FourThought Financial Partners’s AvidXchange AVDX Stock Holding History

FourThought Financial 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	-10,384	Closed	-$103K	–	517
2025 Q3	$103K	Buy	+10,384	New	+$103K	0.01%	502

Other funds holding AVDX

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

FourThought Financial Partners's AVDX Position: Q4 2025 in Review

FourThought Financial Partners sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 10,384 shares — an estimated $103K sold.

FourThought Financial Partners first reported a position in AVDX in Q3 2025 and held it in 1 quarter. The position peaked at $103K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

FourThought Financial Partners reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
FourThought Financial Partners sold 10,384 AvidXchange shares in Q4 2025, an estimated $103K.
FourThought Financial Partners first reported a position in AvidXchange in Q3 2025 and held it in 1 quarter.
FourThought Financial Partners's AvidXchange position peaked at $103K in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on FourThought Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.