Public record / Tickers / DOCS

DOCS — Doximity, Inc.

Both disclosure regimes on one name: who in Congress filed about DOCS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming DOCS
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
12-05
filed 2025-12-05
13F holders
394
top-394 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jonathan L. Jackson · $15.0K–$50.0K

Sale · traded 2025-11-06 → filed 2025-12-05. Ranked over every DOCS row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DOCS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DOCS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-05Jonathan L. Jackson D–IL-1Sale · JT (jointly owned)Traded 11-06 +29d$15K–$50K
2025-09-23Jonathan L. Jackson D–IL-1Purchase · JT (jointly owned)Traded 08-25 +29d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in DOCS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DOCS in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Jonathan L. Jackson D–IL-11−$50.0K to −$15.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · DOCS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Fundsmith $16.1M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · DOXIMITY INC

Merged timeline of congressional filings and notable-manager moves on DOCS
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+943,906 sh
2026-05-15Bridgewater Associates 13Fadd+97,430 sh
2026-05-15Fundsmith 13Ftrim−958,216 sh
2026-05-14Caxton Associates 13Fnew+77,650 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of DOCS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$332M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$149M1
3VANGUARD CAPITAL MANAGEMENT LLC$134M1
4Clearbridge Investments, LLC$116M1
5WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$113M1
6Carmignac Gestion$100M1
7STATE STREET CORP$94.1M1
8RENAISSANCE TECHNOLOGIES LLC$71.3M1
9DEUTSCHE BANK AG\$68.1M1
10D. E. Shaw & Co., Inc.$67.6M1
11WELLINGTON MANAGEMENT GROUP LLP$58.6M1
12Walleye Capital LLC$57.1M1
13Capital World Investors$56.6M1
14MORGAN STANLEY$51.1M1
15FEDERATED HERMES, INC.$47.5M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$42.7M1
17AQR CAPITAL MANAGEMENT LLC$36.1M1
18Invesco Ltd.$35.0M1
19DIMENSIONAL FUND ADVISORS LP$32.0M1
20TWO SIGMA INVESTMENTS, LP$31.9M1
21Gotham Asset Management, LLC$30.4M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$29.3M1
23NORTHERN TRUST CORP$27.4M1
24BANK OF AMERICA CORP /DE/$26.6M1
25Swedbank AB$23.5M1
26ALLIANCEBERNSTEIN L.P.$21.2M1
27Qube Research & Technologies Ltd$21.2M1
28VANGUARD FIDUCIARY TRUST CO$19.7M1
29CITIGROUP INC$19.5M1
30FMR LLC$19.4M1
31Squarepoint Ops LLC$18.1M1
32CITADEL ADVISORS LLC$17.8M1
33Fundsmith LLP$16.1M1
34RAYMOND JAMES FINANCIAL INC$15.9M1
35UBS Group AG$15.2M1
36Amundi$13.3M1
37Wilmington Savings Fund Society, FSB$13.2M1
38Nuveen, LLC$12.0M1
39BALYASNY ASSET MANAGEMENT L.P.$11.9M1
40MILLENNIUM MANAGEMENT LLC$10.5M1
41Swiss Life Asset Management Ltd$10.3M1
42BANK OF NOVA SCOTIA$10.1M1
43RICE HALL JAMES & ASSOCIATES, LLC$9.1M1
44Retirement Systems of Alabama$8.8M1
45Voleon Capital Management LP$8.1M1
46WELLS FARGO & COMPANY/MN$7.2M1
47M&G Plc$7.1M1
48PRINCIPAL FINANCIAL GROUP INC$7.0M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$6.6M1
