Last 7 days
-6.3%
Last 30 days
-16.8%
Last 90 days
-37.9%
Trailing 12 Months
-33.7%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-09-15 | Overpeck Craig | sold | -21,480 | 21.48 | -1,000 | see remarks |
2023-09-12 | Bryson Anna | acquired | - | - | 35,000 | chief financial officer |
2023-08-28 | Spain Kevin | sold | - | - | -1,446,000 | - |
2023-08-28 | Spain Kevin | acquired | - | - | 1,446,000 | - |
2023-08-28 | EMERGENCE CAPITAL PARTNERS II LP | sold | - | - | -1,446,000 | - |
2023-08-28 | EMERGENCE CAPITAL PARTNERS II LP | acquired | - | - | 1,446,000 | - |
2023-08-15 | Overpeck Craig | sold (taxes) | -45,375 | 23.21 | -1,955 | see remarks |
2023-07-28 | Cabral Timothy S | acquired | - | - | 4,714 | - |
2023-07-28 | Cabral Timothy S | sold | -164,787 | 34.9569 | -4,714 | - |
2023-07-26 | Benjamin Regina M. | acquired | - | - | 5,544 | - |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-20 | BARCLAYS PLC | added | 354 | 5,488,000 | 6,941,000 | -% |
2023-08-29 | EFG Asset Management (Americas) Corp. | added | 7.29 | 27,357 | 242,393 | 0.06% |
2023-08-25 | Yarbrough Capital, LLC | unchanged | - | 14,058 | 291,619 | 0.02% |
2023-08-24 | Alberta Investment Management Corp | sold off | -100 | -647,600 | - | -% |
2023-08-23 | WOLVERINE TRADING, LLC | reduced | -57.16 | -243,629 | 213,371 | -% |
2023-08-23 | Stonebridge Capital Advisors LLC | new | - | 2,620 | 2,620 | -% |
2023-08-22 | VIRGINIA RETIREMENT SYSTEMS ET AL | added | 41.00 | 311,764 | 959,364 | 0.01% |
2023-08-21 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | added | 3.08 | 340,425 | 4,440,150 | 0.01% |
2023-08-21 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | added | 87.87 | 2,380,000 | 4,823,000 | 0.05% |
2023-08-21 | OSAIC HOLDINGS, INC. | added | 0.28 | 22,582 | 457,128 | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Sep 08, 2023 | morgan stanley | 7.6% | 9,556,526 | SC 13G/A | |
Mar 08, 2023 | blackrock inc. | 4.5% | 5,381,384 | SC 13G/A | |
Feb 14, 2023 | tangney jeffrey | 31.5% | 54,208,180 | SC 13G/A | |
Feb 14, 2023 | ameriprise financial inc | 2.02% | 2,294,675 | SC 13G/A | |
Feb 14, 2023 | price t rowe associates inc /md/ | 2.9% | 3,331,877 | SC 13G/A | |
Feb 14, 2023 | whale rock capital management llc | 0.00% | 0 | SC 13G/A | |
Feb 13, 2023 | emergence capital partners ii lp | 15.1% | 20,246,728 | SC 13G/A | |
Feb 10, 2023 | clearbridge investments, llc | 5.1% | 5,805,134 | SC 13G | |
Feb 09, 2023 | morgan stanley | 13.3% | 15,074,620 | SC 13G/A | |
Feb 09, 2023 | fmr llc | - | 0 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Sep 19, 2023 | 4 | Insider Trading | |
Sep 14, 2023 | 4 | Insider Trading | |
Sep 08, 2023 | SC 13G/A | Major Ownership Report | |
Aug 30, 2023 | 4 | Insider Trading | |
Aug 30, 2023 | 4 | Insider Trading | |
Aug 17, 2023 | 4 | Insider Trading | |
Aug 08, 2023 | 10-Q | Quarterly Report | |
Aug 08, 2023 | 8-K | Current Report | |
Jul 31, 2023 | 4 | Insider Trading | |
Jul 28, 2023 | 4 | Insider Trading |
88.1%
86.4%
79.7%
Y-axis is the maximum loss one would have experienced if Doximity was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | (In Millions) | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 |
