Position in DOX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,181,896
+$182,156 QoQ
Shares Held
62,958
+37.0% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#121
of 444 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in DOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $61,038,097 across 10 Software - Infrastructure names. DOX ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
75,241 | $28,066,396 | |
| 2 | ORCL |
Oracle Corp
|
140,506 | $20,591,152 | |
| 3 | NTAP |
NetApp, Inc.
|
36,867 | $5,705,536 | |
| 4 | DOX |
Amdocs Ltd
This page
|
62,958 | $3,181,896 | |
| 5 | PANW |
Palo Alto Networks Inc
|
4,788 | $1,632,803 | |
| 6 | FTNT |
Fortinet, Inc.
|
7,776 | $1,194,549 | |
| 7 | SNPS |
Synopsys Inc
|
1,309 | $583,905 | |
| 8 | XYZ |
Block, Inc.
|
1,000 | $76,000 |
All Filings in DOX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,181,896 | 62,958 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,999,740 | 45,966 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $18,156,451 | 225,518 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $19,156,130 | 233,469 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $22,106,265 | 242,287 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $22,682,667 | 247,898 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $21,121,360 | 248,078 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $20,065,724 | 229,375 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $21,212,354 | 268,783 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $22,707,811 | 251,276 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $4,095,761 | 46,601 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $3,841,421 | 45,466 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,611,648 | 46,653 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $4,759,150 | 49,559 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,631,263 | 50,949 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $4,077,373 | 51,320 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $4,361,444 | 52,352 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $4,143,548 | 50,402 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,661,846 | 48,929 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||