50Y-Intercept (Hong Kong) Ltd$6.6M1
51Edgestream Partners, L.P.$5.9M1
52Engineers Gate Manager LP$5.7M1
53Swiss National Bank$5.7M1
54BNP Paribas Asset Management Holding S.A.$5.4M1
55WINTON GROUP Ltd$5.0M1
56FRANKLIN RESOURCES INC$4.9M1
57Aquatic Capital Management LLC$4.9M1
58ROYAL BANK OF CANADA$4.8M1
59ING GROEP NV$4.5M1
60Rhenman & Partners Asset Management AB$4.3M1
61Legal & General Group Plc$4.3M1
62EVOKE WEALTH, LLC$4.2M1
63IEQ CAPITAL, LLC$4.2M1
64Man Group plc$3.8M1
65XTX Topco Ltd$3.5M1
66VOYA INVESTMENT MANAGEMENT LLC$3.4M1
67LAZARD ASSET MANAGEMENT LLC$3.4M1
68CANADA PENSION PLAN INVESTMENT BOARD$3.3M1
69Quantinno Capital Management LP$3.3M1
70MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.1M1
71Creative Planning$3.0M1
72BLAIR WILLIAM & CO/IL$3.0M1
73STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.0M1
74Sparta 24 Ltd.$2.9M1
75ENVESTNET ASSET MANAGEMENT INC$2.9M1
76VANGUARD ASSET MANAGEMENT, Ltd$2.8M1
77Bridgewater Associates, LP$2.8M1
78Connor, Clark & Lunn Investment Management Ltd.$2.7M1
79AMERICAN CENTURY COMPANIES INC$2.7M1
80NATIXIS$2.6M1
81STATE OF WISCONSIN INVESTMENT BOARD$2.5M1
82Schonfeld Strategic Advisors LLC$2.4M1
83SEI INVESTMENTS CO$2.3M1
84NORDEA INVESTMENT MANAGEMENT AB$2.2M1
85State of New Jersey Common Pension Fund D$2.1M1
86Ensign Peak Advisors, Inc$2.0M1
87LPL Financial LLC$1.9M1
88OCCUDO QUANTITATIVE STRATEGIES LP$1.9M1
89Universal- Beteiligungs- und Servicegesellschaft mbH$1.9M1
90CAXTON ASSOCIATES LLP$1.8M1
91UniSuper Management Pty Ltd$1.7M1
92CWM, LLC$1.6M1
93PRUDENTIAL PLC$1.6M1
94Summit Trail Advisors, LLC$1.5M1
95Apella Capital, LLC$1.5M1
96MERCER GLOBAL ADVISORS INC /ADV$1.4M1
97BRANT POINT INVESTMENT MANAGEMENT LLC$1.4M1
98Oak Thistle LLC$1.4M1
99Zurcher Kantonalbank (Zurich Cantonalbank)$1.3M1
100Capula Management Ltd$1.3M1
101WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.3M1
102Allianz Asset Management GmbH$1.3M1
103Janus Henderson Group Ltd.$1.3M1
104Baird Financial Group, Inc.$1.3M1
105Vanguard Global Advisers, LLC$1.3M1
106Strategic Global Advisors, LLC$1.3M1
107Cerity Partners LLC$1.3M1
108Occam Crest Management LP$1.2M1
109MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.2M1
110Blackstone Inc.$1.2M1
111STIFEL FINANCIAL CORP$1.1M1
112SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M1
113Montanaro Asset Management Ltd$1.1M1
114FIFTH THIRD BANCORP$1.0M1
115KLP KAPITALFORVALTNING AS$1.0M1
116Mariner, LLC$1.0M1
117HighTower Advisors, LLC$995K1
118Brevan Howard Capital Management LP$917K1
119Elo Mutual Pension Insurance Co$914K1
120Vanguard Personalized Indexing Management, LLC$798K1
121NOMURA HOLDINGS INC$796K1
122Arizona State Retirement System$792K1
123Bridgefront Capital, LLC$781K1
124COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$781K1
125QUADRANT CAPITAL GROUP LLC$779K1
126Vanguard Investments Australia, Ltd.$768K1
127Dynamic Technology Lab Private Ltd$764K1
128Empowered Funds, LLC$751K1
129STATE OF MICHIGAN RETIREMENT SYSTEM$750K1
130New Age Alpha Advisors, LLC$746K1
131HSBC HOLDINGS PLC$728K1
132NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$698K1
133Atom Investors LP$695K1
134XPONANCE LLC$690K1
135OREGON PUBLIC EMPLOYEES RETIREMENT FUND$638K1
