DTL
AVDX

Dynamic Technology Lab’s AvidXchange AVDX Stock Holding History

Dynamic Technology Lab’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
2023
Q2 		– Sell
-102,069
Closed -$796K – 986
2023
Q1 		$796K Buy
+102,069
New +$982K 0.07% 474
2022
Q3 		– Sell
-66,635
Closed -$409K – 1121
2022
Q2 		$409K Buy
+66,635
New +$529K 0.05% 656

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
FGN
Foundry Group Next Boulder, Colorado $21.1M AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Dynamic Technology Lab's AVDX Position: Q2 2023 in Review

Dynamic Technology Lab sold out of AvidXchange (AVDX) in Q2 2023, closing a stake of 102,069 shares — an estimated $796K sold.

Dynamic Technology Lab first reported a position in AVDX in Q2 2022 and held it in 2 quarters. The position peaked at $796K in Q1 2023. 159 funds tracked by Wall St. Rank hold AVDX as of Q2 2023.

  • Dynamic Technology Lab reported no remaining AvidXchange position as of Q2 2023 after selling out during the quarter.
  • Dynamic Technology Lab sold 102,069 AvidXchange shares in Q2 2023, an estimated $796K.
  • Dynamic Technology Lab first reported a position in AvidXchange in Q2 2022 and held it in 2 quarters.
  • Dynamic Technology Lab's AvidXchange position peaked at $796K in Q1 2023.
  • 159 funds tracked by Wall St. Rank held AvidXchange as of Q2 2023.

Based on Dynamic Technology Lab's 13F filing for Q2 2023, filed 14 Aug 2023.