DOCGO INC (DCGO)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
Institutions report 38,082,265 shares against 98,928,369 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $1.9M | 3,728,207 | 0.00% | 2q | +1.2%+$23.5K |
| P.A.W. CAPITAL CORP | $1.8M | 3,505,000 | 1.39% | 15q | +16.6%+$258.1K |
| Knott David M Jr | $1.4M | 2,670,850 | 0.73% | 19q | HELD |
| Peapod Lane Capital LLC | $1.3M | 2,500,118 | 0.87% | 2q | +121.4%+$707.5K |
| CITADEL ADVISORS LLC | $1.2M incl. $5.6K options CALL | 2,353,610 | 0.00% | 19q | -5.9%-$75.9K |
| RENAISSANCE TECHNOLOGIES LLC | $1.2M | 2,254,370 | 0.00% | 8q | +49.3%+$384.0K |
| S SQUARED TECHNOLOGY, LLC | $1.1M | 2,055,271 | 0.33% | 14q | HELD |
| ACADIAN ASSET MANAGEMENT LLC | $918.0K | 1,792,971 | 0.00% | 6q | +17.8%+$138.6K |
| AQR CAPITAL MANAGEMENT LLC | $882.0K | 1,708,962 | 0.00% | 10q | +132.4%+$502.5K |
| MOORE CAPITAL MANAGEMENT, LP | $756.1K | 1,465,000 | 0.01% | 19q | HELD |
| BlackRock, Inc. | $750.4K | 1,454,063 | 0.00% | 8q | -77.2%-$2.5M |
| ISTHMUS PARTNERS, LLC | $615.2K | 1,191,977 | 0.06% | 13q | +17.7%+$92.3K |
| GEODE CAPITAL MANAGEMENT, LLC | $550.3K | 1,065,850 | 0.00% | 19q | -55.8%-$694.0K |
| GSA CAPITAL PARTNERS LLP | $517.0K | 1,001,912 | 0.03% | 5q | +8256.2%+$510.8K |
| FRANKLIN RESOURCES INC | $433.9K | 840,645 | 0.00% | 15q | +38.9%+$121.6K |
| RBF Capital, LLC | $335.5K | 650,000 | 0.01% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $311.4K | 603,449 | 0.00% | 2q | +10.1%+$28.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $225.0K | 436,021 | 0.00% | 19q | -35.2%-$122.2K |
| STATE STREET CORP | $217.4K | 421,319 | 0.00% | 19q | -78.6%-$797.6K |
| TWO SIGMA INVESTMENTS, LP | $177.4K | 343,711 | 0.00% | new | NEW |
| MACKENZIE FINANCIAL CORP | $174.9K | 338,877 | 0.00% | 7q | +1312.8%+$162.5K |
| BROWN ADVISORY INC | $174.7K | 338,515 | 0.00% | 17q | HELD |
| Marquette Asset Management, LLC | $174.6K | 338,344 | 0.02% | new | NEW |
| UBS Group AG | $172.2K | 333,804 | 0.00% | 19q | +222.1%+$118.8K |
| XTX Topco Ltd | $143.6K | 278,275 | 0.00% | 9q | +253.1%+$102.9K |
| Summit Financial, LLC | $138.8K | 268,987 | 0.00% | new | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $134.3K | 260,241 | 0.00% | 2q | -66.6%-$267.8K |
| IEQ CAPITAL, LLC | $125.9K | 244,026 | 0.00% | 5q | +119.7%+$68.6K |
| PANAGORA ASSET MANAGEMENT INC | $121.3K | 235,099 | 0.00% | 2q | HELD |
| NORTHERN TRUST CORP | $104.3K | 202,080 | 0.00% | 19q | -71.0%-$255.8K |
| Cresset Asset Management, LLC | $94.6K | 183,343 | 0.00% | 5q | HELD |
| GOLDMAN SACHS GROUP INC | $90.7K | 175,760 | 0.00% | 18q | -82.5%-$428.8K |
| DIMENSIONAL FUND ADVISORS LP | $88.8K | 172,156 | 0.00% | 8q | -51.0%-$92.5K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $84.1K | 163,017 | 0.00% | 3q | -41.2%-$59.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $79.4K | 153,835 | 0.00% | 6q | -53.9%-$92.9K |
| Empowered Funds, LLC | $79.4K | 153,835 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $78.6K | 152,264 | 0.00% | 17q | -23.8%-$24.6K |
