Farther Finance Advisors’s AvidXchange AVDX Stock Holding History

Farther Finance Advisors’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	-180	Closed	-$1.79K	–	5464
2025 Q3	$1.79K	Buy	180 +43	+31%	+$426	﹤0.01%	4179
2025 Q2	$1.34K	Buy	137 +23	+20%	+$207	﹤0.01%	3831
2025 Q1	$971	Sell	114 -49	-30%	-$453	﹤0.01%	3623
2024 Q4	$1.69K	Sell	163 -2	-1%	-$20	﹤0.01%	3066
2024 Q3	$1.34K	Sell	165 -54	-25%	-$508	﹤0.01%	3150
2024 Q2	$2.63K	Buy	219 +75	+52%	+$856	﹤0.01%	2677
2024 Q1	$1.8K	Buy	144 +5	+4%	+$60	﹤0.01%	2529
2023 Q4	$1.72K	Buy	+139	New	+$1.39K	﹤0.01%	2492

Other funds holding AVDX

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

Farther Finance Advisors's AVDX Position: Q4 2025 in Review

Farther Finance Advisors sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 180 shares — an estimated $1.79K sold.

Farther Finance Advisors first reported a position in AVDX in Q4 2023 and held it in 8 quarters. The position peaked at $2.63K in Q2 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Farther Finance Advisors reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Farther Finance Advisors sold 180 AvidXchange shares in Q4 2025, an estimated $1.79K.
Farther Finance Advisors first reported a position in AvidXchange in Q4 2023 and held it in 8 quarters.
Farther Finance Advisors's AvidXchange position peaked at $2.63K in Q2 2024.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.