AMDOCS Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q4	Jan 6, 2026	Palm Valley Capital Management	0.7%	4.5%	AMDOCS, AVA, CRI, DOM, FLO, FORR, FPI, HTLD, INGR, KELYA, LAS/A, LKQ, MAN, NWN, PHYS, PSLV, PVCMX, RES, UTZ, WHGLY	capital preservation, Cash, optionality, Patience, valuation	The letter highlights a cautious stance driven by elevated valuations, narrow market leadership, and limited margins of safety across equities. Cash is positioned as a strategic asset, preserving optionality and protecting capital while waiting for more attractive risk-reward setups. Capital preservation and patience are framed as competitive advantages late in the market cycle.	HTLD FLO INGR UTZ DOM LN	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Polen Capital - Global SMID Company Growth	Doximity	Communication Services	Interactive Media & Services	Bull	NYSE	Healthcare Professionals, Pharmaceutical Advertising, Physician Targeting, regulatory compliance, Social Media Platform, Software Economics	View Pitch
Apr 28, 2026	Fund Letters	Polen Capital - U.S. Small Company Growth	Doximity	Communication Services	Interactive Media & Services	Neutral	NYSE	Biopharmaceutical Advertising, digital health, Healthcare Technology, Physician Platform, Professional Network, Self-service Model	View Pitch
Apr 28, 2026	Fund Letters	Polen Capital - U.S. SMID Company Growth	Doximity	Communication Services	Interactive Media & Services	Neutral	NYSE	Biopharmaceutical Advertising, growth outlook, Healthcare Technology, Physician Engagement, Professional Network, Roi, Self-service Model	View Pitch

BSD Shareholders of AMDOCS

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

AMDOCS

AMDOCS

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of AMDOCS

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