HP
AVDX

Harbourvest Partners’s AvidXchange AVDX Stock Holding History

Harbourvest 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
2023
Q1 		– Sell
-3,387,792
Closed -$33.7M – 64
2022
Q4 		$33.7M Hold
3,387,792
– – 11.28% 5
2022
Q3 		$28.5M Hold
3,387,792
– – 9.33% 5
2022
Q2 		$20.8M Buy
3,387,792
+1
+0% +$8 6.83% 5
2022
Q1 		$27.3M Buy
+3,387,791
New +$34.2M 5.57% 6

Other funds holding AVDX

BCVI
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Vanguard Group
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B 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