Brown Advisory’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 |
-10,978
| Closed | -$109K | – | 1391 |
|
|
2025
Q3 | $109K | Sell |
10,978
-10,200
| -48% | -$101K | ﹤0.01% | 1355 |
|
|
2025
Q2 | $207K | Buy |
+21,178
| New | +$191K | ﹤0.01% | 1287 |
|
|
2024
Q3 | – | Sell |
-406,175
| Closed | -$4.9M | – | 1262 |
|
|
2024
Q2 | $4.9M | Buy |
406,175
+33,162
| +9% | +$379K | 0.01% | 502 |
|
|
2024
Q1 | $4.91M | Buy |
373,013
+22,744
| +6% | +$273K | 0.01% | 497 |
|
|
2023
Q4 | $4.34M | Buy |
350,269
+20,998
| +6% | +$210K | 0.01% | 502 |
|
|
2023
Q3 | $3.12M | Buy |
329,271
+3,697
| +1% | +$38.7K | 0.01% | 536 |
|
|
2023
Q2 | $3.38M | Sell |
325,574
-23,505
| -7% | -$211K | 0.01% | 527 |
|
|
2023
Q1 | $2.72M | Sell |
349,079
-439,333
| -56% | -$4.23M | ﹤0.01% | 552 |
|
|
2022
Q4 | $7.84M | Sell |
788,412
-16,643
| -2% | -$144K | 0.01% | 414 |
|
|
2022
Q3 | $6.78M | Buy |
805,055
+13,262
| +2% | +$103K | 0.01% | 413 |
|
|
2022
Q2 | $4.86M | Sell |
791,793
-52,299
| -6% | -$415K | 0.01% | 463 |
|
|
2022
Q1 | $6.79M | Buy |
844,092
+353,225
| +72% | +$3.56M | 0.01% | 438 |
|
|
2021
Q4 | $7.39M | Buy |
+490,867
| New | +$10.3M | 0.01% | 429 |
|
Other funds holding AVDX
Brown Advisory's AVDX Position: Q4 2025 in Review
Brown Advisory sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 10,978 shares — an estimated $109K sold.
Brown Advisory first reported a position in AVDX in Q4 2021 and held it in 13 quarters. The position peaked at $7.84M in Q4 2022. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.
- Brown Advisory reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
- Brown Advisory sold 10,978 AvidXchange shares in Q4 2025, an estimated $109K.
- Brown Advisory first reported a position in AvidXchange in Q4 2021 and held it in 13 quarters.
- Brown Advisory's AvidXchange position peaked at $7.84M in Q4 2022.
- 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.
Based on Brown Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.