136Focus Partners Wealth$619K1
137MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$607K1
138Weiss Asset Management LP$587K1
139GUGGENHEIM CAPITAL LLC$580K1
140FIRST TRUST ADVISORS LP$579K1
141Freestone Capital Holdings, LLC$572K1
142Cresset Asset Management, LLC$566K1
143WORLDQUANT MILLENNIUM ADVISORS LLC$551K1
144MACKENZIE FINANCIAL CORP$547K1
145Quadrature Capital Ltd$545K1
146Jefferies Financial Group Inc.$521K1
147FOX RUN MANAGEMENT, L.L.C.$510K1
148HUSSMAN STRATEGIC ADVISORS, INC.$489K1
149MRA Advisory Group$475K1
150BANK OF MONTREAL /CAN/$455K1
151Pictet Asset Management Holding SA$448K1
152CAPSTONE INVESTMENT ADVISORS, LLC$442K1
153nVerses Capital, LLC$441K1
154Perbak Capital Partners LLP$440K1
155Trexquant Investment LP$416K1
156AVIVA PLC$412K1
157Pathstone Holdings, LLC$408K1
158Diametric Capital, LP$405K1
159INTECH INVESTMENT MANAGEMENT LLC$394K1
160Allspring Global Investments Holdings, LLC$384K1
161M&T BANK CORP$377K1
162COMMONWEALTH EQUITY SERVICES, LLC$364K1
163SEB Asset Management AB$349K1
164Tidal Investments LLC$331K1
165Cetera Investment Advisers$327K1
166ASSETMARK, INC$322K1
167Marex Group Ltd$320K1
168Merit Financial Group, LLC$318K1
169Torrey Growth & Income Advisors$299K1
170EVERGREEN CAPITAL MANAGEMENT LLC$298K1
171Senvest Management, LLC$296K1
172Lido Advisors, LLC$295K1
173AXQ CAPITAL, LP$284K1
174Solstein Capital, LLC$282K1
175Krilogy Financial LLC$281K1
176Cache Advisors, LLC$277K1
177UNITED CAPITAL FINANCIAL ADVISORS, LLC$274K1
178Pallas Capital Advisors LLC$270K1
179OPPENHEIMER ASSET MANAGEMENT INC.$268K1
180Vident Advisory, LLC$265K1
181NewEdge Wealth, LLC$262K1
182Meeder Advisory Services, Inc.$249K1
183JACOBS LEVY EQUITY MANAGEMENT, INC$244K1
184GROUP ONE TRADING LLC$242K1
185Gallacher Capital Management LLC$240K1
186OSAIC HOLDINGS, INC.$238K1
187Corient Private Wealth LLC$236K1
188REGIONS FINANCIAL CORP$233K1
189SECURIAN ASSET MANAGEMENT, INC$229K1
190BOOTHBAY FUND MANAGEMENT, LLC$226K1
191D.A. DAVIDSON & CO.$226K1
192MIRABELLA FINANCIAL SERVICES LLP$222K1
193Dynasty Wealth Management, LLC$221K1
194MAI Capital Management$219K1
195Alternative Investment Advisors, LLC.$211K1
196STANSBERRY ASSET MANAGEMENT, LLC$206K1
197Crossmark Global Holdings, Inc.$206K1
198RETIREMENT GUYS FORMULA LLC$203K1
199US BANCORP \DE\$191K1
200Federation des caisses Desjardins du Quebec$188K1
201Rakuten Securities, Inc.$167K1
202Tower Research Capital LLC (TRC)$159K1
203SIGNATUREFD, LLC$125K1
204Central Pacific Bank - Trust Division$121K1
205CSS LLC/IL$98.1K1
206Steward Partners Investment Advisory, LLC$84.5K1
207Allworth Financial LP$83.5K1
208Leonteq Securities AG$67.9K1
209State of Wyoming$66.5K1
210Rockefeller Capital Management L.P.$65.9K1
211Bank Julius Baer & Co. Ltd, Zurich$56.6K1
212Quarry LP$49.6K1
213DARA CAPITAL US, INC.$48.1K1
214TOTH FINANCIAL ADVISORY CORP$46.6K1
215Aster Capital Management (DIFC) Ltd$46.1K1
216UMB Bank, n.a.$40.0K1
217Pinnacle Wealth Planning Services, Inc.$23.7K1
218Blue Trust, Inc.$23.4K1
219SMA Capital LLC$20.9K1
220Arax Advisory Partners$15.8K1
221Larson Financial Group LLC$14.2K1
222Eurizon Capital SGR S.p.A.$13.9K1
223Clearstead Advisors, LLC$12.3K1
224Parkside Financial Bank & Trust$12.1K1
