Amdocs Limited
US ˙ NasdaqGS ˙ GB0022569080

SecurityDOX / Amdocs Limited
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership10,060 shares
Latest Disclosed Value $ 656,667
Advisor Group Holdings, Inc. reports 83.71% increase in ownership of DOX / Amdocs Limited

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 10,060 shares of Amdocs Limited (US:DOX) valued at $656,516 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,476 shares of Amdocs Limited. This represents a change in shares of 83.71% during the quarter. The current value of the position is $604,505 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AMDOCS SHS G02602103 10,060 4,584 83.71 657 48.75 0.0006
2026-02-17 2025-12-31 13F AMDOCS SHS G02602103 5,476 -10,837 -66.43 442 -67.31 0.0006
2025-11-14 2025-09-30 13F AMDOCS SHS G02602103 16,313 -8,765 -34.95 1,349 -41.14 0.0019
2025-09-04 2025-06-30 13F/A-1 MDOCS SHS G02602103 25,078 11,041 78.66 2,293 77.95 0.0041
2025-08-13 2025-06-30 13F MDOCS SHS G02602103 23,164 9,127 2,043 0.0024
2025-05-12 2025-03-31 13F AMDOCS SHS G02602103 14,037 -7,759 -35.60 1,288 -30.72 0.0029
2025-06-06 2024-12-31 13F/A-1 AMDOCS SHS G02602103 21,796 -283 -1.28 1,859 -3.88 0.0042
2025-02-07 2024-12-31 13F AMDOCS SHS G02602103 22,077 -2 1,912 0.0049
2024-11-13 2024-09-30 13F AMDOCS SHS G02602103 22,079 305 1.40 1,935 12.44 0.0044
2024-08-13 2024-06-30 13F AMDOCS SHS G02602103 21,774 4,169 23.68 1,721 7.97 0.0041
2024-05-10 2024-03-31 13F AMDOCS SHS G02602103 17,605 -112,128 -86.43 1,593 -86.04 0.0036
2024-02-12 2023-12-31 13F AMDOCS SHS G02602103 129,733 -78,934 -37.83 11,412 -35.30 0.0200
2023-11-13 2023-09-30 13F AMDOCS SHS G02602103 208,667 72,542 53.29 17,637 31.02 0.0261
2023-08-21 2023-06-30 13F/A-1 AMDOCS SHS G02602103 136,125 24,488 21.94 13,461 25.53 0.0242
2023-08-10 2023-06-30 13F AMDOCS SHS G02602103 139,746 28,109 13,458 0.0036
2023-05-12 2023-03-31 13F AMDOCS SHS G02602103 111,637 14,642 15.10 10,724 21.58 0.0202
2023-02-10 2022-12-31 13F AMDOCS SHS G02602103 96,995 17,606 22.18 8,820 39.80 0.0179
2022-11-14 2022-09-30 13F AMDOCS SHS G02602103 79,389 18,697 30.81 6,309 24.71 0.0144
2022-08-10 2022-06-30 13F AMDOCS SHS G02602103 60,692 15,982 35.75 5,059 33.41 0.0112
2022-05-04 2022-03-31 13F AMDOCS SHS G02602103 44,710 4,402 10.92 3,792 25.69 0.0074
2022-02-03 2021-12-31 13F AMDOCS SHS G02602103 40,308 6,882 20.59 3,017 19.15 0.0057
2021-11-05 2021-09-30 13F AMDOCS SHS G02602103 33,426 5,471 19.57 2,532 17.06 0.0053
2021-08-02 2021-06-30 13F AMDOCS SHS G02602103 27,955 -5,057 -15.32 2,163 -6.65 0.0047
2021-05-13 2021-03-31 13F AMDOCS SHS G02602103 33,012 5,163 18.54 2,317 17.26 0.0056
2021-02-10 2020-12-31 13F AMDOCS SHS G02602103 27,849 4,390 18.71 1,976 46.48 0.0053
2020-11-12 2020-09-30 13F AMDOCS SHS G02602103 23,459 -4,176 -15.11 1,349 -19.99 0.0040
2020-08-14 2020-06-30 13F AMDOCS SHS G02602103 27,635 -326 -1.17 1,686 9.77 0.0057
2020-05-18 2020-03-31 13F AMDOCS SHS G02602103 27,961 27,961 1,536 0.0063
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.