AI
AVDX

Atom Investors’s AvidXchange AVDX Stock Holding History

Atom Investors’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
2024
Q4 		– Sell
-26,242
Closed -$213K – 499
2024
Q3 		$213K Buy
+26,242
New +$247K 0.02% 410
2024
Q1 		– Sell
-111,232
Closed -$1.38M – 575
2023
Q4 		$1.38M Buy
+111,232
New +$1.11M 0.24% 135
2022
Q1 		– Sell
-12,834
Closed -$193K – 205
2021
Q4 		$193K Buy
+12,834
New +$268K 0.03% 238

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atom Investors's AVDX Position: Q4 2024 in Review

Atom Investors sold out of AvidXchange (AVDX) in Q4 2024, closing a stake of 26,242 shares — an estimated $213K sold.

Atom Investors first reported a position in AVDX in Q4 2021 and held it in 3 quarters. The position peaked at $1.38M in Q4 2023. 202 funds tracked by Wall St. Rank hold AVDX as of Q4 2024.

  • Atom Investors reported no remaining AvidXchange position as of Q4 2024 after selling out during the quarter.
  • Atom Investors sold 26,242 AvidXchange shares in Q4 2024, an estimated $213K.
  • Atom Investors first reported a position in AvidXchange in Q4 2021 and held it in 3 quarters.
  • Atom Investors's AvidXchange position peaked at $1.38M in Q4 2023.
  • 202 funds tracked by Wall St. Rank held AvidXchange as of Q4 2024.

Based on Atom Investors's 13F filing for Q4 2024, filed 14 Feb 2025.