ARK Investment Management’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-943,393
| Closed | -$8M | – | 193 |
|
|
2025
Q1 | $8M | Sell |
943,393
-101,413
| -10% | -$860K | 0.08% | 99 |
|
|
2024
Q4 | $10.8M | Sell |
1,044,806
-117,192
| -10% | -$1.21M | 0.09% | 90 |
|
|
2024
Q3 | $9.42M | Buy |
1,161,998
+171,908
| +17% | +$1.39M | 0.09% | 99 |
|
|
2024
Q2 | $11.9M | Sell |
990,090
-180,643
| -15% | -$2.18M | 0.11% | 90 |
|
|
2024
Q1 | $15.4M | Buy |
1,170,733
+61,221
| +6% | +$805K | 0.11% | 91 |
|
|
2023
Q4 | $13.7M | Buy |
1,109,512
+101,878
| +10% | +$1.26M | 0.08% | 100 |
|
|
2023
Q3 | $9.55M | Buy |
+1,007,634
| New | +$9.55M | 0.07% | 109 |
|