DOCS is the ticker symbol for Doximity, Inc., a publicly traded Technology sector company listed on NYSE. 13F Pro tracks DOCS with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is DOCS a good stock to buy?

13F Pro's AI ranking engine scores DOCS at 68.8/100, ranked #284 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for DOCS is available at https://13fpro.ai/company/DOCS. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source DOCS data?

All Doximity, Inc. fundamentals and ownership data come directly from SEC EDGAR. Doximity, Inc. files with the SEC under CIK 1516513. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Doximity, Inc. DOCS

NYSEMid CapTechnology

13F Pro quality score

Rank #284 of 2,925TOP 10%

Why it scores 69 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$156.62M

Quarter to Jun 30

Net income

$24.32M

Quarter to Jun 30

Free cash flow

$41.92M

Quarter to Jun 30

Operating margin

21.5%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$2.65B total

BlackRock, Inc.

$296.73M+0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

$132.47M-0.1%

VANGUARD CAPITAL MANAGEMENT LLC

$123.97M+3.7%

D. E. Shaw & Co., Inc.

$122.83M+104.1%

TWO SIGMA INVESTMENTS, LP

$96.39M+239.2%

STATE STREET CORP

$87.33M+4.2%

GOLDMAN SACHS GROUP INC

$84.76M+131.8%

GEODE CAPITAL MANAGEMENT, LLC

$79.85M-2.4%

WELLINGTON MANAGEMENT GROUP LLP

$65.02M+24.7%

DEUTSCHE BANK AG\

$60.01M-1.0%

RENAISSANCE TECHNOLOGIES LLC

$59.18M-6.7%

BNP PARIBAS FINANCIAL MARKETS

$55.84M+459.5%

Carmignac Gestion

$48.86M-45.4%

FEDERATED HERMES, INC.

$48.35M+14.3%

MORGAN STANLEY

$46.58M+2.3%

LOOMIS SAYLES & CO L P

$45.35M+7.3%

Squarepoint Ops LLC

$45.09M+180.2%

MILLENNIUM MANAGEMENT LLC

$42.90M+360.9%

Invesco Ltd.

$39.91M+28.1%

Amundi

$39.47M+234.4%

NORGES BANK

$39.18M--

AQR CAPITAL MANAGEMENT LLC

$37.86M+15.2%

Gotham Asset Management, LLC

$35.52M+31.3%

CITADEL ADVISORS LLC

$32.39M+104.4%

Walleye Capital LLC

$29.03M-42.9%

See all 361 institutional holders →

What's Driving DOCS's Business? Latest 10-Q Breakdown

26/26 datapoints verified

AI-extracted from the 10-Q filed 2026-08-06 — Q1 FY2027 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue grew just 7% to $156.6M while net income fell to $24.3M from $53.3M, as AI-driven costs and stock compensation compressed margins.

Biggest Revenue Drivers

Subscription$146.3M+$8.4M YoY

$7.1 million from new subscription customers and $1.3 million from expansion of existing customers

Other$10.3M

Increase driven by temporary staffing and permanent placement revenue

Biggest Revenue Drivers

Total revenue: $156.6M+7% YoY

Subscription$146.3M+$8.4M YoY

$7.1 million from new subscription customers and $1.3 million from expansion of existing customers

Other$10.3M

Increase driven by temporary staffing and permanent placement revenue

Largest Expense Items

Sales and marketing$45.0M+24% YoY

$4.7 million more stock-based compensation, $1.8 million marketing activities, $1.8 million personnel costs

Research and development$38.5M+44% YoY

$9.6 million increase in stock-based compensation from new service- and performance-based awards, plus personnel and hosting costs

Cost of revenue$23.7M+50% YoY

$4.9 million higher hosting and software costs and $1.5 million more amortization, both to support AI initiatives

General and administrative$15.8M+27% YoY

$2.2 million increase in legal expenses and $1.1 million in stock-based compensation

Margins: Gross margin fell to 85% from 89%, which the filing attributes to increased cost of revenue incurred to support AI initiatives. Adjusted EBITDA margin declined to 48% from 55%.

Watch Items from the Filing

Net revenue retention rate dropped to 107% from 118% a year earlier, reflecting slower renewals, expansion and higher contraction or churn.
Effective tax rate jumped to 39.8% from 16.9% on reduced stock-award tax deductions and lower R&D credits, cutting net income to $24.3M.
Customers with over $500,000 of trailing-12-month revenue — 127 accounts — represented roughly 83% of revenue; no single customer exceeded 10%.
OpenEvidence CFAA and breach-of-contract suit stayed pending mediation; company cannot estimate loss. Seven derivative suits also remain outstanding.
Quarterly unique active providers using workflow tools rose about 32% year-over-year, driven partly by growing AI suite usage.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q1 2027

EDGAR

Net Income

Q1 2027

EDGAR

EPS (Diluted)

Q1 2027

EDGAR

Operating Margin

Q1 2027

EDGAR

ROIC

Q1 2027

EDGAR

Free Cash Flow

Q1 2027

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/DOCS

Earnings Per Share

13fpro.ai/company/DOCS

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Doximity, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2026	10-K	$644.9M	$196.1M	33.3%
FY 2025	10-K	$570.4M	$223.2M	39.9%
FY 2024	10-K	$475.4M	$147.6M	34.5%
FY 2023	10-K	$419.1M	$112.8M	29.9%
FY 2022	10-K	$343.5M	$154.8M	33.1%
FY 2021	10-K	$206.9M	$50.2M	25.8%

About Doximity, Inc. (DOCS): stock profile, AI score and financials

Doximity, Inc. (DOCS) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores DOCS at 68.8/100 on a composite quality score built from its SEC filings, placing it at rank #284 of 2,925 stocks — the top 10% of the AI-ranked universe. DOCS scores in the top quartile across free cash flow (94.1), balance sheet strength (92.7), profitability (79.4). Shareholder dilution risk is elevated at 9.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2027), Doximity, Inc. reports quarterly revenue of $156.6M, net income of $24.3M, an operating margin of 21.5%. Top institutional holders of DOCS by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. DOCS trades on the NYSE exchange and files with the SEC under CIK 1516513. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DOCS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Doximity, Inc. directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1516513 →

Doximity, Inc. DOCS

Top Institutional Holders

What's Driving DOCS's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

DOCS key financials by period

DOCS insiders

Congress trading in DOCS

About Doximity, Inc. (DOCS): stock profile, AI score and financials

Doximity, Inc. DOCS

Top Institutional Holders

What's Driving DOCS's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

DOCS key financials by period

Companies similar to DOCS

DOCS insiders

Congress trading in DOCS

About Doximity, Inc. (DOCS): stock profile, AI score and financials