Connor, Clark & Lunn Investment Management (CC&L)’s AvidXchange AVDX Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	–	Sell	-618,454	Closed	-$5.24M	–	1504
2025 Q1	$5.24M	Sell	618,454 -135,439	-18%	-$1.25M	0.02%	488
2024 Q4	$7.8M	Sell	753,893 -47,194	-6%	-$461K	0.04%	380
2024 Q3	$6.5M	Buy	801,087 +274,375	+52%	+$2.58M	0.03%	380
2024 Q2	$6.35M	Buy	526,712 +141,256	+37%	+$1.61M	0.03%	370
2024 Q1	$5.07M	Sell	385,456 -3,779	-1%	-$45.4K	0.02%	427
2023 Q4	$4.82M	Buy	389,235 +159,519	+69%	+$1.59M	0.02%	429
2023 Q3	$2.18M	Buy	229,716 +156,236	+213%	+$1.64M	0.01%	599
2023 Q2	$763K	Buy	73,480 +22,992	+46%	+$207K	﹤0.01%	876
2023 Q1	$394K	Buy	+50,488	New	+$486K	﹤0.01%	950

Other funds holding AVDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s AVDX Position: Q2 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of AvidXchange (AVDX) in Q2 2025, closing a stake of 618,454 shares — an estimated $5.24M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in AVDX in Q1 2023 and held it in 9 quarters. The position peaked at $7.8M in Q4 2024. 219 funds tracked by Wall St. Rank hold AVDX as of Q2 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining AvidXchange position as of Q2 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 618,454 AvidXchange shares in Q2 2025, an estimated $5.24M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in AvidXchange in Q1 2023 and held it in 9 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s AvidXchange position peaked at $7.8M in Q4 2024.
219 funds tracked by Wall St. Rank held AvidXchange as of Q2 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2025, filed 7 Aug 2025.