CAL
AVDX

Capital Advisors Ltd’s AvidXchange AVDX Stock Holding History

Capital Advisors Ltd’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
-2,000
Closed -$20K – 1350
2025
Q2 		$20K Hold
2,000
– – ﹤0.01% 623
2025
Q1 		$17K Hold
2,000
– – ﹤0.01% 639
2024
Q4 		$21K Buy
+2,000
New +$19.5K ﹤0.01% 607

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

Capital Advisors Ltd's AVDX Position: Q3 2025 in Review

Capital Advisors Ltd sold out of AvidXchange (AVDX) in Q3 2025, closing a stake of 2,000 shares — an estimated $20K sold.

Capital Advisors Ltd first reported a position in AVDX in Q4 2024 and held it in 3 quarters. The position peaked at $21K in Q4 2024. 200 funds tracked by Wall St. Rank hold AVDX as of Q3 2025.

  • Capital Advisors Ltd reported no remaining AvidXchange position as of Q3 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 2,000 AvidXchange shares in Q3 2025, an estimated $20K.
  • Capital Advisors Ltd first reported a position in AvidXchange in Q4 2024 and held it in 3 quarters.
  • Capital Advisors Ltd's AvidXchange position peaked at $21K in Q4 2024.
  • 200 funds tracked by Wall St. Rank held AvidXchange as of Q3 2025.

Based on Capital Advisors Ltd's 13F filing for Q3 2025, filed 16 Oct 2025.