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Isthmus Partners’s Amdocs DOX Stock Holding History

Isthmus Partners’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
Q2 		$375K Buy
7,424
+1,547
+26% +$94.9K 0.04% 180
2026
Q1 		$384K Buy
5,877
+1,319
+29% +$96.5K 0.04% 160
2025
Q4 		$367K Buy
+4,558
New +$366K 0.04% 159
2025
Q3 		– Sell
-4,537
Closed -$414K – 202
2025
Q2 		$414K Hold
4,537
– – 0.05% 152
2025
Q1 		$415K Buy
4,537
+108
+2% +$9.43K 0.05% 155
2024
Q4 		$377K Buy
4,429
+720
+19% +$63.2K 0.05% 161
2024
Q3 		$324K Buy
3,709
+543
+17% +$45.7K 0.04% 172
2024
Q2 		$250K Buy
3,166
+226
+8% +$18.6K 0.03% 179
2024
Q1 		$266K Hold
2,940
– – 0.03% 183
2023
Q4 		$258K Buy
+2,940
New +$245K 0.03% 181
2018
Q4 		– Sell
-76
Closed -$5K – 177
2018
Q3 		$5K Hold
76
– – ﹤0.01% 266
2018
Q2 		$5K Hold
76
– – ﹤0.01% 249
2018
Q1 		$5K Hold
76
– – ﹤0.01% 246
2017
Q4 		$5K Hold
76
– – ﹤0.01% 267
2017
Q3 		$5K Hold
76
– – ﹤0.01% 274
2017
Q2 		$5K Hold
76
– – ﹤0.01% 270
2017
Q1 		$5K Hold
76
– – ﹤0.01% 275
2016
Q4 		$4K Buy
+76
New +$4.48K ﹤0.01% 286

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Isthmus Partners's DOX Position: Q2 2026 in Review

Isthmus Partners increased its Amdocs (DOX) stake by 26% in Q2 2026, buying an estimated $94.9K and bringing the position to 7,424 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #180.

Isthmus Partners first reported a position in DOX in Q4 2016 and has held it in 18 quarters since. The position peaked at $415K in Q1 2025. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Isthmus Partners held 7,424 shares of Amdocs worth $375K as of Q2 2026.
  • Isthmus Partners bought 1,547 Amdocs shares in Q2 2026, an estimated $94.9K.
  • Amdocs made up 0.04% of Isthmus Partners's portfolio in Q2 2026, its #180 holding.
  • Isthmus Partners first reported a position in Amdocs in Q4 2016 and has held it in 18 quarters since.
  • Isthmus Partners's Amdocs position peaked at $415K in Q1 2025.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.