Guggenheim Capital’s AvidXchange AVDX Stock Holding History

Guggenheim Capital’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	-25,111	Closed	-$250K	–	1750
2025 Q3	$250K	Sell	25,111 -2	-0%	-$20	﹤0.01%	1449
2025 Q2	$246K	Buy	+25,113	New	+$226K	﹤0.01%	1451

Other funds holding AVDX

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

Guggenheim Capital's AVDX Position: Q4 2025 in Review

Guggenheim Capital sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 25,111 shares — an estimated $250K sold.

Guggenheim Capital first reported a position in AVDX in Q2 2025 and held it in 2 quarters. The position peaked at $250K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Guggenheim Capital reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Guggenheim Capital sold 25,111 AvidXchange shares in Q4 2025, an estimated $250K.
Guggenheim Capital first reported a position in AvidXchange in Q2 2025 and held it in 2 quarters.
Guggenheim Capital's AvidXchange position peaked at $250K in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Guggenheim Capital's 13F filing for Q4 2025, filed 17 Feb 2026.