225HRT FINANCIAL LP$12.0K1
226Center for Financial Planning, Inc.$11.2K1
227Y.D. More Investments Ltd$9.3K1
228EFG International AG$8.6K1
229Spire Wealth Management$8.4K1
230True Wealth Design, LLC$7.5K1
231Smartleaf Asset Management LLC$6.2K1
232Mitsubishi UFJ Asset Management Co., Ltd.$6.1K1
233Atlantic Union Bankshares Corp$5.8K1
234JPL Wealth Management, LLC$5.8K1
235Kilter Group LLC$5.8K1
236Private Wealth Management Group, LLC$5.6K1
237ALGERT GLOBAL LLC$5.4K1
238Owl Creek Wealth Partners LLC$5.4K1
239Medallion Wealth Advisors, LLC$5.2K1
240NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.0K1
241Bell Investment Advisors, Inc$4.7K1
242Advocate Investing Services LLC$4.7K1
243Harel Insurance Investments & Financial Services Ltd.$4.1K1
244TD Capital Management LLC$3.8K1
245Clearstead Trust, LLC$2.9K1
246FARMERS & MERCHANTS INVESTMENTS INC$2.6K1
247VAN ECK ASSOCIATES CORP$2.4K1
248Glen Eagle Advisors, LLC$2.3K1
249SHP Wealth Management$2.3K1
250Dogwood Wealth Management LLC$2.0K1
251CANADA LIFE ASSURANCE Co$1.8K1
252MV CAPITAL MANAGEMENT, INC.$1.7K1
253CVA Family Office, LLC$1.5K1
254Physician Wealth Advisors, Inc.$1.4K1
255POM Investment Strategies, LLC$1.4K1
256Treasurer of the State of North Carolina$1.3K1
257AMERIFLEX GROUP, INC.$1.2K1
258Sachetta, LLC$1.2K1
259FINANCIAL CONSULATE, INC$1.2K1
260Caitong International Asset Management Co., Ltd$1.1K1
261MASECO LLP$1.0K1
262PayPay Securities Corp$9701
263SouthState Bank Corp$8161
264Marquette Asset Management, LLC$7691
265GSA CAPITAL PARTNERS LLP$7501
266Missouri Trust & Investment Co$7221
267KBC Group NV$7211
268THRIVENT FINANCIAL FOR LUTHERANS$7021
269Employees Retirement System of Texas$6801
270State of Alaska, Department of Revenue$5511
271SJS Investment Consulting Inc.$5361
272Quaker Wealth Management, LLC$3501
273Transamerica Financial Advisors, LLC$3261
274American Capital Advisory, LLC$3031
275ACADIAN ASSET MANAGEMENT LLC$2581
276PROSPERITY BANCSHARES INC$2561
277Vestcor Inc$2151
278Stone House Investment Management, LLC$2101
279DecisionPoint Financial, LLC$1401
2803 FACTOR INDEXING, LLC$701
281GHP Investment Advisors, Inc.$471
282Vermillion Wealth Management, Inc.$471
283TD Waterhouse Canada Inc.$461
284DiNuzzo Private Wealth, Inc.$241
285NOMURA ASSET MANAGEMENT CO LTD$01
286Capital Advisors, Ltd. LLC$01
287Avion Wealth$01
288VANGUARD GROUP INC$01
289&PARTNERS$01
290GLENMEDE TRUST CO NA$01
291TEACHER RETIREMENT SYSTEM OF TEXAS$01
292DANSKE BANK A/S$01
293MEEDER ASSET MANAGEMENT INC$01
294HARBOUR INVESTMENTS, INC.$01
295COMERICA BANK$01
296TORONTO DOMINION BANK$01
297SHELTON CAPITAL MANAGEMENT$01
298VIRGINIA RETIREMENT SYSTEMS ET Al$01
299SHAKER INVESTMENTS LLC/OH$01
300COMMERCE BANK$01
301Sand Hill Global Advisors, LLC$01
302DEERFIELD MANAGEMENT COMPANY, L.P.$01
303Asset Management One Co., Ltd.$01
304EASTERN BANK$01
305PRUDENTIAL FINANCIAL INC$01
306ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
307ADAGE CAPITAL PARTNERS GP, L.L.C.$01
308CIBC Private Wealth Group LLC$01
309Yorktown Management & Research Co Inc$01
310Graham Capital Management, L.P.$01
311Equitable Holdings, Inc.$01
312ProShare Advisors LLC$01
313Orion Porfolio Solutions, LLC$01
314CIM, LLC$01
315NORGES BANK$01
