DocGo
DCGO on Nasdaq. Market value $36m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 119 funds in all.
Sold out this quarter
Largest holders overall
- Vanguard Capital Management$2m
- P.A.W. Capital$2mAdded
- Knott David M Jr$1m
- Peapod Lane Capital$1mAdded
- Citadel Advisors$1mCut
- Renaissance Technologies$1mAdded
- S Squared Technology$1m
- Acadian Asset Management$918,000Added
- AQR Capital Management$881,994Added
- Moore Capital Management, LP$756,087
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
1 investor owns more than 5%.
- Deerfield Mgmt, L.P.Passive investorat least 5.0%(filed with 3 related holders)Since 13 February 2025
- BlackRock, Inc.Passive investorSold down below 5%Since 30 June 2026
- Vashovsky StanleySold down below 5%Since 24 February 2026
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
Deerfield Mgmt, L.P. Passive investor | at least 5.0% (filed with 3 related holders) | 13 February 2025 | |
BlackRock, Inc. Passive investor | Sold down below 5% | 30 June 2026 | |
Vashovsky Stanley | Sold down below 5% | 24 February 2026 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 1 sold $15,334.
- Tendler Ely DGeneral Counsel and Secretary, DirectorSold
- Date
- 15 December 2025
- Shares
- 16,850
- Price
- $0.91
- Value
- $15,334
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 15 December 2025 | Tendler Ely D General Counsel and Secretary, Director | Sold | 16,850 | $0.91 | $15,334 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the serious warning signs we check for were found. 1 thing worth knowing.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 16 Mar 2026, plus the 10-Q filed 17 Aug 2026 and 7 later 8-Ks.
One big customer
Worth knowingOne customer brings in a big share of sales: 33% last year. Losing that customer would hurt.
“A significant portion of DocGo’s revenues in 2025 was derived from one customer, which accounted for approximately 33% of total revenues.”
From the 10-K filed 16 March 2026, Item 1A. Risk Factors. Read it in the filing
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.