Ameritas Investment Partners’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-14,280
| Closed | -$142K | – | 3133 |
|
|
2025
Q3 | $142K | Sell |
14,280
-3,902
| -21% | -$38.6K | ﹤0.01% | 1459 |
|
|
2025
Q2 | $178K | Hold |
18,182
| – | – | 0.01% | 1368 |
|
|
2025
Q1 | $154K | Hold |
18,182
| – | – | 0.01% | 1428 |
|
|
2024
Q4 | $188K | Buy |
18,182
+1,155
| +7% | +$11.3K | 0.01% | 1362 |
|
|
2024
Q3 | $138K | Hold |
17,027
| – | – | ﹤0.01% | 1578 |
|
|
2024
Q2 | $205K | Buy |
17,027
+2,177
| +15% | +$24.9K | 0.01% | 1246 |
|
|
2024
Q1 | $195K | Hold |
14,850
| – | – | 0.01% | 1304 |
|
|
2023
Q4 | $184K | Hold |
14,850
| – | – | 0.01% | 1316 |
|
|
2023
Q3 | $141K | Buy |
14,850
+2,508
| +20% | +$26.3K | 0.01% | 1417 |
|
|
2023
Q2 | $128K | Buy |
12,342
+1,347
| +12% | +$12.1K | ﹤0.01% | 1425 |
|
|
2023
Q1 | $85.8K | Hold |
10,995
| – | – | ﹤0.01% | 1640 |
|
|
2022
Q4 | $121K | Hold |
10,995
| – | – | ﹤0.01% | 1464 |
|
|
2022
Q3 | $92K | Hold |
10,995
| – | – | ﹤0.01% | 1545 |
|
|
2022
Q2 | $67K | Buy |
10,995
+9,039
| +462% | +$71.8K | ﹤0.01% | 1789 |
|
|
2022
Q1 | $16K | Hold |
1,956
| – | – | ﹤0.01% | 2639 |
|
|
2021
Q4 | $29K | Buy |
+1,956
| New | +$40.9K | ﹤0.01% | 2456 |
|
Other funds holding AVDX
Ameritas Investment Partners's AVDX Position: Q4 2025 in Review
Ameritas Investment Partners sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 14,280 shares — an estimated $142K sold.
Ameritas Investment Partners first reported a position in AVDX in Q4 2021 and held it in 16 quarters. The position peaked at $205K in Q2 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.
- Ameritas Investment Partners reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
- Ameritas Investment Partners sold 14,280 AvidXchange shares in Q4 2025, an estimated $142K.
- Ameritas Investment Partners first reported a position in AvidXchange in Q4 2021 and held it in 16 quarters.
- Ameritas Investment Partners's AvidXchange position peaked at $205K in Q2 2024.
- 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.
Based on Ameritas Investment Partners's 13F filing for Q4 2025, filed 11 Feb 2026.