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Atria Investments’s Amdocs DOX Stock Holding History

Atria Investments’s Portfolio DOX Stock Details DOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.4M Buy
21,495
+7,425
+53% +$543K 0.02% 883
2025
Q4 		$1.13M Buy
14,070
+4,572
+48% +$368K 0.01% 1004
2025
Q3 		$779K Sell
9,498
-644
-6% -$55.8K 0.01% 1184
2025
Q2 		$925K Buy
10,142
+2,116
+26% +$189K 0.01% 1078
2025
Q1 		$734K Sell
8,026
-21
-0.3% -$1.83K 0.01% 1138
2024
Q4 		$685K Sell
8,047
-1,361
-14% -$119K 0.01% 1163
2024
Q3 		$823K Buy
9,408
+634
+7% +$53.4K 0.01% 1077
2024
Q2 		$692K Buy
+8,774
New +$721K 0.01% 1135
2022
Q1 		– Sell
-15,809
Closed -$1.18M – 870
2021
Q4 		$1.18M Sell
15,809
-4,471
-22% -$336K 0.02% 766
2021
Q3 		$1.53M Buy
20,280
+3,450
+20% +$267K 0.03% 631
2021
Q2 		$1.3M Buy
+16,830
New +$1.3M 0.03% 673
2020
Q2 		– Sell
-9,016
Closed -$496K – 591
2020
Q1 		$496K Buy
9,016
+166
+2% +$11.1K 0.04% 354
2019
Q4 		$639K Buy
8,850
+4,167
+89% +$284K 0.02% 696
2019
Q3 		$310K Sell
4,683
-161
-3% -$10.3K 0.01% 706
2019
Q2 		$308K Buy
+4,844
New +$280K 0.01% 732
2019
Q1 		– Sell
-4,612
Closed -$270K – 953
2018
Q4 		$270K Buy
4,612
+346
+8% +$21.7K 0.01% 688
2018
Q3 		$281K Buy
4,266
+652
+18% +$43.1K 0.01% 796
2018
Q2 		$239K Sell
3,614
-951
-21% -$64K 0.01% 821
2018
Q1 		$305K Buy
4,565
+589
+15% +$39.6K 0.01% 671
2017
Q4 		$260K Buy
3,976
+80
+2% +$5.19K 0.01% 700
2017
Q3 		$251K Buy
3,896
+508
+15% +$32.8K 0.01% 666
2017
Q2 		$218K Buy
+3,388
New +$214K 0.01% 674
2017
Q1 		– Sell
-3,932
Closed -$229K – 682
2016
Q4 		$229K Buy
+3,932
New +$232K 0.02% 566
2014
Q1 		– Sell
-5,646
Closed -$233K – 428
2013
Q4 		$233K Buy
+5,646
New +$222K 0.02% 415

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Atria Investments's DOX Position: Q1 2026 in Review

Atria Investments increased its Amdocs (DOX) stake by 53% in Q1 2026, buying an estimated $543K and bringing the position to 21,495 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #883.

Atria Investments first reported a position in DOX in Q4 2013 and has held it in 24 quarters since. The position peaked at $1.53M in Q3 2021. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Atria Investments held 21,495 shares of Amdocs worth $1.4M as of Q1 2026.
  • Atria Investments bought 7,425 Amdocs shares in Q1 2026, an estimated $543K.
  • Amdocs made up 0.02% of Atria Investments's portfolio in Q1 2026, its #883 holding.
  • Atria Investments first reported a position in Amdocs in Q4 2013 and has held it in 24 quarters since.
  • Atria Investments's Amdocs position peaked at $1.53M in Q3 2021.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.