| Invesco Ltd. | $55.5K | 107,451 | 0.00% | 17q | -37.7%-$33.6K |
| Diversify Advisory Services, LLC | $53.2K | 84,514 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $53.2K | 84,514 | 0.00% | 6q | HELD |
| Jain Global LLC | $51.8K | 100,277 | 0.00% | 3q | +799.6%+$46.0K |
| BBR PARTNERS, LLC | $44.3K | 85,804 | 0.00% | 19q | HELD |
| Mariner, LLC | $43.1K | 83,454 | 0.00% | 2q | +197.3%+$28.6K |
| MORGAN STANLEY | $39.9K | 77,227 | 0.00% | 19q | -42.7%-$29.7K |
| PRUDENTIAL FINANCIAL INC | $39.7K | 77,000 | 0.00% | 7q | +11.9%+$4.2K |
| Squarepoint Ops LLC | $38.1K | 73,781 | 0.00% | 16q | -58.4%-$53.4K |
| Cerity Partners LLC | $36.2K | 70,233 | 0.00% | 2q | +217.9%+$24.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $33.0K | 55,226 | 0.00% | 2q | +216.0%+$22.5K |
| GROUP ONE TRADING LLC | $29.4K incl. $28.7K options CALL | 1,400 | 0.00% | 18q | -68.3%-$63.3K |
| Virtu Financial LLC | $29.0K | 56,585 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $24.2K | 46,983 | 0.00% | 2q | +230.5%+$16.9K |
| Arax Advisory Partners | $22.2K | 42,979 | 0.00% | 2q | +31502.2%+$22.1K |
| RHUMBLINE ADVISERS | $21.7K | 42,056 | 0.00% | 17q | -62.2%-$35.7K |
| Point72 Asset Management, L.P. | $21.4K | 41,421 | 0.00% | new | NEW |
| Birchview Capital, LP | $20.2K | 39,062 | 0.01% | 19q | -1.3% |
| Qube Research & Technologies Ltd | $19.9K | 38,560 | 0.00% | new | NEW |
| Creative Planning | $19.3K | 37,447 | 0.00% | 2q | +241.2%+$13.7K |
| IMC-Chicago, LLC | $19.3K | 37,430 | 0.00% | 2q | +127.8%+$10.8K |
| HighTower Advisors, LLC | $18.1K | 35,131 | 0.00% | 3q | +19.3%+$2.9K |
| Vanguard Global Advisers, LLC | $18.1K | 35,026 | 0.00% | 2q | HELD |
| RAYMOND JAMES FINANCIAL INC | $18.1K | 35,000 | 0.00% | 7q | HELD |
| D. E. Shaw & Co., Inc. | $15.5K | 30,017 | 0.00% | 4q | HELD |
| Schonfeld Strategic Advisors LLC | $15.5K | 29,980 | 0.00% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $15.0K | 29,012 | 0.00% | 2q | +173.7%+$9.5K |
| Rockwood Wealth Management, LLC | $14.9K | 28,793 | 0.00% | 17q | HELD |
| SEI INVESTMENTS CO | $14.5K | 28,132 | 0.00% | 2q | -7.0%-$1.1K |
| LPL Financial LLC | $13.9K | 27,000 | 0.00% | 3q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $13.5K | 26,200 | 0.00% | 3q | -22.3%-$3.9K |
| BRIGHTON JONES LLC | $13.1K | 25,302 | 0.00% | 2q | +131.8%+$7.4K |
| AMERIPRISE FINANCIAL INC | $13.0K | 25,111 | 0.00% | 3q | -54.3%-$15.4K |
| SIG BROKERAGE, LP | $12.9K | 25,000 | 0.00% | 5q | HELD |
| Advisory Services Network, LLC | $12.9K | 25,000 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.0K | 23,182 | 0.00% | 18q | -76.3%-$38.5K |
| TUDOR INVESTMENT CORP ET AL | $11.5K | 22,329 | 0.00% | 16q | HELD |
| BANK OF AMERICA CORP /DE/ | $10.8K | 20,958 | 0.00% | 19q | -76.8%-$35.8K |
| Merit Financial Group, LLC | $10.4K | 20,201 | 0.00% | 2q | +72.9%+$4.4K |
| R Squared Ltd | $10.2K | 19,786 | 0.01% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $10.1K | 19,565 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $8.3K | 16,009 | 0.00% | 6q | -15.5%-$1.5K |
