IEQ Capital’s AvidXchange AVDX Stock Holding History

IEQ Capital’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	-47,396	Closed	-$472K	–	1863
2025 Q3	$472K	Buy	47,396 +4,206	+10%	+$41.6K	﹤0.01%	1322
2025 Q2	$423K	Buy	43,190 +24,983	+137%	+$225K	﹤0.01%	1240
2025 Q1	$154K	Buy	+18,207	New	+$168K	﹤0.01%	1423

Other funds holding AVDX

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

IEQ Capital's AVDX Position: Q4 2025 in Review

IEQ Capital sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 47,396 shares — an estimated $472K sold.

IEQ Capital first reported a position in AVDX in Q1 2025 and held it in 3 quarters. The position peaked at $472K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

IEQ Capital reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
IEQ Capital sold 47,396 AvidXchange shares in Q4 2025, an estimated $472K.
IEQ Capital first reported a position in AvidXchange in Q1 2025 and held it in 3 quarters.
IEQ Capital's AvidXchange position peaked at $472K in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.