What smart money is saying about Doximity
1 fund in our archive has pitched Doximity — most recently Liontrust GF Global Innovation Fund in March 2025.
Doximity, Inc. operates a cloud-based digital platform for medical professionals in the United States. The company's platform provides its members with tools built for medical professionals, enabling them to collaborate with their colleagues, coordinate patient care, conduct virtual patient visits, stay up to date with the latest medical news and research, and manage their careers. It primarily serves pharmaceutical manufacturers and healthcare systems. The company was formerly known as 3MD Communications, Inc. and changed its name to Doximity, Inc. in June 2010. Doximity, Inc. was incorporated in 2010 and is headquartered in San Francisco, California.
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Position history
Between Q1 2025 and Q3 2026, 5 fund letters reported a position in Doximity — 1 opened or added to the position, 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 3 | 0 | 3 | 0 |
| Q4 2025 | 1 | 1 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 5 positions · 4 moves
- September 2026
“The conflict involving Iran unsettled markets and corporate confidence, and the US administration's drive to lower drug prices led large pharmaceutical companies to cut back on research and development, and on sales and marketing. That spending is revenue for several of our holdings, Doximity and Phreesia among them, and earnings disappointments followed.”
Doximity - June 2026
“In addition to the transactions mentioned above, we initiated positions in Arxis, Sterling Infrastructure, and Woodward in the industrials sector, SiTime, Cipher Digital, D-Wave Quantum and DigitalOcean in the IT sector, Liftoff Mobile in the communication services sector and Axsome Therapeutics, Vaxcyte and Kymera Therapeutics in the health care sector. We exited positions in FTAI Aviation and Rocket Lab in the industrials sector, Colliers International in the real estate sector, Chime Financial in the financials sector, Doximity in the health care sector and IonQ in the IT sector.”
Doximity - June 2026
“We exited a position in Doximity in the health care sector.”
Doximity - June 2026
“• Short positions in smart home and security platform provider Alarm.com Holdings, household cleaning products manufacturer Clorox, regional bank Commerce Bancshares, water infrastructure product distributor Core & Main, medical AI platform provider Doximity, cloud-based real estate brokerage platform eXp World Holdings, property and casualty insurer Palomar Holdings and physical operations technology provider Samsara were eliminated as the stock prices approached our estimates of intrinsic value.”
Doximity - New positionClearbridge Mid Cap StrategyDecember 2025
“In addition to the transactions listed above, we initiated new positions in XPO in the industrials sector, CompoSecure in the IT sector and Doximity in the health care sector.”
Doximity
Fund coverage · 1 thesis
- Liontrust GF Global Innovation FundMarch 2025
Doximity is the largest professional network and telehealth platform for healthcare professionals in the US, boasting over 80% of US doctors as verified members, and is well-positioned for strong cash flows and earnings growth despite recent share price declines.
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