316ALPS ADVISORS INC$01
317PEAK6 LLC$01
318Robeco Institutional Asset Management B.V.$01
319CIBC WORLD MARKET INC.$01
320O'SHAUGHNESSY ASSET MANAGEMENT, LLC$01
321OXFORD ASSET MANAGEMENT LLP$01
322EVENTIDE ASSET MANAGEMENT, LLC$01
323Alyeska Investment Group, L.P.$01
324Verition Fund Management LLC$01
325DekaBank Deutsche Girozentrale$01
326EXCHANGE TRADED CONCEPTS, LLC$01
327LMCG INVESTMENTS, LLC$01
328Asset Dedication, LLC$01
329ArrowMark Colorado Holdings LLC$01
330Twin Tree Management, LP$01
331Atria Investments, Inc$01
332EP Wealth Advisors, LLC$01
333Illinois Municipal Retirement Fund$01
334Utah Retirement Systems$01
335PDT Partners, LLC$01
336Edge Wealth Management LLC$01
337JFS WEALTH ADVISORS, LLC$01
338Perigon Wealth Management, LLC$01
339J2 Capital Management Inc$01
340JANE STREET GROUP, LLC$01
341Lighthouse Investment Partners, LLC$01
342MARK SHEPTOFF FINANCIAL PLANNING, LLC$01
343Tairen Capital Ltd$01
344Bellevue Group AG$01
345McIlrath & Eck, LLC$01
346Global Trust Asset Management, LLC$01
347Triumph Capital Management$01
348MGO ONE SEVEN LLC$01
349ExodusPoint Capital Management, LP$01
350AIGEN INVESTMENT MANAGEMENT, LP$01
351Global Retirement Partners, LLC$01
352Truvestments Capital LLC$01
353Qsemble Capital Management, LP$01
354Qtron Investments LLC$01
355TWINBEECH CAPITAL LP$01
356Integral Health Asset Management, LLC$01
357Parkman Healthcare Partners LLC$01
358Sanctuary Advisors, LLC$01
359Iron Triangle Partners LP$01
360Maryland State Retirement & Pension System$01
361Algorithmic Investment Models, LLC$01
362Kestra Advisory Services, LLC$01
363Proem Advisors LLC$01
364Lifestyle Asset Management, Inc.$01
365KENNICOTT CAPITAL MANAGEMENT LLC$01
366NFSG Corp$01
367AlphaQuest LLC$01
368Smith Group Asset Management, LLC$01
369SageView Advisory Group, LLC$01
370Acumen Wealth Advisors, LLC$01
371Tevis Investment Management$01
372Signature Resources Capital Management, LLC$01
373Cape Investment Advisory, Inc.$01
374Dunhill Financial, LLC$01
375Kingdom Financial Group LLC.$01
376SHERBROOKE PARK ADVISERS LLC$01
377Polymer Capital Management (US) LLC$01
378Empower Advisory Group, LLC$01
379LECAP ASSET MANAGEMENT LTD$01
380Financiere des Professionnels - Fonds d'investissement inc.$01
381Annis Gardner Whiting Capital Advisors, LLC$01
382Freestone Grove Partners LP$01
383E. Ohman J:or Asset Management AB$01
384Fielder Capital Group LLC$01
385Fieldview Capital Management, LLC$01
386SummitTX Capital, L.P.$01
387one8zero8, LLC$01
388Rialto Wealth Management, LLC$01
389North Dakota State Investment Board$01
390HFM Investment Advisors, LLC$01
391OPTIMA CAPITAL LLC$01
392Family Legacy Financial Solutions, LLC$01
393NLB Skladi, upravljanje premozenja, d.o.o.$01
394Quattro Advisors LLC$01
Truncated by Public Filings. The published aggregate ranks the top 394 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$50.0K to −$15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on DOCS

RETAINED WINDOW · ACTIVE HITS

Zero hits on DOCS in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for DOCS · financials and macro

Financials — as filed PLANNED

DOCS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: DOCS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing