 | ||
| Kira Scherer Wampler | Director | $517,004 | -$1,299,840 | -72% | Filing P/S | 07 May 2026 |
| Timothy S. Cabral | Director | $161,050 | -$4,297,222 | -96% | Filing P/S | 21 Nov 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Reported value | Reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Siddharth Sitaram | DOCS | Class A Common Stock | Tax liability | -1.39% | -1,246 | 88,150 | 15 May 2026 | Direct | ||
| Jeffrey Tangney | DOCS | Class A Common Stock | Tax liability | -0.59% | -14,964 | 2,540,460 | 15 May 2026 | Direct | ||
| Jeffrey Tangney | DOCS | Class A Common Stock | Award | 14.4% | 322,614 | 2,555,424 | 15 May 2026 | Direct | ||
| Siddharth Sitaram | DOCS | Class A Common Stock | Sale | -2.52% | $59,503 | $25.77 | -2,309 | 89,396 | 11 May 2026 | Direct |
| Siddharth Sitaram | DOCS | Class A Common Stock | Conversion of derivative security | 5.77% | 5,000 | 91,705 | 11 May 2026 | Direct | ||
| Siddharth Sitaram | DOCS | Class B Common Stock | Conversion of derivative security | -100% | -5,000 | 0 | 11 May 2026 | Direct | ||
| Siddharth Sitaram | DOCS | Class B Common Stock | Options Exercise | 5,000 | 5,000 | 11 May 2026 | Direct | |||
| Siddharth Sitaram | DOCS | Stock Option (Right to Buy) | Options Exercise | -6.35% | -5,000 | 73,800 | 11 May 2026 | Direct | ||
| Kira Scherer Wampler | DOCS | Class A Common Stock | Sale | -31.2% | $234,540 | $26.06 | -9,000 | 19,839 | 07 May 2026 | Direct |
| Kira Scherer Wampler | DOCS | Class A Common Stock | Conversion of derivative security | 45.4% | 9,000 | 28,839 | 07 May 2026 | Direct | ||
| Kira Scherer Wampler | DOCS | Class B Common Stock | Conversion of derivative security | -100% | -9,000 | 0 | 07 May 2026 | Direct | ||
| Kira Scherer Wampler | DOCS | Class B Common Stock | Options Exercise | 9,000 | 9,000 | 07 May 2026 | Direct | |||
| Kira Scherer Wampler | DOCS | Stock Option (Right to Buy) | Options Exercise | -1.97% | -9,000 | 447,700 | 07 May 2026 | Direct | ||
| Siddharth Sitaram | DOCS | Class A Common Stock | Sale | -2.72% | $51,185 | $21.09 | -2,427 | 86,705 | 10 Apr 2026 | Direct |
| Siddharth Sitaram | DOCS | Class A Common Stock | Conversion of derivative security | 5.94% | 5,000 | 89,132 | 10 Apr 2026 | Direct | ||
| Siddharth Sitaram | DOCS | Class B Common Stock | Conversion of derivative security | -100% | -5,000 | 0 | 10 Apr 2026 | Direct | ||
| Siddharth Sitaram | DOCS | Class B Common Stock | Options Exercise | 5,000 | 5,000 | 10 Apr 2026 | Direct | |||
| Siddharth Sitaram | DOCS | Stock Option (Right to Buy) | Options Exercise | -5.97% | -5,000 | 78,800 | 10 Apr 2026 | Direct | ||
| Siddharth Sitaram | DOCS | Class A Common Stock | Sale | -2.68% | $58,833 | $25.37 | -2,319 | 84,132 | 10 Mar 2026 | Direct |
| Siddharth Sitaram | DOCS | Class A Common Stock | Conversion of derivative security | 6.14% | 5,000 | 86,451 | 10 Mar 2026 | Direct | ||
| Siddharth Sitaram | DOCS | Class B Common Stock | Conversion of derivative security | -100% | -5,000 | 0 | 10 Mar 2026 | Direct | ||
| Siddharth Sitaram | DOCS | Class B Common Stock | Options Exercise | 5,000 | 5,000 | 10 Mar 2026 | Direct | |||
| Siddharth Sitaram | DOCS | Stock Option (Right to Buy) | Options Exercise | -5.63% | -5,000 | 83,800 | 10 Mar 2026 | Direct | ||
| Kira Scherer Wampler | DOCS | Class A Common Stock | Sale | -9.16% | $52,000 | $26.00 | -2,000 | 19,839 | 03 Mar 2026 | Direct |
