Innealta Capital’s Amdocs DOX Stock Holding History

Innealta Capital’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
2025 Q4	–	Sell	-2,910	Closed	-$239K	–	91
2025 Q3	$239K	Buy	+2,910	New	+$252K	0.12%	78

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Innealta Capital's DOX Position: Q4 2025 in Review

Innealta Capital sold out of Amdocs (DOX) in Q4 2025, closing a stake of 2,910 shares — an estimated $239K sold.

Innealta Capital first reported a position in DOX in Q3 2025 and held it in 1 quarter. The position peaked at $239K in Q3 2025. 492 funds tracked by Wall St. Rank hold DOX as of Q4 2025.

Innealta Capital reported no remaining Amdocs position as of Q4 2025 after selling out during the quarter.
Innealta Capital sold 2,910 Amdocs shares in Q4 2025, an estimated $239K.
Innealta Capital first reported a position in Amdocs in Q3 2025 and held it in 1 quarter.
Innealta Capital's Amdocs position peaked at $239K in Q3 2025.
492 funds tracked by Wall St. Rank held Amdocs as of Q4 2025.

Based on Innealta Capital's 13F filing for Q4 2025, filed 30 Jan 2026.