Running Oak Capital
DOX icon

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
Q3 		$8.58M Sell
149,641
-7,756
-5% -$445K 1.42% 48
2026
Q2 		$7.99M Sell
157,397
-35,943
-19% -$2.2M 1.36% 53
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 		$9.8M 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 $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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Running Oak Capital's DOX Position: Q3 2026 in Review

Running Oak Capital reduced its Amdocs (DOX) stake by 4.9% in Q3 2026, selling an estimated $445K and leaving 149,641 shares worth $8.58M. The position accounts for 1.42% of the portfolio, ranked #48.

Running Oak Capital first reported a position in DOX in Q2 2020 and has held it in 22 quarters since. The position peaked at $16M in Q2 2025. 202 funds tracked by Wall St. Rank hold DOX as of Q3 2026.

  • Running Oak Capital held 149,641 shares of Amdocs worth $8.58M as of Q3 2026.
  • Running Oak Capital sold 7,756 Amdocs shares in Q3 2026, an estimated $445K.
  • Amdocs made up 1.42% of Running Oak Capital's portfolio in Q3 2026, its #48 holding.
  • Running Oak Capital first reported a position in Amdocs in Q2 2020 and has held it in 22 quarters since.
  • Running Oak Capital's Amdocs position peaked at $16M in Q2 2025.
  • 202 funds tracked by Wall St. Rank held Amdocs as of Q3 2026.

Based on Running Oak Capital's 13F filing for Q3 2026, filed 4 Nov 2026.