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Running Oak Capital’s Amdocs DOX Stock Holding History

Running Oak 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
2026
Q1 		$12.7M Buy
193,340
+14,597
+8% +$1.07M 1.71% 43
2025
Q4 		$14.4M Sell
178,743
-4,451
-2% -$358K 1.81% 32
2025
Q3 		$15.1M Buy
183,194
+8,071
+5% +$700K 1.69% 46
2025
Q2 		$16M Buy
175,123
+3,572
+2% +$319K 1.78% 41
2025
Q1 		$15.8M Buy
171,551
+16,538
+11% +$1.44M 1.9% 17
2024
Q4 		$13.2M Buy
155,013
+11,497
+8% +$1.01M 1.72% 35
2024
Q3 		$12.6M Buy
143,516
+4,973
+4% +$419K 1.7% 43
2024
Q2 		$10.9M Buy
138,543
+29,809
+27% +$2.45M 1.7% 45
2024
Q1 		$9.83M Buy
108,734
+14,205
+15% +$1.29M 1.58% 48
2023
Q4 		$8.31M Buy
94,529
+16,559
+21% +$1.38M 1.64% 47
2023
Q3 		$6.59M Buy
77,970
+233
+0.3% +$21K 1.69% 40
2023
Q2 		$7.68M Buy
77,737
+6,047
+8% +$569K 1.88% 23
2023
Q1 		$6.88M Sell
71,690
-1,275
-2% -$118K 1.96% 15
2022
Q4 		$6.63M Buy
72,965
+5,318
+8% +$452K 1.95% 16
2022
Q3 		$5.38M Buy
+67,647
New +$5.73M 1.86% 22
2021
Q2 		$351K Sell
4,537
-71,093
-94% -$5.49M 0.19% 45
2021
Q1 		$5.3M Sell
75,630
-1,213
-2% -$91.6K 1.61% 48
2020
Q4 		$5.45M Sell
76,843
-2,255
-3% -$142K 1.82% 18
2020
Q3 		$4.54M Buy
79,098
+46,918
+146% +$2.8M 1.66% 42
2020
Q2 		$1.96M Buy
+32,180
New +$1.99M 0.77% 58

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

Running Oak Capital's DOX Position: Q1 2026 in Review

Running Oak Capital increased its Amdocs (DOX) stake by 8.2% in Q1 2026, buying an estimated $1.07M and bringing the position to 193,340 shares worth $12.7M. The position accounts for 1.71% of the portfolio, ranked #43.

Running Oak Capital first reported a position in DOX in Q2 2020 and has held it in 20 quarters since. The position peaked at $16M in Q2 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Running Oak Capital held 193,340 shares of Amdocs worth $12.7M as of Q1 2026.
  • Running Oak Capital bought 14,597 Amdocs shares in Q1 2026, an estimated $1.07M.
  • Amdocs made up 1.71% of Running Oak Capital's portfolio in Q1 2026, its #43 holding.
  • Running Oak Capital first reported a position in Amdocs in Q2 2020 and has held it in 20 quarters since.
  • Running Oak Capital's Amdocs position peaked at $16M in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Running Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.