| Y-Intercept (Hong Kong) Ltd | $8.0K | 15,535 | 0.00% | new | NEW |
| GC Wealth Management RIA, LLC | $7.7K | 15,000 | 0.00% | 2q | HELD |
| Focus Partners Wealth | $7.6K | 14,760 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $7.3K CALL | options only | 0.00% | 16q | OPTIONS |
| Corient Private Wealth LP | $7.0K | 13,595 | 0.00% | new | NEW |
| RITHOLTZ WEALTH MANAGEMENT | $7.0K | 13,580 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $7.0K | 15,262 | 0.00% | new | NEW |
| Balyasny Asset Management L.P. | $6.9K | 13,375 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $6.6K | 12,814 | 0.00% | 19q | -94.3%-$109.3K |
| Centiva Capital, LP | $6.5K | 12,500 | 0.00% | 3q | HELD |
| Caerus Investment Advisors, LLC | $6.3K | 12,278 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $6.0K | 10,862 | 0.00% | 19q | +59.8%+$2.2K |
| JMN Financial LLC | $5.9K | 11,380 | 0.00% | new | NEW |
| Pallas Capital Advisors LLC | $5.6K | 10,881 | 0.00% | new | NEW |
| Mirae Asset Global Investments Co., Ltd. | $5.4K | 10,387 | 0.00% | 4q | HELD |
| FMR LLC | $3.0K | 5,753 | 0.00% | 17q | -59.7%-$4.4K |
| BARCLAYS PLC | $2.7K | 5,300 | 0.00% | 18q | -69.0%-$6.1K |
| EverSource Wealth Advisors, LLC | $1.9K | 3,586 | 0.00% | 6q | +64.0% |
| Tower Research Capital LLC (TRC) | $1.6K | 3,121 | 0.00% | 18q | -85.9%-$9.8K |
| Allworth Financial LP | $1.5K | 2,892 | 0.00% | 2q | +159.8% |
| Essential Partners LLC | $1.2K | 2,401 | 0.00% | 5q | +119.5% |
Showing the largest 100 of 119 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-05 | 2026-10-01 | Material agreement entered Material agreement terminated | filing |
| 2026-08-17 | 2026-08-16 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 14 | $558.4K | 1,449,450 | 1 | 2 | 7 | 0.0% |
| Q2 2026 | 119 | $19.7M | 38,082,265 | 25 | 38 | 33 | 0.2% |
| Q1 2026 | 123 | $27.1M | 42,120,957 | 29 | 30 | 29 | 0.4% |
| Q4 2025 | 111 | $36.6M | 41,488,498 | 15 | 32 | 35 | 0.5% |
| Q3 2025 | 115 | $66.4M | 48,747,403 | 16 | 31 | 36 | 0.1% |
| Q2 2025 | 120 | $81.1M | 51,385,673 | 20 | 33 | 43 | 0.5% |
| Q1 2025 | 134 | $153.8M | 58,100,325 | 23 | 46 | 40 | 0.2% |
| Q4 2024 | 129 | $239.2M | 56,230,819 | 21 | 46 | 31 | 0.2% |
| Q3 2024 | 127 | $183.3M | 54,969,243 | 18 | 37 | 40 | 0.4% |
| Q2 2024 | 123 | $167.7M | 53,948,714 | 18 | 45 | 32 | 0.4% |
| Q1 2024 | 133 | $216.0M | 52,484,414 | 24 | 45 | 40 | 1.4% |
| Q4 2023 | 140 | $329.8M | 58,298,903 | 18 | 43 | 46 | 1.2% |
| Q3 2023 | 147 | $318.4M | 58,262,687 | 25 | 63 | 36 | 2.4% |
| Q2 2023 | 147 | $512.8M | 54,201,328 | 18 | 59 | 34 | 1.0% |
| Q1 2023 | 145 | $446.5M | 50,950,836 | 32 | 50 | 26 | 1.3% |
| Q4 2022 | 127 | $314.1M | 43,821,694 | 30 | 43 | 34 | 1.3% |
| Q3 2022 | 114 | $3.4B | 346,773,387 | 38 | 43 | 15 | 0.2% |
| Q2 2022 | 88 | $1.3B | 187,779,444 | 40 | 27 | 12 | 0.1% |
| Q1 2022 | 69 | $461.5M | 49,691,739 | 33 | 22 | 9 | 0.3% |
| Q4 2021 | 48 | $149.7M | 16,023,408 | 44 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $942.0K | 94,707 | 1 | 0 | 0 | 0.0% |
