The cluster is dominated by one large new position (Assenagon) and two smaller doublings, suggesting conviction is concentrated rather than broad-based. Monitor next 13F for whether Assenagon maintained or added to its position, and watch for any insider buying (Form 4) to corroborate the bullish signal.
Executive Summary
Three institutional investors accumulated $30.1M in Doximity during Q3 2026, led by a new $28.9M position from Assenagon Asset Management. No sellers were identified, creating a one-sided bullish cluster. The signal is tempered by the 45-day reporting lag and the small absolute size of two of the three buyers.
Key Financial Metrics
Institutional Positions
Net institutional flow: $30.1M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | NEW | +100% | $28.9M | $28.9M |
| Farther Finance Advisors | DOUBLED | +265.4% | $203.0K | $163.0K |
| Wealth Enhancement Advisory Services | DOUBLED | +171.7% | $1.5M | $1.1M |
Key Facts
- 3 institutional buyers, 0 sellers in Q3 2026
- Aggregate net buying of $30.1M (total current holdings $30.5M)
- Assenagon Asset Management initiated a new $28.9M position (1.02M shares)
- Farther Finance Advisors doubled its stake (+265.4%, now $203K)
- Wealth Enhancement Advisory Services doubled its stake (+171.7%, now $1.5M)
- All three buyers are active asset managers, not passive/index funds
Financial Impact
3 institutions accumulated $30.1M in new positions; no selling activity recorded
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Two of three buyers have sub-$2M positions, limiting signal strength
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-DOCS-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | Institutional Cluster | $31.50 $33.68 | ▲ +6.92% | ▲ +7.94% | — |
Aug 17, 2026 10w ago | Insider Cluster | $24.94 $24.74 | ▼ −0.80% | ▼ −0.60% | — |
Aug 10, 2026 11w ago | ANALYST-DOWNGRADE | $25.63 $24.52 | ▲ +4.33% | ▲ +4.28% | — |
Jul 15, 2026 14w ago | DEFA14A | $22.26 $20.49 | ▼ −7.95% | ▼ −6.97% | — |
Jun 29, 2026 17w ago | ANALYST-DOWNGRADE | $20.59 $22.86 | ▼ −11.02% | ▼ −9.64% | — |
Jun 18, 2026 18w ago | 3 | $20.07 $20.88 | ▲ +4.04% | ▲ +6.10% | — |
Apr 17, 2026 27w ago | 8-K | $24.39 $24.66 | ▲ +1.11% | ▲ +0.19% | — |
US Market Status
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