Amdocs Ltd (DOX) gains 13.2% institutional holder Pzena stake
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Pzena Investment Management, LLC has filed Amendment No. 2 to a Schedule 13G reporting beneficial ownership of 14,200,759 shares of Amdocs Ltd common stock, representing 13.2% of the class. Pzena, a Delaware limited liability company, is acting as investment manager for underlying clients.
The firm reports sole voting power over 10,893,470 shares and sole dispositive power over all 14,200,759 shares, with no shared voting or dispositive power. Clients of Pzena have the right to receive dividends and sale proceeds from these securities, and no single client’s interest relates to more than five percent of the class.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 14,200,759 shares
Percent of class: 13.2 %
Sole voting power: 10,893,470 shares
+3 more
6 metrics
Shares beneficially owned
14,200,759 shares
Common Stock of Amdocs Ltd reported by Pzena Investment Management, LLC
Percent of class
13.2 %
Portion of Amdocs Ltd common stock class beneficially owned
Sole voting power
10,893,470 shares
Shares for which Pzena may vote or direct the vote
Sole dispositive power
14,200,759 shares
Shares for which Pzena may dispose or direct the disposition
Shared voting power
0 shares
Shares with shared power to vote or direct the vote
Shared dispositive power
0 shares
Shares with shared power to dispose or direct the disposition
Key Terms
Amount beneficially owned, Sole power to vote or to direct the vote, Sole power to dispose or to direct the disposition of, Ownership of more than 5 Percent on Behalf of Another Person, +1 more
5 terms
Amount beneficially owned financial
"Amount beneficially owned: 14,200,759"
Sole power to vote or to direct the vote financial
"Sole power to vote or to direct the vote: 10,893,470"
Sole power to dispose or to direct the disposition of financial
"Sole power to dispose or to direct the disposition of: 14,200,759"
Ownership of more than 5 Percent on Behalf of Another Person regulatory
"Item 6. | Ownership of more than 5 Percent on Behalf of Another Person."
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of Amdocs Ltd (DOX) is held by Pzena Investment Management?
Pzena Investment Management reports beneficial ownership of 13.2% of Amdocs Ltd’s common stock class. This percentage is based on 14,200,759 shares attributed to Pzena in its capacity as investment manager for multiple underlying clients.
What type of security in Amdocs Ltd (DOX) is covered by Pzena’s Schedule 13G/A?
The Schedule 13G/A covers Amdocs Ltd Common Stock. Pzena Investment Management reports its beneficial ownership and related voting and dispositive powers over this common equity class, identified by CUSIP G02602103, on behalf of its investment management clients.