Arax Advisory Partners’s AvidXchange AVDX Stock Holding History

Arax Advisory Partners’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
2025 Q4	–	Sell	-3,994	Closed	-$39.7K	–	4107
2025 Q3	$39.7K	Buy	3,994 +3,903	+4,289%	+$38.6K	﹤0.01%	1938
2025 Q2	$891	Hold	91	–	–	﹤0.01%	2811
2025 Q1	$772	Sell	91 -232	-72%	-$2.14K	﹤0.01%	2397
2024 Q4	$3.34K	Buy	323 +73	+29%	+$713	﹤0.01%	1877
2024 Q3	$2.03K	Hold	250	–	–	﹤0.01%	2063
2024 Q2	$3.02K	Buy	+250	New	+$2.85K	﹤0.01%	1817

Other funds holding AVDX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Arax Advisory Partners's AVDX Position: Q4 2025 in Review

Arax Advisory Partners sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 3,994 shares — an estimated $39.7K sold.

Arax Advisory Partners first reported a position in AVDX in Q2 2024 and held it in 6 quarters. The position peaked at $39.7K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Arax Advisory Partners reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Arax Advisory Partners sold 3,994 AvidXchange shares in Q4 2025, an estimated $39.7K.
Arax Advisory Partners first reported a position in AvidXchange in Q2 2024 and held it in 6 quarters.
Arax Advisory Partners's AvidXchange position peaked at $39.7K in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Arax Advisory Partners's 13F filing for Q4 2025, filed 13 Feb 2026.