BCM
AVDX

Beryl Capital Management’s AvidXchange AVDX Stock Holding History

Beryl Capital 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
Q3 		– Sell
-2,933,734
Closed -$28.7M – 8
2025
Q2 		$28.7M Buy
+2,933,734
New +$26.4M 4.33% 6

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beryl Capital Management's AVDX Position: Q3 2025 in Review

Beryl Capital Management sold out of AvidXchange (AVDX) in Q3 2025, closing a stake of 2,933,734 shares — an estimated $28.7M sold.

Beryl Capital Management first reported a position in AVDX in Q2 2025 and held it in 1 quarter. The position peaked at $28.7M in Q2 2025. 200 funds tracked by Wall St. Rank hold AVDX as of Q3 2025.

  • Beryl Capital Management reported no remaining AvidXchange position as of Q3 2025 after selling out during the quarter.
  • Beryl Capital Management sold 2,933,734 AvidXchange shares in Q3 2025, an estimated $28.7M.
  • Beryl Capital Management first reported a position in AvidXchange in Q2 2025 and held it in 1 quarter.
  • Beryl Capital Management's AvidXchange position peaked at $28.7M in Q2 2025.
  • 200 funds tracked by Wall St. Rank held AvidXchange as of Q3 2025.

Based on Beryl Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.