DOCGO INC DCGO
COM · Common Stock · CUSIP 256086109
- SectorHealth care
- IndustryServices-Health Services
- HeadquartersNew York, NY
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 103.8m as of 2023-08-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $9.37. Options: 8 managers hold calls ($5.0m notional), 3 hold puts ($43.0k).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 117 |
| Q4 2022 | 129 |
| Q1 2023 | 144 |
| Q2 2023 | 145 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 75 | 49 |
| Q1 2023 | 80 | 44 |
| Q2 2023 | 78 | 53 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $6.3m | $600.0k | 0.10 |
| Q4 2022 | $4.2m | $6.7k | 0.00 |
| Q1 2023 | $5.8m | $42.6k | 0.01 |
| Q2 2023 | $5.0m | $43.0k | 0.01 |
Biggest buyers
| Granahan Investment Management, LLC | New | +1.0m |
| Portolan Capital Management, LLC | Added | +709.6k |
| KENNEDY CAPITAL MANAGEMENT LLC | Added | +680.4k |
| EMERALD ADVISERS, LLC | Added | +448.0k |
| S SQUARED TECHNOLOGY, LLC | Added | +416.5k |
| BlackRock Inc. | Added | +373.3k |
| EMERALD MUTUAL FUND ADVISERS TRUST | Added | +295.7k |
| WCM INVESTMENT MANAGEMENT, LLC | Added | +232.1k |
| Russell Investments Group, Ltd. | Added | +219.9k |
| P.A.W. CAPITAL CORP | Added | +180.0k |
Biggest sellers
| BANK OF MONTREAL /CAN/ | Sold out | -487.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -476.2k |
| Tamarack Advisers, LP | Reduced | -475.0k |
| GLOBEFLEX CAPITAL L P | Sold out | -256.1k |
| FMR LLC | Reduced | -222.3k |
| Arena Capital Advisors, LLC- CA | Reduced | -205.4k |
| Verition Fund Management LLC | Sold out | -175.6k |
| ForthRight Wealth Management, LLC | Reduced | -125.0k |
| AlphaCentric Advisors LLC | Sold out | -120.0k |
| MARATHON CAPITAL MANAGEMENT | Reduced | -74.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.2m236.6k shares |
| CITADEL ADVISORS LLC | Reduced | $1.6m171.4k shares |
| Caption Management, LLC | Unchanged | $468.5k50.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $267.0k28.5k shares |
| GROUP ONE TRADING LLC | Added | $238.0k25.4k shares |
| JANE STREET GROUP, LLC | Reduced | $232.4k24.8k shares |
| HAP Trading, LLC | Reduced | $91910.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $29.0k3.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $14.0k1.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: BlackRock, Inc. (1.4%, 2026-07-28), VANGUARD GROUP INC (0.0%, 2026-03-26), VASHOVSKY STANLEY (0.2%, 2026-02-26)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 3 | $2.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-08 | Capone Anthony Chief Executive Officer | Sold | $51.3k5.4k shares |
| 2023-06-01 | Oberholzer Adriaan Stephanus Officer | Sold | $385.4k42.5k shares |
| 2023-05-31 | Oberholzer Adriaan Stephanus Officer | Sold | $201.5k22.4k shares |
| 2023-05-30 | Oberholzer Adriaan Stephanus Officer | Sold | $146.8k16.3k shares |
| 2023-05-25 | Oberholzer Adriaan Stephanus Officer | Sold | $2.7k300 shares |
| 2023-05-24 | Oberholzer Adriaan Stephanus Officer | Sold | $365.6k40.0k shares |
| 2023-05-23 | Oberholzer Adriaan Stephanus Officer | Sold | $69.2k7.6k shares |
| 2023-05-17 | TRAVERS JAMES M Director · By Travers Holdings LLC | Sold | $553.1k65.0k shares |
| 2023-05-16 | TRAVERS JAMES M Director · By Travers Holdings LLC | Sold | $513.0k60.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.00% of their portfolio | 6.0m $56.5m | Added +373.3k |
| Hood River Capital Management LLC 1.60% of their portfolio | 5.7m $53.8m | Added +171.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.6m $43.3m | Added +26.1k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.61% of their portfolio | 3.1m $28.7m | Unchanged |
| Portolan Capital Management, LLC 2.28% of their portfolio | 2.7m $25.8m | Added +709.6k |
