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What smart money is saying about Amdocs LtdUnited States flag

DOX · Technology · Software - Infrastructure · Market cap $6.96B

1 fund in our archive has pitched Amdocs Ltd — most recently Palm Valley CM in March 2026.

Company profile

Amdocs Limited, through its subsidiaries, provides software and services worldwide. The company designs, develops, operates, implements, supports, and markets open and modular cloud portfolio. It provides CES21, a 5G and cloud-native microservices-based market-leading customer experience suite, that enables service providers to build, deliver, and monetize advanced services; the Commerce and Care suite for order capture, handling, and customer engagement; the Monetization suite for charging, billing, policy, and revenue management; Intelligent Networking suite with a set of modular, flexible, and open service lifecycle management capabilities for network automation journeys; MarketONE, a cloud-native business ecosystem; Digital Brands Suite, a pre-integrated digital business suite for digital telecom brands and small-scale service providers; and eSIM Cloud for service providers. It also offers AI-powered, cloud-native, and home operating systems; data intelligence solutions and applications; media services for media publishers, TV networks, and video streaming and service providers; end-to-end application development and maintenance services; and ongoing services. In addition, the company provides a line of services designed for various stages of a service provider's lifecycle includes design, delivery, quality engineering, operations, systems integration, mobile network services, consulting, and content services; managed services comprising application development, modernization and maintenance, IT and infrastructure services, testing and professional services that are designed to assist customers in the selection, implementation, operation, management, and maintenance of IT systems. It serves to the communications, cable and satellite, entertainment, and media industry service providers, as well as mobile virtual network operators and directory publishers. Amdocs Limited was founded in 1988 and is headquartered in Saint Louis, Missouri.

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Reported positions
1
Bought
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Sold
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Letters

Fund activity · 3 positions · 2 moves

  • HoldsPalm Valley Capital Management Palm Valley Capital Fund
    June 2026

    Listed in Palm Valley Capital Management Palm Valley Capital Fund’s reported holdings.

    Read the letterAmdocs Ltd
  • ExitedCambiar SMID Fund
    March 2026
    we sold Amdocs in favor of ON, which we view to offer a more attractive return profile.
    Read the letterAmdocs Ltd
  • AddedBA Beutel Goodman U.S. Value Fund
    March 2026
    We added to the portfolio’s existing positions in NetApp, Union Pacific, Amdocs, Qualcomm and Elevance.
    Read the letterAmdocs Ltd

Also mentioned · 1

These funds discuss Amdocs Ltd — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedBA Beutel Goodman World Value Fund
    March 2026
    Key detractors on an absolute-return basis included Capgemini, Amdocs and Qualcomm.
    Read the letterAmdocs Ltd

Fund coverage · 1 thesis

  • Palm Valley CM
    March 2026

    Amdocs is a telecom-focused software and services provider embedded in mission-critical systems with high switching costs and attractive valuation around 10x free cash flow.

    Read the full thesis

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