Ceera Investments’s AvidXchange AVDX Stock Holding History

Ceera Investments’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 Q4	–	Sell	-104,520	Closed	-$1.04M	–	89
2025 Q3	$1.04M	Hold	104,520	–	–	0.32%	62
2025 Q2	$1.02M	Buy	104,520 +73,820	+240%	+$666K	0.31%	63
2025 Q1	$260K	Buy	+30,700	New	+$284K	0.09%	90

Other funds holding AVDX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ceera Investments's AVDX Position: Q4 2025 in Review

Ceera Investments sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 104,520 shares — an estimated $1.04M sold.

Ceera Investments first reported a position in AVDX in Q1 2025 and held it in 3 quarters. The position peaked at $1.04M in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Ceera Investments reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Ceera Investments sold 104,520 AvidXchange shares in Q4 2025, an estimated $1.04M.
Ceera Investments first reported a position in AvidXchange in Q1 2025 and held it in 3 quarters.
Ceera Investments's AvidXchange position peaked at $1.04M in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Ceera Investments's 13F filing for Q4 2025, filed 9 Feb 2026.