Bailard’s Amdocs DOX Stock Holding History

Bailard’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	–	Sell	-7,000	Closed	-$564K	–	766
2025 Q4	$564K	Buy	+7,000	New	+$563K	0.01%	449
2016 Q1	–	Sell	-31,200	Closed	-$1.7M	–	277
2015 Q4	$1.7M	Sell	31,200 -3,459	-10%	-$198K	0.75%	31
2015 Q3	$1.97M	Buy	+34,659	New	+$1.98M	0.31%	56

Other funds holding DOX

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bailard's DOX Position: Q1 2026 in Review

Bailard sold out of Amdocs (DOX) in Q1 2026, closing a stake of 7,000 shares — an estimated $564K sold.

Bailard first reported a position in DOX in Q3 2015 and held it in 3 quarters. The position peaked at $1.97M in Q3 2015. 475 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

Bailard reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
Bailard sold 7,000 Amdocs shares in Q1 2026, an estimated $564K.
Bailard first reported a position in Amdocs in Q3 2015 and held it in 3 quarters.
Bailard's Amdocs position peaked at $1.97M in Q3 2015.
475 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.