- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 15 May 2024
- latest of these filings; the earliest 1 May 2024
- Managers listing it
- 11
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 9 listed it in both
- Shares listed
- 18,922,678
- combined, among listed positions
- Reported value
- $509m
- combined, at the quarter end
Among the 93 comparable managers: 6 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +3,947,376.
Managers listing DOCS in Q1 2024
11 of 11 holders
Largest increases and reductions, by shares
Increases
- Durable Capital Partners LPexisting position · 4,454,478 shares now+2,467,875
- Capital World Investorsexisting position · 1,714,707 shares now+1,225,707
- Holocene Advisors LPnew position · 1,134,973 shares now+1,134,973
- Janus Henderson Group Ltdexisting position · 2,474,695 shares now+621,590
- Renaissance Technologies LLCexisting position · 1,302,102 shares now+230,700
Reductions
- Baillie Gifford & Coexisting position · 6,216,319 shares now-83,184
- PDT Partners LLCexisting position · 122,047 shares now-62,808
- Voloridge Investment Management LLCexisting position · 1,133,026 shares now-56,637
- Bridgewater Associates LPexisting position · 189,476 shares now-21,636
- Polen Capital Management LLCexisting position · 166,789 shares now-6,099
New positions and exits
New (2)
Exited (1)
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2021 | 12 | $594m | n.a. | n.a. |
| Q3 2021 | 8 | $906m | n.a. | n.a. |
| Q4 2021 | 11 | $1.2bn | n.a. | n.a. |
| Q1 2022 | 11 | $923m | n.a. | n.a. |
| Q2 2022 | 7 | $542m | n.a. | n.a. |
| Q3 2022 | 7 | $177m | n.a. | n.a. |
| Q4 2022 | 6 | $183m | n.a. | n.a. |
| Q1 2023 | 7 | $188m | n.a. | n.a. |
| Q2 2023 | 9 | $284m | n.a. | n.a. |
| Q3 2023 | 10 | $245m | n.a. | n.a. |
| Q4 2023 | 10 | $420m | 5 | 3 |
| Q1 2024 | 11 | $509m | 6 | 6 |
| Q2 2024 | 10 | $566m | 5 | 5 |
| Q3 2024 | 7 | $846m | 2 | 5 |
| Q4 2024 | 15 | $1.4bn | 9 | 4 |
| Q1 2025 | 17 | $1.7bn | 12 | 6 |
| Q2 2025 | 11 | $1.6bn | 7 | 6 |
| Q3 2025 | 12 | $1.9bn | 6 | 6 |
| Q4 2025 | 7 | $629m | 22 | 14 |
| Q1 2026 | 7 | $283m | 18 | 18 |
| Q2 2026 | 10 | $398m | 19 | 10 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
DOCS and GOOGL →DOCS and MSFT →DOCS and META →Choose a stock to compare with DOCS →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own DOCS, latest filings →Back to the 13F Explorer →