Creative Planning’s AvidXchange AVDX Stock Holding History

Creative Planning’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	-94,352	Closed	-$939K	–	3918
2025 Q3	$939K	Buy	94,352 +14,033	+17%	+$139K	﹤0.01%	2169
2025 Q2	$786K	Buy	80,319 +28,193	+54%	+$254K	﹤0.01%	2062
2025 Q1	$442K	Buy	52,126 +11,420	+28%	+$106K	﹤0.01%	2398
2024 Q4	$421K	Buy	40,706 +18,416	+83%	+$180K	﹤0.01%	2387
2024 Q3	$181K	Sell	22,290 -16,345	-42%	-$154K	﹤0.01%	2877
2024 Q2	$466K	Buy	38,635 +28,253	+272%	+$323K	﹤0.01%	1998
2024 Q1	$137K	Buy	+10,382	New	+$125K	﹤0.01%	2651

Other funds holding AVDX

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

Creative Planning's AVDX Position: Q4 2025 in Review

Creative Planning sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 94,352 shares — an estimated $939K sold.

Creative Planning first reported a position in AVDX in Q1 2024 and held it in 7 quarters. The position peaked at $939K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Creative Planning reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 94,352 AvidXchange shares in Q4 2025, an estimated $939K.
Creative Planning first reported a position in AvidXchange in Q1 2024 and held it in 7 quarters.
Creative Planning's AvidXchange position peaked at $939K in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.