Who owns DOX
Which tracked institutional funds hold DOX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DOX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on DOX is one-sided between 2026-Q1 and 2026-Q2: 59 added or opened and 174 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DOX’s largest tracked holder by dollar value, PZENA INVESTMENT MANAGEMENT LLC, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DOX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 418 tracked filers holding DOX, 236 increased or opened the position and 259 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DOX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- M&G PLC$13M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7M
- Moran Wealth Management, LLC$4M
- Bridgewater Associates, LP$3M
- TWINBEECH CAPITAL LP$3M
- IMC-Chicago, LLC$3M
Full exits 39
- Beutel, Goodman & Co Ltd.$345M
- LSV ASSET MANAGEMENT$261M
- ACADIAN ASSET MANAGEMENT LLC$36M
- VAUGHAN DAVID INVESTMENTS LLC/IL$32M
- Arbejdsmarkedets Tillaegspension$23M
- Treasurer of the State of North Carolina$18M
Largest adds
- MILLENNIUM MANAGEMENT LLC$24M
- CITIGROUP INC$16M
- TWO SIGMA INVESTMENTS, LP$10M
- Tidal Investments LLC$7M
- Allianz Asset Management GmbH$7M
- Qube Research & Technologies Ltd$6M
Largest trims
- FMR LLC$238M
- PZENA INVESTMENT MANAGEMENT LLC$121M
- WELLINGTON MANAGEMENT GROUP LLP$120M
- BRANDES INVESTMENT PARTNERS, LP$72M
- NORDEA INVESTMENT MANAGEMENT AB$43M
- VANGUARD PORTFOLIO MANAGEMENT LLC$40M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC added | 13,985,330 | $707M | 15.8% | 2026-Q2 |
| FMR LLC trimmed | 10,032,313 | $507M | 11.3% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP trimmed | 4,581,633 | $232M | 5.2% | 2026-Q2 |
| BlackRock, Inc. added | 4,375,383 | $221M | 4.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,096,109 | $207M | 4.6% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 3,142,487 | $159M | 3.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,753,024 | $139M | 3.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,630,027 | $133M | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,137,766 | $111M | 2.5% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 1,803,555 | $92M | 2.0% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,799,345 | $91M | 2.0% | 2026-Q2 |
| DigitalBridge Group, Inc. added | 1,787,852 | $90M | 2.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,456,748 | $74M | 1.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,379,744 | $70M | 1.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,370,197 | $69M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,359,637 | $69M | 1.5% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,325,030 | $68M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,299,990 | $66M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,249,592 | $63M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,207,204 | $61M | 1.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,190,940 | $60M | 1.3% | 2026-Q2 |
| CRAWFORD INVESTMENT COUNSEL INC added | 1,186,948 | $60M | 1.3% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 1,148,126 | $58M | 1.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,001,176 | $51M | 1.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 803,114 | $41M | 0.9% | 2026-Q2 |
| Allianz Asset Management GmbH added | 612,849 | $31M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 596,845 | $30M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 594,572 | $30M | 0.7% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 587,736 | $30M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 560,054 | $28M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 522,297 | $26M | 0.6% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 518,363 | $26M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 511,367 | $26M | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 510,093 | $26M | 0.6% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC trimmed | 501,609 | $25M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 442,873 | $22M | 0.5% | 2026-Q2 |
| Invesco Ltd. added | 441,294 | $22M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 434,419 | $22M | 0.5% | 2026-Q2 |
| Bahl & Gaynor LLC trimmed | 432,132 | $22M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 430,472 | $22M | 0.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 418,090 | $21M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 410,782 | $21M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 384,062 | $19M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 377,939 | $19M | 0.4% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 339,941 | $17M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 337,744 | $17M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 315,274 | $16M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 305,034 | $15M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 300,940 | $15M | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 289,455 | $15M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 288,724 | $15M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 285,358 | $14M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 285,318 | $14M | 0.3% | 2026-Q2 |
| Tidal Investments LLC added | 272,345 | $14M | 0.3% | 2026-Q2 |
| M&G PLC new | 262,980 | $13M | 0.3% | 2026-Q2 |
| Aberdeen Group plc trimmed | 255,248 | $13M | 0.3% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 247,521 | $13M | 0.3% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 238,724 | $12M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 236,164 | $12M | 0.3% | 2026-Q2 |
| Distillate Capital Partners LLC added | 235,736 | $12M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 233,760 | $12M | 0.3% | 2026-Q2 |
| ALPS ADVISORS INC added | 220,123 | $11M | 0.2% | 2026-Q2 |
| Walleye Capital LLC trimmed | 216,629 | $11M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 211,238 | $11M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 209,747 | $11M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 207,980 | $11M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 203,160 | $10M | 0.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 202,854 | $10M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 197,238 | $10M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 197,187 | $10M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 186,760 | $9M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 178,700 | $9M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 160,998 | $8M | 0.2% | 2026-Q2 |
| Running Oak Capital LLC trimmed | 157,397 | $8M | 0.2% | 2026-Q2 |
| GW HENSSLER & ASSOCIATES LTD added | 150,784 | $8M | 0.2% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 148,176 | $7M | 0.2% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 142,474 | $7M | 0.2% | 2026-Q2 |
| Creative Planning added | 140,173 | $7M | 0.2% | 2026-Q2 |
| Polar Capital Holdings Plc trimmed | 137,302 | $7M | 0.2% | 2026-Q2 |
| Crossmark Global Holdings, Inc. trimmed | 134,724 | $7M | 0.2% | 2026-Q2 |
| Defiance ETFs, LLC trimmed | 132,833 | $7M | 0.2% | 2026-Q2 |
| Talaria Asset Management Pty Ltd trimmed | 130,500 | $7M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 116,614 | $6M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 116,497 | $6M | 0.1% | 2026-Q2 |
| Ruffer LLP added | 116,121 | $6M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 112,380 | $6M | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 111,880 | $6M | 0.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 109,974 | $6M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 106,649 | $5M | 0.1% | 2026-Q2 |
| OAK ASSOCIATES LTD /OH/ trimmed | 105,812 | $5M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 103,193 | $5M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 102,319 | $5M | 0.1% | 2026-Q2 |
| MARTIN & CO INC /TN/ added | 101,592 | $5M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 99,593 | $5M | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO added | 99,247 | $5M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 92,412 | $5M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 91,475 | $5M | 0.1% | 2026-Q2 |
| GHP Investment Advisors, Inc. trimmed | 89,380 | $5M | 0.1% | 2026-Q2 |
| Moran Wealth Management, LLC added | 87,700 | $4M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 75,348 | $5M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.