Who owns DOX (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-Q1 13F filings. 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
78 tracked funds added or opened DOX while 179 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.6pp 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 2025-Q4 and 2026-Q1, across 474 tracked filers holding DOX, 281 increased or opened the position and 258 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 2025-Q4 and 2026-Q1 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 22
- VANGUARD PORTFOLIO MANAGEMENT LLC$179M
- Walleye Capital LLC$18M
- Woodline Partners LP$15M
- ExodusPoint Capital Management, LP$12M
- VANGUARD CAPITAL MANAGEMENT LLC$5M
- Ruffer LLP$4M
Full exits 42
- Allspring Global Investments Holdings, LLC$254M
- VANGUARD GROUP INC$241M
- Alyeska Investment Group, L.P.$170M
- Clearbridge Investments, LLC$80M
- Squarepoint Ops LLC$44M
- Oribel Capital Management, LP$39M
Largest adds
- FEDERATED HERMES, INC.$166M
- BRANDES INVESTMENT PARTNERS, LP$85M
- GOLDMAN SACHS GROUP INC$39M
- AQR CAPITAL MANAGEMENT LLC$19M
- DigitalBridge Group, Inc.$16M
- RENAISSANCE TECHNOLOGIES LLC$15M
Largest trims
- FMR LLC$229M
- PZENA INVESTMENT MANAGEMENT LLC$142M
- WELLINGTON MANAGEMENT GROUP LLP$111M
- BlackRock, Inc.$46M
- TWO SIGMA INVESTMENTS, LP$45M
- MORGAN STANLEY$37M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC added | 12,681,089 | $828M | 10.9% | 2026-Q1 |
| FMR LLC trimmed | 11,417,430 | $745M | 9.8% | 2026-Q1 |
| Beutel, Goodman & Co Ltd. added | 5,284,195 | $345M | 4.6% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 4,655,087 | $304M | 4.0% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 4,003,437 | $261M | 3.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,463,797 | $226M | 3.0% | 2026-Q1 |
| BlackRock, Inc. added | 3,358,942 | $219M | 2.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,739,053 | $179M | 2.4% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 2,706,299 | $177M | 2.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,286,077 | $148M | 2.0% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,164,237 | $141M | 1.9% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 2,101,694 | $135M | 1.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,996,627 | $133M | 1.8% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 1,806,542 | $118M | 1.6% | 2026-Q1 |
| DigitalBridge Group, Inc. added | 1,474,060 | $96M | 1.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,465,325 | $96M | 1.3% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,440,644 | $95M | 1.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,378,348 | $90M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,286,680 | $84M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,262,263 | $82M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,196,693 | $78M | 1.0% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 1,161,166 | $76M | 1.0% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC added | 1,131,054 | $74M | 1.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,077,258 | $70M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,037,844 | $68M | 0.9% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 895,802 | $58M | 0.8% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 835,699 | $55M | 0.7% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 806,287 | $53M | 0.7% | 2026-Q1 |
| UBS Group AG added | 696,708 | $45M | 0.6% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 673,606 | $44M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 646,569 | $42M | 0.6% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 642,565 | $42M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 634,387 | $41M | 0.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 613,408 | $40M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 569,787 | $37M | 0.5% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 553,178 | $36M | 0.5% | 2026-Q1 |
| SEIZERT CAPITAL PARTNERS, LLC trimmed | 518,317 | $34M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 498,738 | $33M | 0.4% | 2026-Q1 |
| VAUGHAN DAVID INVESTMENTS LLC/IL added | 487,810 | $32M | 0.4% | 2026-Q1 |
| BAHL & GAYNOR INC trimmed | 481,481 | $31M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 446,125 | $29M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 439,392 | $29M | 0.4% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 386,278 | $25M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 376,854 | $25M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 369,488 | $24M | 0.3% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension added | 354,383 | $23M | 0.3% | 2026-Q1 |
| Legal & General Group Plc added | 353,441 | $23M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 347,216 | $23M | 0.3% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 344,578 | $22M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 337,476 | $22M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC added | 315,526 | $21M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 310,353 | $20M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 308,216 | $20M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 303,699 | $20M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 299,699 | $20M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 299,684 | $20M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 294,203 | $19M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 291,800 | $19M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 286,245 | $19M | 0.2% | 2026-Q1 |
| Walleye Capital LLC added | 278,174 | $18M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 271,445 | $18M | 0.2% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 271,439 | $18M | 0.2% | 2026-Q1 |
| Aberdeen Group plc added | 268,510 | $18M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 264,285 | $17M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 260,454 | $17M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 257,870 | $17M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 257,354 | $17M | 0.2% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 248,417 | $16M | 0.2% | 2026-Q1 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 238,140 | $16M | 0.2% | 2026-Q1 |
| Woodline Partners LP trimmed | 233,043 | $15M | 0.2% | 2026-Q1 |
| Distillate Capital Partners LLC added | 225,832 | $15M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 224,351 | $15M | 0.2% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 221,241 | $14M | 0.2% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 216,966 | $14M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 215,907 | $14M | 0.2% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 213,605 | $14M | 0.2% | 2026-Q1 |
| TD Asset Management Inc added | 210,209 | $14M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 207,570 | $14M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 204,017 | $13M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 3,165,988 | $254M | 3.3% | 2025-Q4 stale |
| VANGUARD GROUP INC trimmed | 2,995,819 | $241M | 3.2% | 2025-Q4 stale |
| JANUS HENDERSON GROUP PLC trimmed | 2,487,465 | $204M | 2.7% | 2025-Q3 stale |
| Alyeska Investment Group, L.P. added | 2,110,393 | $170M | 2.2% | 2025-Q4 stale |
| Clearbridge Investments, LLC added | 989,594 | $80M | 1.1% | 2025-Q4 stale |
| Squarepoint Ops LLC added | 543,875 | $44M | 0.6% | 2025-Q4 stale |
| Oribel Capital Management, LP added | 484,700 | $39M | 0.5% | 2025-Q4 stale |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 463,966 | $38M | 0.5% | 2025-Q3 stale |
| Clal Insurance Enterprises Holdings Ltd added | 420,000 | $34M | 0.5% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 421,557 | $34M | 0.4% | 2025-Q4 stale |
| TODD ASSET MANAGEMENT LLC trimmed | 359,286 | $29M | 0.4% | 2025-Q4 stale |
| Pacer Advisors, Inc. trimmed | 316,809 | $26M | 0.3% | 2025-Q4 stale |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC trimmed | 289,376 | $24M | 0.3% | 2025-Q3 stale |
| DUDLEY & SHANLEY, INC. added | 246,539 | $20M | 0.3% | 2025-Q3 stale |
| Bridgewater Associates, LP trimmed | 249,195 | $20M | 0.3% | 2025-Q4 stale |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC trimmed | 206,657 | $19M | 0.2% | 2025-Q2 stale |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY trimmed | 228,410 | $18M | 0.2% | 2025-Q4 stale |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC added | 184,727 | $17M | 0.2% | 2025-Q1 stale |
| Balyasny Asset Management L.P. added | 176,528 | $14M | 0.2% | 2025-Q4 stale |
| Alaska Permanent Fund Corp | 153,043 | $14M | 0.2% | 2025-Q1 stale |
| Glenmede Investment Management, LP trimmed | 161,343 | $13M | 0.2% | 2025-Q3 stale |
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.