FTCM
AVDX

First Trust Capital Management’s AvidXchange AVDX Stock Holding History

First Trust 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
2025
Q4 		– Sell
-3,343,918
Closed -$33.3M – 164
2025
Q3 		$33.3M Sell
3,343,918
-300,000
-8% -$2.97M 2.15% 11
2025
Q2 		$35.7M Buy
+3,643,918
New +$32.9M 2.41% 8

Other funds holding AVDX

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

First Trust Capital Management's AVDX Position: Q4 2025 in Review

First Trust Capital Management sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 3,343,918 shares — an estimated $33.3M sold.

First Trust Capital Management first reported a position in AVDX in Q2 2025 and held it in 2 quarters. The position peaked at $35.7M in Q2 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • First Trust Capital Management reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • First Trust Capital Management sold 3,343,918 AvidXchange shares in Q4 2025, an estimated $33.3M.
  • First Trust Capital Management first reported a position in AvidXchange in Q2 2025 and held it in 2 quarters.
  • First Trust Capital Management's AvidXchange position peaked at $35.7M in Q2 2025.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on First Trust Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.