DOX — AMDOCS LTD

Ownership history in Compound Planning, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in AMDOCS LTD (DOX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,446 -171 -6.5% 0.01% $201K $81.52
2025 Q2 INITIATED 2,617 — — 0.01% $239K $90.06
% of Fund (quarterly)    DOX price (monthly, adj. close)

Other funds also holding DOX

As of 2025 Q4 — sorted by position size

DigitalBridge Group, Inc. 3Y 6.11% Oribel Capital Management, LP 3Y 7Y 3.43% Talaria Asset Management Pty Ltd 2.92% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 2.9% Carolina Wealth Advisors, LLC 3Y 2.45% Beutel, Goodman & Co Ltd. 3Y 7Y 2.34% SEIZERT CAPITAL PARTNERS, LLC 3Y 7Y 1.82% Running Oak Capital LLC 3Y 1.81% Oribel Capital Management, LP 3Y 7Y 1.79% BRANDES INVESTMENT PARTNERS, LP 3Y 7Y 1.66%
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