ClearBridge Investments released its fourth-quarter 2025 investor letter, reporting strong but volatile US equities performance. The S&P 500 Index returned 2.7%, while the Russell Midcap Growth Index declined 3.7%. The strategy outperformed for the third consecutive quarter, maintaining a disciplined portfolio management approach.

In the fourth quarter 2025 investor letter, ClearBridge Growth Strategy highlighted Doximity, Inc. (NYSE: DOCS), a cloud-based digital platform for medical professionals. Doximity, Inc. (NYSE: DOCS) stock closed at $43.79 per share on January 9, 2026, with a one-month return of -1.93% and a market capitalization of $8.24 billion.

ClearBridge Growth Strategy mentioned that Doximity, Inc. (NYSE: DOCS) faced pressure in the health care sector due to renewed volatility in high-beta growth stocks. Despite this, the company remains a key player in the digital platform serving medical professionals market.

Doximity, Inc. (NYSE: DOCS) is not among the 30 Most Popular Stocks Among Hedge Funds, but 44 hedge fund portfolios held the stock at the end of the third quarter. In the second quarter of fiscal 2026, Doximity, Inc. (NYSE: DOCS) generated $169 million in revenue, up 23% year-on-year. While the stock has potential, certain AI stocks may offer greater upside potential.

Read more at Yahoo Finance: Doximity (DOCS) Slid on Renewed Volatility