HVCM
AVDX

Hel Ved Capital Management’s AvidXchange AVDX Stock Holding History

Hel Ved Capital 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
Q1 		– Sell
-117,180
Closed -$1.21M – 70
2024
Q4 		$1.21M Buy
+117,180
New +$1.14M 0.35% 68

Other funds holding AVDX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

Hel Ved Capital Management's AVDX Position: Q1 2025 in Review

Hel Ved Capital Management sold out of AvidXchange (AVDX) in Q1 2025, closing a stake of 117,180 shares — an estimated $1.21M sold.

Hel Ved Capital Management first reported a position in AVDX in Q4 2024 and held it in 1 quarter. The position peaked at $1.21M in Q4 2024. 209 funds tracked by Wall St. Rank hold AVDX as of Q1 2025.

  • Hel Ved Capital Management reported no remaining AvidXchange position as of Q1 2025 after selling out during the quarter.
  • Hel Ved Capital Management sold 117,180 AvidXchange shares in Q1 2025, an estimated $1.21M.
  • Hel Ved Capital Management first reported a position in AvidXchange in Q4 2024 and held it in 1 quarter.
  • Hel Ved Capital Management's AvidXchange position peaked at $1.21M in Q4 2024.
  • 209 funds tracked by Wall St. Rank held AvidXchange as of Q1 2025.

Based on Hel Ved Capital Management's 13F filing for Q1 2025, filed 14 May 2025.