CS
AVDX

Credit Suisse’s AvidXchange AVDX Stock Holding History

Credit Suisse’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
2024
Q1 		$3.51M Buy
266,774
+26,609
+11% +$320K ﹤0.01% 1502
2023
Q4 		$2.98M Buy
240,165
+8,855
+4% +$88.5K ﹤0.01% 1653
2023
Q3 		$2.19M Buy
231,310
+4,401
+2% +$46.1K ﹤0.01% 1780
2023
Q2 		$2.36M Buy
226,909
+186,803
+466% +$1.68M ﹤0.01% 1802
2023
Q1 		$313K Buy
40,106
+5,918
+17% +$56.9K ﹤0.01% 2981
2022
Q4 		$340K Buy
34,188
+1,428
+4% +$12.4K ﹤0.01% 2974
2022
Q3 		$275K Buy
32,760
+759
+2% +$5.88K ﹤0.01% 3116
2022
Q2 		$196K Buy
+32,001
New +$254K ﹤0.01% 3340

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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Credit Suisse's AVDX Position: Q1 2024 in Review

Credit Suisse increased its AvidXchange (AVDX) stake by 11% in Q1 2024, buying an estimated $320K and bringing the position to 266,774 shares worth $3.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Credit Suisse first reported a position in AVDX in Q2 2022 and has held it in 8 quarters since. 193 funds tracked by Wall St. Rank hold AVDX as of Q1 2024.

  • Credit Suisse held 266,774 shares of AvidXchange worth $3.51M as of Q1 2024.
  • Credit Suisse bought 26,609 AvidXchange shares in Q1 2024, an estimated $320K.
  • AvidXchange made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1502 holding.
  • Credit Suisse first reported a position in AvidXchange in Q2 2022 and has held it in 8 quarters since.
  • 193 funds tracked by Wall St. Rank held AvidXchange as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.