Revenue | 4.3% | 437 | 419 | 402 | 384 | 362 | 344 | 317 | 277 | 243 | 207 | 187 | 163 | 146 | 116 |
Gross Profit | 4.9% | 383 | 366 | 350 | 335 | 317 | 304 | 281 | 245 | 212 | 176 | 156 | 132 | 114 | 101 |
Operating Expenses | 4.1% | 250 | 240 | 230 | 218 | 206 | 190 | 172 | 154 | 136 | 122 | 115 | 107 | 106 | 79.00 |
S&GA Expenses | 5.1% | 130 | 124 | 116 | 109 | 101 | 92.00 | 84.00 | 75.00 | 68.00 | 62.00 | 59.00 | 55.00 | 53.00 | 39.00 |
R&D Expenses | 3.6% | 83.00 | 80.00 | 76.00 | 72.00 | 68.00 | 62.00 | 57.00 | 53.00 | 47.00 | 44.00 | 42.00 | 40.00 | 40.00 | 32.00 |
EBITDA | -100.0% | - | 143 | 133 | 127 | 118 | 119 | 113 | 99.00 | 84.00 | 50.00 | 50.00 | 28.00 | 11.00 | - |
EBITDA Margin | -100.0% | - | 0.34* | 0.33* | 0.33* | 0.33* | 0.35* | 0.36* | 0.36* | 0.35* | 0.27* | 0.27* | 0.17* | 0.07* | - |
Earnings Before Taxes | 9.0% | 145 | 133 | 124 | 119 | 112 | 114 | 109 | 96.00 | 81.00 | 58.00 | 47.00 | 25.00 | 8.00 | 24.00 |
EBT Margin | -100.0% | - | 0.32* | 0.31* | 0.31* | 0.31* | 0.33* | 0.34* | 0.35* | 0.33* | 0.25* | 0.25* | 0.15* | 0.05* | - |
Net Income | 5.3% | 119 | 113 | 119 | 141 | 151 | 155 | 140 | 101 | 75.00 | 50.00 | 38.00 | 23.00 | 6.00 | 30.00 |
Net Income Margin | -100.0% | - | 0.27* | 0.30* | 0.37* | 0.42* | 0.45* | 0.44* | 0.36* | 0.31* | 0.20* | 0.20* | 0.14* | 0.04* | - |
Free Cashflow | -100.0% | - | 178 | 177 | 155 | 136 | 125 | 116 | 113 | 107 | 60.00 | 60.00 | 43.00 | 35.00 | - |
Balance Sheet | (In Millions) | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 |
Assets | 1.5% | 1,154 | 1,137 | 1,067 | 1,028 | 1,051 | 991 | 932 | 869 | 830 | 252 |
Current Assets | 1.5% | 990 | 975 | 899 | 848 | 874 | 904 | 858 | 830 | 791 | 209 |
Cash Equivalents | 94.1% | 307 | 158 | 136 | 74.00 | 110 | 113 | 85.00 | 80.00 | 594 | 66.00 |
Net PPE | 3.2% | 12.00 | 11.00 | 12.00 | 12.00 | 11.00 | 8.00 | 8.00 | 8.00 | 8.00 | 8.00 |
Goodwill | -0.1% | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 49.00 | 19.00 | 19.00 | 19.00 | 19.00 |
Liabilities | -4.7% | 163 | 171 | 137 | 149 | 149 | 113 | 93.00 | 97.00 | 102 | 104 |
Current Liabilities | -4.9% | 133 | 140 | 106 | 118 | 121 | 111 | 92.00 | 96.00 | 100 | 102 |
Shareholder's Equity | 2.6% | 991 | 966 | 930 | 879 | 902 | 879 | 839 | 773 | 728 | 67.00 |
Retained Earnings | 3.4% | 225 | 218 | 203 | 170 | 205 | 191 | 154 | 99.00 | 63.00 | 36.00 |
Additional Paid-In Capital | 2.0% | 778 | 762 | 746 | 731 | 715 | 703 | 688 | 674 | 666 | 30.00 |
Shares Outstanding | 0.4% | 195 | 194 | 193 | 192 | 193 | 192 | 188 | 186 | 88.00 | 83.00 |
Cashflow (Last 12 Months) | (In Millions) | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 |
Cashflow From Operations | 6.9% | 192 | 180 | 180 | 159 | 138 | 127 | 117 | 114 | 107 | 83.00 | 61.00 | 43.00 | 35.00 | 26.00 |
Share Based Compensation | 9.4% | 52.00 | 48.00 | 45.00 | 41.00 | 36.00 | 31.00 | 25.00 | 17.00 | 11.00 | 7.00 | 6.00 | 4.00 | 4.00 | 2.00 |
Cashflow From Investing | 265.1% | 99.00 | -59.92 | -70.34 | -109 | -624 | -640 | -659 | -661 | -113 | -70.42 | -36.73 | -0.56 | -59.24 | -13.09 |
Cashflow From Financing | -26.7% | -94.32 | -74.46 | -58.21 | -55.19 | 2.00 | 560 | 558 | 556 | 557 | 5.00 | 5.00 | 3.00 | 1.00 | 2.00 |
Buy Backs | 18.4% | 111 | 93.00 | 70.00 | 70.00 | 9.00 | 3.00 | 4.00 | 5.00 | 5.00 | 2.00 | 0.00 | - | - | - |
