Harvest Management’s AvidXchange AVDX Stock Holding History

Harvest 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	-446,500	Closed	-$4.44M	–	65
2025 Q3	$4.44M	Buy	446,500 +321,500	+257%	+$3.18M	1.92%	11
2025 Q2	$1.22M	Buy	+125,000	New	+$1.13M	0.52%	25

Other funds holding AVDX

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

Harvest Management's AVDX Position: Q4 2025 in Review

Harvest Management sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 446,500 shares — an estimated $4.44M sold.

Harvest Management first reported a position in AVDX in Q2 2025 and held it in 2 quarters. The position peaked at $4.44M in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Harvest Management reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Harvest Management sold 446,500 AvidXchange shares in Q4 2025, an estimated $4.44M.
Harvest Management first reported a position in AvidXchange in Q2 2025 and held it in 2 quarters.
Harvest Management's AvidXchange position peaked at $4.44M in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

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