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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
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 $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Root Financial Partners's DOX Position: Q1 2026 in Review

Root Financial Partners increased its Amdocs (DOX) stake by 39% in Q1 2026, buying an estimated $9.44K and bringing the position to 461 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Root Financial Partners first reported a position in DOX in Q3 2025 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Root Financial Partners held 461 shares of Amdocs worth $30.1K as of Q1 2026.
  • Root Financial Partners bought 129 Amdocs shares in Q1 2026, an estimated $9.44K.
  • Amdocs made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1116 holding.
  • Root Financial Partners first reported a position in Amdocs in Q3 2025 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.