Herald Investment Management’s AvidXchange AVDX Stock Holding History

Herald Investment 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	-500,000	Closed	-$4.97M	–	98
2025 Q3	$4.97M	Hold	500,000	–	–	0.66%	41
2025 Q2	$4.89M	Hold	500,000	–	–	0.73%	32
2025 Q1	$4.24M	Buy	500,000 +50,000	+11%	+$462K	0.8%	32
2024 Q4	$4.65M	Hold	450,000	–	–	0.76%	40
2024 Q3	$3.65M	Buy	450,000 +100,000	+29%	+$942K	0.63%	44
2024 Q2	$4.22M	Hold	350,000	–	–	0.69%	42
2024 Q1	$4.6M	Buy	350,000 +120,000	+52%	+$1.44M	0.75%	35
2023 Q4	$2.85M	Hold	230,000	–	–	0.54%	47
2023 Q3	$2.18M	Buy	+230,000	New	+$2.41M	0.46%	59

Other funds holding AVDX

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

Herald Investment Management's AVDX Position: Q4 2025 in Review

Herald Investment Management sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 500,000 shares — an estimated $4.97M sold.

Herald Investment Management first reported a position in AVDX in Q3 2023 and held it in 9 quarters. The position peaked at $4.97M in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Herald Investment Management reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Herald Investment Management sold 500,000 AvidXchange shares in Q4 2025, an estimated $4.97M.
Herald Investment Management first reported a position in AvidXchange in Q3 2023 and held it in 9 quarters.
Herald Investment Management's AvidXchange position peaked at $4.97M in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

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