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | |
---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | |
Income Statement [Abstract] | ||
Revenue | $ 108,469 | $ 90,639 |
Cost of revenue | 13,153 | 13,077 |
Gross profit | 95,316 | 77,562 |
Operating expenses: | ||
Research and development | 21,931 | 19,022 |
Sales and marketing | 34,455 | 28,134 |
General and administrative | 9,247 | 8,724 |
Total operating expenses | 65,633 | 55,880 |
Income from operations | 29,683 | 21,682 |
Other income, net | 4,839 | 804 |
Income before income taxes | 34,522 | 22,486 |
Provision for income taxes | 6,116 | 103 |
Net income | $ 28,406 | $ 22,383 |
Net income per share attributable to Class A and Class B common stockholders: | ||
Basic (in dollars per share) | $ 0.15 | $ 0.12 |
Diluted (in dollars per share) | $ 0.13 | $ 0.10 |
Weighted-average shares used in computing net income per share attributable to Class A and Class B common stockholders: | ||
Basic (in shares) | 194,521 | 192,947 |
Diluted (in shares) | 212,355 | 214,954 |
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Jun. 30, 2023 | Mar. 31, 2023 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 306,729 | $ 158,027 |
Marketable securities | 566,444 | 682,972 |
Accounts receivable, net of allowance for doubtful accounts of $876 and $887 at June 30, 2023 and March 31, 2023, respectively | 92,922 | 107,047 |
Prepaid expenses and other current assets | 19,832 | 22,289 |
Deferred contract costs, current | 3,729 | 5,118 |
Total current assets | 989,656 | 975,453 |
Property and equipment, net | 11,639 | 11,279 |
Deferred income tax assets | 38,895 | 34,907 |
Operating lease right-of-use assets | 13,282 | 13,819 |
Intangible assets, net | 30,638 | 31,836 |
Goodwill | 67,940 | 67,940 |
Other assets | 1,459 | 1,654 |
Total assets | 1,153,509 | 1,136,888 |
Current liabilities: | ||
Accounts payable | 582 | 1,272 |
Accrued expenses and other current liabilities | 31,741 | 31,245 |
Deferred revenue, current | 98,323 | 105,238 |
Operating lease liabilities, current | 2,048 | 1,752 |
Total current liabilities | 132,694 | 139,507 |
Deferred revenue, non-current | 191 | 198 |
Operating lease liabilities, non-current | 13,585 | 13,885 |
Contingent earn-out consideration liability, non-current | 10,454 | 15,942 |
Other liabilities, non-current | 5,798 | 1,240 |
Total liabilities | 162,722 | 170,772 |
Commitments and contingencies (Note 12) | ||
Stockholders' Equity | ||
Preferred stock, $0.001 par value; 100,000 shares authorized as of June 30, 2023 and March 31, 2023, respectively; zero shares issued and outstanding as of June 30, 2023 and March 31, 2023, respectively | 0 | 0 |
Class A and Class B common stock, $0.001 par value; 1,500,000 shares authorized as of June 30, 2023 and March 31, 2023, respectively; 194,649 and 193,941 shares issued and outstanding as of June 30, 2023 and March 31, 2023, respectively | 195 | 194 |
Additional paid-in capital | 777,772 | 762,150 |
Accumulated other comprehensive loss | (12,336) | (14,083) |
Retained earnings | 225,156 | 217,855 |
Total stockholders’ equity | 990,787 | 966,116 |
Total liabilities and stockholders’ equity | $ 1,153,509 | $ 1,136,888 |