Root Financial Partners
DOX icon

Root Financial Partners’s Amdocs DOX Stock Holding History

Root Financial 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
Q3 		$9.8K Buy
+171
New +$9.8K ﹤0.01% 1925
2026
Q2 		– Sell
-461
Closed -$30.1K – 1152
2026
Q1 		$30.1K Buy
461
+129
+39% +$9.44K ﹤0.01% 1116
2025
Q4 		$26.7K Buy
332
+13
+4% +$1.04K ﹤0.01% 1021
2025
Q3 		$26.2K Buy
+319
New +$27.7K ﹤0.01% 974

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's DOX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Amdocs (DOX) in Q3 2026: 171 shares worth $9.8K. The stake represents ﹤0.01% of the portfolio and ranks #1925 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DOX as recently as Q1 2026.

Root Financial Partners first reported a position in DOX in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.1K in Q1 2026. 209 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

  • Root Financial Partners held 171 shares of Amdocs worth $9.8K as of Q3 2026.
  • Amdocs was a new Root Financial Partners position in Q3 2026.
  • Amdocs made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1925 holding.
  • Root Financial Partners first reported a position in Amdocs in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Amdocs position peaked at $30.1K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.