AIM
AVDX

ARK Investment Management’s AvidXchange AVDX Stock Holding History

ARK Investment Management’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
Q2 		– Sell
-943,393
Closed -$8M – 193
2025
Q1 		$8M Sell
943,393
-101,413
-10% -$937K 0.08% 99
2024
Q4 		$10.8M Sell
1,044,806
-117,192
-10% -$1.14M 0.09% 90
2024
Q3 		$9.42M Buy
1,161,998
+171,908
+17% +$1.62M 0.09% 99
2024
Q2 		$11.9M Sell
990,090
-180,643
-15% -$2.06M 0.11% 90
2024
Q1 		$15.4M Buy
1,170,733
+61,221
+6% +$735K 0.11% 91
2023
Q4 		$13.7M Buy
1,109,512
+101,878
+10% +$1.02M 0.08% 100
2023
Q3 		$9.55M Buy
+1,007,634
New +$10.6M 0.07% 109

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ARK Investment Management's AVDX Position: Q2 2025 in Review

ARK Investment Management sold out of AvidXchange (AVDX) in Q2 2025, closing a stake of 943,393 shares — an estimated $8M sold.

ARK Investment Management first reported a position in AVDX in Q3 2023 and held it in 7 quarters. The position peaked at $15.4M in Q1 2024. 219 funds tracked by Wall St. Rank hold AVDX as of Q2 2025.

  • ARK Investment Management reported no remaining AvidXchange position as of Q2 2025 after selling out during the quarter.
  • ARK Investment Management sold 943,393 AvidXchange shares in Q2 2025, an estimated $8M.
  • ARK Investment Management first reported a position in AvidXchange in Q3 2023 and held it in 7 quarters.
  • ARK Investment Management's AvidXchange position peaked at $15.4M in Q1 2024.
  • 219 funds tracked by Wall St. Rank held AvidXchange as of Q2 2025.

Based on ARK Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.