| EMERALD ADVISERS, LLC 0.93% of their portfolio | 2.3m $21.2m | Added +448.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.48% of their portfolio | 2.2m $20.6m | Added +680.4k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.12% of their portfolio | 2.0m $18.5m | Reduced -10.2k |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $17.5m | Reduced -48.4k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.91% of their portfolio | 1.8m $16.8m | Added +295.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.6m $15.4m | Added +43.2k |
| Knott David M Jr 5.30% of their portfolio | 1.4m $13.1m | Unchanged |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 1.3m $11.8m | Added +232.1k |
| Granahan Investment Management, LLC 0.29% of their portfolio | 1.0m $9.4m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 993.8k $9.3m | Reduced -23.6k |
| CANNELL CAPITAL LLC 1.76% of their portfolio | 939.0k $8.8m | Added +26.4k |
| Summit Creek Advisors LLC 0.79% of their portfolio | 674.1k $6.3m | Added +89.3k |
| S SQUARED TECHNOLOGY, LLC 2.94% of their portfolio | 633.6k $5.9m | Added +416.5k |
| 1492 Capital Management LLC 3.46% of their portfolio | 633.1k $5.9m | Reduced -483 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 605.3k $5.7m | Reduced -3.9k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.31% of their portfolio | 588.8k $5.5m | Added +34.7k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 536.5k $5.0m | Reduced -55.1k |
| P.A.W. CAPITAL CORP 9.62% of their portfolio | 500.0k $4.7m | Added +180.0k |
| MOORE CAPITAL MANAGEMENT, LP 0.11% of their portfolio | 500.0k $4.7m | Unchanged |
| Paradiem, LLC 1.33% of their portfolio | 498.9k $4.7m | Added +78.9k |
| POLEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 456.0k $4.3m | Added +88.4k |
| BROWN ADVISORY INC 0.01% of their portfolio | 414.0k $3.9m | Added +6.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 391.3k $3.7m | Reduced -42.2k |
| Voce Capital Management LLC 5.36% of their portfolio | 330.6k $3.1m | Added +41.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 328.9k $3.1m | Added +3.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 308.2k $2.9m | Added +2.0k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 293.5k $2.8m | Added +72.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 290.6k $2.7m | Added +219.9k |
| ForthRight Wealth Management, LLC 1.06% of their portfolio | 269.9k $2.5m | Reduced -125.0k |
| MARATHON CAPITAL MANAGEMENT 0.58% of their portfolio | 249.1k $2.3m | Reduced -74.7k |
| ROYCE & ASSOCIATES LP 0.02% of their portfolio | 249.0k $2.3m | Unchanged |
| PICTON MAHONEY ASSET MANAGEMENT 0.11% of their portfolio | 232.6k $2.2m | Added +60.5k |
| Millrace Asset Group, Inc. 2.27% of their portfolio | 231.3k $2.2m | Added +141.1k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 227.1k $2.1m | Added +6.3k |
| Dana Investment Advisors, Inc. 0.10% of their portfolio | 210.3k $2.0m | Added +14.0k |
| CROWN ADVISORS MANAGEMENT, INC. 1.22% of their portfolio | 200.0k $1.9m | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 189.7k $1.8m | Added +12.1k |
| ISTHMUS PARTNERS, LLC 0.23% of their portfolio | 177.8k $1.7m | New |
| Arena Capital Advisors, LLC- CA 4.80% of their portfolio | 153.1k $1.4m | Reduced -205.4k |
| Ameritas Advisory Services, LLC 0.16% of their portfolio | 142.6k $1.2m | Reduced -22.4k |
| Squarepoint Ops LLC 0.01% of their portfolio | 139.2k $1.3m | Added +95.8k |
| Tamarack Advisers, LP 0.96% of their portfolio | 135.0k $1.3m | Reduced -475.0k |
| MORGAN STANLEY 0.00% of their portfolio | 130.6k $1.2m | Added +7.3k |
| BBR PARTNERS, LLC 0.13% of their portfolio | 128.8k $1.2m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 127.7k $1.2m | Added +6.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 121.6k $1.1m | Reduced -476.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 112.7k $1.1m | Added +27.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 112.5k $1.1m | Added +7.2k |
