AA
AVDX

Ancora Advisors’s AvidXchange AVDX Stock Holding History

Ancora Advisors’s Portfolio AVDX Stock Details AVDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,087,866
Closed -$10.8M – 1960
2022
Q4 		$10.8M Buy
1,087,866
+19,200
+2% +$167K 0.31% 58
2022
Q3 		$9M Hold
1,068,666
– – 0.28% 71
2022
Q2 		$6.56M Buy
1,068,666
+618,666
+137% +$4.91M 0.18% 113
2022
Q1 		$3.62M Buy
+450,000
New +$4.54M 0.09% 193

Other funds holding AVDX

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
FGN
Foundry Group Next Boulder, Colorado $21.1M AUM 35.51% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ancora Advisors's AVDX Position: Q1 2023 in Review

Ancora Advisors sold out of AvidXchange (AVDX) in Q1 2023, closing a stake of 1,087,866 shares — an estimated $10.8M sold.

Ancora Advisors first reported a position in AVDX in Q1 2022 and held it in 4 quarters. The position peaked at $10.8M in Q4 2022. 155 funds tracked by Wall St. Rank hold AVDX as of Q1 2023.

  • Ancora Advisors reported no remaining AvidXchange position as of Q1 2023 after selling out during the quarter.
  • Ancora Advisors sold 1,087,866 AvidXchange shares in Q1 2023, an estimated $10.8M.
  • Ancora Advisors first reported a position in AvidXchange in Q1 2022 and held it in 4 quarters.
  • Ancora Advisors's AvidXchange position peaked at $10.8M in Q4 2022.
  • 155 funds tracked by Wall St. Rank held AvidXchange as of Q1 2023.

Based on Ancora Advisors's 13F filing for Q1 2023, filed 16 May 2023.