Federated Hermes
AVDX

Federated Hermes’s AvidXchange AVDX Stock Holding History

Federated Hermes’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
2024
Q4 		– Sell
-15
Closed -$122 – 2081
2024
Q3 		$122 Sell
15
-878,758
-100% -$8.27M ﹤0.01% 2021
2024
Q2 		$10.6M Sell
878,773
-1,023
-0.1% -$11.7K 0.03% 540
2024
Q1 		$11.6M Sell
879,796
-74,934
-8% -$900K 0.03% 540
2023
Q4 		$11.8M Sell
954,730
-295,776
-24% -$2.96M 0.03% 524
2023
Q3 		$11.9M Buy
1,250,506
+112,887
+10% +$1.18M 0.03% 494
2023
Q2 		$11.8M Buy
1,137,619
+310,897
+38% +$2.8M 0.03% 505
2023
Q1 		$6.45M Buy
826,722
+823,017
+22,214% +$7.92M 0.02% 644
2022
Q4 		$36.8K Sell
3,705
-2,059
-36% -$17.9K ﹤0.01% 1751
2022
Q3 		$49K Sell
5,764
-465,813
-99% -$3.61M ﹤0.01% 1676
2022
Q2 		$2.9M Sell
471,577
-2,028,423
-81% -$16.1M 0.01% 832
2022
Q1 		$20.1M Buy
2,500,000
+1,000,000
+67% +$10.1M 0.05% 437
2021
Q4 		$22.6M Buy
+1,500,000
New +$31.3M 0.04% 467

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Federated Hermes's AVDX Position: Q4 2024 in Review

Federated Hermes sold out of AvidXchange (AVDX) in Q4 2024, closing a stake of 15 shares — an estimated $122 sold.

Federated Hermes first reported a position in AVDX in Q4 2021 and held it in 12 quarters. The position peaked at $22.6M in Q4 2021. 202 funds tracked by Wall St. Rank hold AVDX as of Q4 2024.

  • Federated Hermes reported no remaining AvidXchange position as of Q4 2024 after selling out during the quarter.
  • Federated Hermes sold 15 AvidXchange shares in Q4 2024, an estimated $122.
  • Federated Hermes first reported a position in AvidXchange in Q4 2021 and held it in 12 quarters.
  • Federated Hermes's AvidXchange position peaked at $22.6M in Q4 2021.
  • 202 funds tracked by Wall St. Rank held AvidXchange as of Q4 2024.

Based on Federated Hermes's 13F filing for Q4 2024, filed 13 Feb 2025.