CIP
AVDX

Cornerstone Investment Partners’s AvidXchange AVDX Stock Holding History

Cornerstone Investment Partners’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
Q1 		– Sell
-13,729
Closed -$142K – 200
2024
Q4 		$142K Buy
13,729
+16
+0.1% +$156 0.01% 235
2024
Q3 		$111K Buy
13,713
+417
+3% +$3.93K 0.01% 222
2024
Q2 		$160K Sell
13,296
-1,085
-8% -$12.4K 0.01% 191
2024
Q1 		$189K Hold
14,381
– – 0.01% 182
2023
Q4 		$178K Buy
+14,381
New +$144K 0.01% 188

Other funds holding AVDX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

Cornerstone Investment Partners's AVDX Position: Q1 2025 in Review

Cornerstone Investment Partners sold out of AvidXchange (AVDX) in Q1 2025, closing a stake of 13,729 shares — an estimated $142K sold.

Cornerstone Investment Partners first reported a position in AVDX in Q4 2023 and held it in 5 quarters. The position peaked at $189K in Q1 2024. 209 funds tracked by Wall St. Rank hold AVDX as of Q1 2025.

  • Cornerstone Investment Partners reported no remaining AvidXchange position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Investment Partners sold 13,729 AvidXchange shares in Q1 2025, an estimated $142K.
  • Cornerstone Investment Partners first reported a position in AvidXchange in Q4 2023 and held it in 5 quarters.
  • Cornerstone Investment Partners's AvidXchange position peaked at $189K in Q1 2024.
  • 209 funds tracked by Wall St. Rank held AvidXchange as of Q1 2025.

Based on Cornerstone Investment Partners's 13F filing for Q1 2025, filed 30 Apr 2025.