HM
AVDX

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 2.18% 11
2025
Q2 		$1.22M Buy
+125,000
New +$1.13M 0.59% 25

Other funds holding AVDX

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return