| Kira Scherer Wampler | DOCS | Class A Common Stock | Conversion of derivative security | 10.1% | 2,000 | 21,839 | 03 Mar 2026 | Direct | ||
| Kira Scherer Wampler | DOCS | Class B Common Stock | Conversion of derivative security | -100% | -2,000 | 0 | 03 Mar 2026 | Direct | ||
| Kira Scherer Wampler | DOCS | Class B Common Stock | Options Exercise | 2,000 | 2,000 | 03 Mar 2026 | Direct | |||
| Kira Scherer Wampler | DOCS | Stock Option (Right to Buy) | Options Exercise | -0.44% | -2,000 | 456,700 | 03 Mar 2026 | Direct | ||
| Siddharth Sitaram | DOCS | Class A Common Stock | Tax liability | -1.19% | -946 | 78,349 | 15 Feb 2026 | Direct | ||
| Siddharth Sitaram | DOCS | Class A Common Stock | Award | 15.1% | 10,376 | 79,295 | 15 Feb 2026 | Direct | ||
| Anna Bryson | DOCS | Class A Common Stock | Tax liability | -2.2% | -11,381 | 505,549 | 15 Feb 2026 | Direct | ||
| Anna Bryson | DOCS | Class A Common Stock | Award | 41.8% | 152,258 | 516,930 | 15 Feb 2026 | Direct | ||
| Jeffrey Tangney | DOCS | Class A Common Stock | Tax liability | -0.37% | -8,243 | 2,232,810 | 15 Feb 2026 | Direct | ||
| Siddharth Sitaram | DOCS | Class A Common Stock | Sale | -2.73% | $63,622 | $27.88 | -2,282 | 81,451 | 10 Feb 2026 | Direct |
| Siddharth Sitaram | DOCS | Class A Common Stock | Conversion of derivative security | 6.35% | 5,000 | 83,733 | 10 Feb 2026 | Direct | ||
| Siddharth Sitaram | DOCS | Class B Common Stock | Conversion of derivative security | -100% | -5,000 | 0 | 10 Feb 2026 | Direct | ||
| Siddharth Sitaram | DOCS | Class B Common Stock | Options Exercise | 5,000 | 5,000 | 10 Feb 2026 | Direct | |||
| Siddharth Sitaram | DOCS | Stock Option (Right to Buy) | Options Exercise | -5.33% | -5,000 | 88,800 | 10 Feb 2026 | Direct | ||
| Kira Scherer Wampler | DOCS | Class A Common Stock | Sale | -9.16% | $74,660 | $37.33 | -2,000 | 19,839 | 02 Feb 2026 | Direct |
| Kira Scherer Wampler | DOCS | Class A Common Stock | Conversion of derivative security | 10.1% | 2,000 | 21,839 | 02 Feb 2026 | Direct | ||
| Kira Scherer Wampler | DOCS | Class B Common Stock | Conversion of derivative security | -100% | -2,000 | 0 | 02 Feb 2026 | Direct | ||
| Kira Scherer Wampler | DOCS | Class B Common Stock | Options Exercise | 2,000 | 2,000 | 02 Feb 2026 | Direct | |||
| Kira Scherer Wampler | DOCS | Stock Option (Right to Buy) | Options Exercise | -0.43% | -2,000 | 458,700 | 02 Feb 2026 | Direct | ||
| Kira Scherer Wampler | DOCS | Class A Common Stock | Sale | -9.16% | $89,300 | $44.65 | -2,000 | 19,839 | 02 Jan 2026 | Direct |
| Kira Scherer Wampler | DOCS | Class A Common Stock | Conversion of derivative security | 10.1% | 2,000 | 21,839 | 02 Jan 2026 | Direct | ||
| Kira Scherer Wampler | DOCS | Class B Common Stock | Conversion of derivative security | -100% | -2,000 | 0 | 02 Jan 2026 | Direct | ||
| Kira Scherer Wampler | DOCS | Class B Common Stock | Options Exercise | 2,000 | 2,000 | 02 Jan 2026 | Direct | |||
| Kira Scherer Wampler | DOCS | Stock Option (Right to Buy) | Options Exercise | -0.43% | -2,000 | 460,700 | 02 Jan 2026 | Direct | ||
| Kira Scherer Wampler | DOCS | Class A Common Stock | Sale | -9.16% | $101,420 | $50.71 | -2,000 | 19,839 | 01 Dec 2025 | Direct |
| Kira Scherer Wampler | DOCS | Class A Common Stock | Conversion of derivative security | 10.1% | 2,000 | 21,839 | 01 Dec 2025 | Direct |