ECM
AVDX

Engle Capital Management’s AvidXchange AVDX Stock Holding History

Engle Capital 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
2022
Q4 		– Sell
-274,294
Closed -$2.31M – 20
2022
Q3 		$2.31M Buy
+274,294
New +$2.13M 0.68% 22

Other funds holding AVDX

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
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
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
FGN
Foundry Group Next Boulder, Colorado $21.1M AUM 35.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Engle Capital Management's AVDX Position: Q4 2022 in Review

Engle Capital Management sold out of AvidXchange (AVDX) in Q4 2022, closing a stake of 274,294 shares — an estimated $2.31M sold.

Engle Capital Management first reported a position in AVDX in Q3 2022 and held it in 1 quarter. The position peaked at $2.31M in Q3 2022. 132 funds tracked by Wall St. Rank hold AVDX as of Q4 2022.

  • Engle Capital Management reported no remaining AvidXchange position as of Q4 2022 after selling out during the quarter.
  • Engle Capital Management sold 274,294 AvidXchange shares in Q4 2022, an estimated $2.31M.
  • Engle Capital Management first reported a position in AvidXchange in Q3 2022 and held it in 1 quarter.
  • Engle Capital Management's AvidXchange position peaked at $2.31M in Q3 2022.
  • 132 funds tracked by Wall St. Rank held AvidXchange as of Q4 2022.

Based on Engle Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.