Intrinsic Edge Capital Management’s AvidXchange AVDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,782,265
Closed -$33.6M 102
2024
Q2
$33.6M Buy
2,782,265
+248,886
+10% +$3M 3.04% 2
2024
Q1
$33.3M Sell
2,533,379
-252,066
-9% -$3.31M 2.61% 4
2023
Q4
$34.5M Buy
2,785,445
+1,237,508
+80% +$15.3M 3.45% 3
2023
Q3
$14.7M Sell
1,547,937
-1,167,604
-43% -$11.1M 1.66% 13
2023
Q2
$28.2M Buy
2,715,541
+999,449
+58% +$10.4M 2.02% 1
2023
Q1
$13.4M Sell
1,716,092
-549,082
-24% -$4.28M 1.34% 22
2022
Q4
$22.5M Buy
2,265,174
+742,586
+49% +$7.38M 2.24% 4
2022
Q3
$12.8M Buy
+1,522,588
New +$12.8M 1.4% 23