Franklin Resources
AVDX

Franklin Resources’s AvidXchange AVDX Stock Holding History

Franklin Resources’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
2023
Q1 		– Sell
-31,422
Closed -$312K – 2316
2022
Q4 		$312K Sell
31,422
-1,462
-4% -$12.7K ﹤0.01% 1856
2022
Q3 		$277K Buy
+32,884
New +$255K ﹤0.01% 1880
2022
Q2 		– Sell
-1,015,200
Closed -$8.17M – 2370
2022
Q1 		$8.17M Buy
1,015,200
+6,862
+0.7% +$69.2K ﹤0.01% 1063
2021
Q4 		$15.2M Buy
+1,008,338
New +$21.1M 0.01% 960

Other funds holding AVDX

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
FGN
Foundry Group Next Boulder, Colorado $21.1M AUM 35.51% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources's AVDX Position: Q1 2023 in Review

Franklin Resources sold out of AvidXchange (AVDX) in Q1 2023, closing a stake of 31,422 shares — an estimated $312K sold.

Franklin Resources first reported a position in AVDX in Q4 2021 and held it in 4 quarters. The position peaked at $15.2M in Q4 2021. 155 funds tracked by Wall St. Rank hold AVDX as of Q1 2023.

  • Franklin Resources reported no remaining AvidXchange position as of Q1 2023 after selling out during the quarter.
  • Franklin Resources sold 31,422 AvidXchange shares in Q1 2023, an estimated $312K.
  • Franklin Resources first reported a position in AvidXchange in Q4 2021 and held it in 4 quarters.
  • Franklin Resources's AvidXchange position peaked at $15.2M in Q4 2021.
  • 155 funds tracked by Wall St. Rank held AvidXchange as of Q1 2023.

Based on Franklin Resources's 13F filing for Q1 2023, filed 12 May 2023.