Position in DOX
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$597,977
-$139,414 QoQ
Shares Held
9,163
+0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Sowell Financial Services LLC holds $76,473,501 across 13 Software - Infrastructure names. DOX ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
149,571 | $55,366,697 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
76,683 | $11,217,189 | |
| 3 | PANW |
Palo Alto Networks Inc
|
15,723 | $2,520,711 | |
| 4 | ORCL |
Oracle Corp
|
16,181 | $2,380,386 | |
| 5 | NET |
Cloudflare, Inc.
|
8,853 | $1,826,728 | |
| 6 | CRWV |
CoreWeave, Inc.
|
9,627 | $745,803 | |
| 7 | DOX |
Amdocs Ltd
This page
|
9,163 | $597,977 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
5,503 | $537,106 |
All Filings in DOX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $597,977 | 9,163 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $737,391 | 9,159 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $714,573 | 8,709 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $741,142 | 8,123 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $703,177 | 7,685 | Shares | Sole | 2025-04-17 | |
| 2023-03-31 | $299,517 | 3,119 | Shares | Sole | 2023-05-12 | |
| 2021-03-31 | $32,830 | 468 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $33,266 | 469 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $45,296 | 789 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $214,175 | 3,518 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $31,607 | 575 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||