Biltmore Family Office’s AvidXchange AVDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,984,149
Closed -$29.7M 335
2025
Q3
$29.7M Hold
2,984,149
4.22% 3
2025
Q2
$29.2M Hold
2,984,149
4.94% 3
2025
Q1
$25.3M Hold
2,984,149
4.31% 3
2024
Q4
$30.9M Sell
2,984,149
-139,998
-4% -$1.37M 5.18% 3
2024
Q3
$25.3M Sell
3,124,147
-45,000
-1% -$424K 4.33% 3
2024
Q2
$38.2M Sell
3,169,147
-106,242
-3% -$1.21M 7.04% 2
2024
Q1
$43.1M Sell
3,275,389
-55,908
-2% -$671K 8.49% 2
2023
Q4
$41.3M Sell
3,331,297
-20
-0% -$200 8.5% 2
2023
Q3
$31.6M Hold
3,331,317
7.16% 2
2023
Q2
$34.6M Sell
3,331,317
-600,566
-15% -$5.4M 7.31% 2
2023
Q1
$30.7M Sell
3,931,883
-4,261,972
-52% -$41M 6.46% 2
2022
Q4
$81.4M Sell
8,193,855
-225,003
-3% -$1.95M 16.76% 2
2022
Q3
$70.9M Buy
8,418,858
+4,670,226
+125% +$36.2M 16.24% 2
2022
Q2
$23M Buy
+3,748,632
New +$29.8M 5.75% 3

Other funds holding AVDX

Biltmore Family Office's AVDX Position: Q4 2025 in Review

Biltmore Family Office sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 2,984,149 shares — an estimated $29.7M sold.

Biltmore Family Office first reported a position in AVDX in Q2 2022 and held it in 14 quarters. The position peaked at $81.4M in Q4 2022. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • Biltmore Family Office reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • Biltmore Family Office sold 2,984,149 AvidXchange shares in Q4 2025, an estimated $29.7M.
  • Biltmore Family Office first reported a position in AvidXchange in Q2 2022 and held it in 14 quarters.
  • Biltmore Family Office's AvidXchange position peaked at $81.4M in Q4 2022.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Biltmore Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.