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 Q2	$4.89M	Hold
2025 Q1	$4.24M	Buy
2024 Q4	$4.65M	Hold
2024 Q3	$3.65M	Buy
2024 Q2	$4.22M	Hold
2024 Q1	$4.6M	Buy
2023 Q4	$2.85M	Hold
2023 Q3	$2.18M	Buy