| Birchview Capital, LP 0.77% of their portfolio | 110.0k $1.0m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 107.3k $1.0m | Added +1 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 106.2k $994.8k | Reduced -62 |
| Invesco Ltd. 0.00% of their portfolio | 104.0k $974.8k | Reduced -20.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 102.5k $960.7k | Reduced -413 |
| HRT FINANCIAL LP 0.01% of their portfolio | 96.4k $902.0k | New |
| PEAK6 Investments LLC 0.08% of their portfolio | 95.2k $892.2k | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 94.6k $886.7k | Added +72.0k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 92.7k $868.2k | New |
| Moss Adams Wealth Advisors LLC 0.27% of their portfolio | 87.1k $816.1k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 81.0k $759.1k | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 80.9k $700.2k | Unchanged |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 79.9k $748.4k | Added +17.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 77.1k $722.4k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 70.9k $664.6k | Added +36.5k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 67.2k $630.1k | Added +43.5k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 64.2k $601.9k | Added +24.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 62.7k $587.4k | Added +47.4k |
| MATRIX ASSET ADVISORS INC/NY 0.07% of their portfolio | 55.8k $522.9k | Unchanged |
| SIMPLEX TRADING, LLC 0.02% of their portfolio | 55.2k $517.0k | Added +25.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 47.0k $439.9k | Added +2.7k |
| UBS Group AG 0.00% of their portfolio | 46.8k $438.4k | Reduced -65.3k |
| ADVISORY RESEARCH INC 0.05% of their portfolio | 45.1k $423.0k | Reduced -22.9k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 44.3k $414.9k | Unchanged |
| PITCAIRN CO 0.03% of their portfolio | 43.1k $404.1k | Added +1.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 40.9k $383.5k | Added +16.5k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.04% of their portfolio | 39.6k $370.8k | Reduced -57.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 38.8k $363.5k | Reduced -20.0k |
| Black Diamond Financial, LLC 0.11% of their portfolio | 38.6k $361.6k | Unchanged |
| Amundi 0.00% of their portfolio | 38.0k $349.9k | Added +29.8k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 37.4k $350.8k | Reduced -2.4k |
| Ergoteles LLC 0.02% of their portfolio | 37.3k $349.5k | Added +17.1k |
| Mesirow Financial Investment Management, Inc. 1.47% of their portfolio | 36.9k $346.0k | Reduced -1.9k |
| Price Jennifer C. 0.11% of their portfolio | 35.0k $328.3k | New |
| BARCLAYS PLC 0.00% of their portfolio | 34.0k $318.2k | Reduced -7.8k |
| Yorktown Management & Research Co Inc 0.34% of their portfolio | 33.9k $317.6k | Reduced -16.2k |
| CITIGROUP INC 0.00% of their portfolio | 33.2k $311.3k | Added +18.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 33.2k $312.0k | Added +17.6k |
| HARBOR CAPITAL ADVISORS, INC. 0.06% of their portfolio | 33.2k $311.2k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 32.8k $307.0k | Added +1.2k |
| MOODY NATIONAL BANK TRUST DIVISION 0.02% of their portfolio | 32.0k $300.0k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 30.5k $285.5k | Reduced -1.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 29.2k $274.0k | Added +2.8k |
| Rockwood Wealth Management, LLC 0.05% of their portfolio | 28.8k $269.8k | Unchanged |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.00% of their portfolio | 24.7k $231.5k | Added +4.5k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 24.5k $229.3k | Added +639 |
| Freedom Investment Management, Inc. 0.03% of their portfolio | 24.4k $228.2k | Reduced -7.4k |