CWM
AVDX

CIBC World Markets’s AvidXchange AVDX Stock Holding History

CIBC World Markets’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
Q2 		$206K Sell
21,061
-17,504
-45% -$158K ﹤0.01% 1270
2025
Q1 		$327K Buy
38,565
+22,300
+137% +$206K ﹤0.01% 1216
2024
Q4 		$168K Buy
+16,265
New +$159K ﹤0.01% 1154

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
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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC World Markets's AVDX Position: Q2 2025 in Review

CIBC World Markets reduced its AvidXchange (AVDX) stake by 45% in Q2 2025, selling an estimated $158K and leaving 21,061 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

CIBC World Markets first reported a position in AVDX in Q4 2024 and has held it in 3 quarters since. The position peaked at $327K in Q1 2025. 219 funds tracked by Wall St. Rank hold AVDX as of Q2 2025.

  • CIBC World Markets held 21,061 shares of AvidXchange worth $206K as of Q2 2025.
  • CIBC World Markets sold 17,504 AvidXchange shares in Q2 2025, an estimated $158K.
  • AvidXchange made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1270 holding.
  • CIBC World Markets first reported a position in AvidXchange in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's AvidXchange position peaked at $327K in Q1 2025.
  • 219 funds tracked by Wall St. Rank held AvidXchange as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.