Essential Partners’s AvidXchange AVDX Stock Holding History

Essential Partners’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	-549	Closed	-$5.46K	–	2788
2025 Q3	$5.46K	Buy	549 +18	+3%	+$178	﹤0.01%	1386
2025 Q2	$5.2K	Buy	+531	New	+$4.79K	﹤0.01%	1037

Other funds holding AVDX

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

Essential Partners's AVDX Position: Q4 2025 in Review

Essential Partners sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 549 shares — an estimated $5.46K sold.

Essential Partners first reported a position in AVDX in Q2 2025 and held it in 2 quarters. The position peaked at $5.46K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Essential Partners reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Essential Partners sold 549 AvidXchange shares in Q4 2025, an estimated $5.46K.
Essential Partners first reported a position in AvidXchange in Q2 2025 and held it in 2 quarters.
Essential Partners's AvidXchange position peaked at $5.46K in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Essential Partners's 13F filing for Q4 2025, filed 21 May 2026.