Who owns DOCS (DOCS)
Which tracked institutional funds hold DOCS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DOCS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on DOCS is one-sided between 2025-Q4 and 2026-Q1: 61 added or opened and 209 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DOCS’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DOCS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DOCS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 421 tracked filers holding DOCS, 246 increased or opened the position and 253 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DOCS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 26
- VANGUARD PORTFOLIO MANAGEMENT LLC$149M
- VANGUARD CAPITAL MANAGEMENT LLC$134M
- VANGUARD FIDUCIARY TRUST CO$20M
- BALYASNY ASSET MANAGEMENT L.P.$12M
- BANK OF NOVA SCOTIA$10M
- Jump Financial, LLC$7M
Full exits 48
- VANGUARD GROUP INC$580M
- Carmignac Gestion$84M
- Freestone Grove Partners LP$37M
- JANE STREET GROUP, LLC$32M
- Iron Triangle Partners LP$30M
- E. Ohman J:or Asset Management AB$25M
Largest adds
- WELLINGTON MANAGEMENT GROUP LLP$58M
- Walleye Capital LLC$52M
- SG Americas Securities, LLC$31M
- TWO SIGMA INVESTMENTS, LP$31M
- D. E. Shaw & Co., Inc.$28M
- AQR CAPITAL MANAGEMENT LLC$24M
Largest trims
- BlackRock, Inc.$443M
- Capital World Investors$194M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$129M
- Clearbridge Investments, LLC$108M
- CITADEL ADVISORS LLC$90M
- STATE STREET CORP$84M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 8,262,475 | $193M | 5.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,394,107 | $149M | 3.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,765,063 | $134M | 3.5% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 4,975,398 | $116M | 3.1% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 4,834,220 | $113M | 3.0% | 2026-Q1 |
| STATE STREET CORP added | 4,039,510 | $94M | 2.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,944,586 | $92M | 2.4% | 2026-Q1 |
| BAILLIE GIFFORD & CO added | 3,839,627 | $89M | 2.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 3,059,749 | $71M | 1.9% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 2,922,774 | $68M | 1.8% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 2,901,207 | $68M | 1.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 2,513,649 | $59M | 1.5% | 2026-Q1 |
| Walleye Capital LLC added | 2,452,125 | $57M | 1.5% | 2026-Q1 |
| Capital World Investors trimmed | 2,430,679 | $57M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 2,194,749 | $51M | 1.3% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 2,040,107 | $48M | 1.3% | 2026-Q1 |
| LOOMIS SAYLES & CO L P added | 2,036,984 | $47M | 1.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,831,887 | $43M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,762,757 | $41M | 1.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,583,247 | $36M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,497,177 | $36M | 0.9% | 2026-Q1 |
| SG Americas Securities, LLC added | 1,408,597 | $33M | 0.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,371,723 | $32M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,370,153 | $32M | 0.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,347,965 | $31M | 0.8% | 2026-Q1 |
| Gotham Asset Management, LLC added | 1,304,653 | $30M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,256,270 | $29M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,177,910 | $27M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,142,530 | $27M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,040,534 | $24M | 0.6% | 2026-Q1 |
| Swedbank AB added | 1,010,559 | $24M | 0.6% | 2026-Q1 |
| NORGES BANK added | 379,646 | $22M | 0.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 479,377 | $21M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 910,183 | $21M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 846,686 | $20M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 835,267 | $19M | 0.5% | 2026-Q1 |
| FMR LLC trimmed | 820,897 | $19M | 0.5% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 792,191 | $18M | 0.5% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 776,015 | $18M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 763,836 | $18M | 0.5% | 2026-Q1 |
