DC Investments Management’s AvidXchange AVDX Stock Holding History

DC Investments Management’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	-48,202	Closed	-$480K	–	51
2025 Q3	$480K	Hold	48,202	–	–	0.2%	60
2025 Q2	$472K	Hold	48,202	–	–	0.2%	76
2025 Q1	$409K	Buy	+48,202	New	+$445K	0.21%	85

Other funds holding AVDX

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

DC Investments Management's AVDX Position: Q4 2025 in Review

DC Investments Management sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 48,202 shares — an estimated $480K sold.

DC Investments Management first reported a position in AVDX in Q1 2025 and held it in 3 quarters. The position peaked at $480K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

DC Investments Management reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
DC Investments Management sold 48,202 AvidXchange shares in Q4 2025, an estimated $480K.
DC Investments Management first reported a position in AvidXchange in Q1 2025 and held it in 3 quarters.
DC Investments Management's AvidXchange position peaked at $480K in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on DC Investments Management's 13F filing for Q4 2025, filed 13 Feb 2026.