ACL
AVDX

Azora Capital LP’s AvidXchange AVDX Stock Holding History

Azora Capital LP’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
Q1 		– Sell
-4,358,498
Closed -$45.1M – 43
2024
Q4 		$45.1M Buy
+4,358,498
New +$42.5M 2.02% 18
2024
Q3 		– Sell
-2,692,696
Closed -$32.5M – 51
2024
Q2 		$32.5M Buy
2,692,696
+1,823,718
+210% +$20.8M 1.49% 22
2024
Q1 		$11.4M Buy
868,978
+627,994
+261% +$7.54M 0.83% 33
2023
Q4 		$2.99M Sell
240,984
-306,236
-56% -$3.06M 0.26% 43
2023
Q3 		$5.19M Sell
547,220
-1,799,209
-77% -$18.8M 0.55% 37
2023
Q2 		$24.4M Buy
2,346,429
+1,691,722
+258% +$15.2M 4.41% 5
2023
Q1 		$5.11M Buy
+654,707
New +$6.3M 0.74% 28
2022
Q4 		– Sell
-260,287
Closed -$2.19M – 33
2022
Q3 		$2.19M Buy
+260,287
New +$2.02M 0.33% 39

Other funds holding AVDX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $133M AUM 50.19% 1-Year Est. Return

Azora Capital LP's AVDX Position: Q1 2025 in Review

Azora Capital LP sold out of AvidXchange (AVDX) in Q1 2025, closing a stake of 4,358,498 shares — an estimated $45.1M sold.

Azora Capital LP first reported a position in AVDX in Q3 2022 and held it in 8 quarters. The position peaked at $45.1M in Q4 2024. 209 funds tracked by Wall St. Rank hold AVDX as of Q1 2025.

  • Azora Capital LP reported no remaining AvidXchange position as of Q1 2025 after selling out during the quarter.
  • Azora Capital LP sold 4,358,498 AvidXchange shares in Q1 2025, an estimated $45.1M.
  • Azora Capital LP first reported a position in AvidXchange in Q3 2022 and held it in 8 quarters.
  • Azora Capital LP's AvidXchange position peaked at $45.1M in Q4 2024.
  • 209 funds tracked by Wall St. Rank held AvidXchange as of Q1 2025.

Based on Azora Capital LP's 13F filing for Q1 2025, filed 15 May 2025.