| Fundsmith LLP trimmed | 691,786 | $16M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 673,554 | $16M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 654,262 | $15M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 644,279 | $15M | 0.4% | 2026-Q1 |
| Amundi added | 569,095 | $13M | 0.3% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB | 566,500 | $13M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 515,892 | $12M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 514,278 | $12M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 512,249 | $12M | 0.3% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC trimmed | 489,742 | $11M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 481,186 | $11M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 448,782 | $10M | 0.3% | 2026-Q1 |
| Swiss Life Asset Management Ltd added | 443,073 | $10M | 0.3% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 434,751 | $10M | 0.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 398,380 | $9M | 0.2% | 2026-Q1 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 392,241 | $9M | 0.2% | 2026-Q1 |
| EMERGENCE GP PARTNERS, LLC | 387,500 | $9M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 379,515 | $9M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 364,486 | $8M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 351,400 | $8M | 0.2% | 2026-Q1 |
| Voleon Capital Management LP added | 346,161 | $8M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 329,644 | $8M | 0.2% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 315,964 | $7M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 309,548 | $7M | 0.2% | 2026-Q1 |
| M&G PLC added | 307,950 | $7M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 301,052 | $7M | 0.2% | 2026-Q1 |
| Jump Financial, LLC added | 295,124 | $7M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC added | 13,090,231 | $580M | 15.3% | 2025-Q4 stale |
| Carmignac Gestion added | 1,893,026 | $84M | 2.2% | 2025-Q4 stale |
| LORD, ABBETT & CO. LLC added | 908,262 | $66M | 1.7% | 2025-Q3 stale |
| Holocene Advisors, LP added | 733,333 | $45M | 1.2% | 2025-Q2 stale |
| Contour Asset Management LLC new | 730,984 | $45M | 1.2% | 2025-Q2 stale |
| Freestone Grove Partners LP added | 838,057 | $37M | 1.0% | 2025-Q4 stale |
| Synergy Asset Management, LLC added | 604,502 | $37M | 1.0% | 2025-Q3 stale |
| OBERWEIS ASSET MANAGEMENT INC/ added | 584,060 | $34M | 0.9% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 719,037 | $32M | 0.8% | 2025-Q4 stale |
| Iron Triangle Partners LP added | 686,568 | $30M | 0.8% | 2025-Q4 stale |
| Polar Capital Holdings Plc added | 401,393 | $29M | 0.8% | 2025-Q3 stale |
| AXA Investment Managers S.A. new | 401,083 | $29M | 0.8% | 2025-Q3 stale |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC added | 503,754 | $29M | 0.8% | 2025-Q1 stale |
| E. Ohman J:or Asset Management AB new | 557,793 | $25M | 0.7% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 522,191 | $23M | 0.6% | 2025-Q4 stale |
| AXA S.A. added | 363,822 | $22M | 0.6% | 2025-Q2 stale |
| Pacer Advisors, Inc. added | 436,966 | $19M | 0.5% | 2025-Q4 stale |
| ArrowMark Colorado Holdings LLC trimmed | 421,830 | $19M | 0.5% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 317,412 | $18M | 0.5% | 2025-Q1 stale |
| Alyeska Investment Group, L.P. added | 408,718 | $18M | 0.5% | 2025-Q4 stale |
| Fiera Capital Corp added | 309,630 | $18M | 0.5% | 2025-Q1 stale |
| Integral Health Asset Management, LLC added | 400,000 | $18M | 0.5% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 400,000 | $18M | 0.5% | 2025-Q4 stale |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 273,325 | $17M | 0.4% | 2025-Q2 stale |
| HAWK RIDGE CAPITAL MANAGEMENT LP new | 250,200 | $15M | 0.4% | 2025-Q2 stale |
| FARALLON CAPITAL MANAGEMENT LLC trimmed | 311,000 | $14M | 0.4% | 2025-Q4 stale |
| Glenmede Investment Management, LP added | 179,018 | $13M | 0.3% | 2025-Q3 stale |
| AGF MANAGEMENT LTD new | 191,798 | $11M | 0.3% | 2025-Q1 stale |
| Sand Hill Global Advisors, LLC | 240,301 | $11M | 0.3% | 2025-Q4 stale |
| Robeco Institutional Asset Management B.V. trimmed | 204,346 | $9M | 0.2% | 2025-Q4 stale |
| Corebridge Financial, Inc. added | 147,509 | $9M | 0.2% | 2025-Q1 stale |
| Twin Tree Management, LP added | 171,464 | $8M | 0.2% | 2025-Q4 stale |
| Parkman Healthcare Partners LLC trimmed | 162,276 | $7M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.