Horrell Capital Management’s AvidXchange AVDX Stock Holding History

Horrell 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	-275,000	Closed	-$2.84M	–	180
2024 Q4	$2.84M	Hold	275,000	–	–	0.83%	41
2024 Q3	$2.23M	Buy	+275,000	New	+$2.59M	0.66%	49
2024 Q2	–	Sell	-45,000	Closed	-$592K	–	225
2024 Q1	$592K	Sell	45,000 -60,000	-57%	-$721K	0.16%	78
2023 Q4	$1.3M	Hold	105,000	–	–	0.39%	59
2023 Q3	$995K	Hold	105,000	–	–	0.33%	64
2023 Q2	$1.09M	Hold	105,000	–	–	0.34%	64
2023 Q1	$819K	Buy	+105,000	New	+$1.01M	0.26%	75

Other funds holding AVDX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Horrell Capital Management's AVDX Position: Q1 2025 in Review

Horrell Capital Management sold out of AvidXchange (AVDX) in Q1 2025, closing a stake of 275,000 shares — an estimated $2.84M sold.

Horrell Capital Management first reported a position in AVDX in Q1 2023 and held it in 7 quarters. The position peaked at $2.84M in Q4 2024. 209 funds tracked by Wall St. Rank hold AVDX as of Q1 2025.

Horrell Capital Management reported no remaining AvidXchange position as of Q1 2025 after selling out during the quarter.
Horrell Capital Management sold 275,000 AvidXchange shares in Q1 2025, an estimated $2.84M.
Horrell Capital Management first reported a position in AvidXchange in Q1 2023 and held it in 7 quarters.
Horrell Capital Management's AvidXchange position peaked at $2.84M in Q4 2024.
209 funds tracked by Wall St. Rank held AvidXchange as of Q1 2025.

Based on Horrell Capital Management's 13F filing for Q1 2025, filed 12 May 2025.