DocMorris Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of DOCM?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	308,586	2.39%
General Public	3,185,925	24.7%
Institutions	9,402,398	72.9%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 9.7%.

Top Shareholders

Top 25 shareholders own 68.43% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
20.3%	UBS Asset Management AG	2,619,009	CHF 52.5m	-9.4%	0.01%
5.38%	Barclays Bank PLC, Securities Investments	694,389	CHF 13.9m	1.84%	0.02%
4.34%	Artisan Partners Limited Partnership	560,215	CHF 11.2m	10.6%	0.01%
3.58%	BNP Paribas, Private & Investment Banking Investments	462,047	CHF 9.3m	0%	0.06%
3.38%	The Vanguard Group, Inc.	435,373	CHF 8.7m	0%	no data
3.31%	Swisscanto Asset Management Ltd.	426,810	CHF 8.6m	0%	0.13%
3.25%	JPMorgan Chase & Co, Brokerage and Securities Investments	419,285	CHF 8.4m	-7.87%	no data
3.03%	Shareholder Value Management Aktiengesellschaft	391,185	CHF 7.8m	0%	1.08%
3%	BlackRock, Inc.	387,363	CHF 7.8m	0%	no data
2.98%	PSquared Asset Management AG	384,887	CHF 7.7m	-5.7%	3.87%
2.75%	LMR Partners LLP	355,152	CHF 7.1m	0%	0.23%
2.42%	St. James's Place Wealth Management Group Ltd.	311,654	CHF 6.2m	0%	0.05%
1.81%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	233,976	CHF 4.7m	-45.2%	no data
1.8%	TFG Asset Management L.P.	231,968	CHF 4.6m	0%	2.02%
0.9%	Walter Oberhansli	115,452	CHF 2.3m	0%	no data
0.88%	Premier Fund Managers Ltd.	113,291	CHF 2.3m	-5.7%	0.03%
0.78%	Dimensional Fund Advisors LP	100,931	CHF 2.0m	11%	no data
0.78%	zCapital AG	100,000	CHF 2.0m	0%	0.13%
0.76%	ZKB Asset Management	98,479	CHF 2.0m	4.93%	no data
0.68%	Norges Bank Investment Management	87,234	CHF 1.7m	0%	no data
0.54%	Deutsche Asset & Wealth Management	69,782	CHF 1.4m	0%	no data
0.52%	Zürcher Kantonalbank, Investment Arm	67,201	CHF 1.3m	-3.92%	0.01%
0.42%	Stefan Feuerstein	54,232	CHF 1.1m	0%	no data
0.42%	Sands Capital Management, LLC	54,012	CHF 1.1m	0%	no data
0.4%	Plutos Vermoegensverwaltung AG	51,500	CHF 1.0m	0%	0.67%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/27 14:47
End of Day Share Price	2024/12/23 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

DocMorris AG is covered by 21 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Volker Bosse	Baader Helvea Equity Research
Gerhard Orgonas	Berenberg
Ashley Wallace	BofA Global Research