CI
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CX Institutional’s Amdocs DOX Stock Holding History

CX Institutional’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
Q3 		$466K Buy
8,146
+2,421
+42% +$139K 0.01% 490
2026
Q2 		$289K Buy
5,725
+1,137
+25% +$69.7K 0.01% 643
2026
Q1 		$299K Sell
4,588
-5,349
-54% -$391K 0.01% 606
2025
Q4 		$800K Buy
9,937
+593
+6% +$47.7K 0.02% 317
2025
Q3 		$767K Buy
9,344
+80
+0.9% +$6.93K 0.02% 341
2025
Q2 		$845K Buy
9,264
+35
+0.4% +$3.13K 0.03% 288
2025
Q1 		$844K Buy
+9,229
New +$806K 0.03% 297
2023
Q1 		– Sell
-17,249
Closed -$1.57M – 499
2022
Q4 		$1.57M Buy
17,249
+625
+4% +$53.2K 0.1% 215
2022
Q3 		$1.32M Sell
16,624
-292
-2% -$24.7K 0.09% 226
2022
Q2 		$1.41M Sell
16,916
-620
-4% -$51.1K 0.11% 216
2022
Q1 		$1.44M Buy
+17,536
New +$1.37M 0.12% 190
2020
Q3 		– Sell
-15
Closed -$1K – 880
2020
Q2 		$1K Sell
15
-25
-63% -$1.54K ﹤0.01% 791
2020
Q1 		$2K Hold
40
– – ﹤0.01% 659
2019
Q4 		$3K Buy
+40
New +$2.72K ﹤0.01% 621
2019
Q2 		– Sell
-40
Closed -$2K – 958
2019
Q1 		$2K Hold
40
– – ﹤0.01% 681
2018
Q4 		$2K Hold
40
– – ﹤0.01% 449
2018
Q3 		$3K Hold
40
– – ﹤0.01% 309
2018
Q2 		$3K Buy
+40
New +$2.69K ﹤0.01% 289

Other funds holding DOX

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

CX Institutional's DOX Position: Q3 2026 in Review

CX Institutional increased its Amdocs (DOX) stake by 42% in Q3 2026, buying an estimated $139K and bringing the position to 8,146 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #490.

CX Institutional first reported a position in DOX in Q2 2018 and has held it in 18 quarters since. The position peaked at $1.57M in Q4 2022. 11 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

  • CX Institutional held 8,146 shares of Amdocs worth $466K as of Q3 2026.
  • CX Institutional bought 2,421 Amdocs shares in Q3 2026, an estimated $139K.
  • Amdocs made up 0.01% of CX Institutional's portfolio in Q3 2026, its #490 holding.
  • CX Institutional first reported a position in Amdocs in Q2 2018 and has held it in 18 quarters since.
  • CX Institutional's Amdocs position peaked at $1.57M in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.