Jacobs Levy Equity Management’s AvidXchange AVDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,296,244
Closed -$19.5M 1037
2025
Q1
$19.5M Sell
2,296,244
-1,101,414
-32% -$9.34M 0.08% 228
2024
Q4
$35.1M Buy
3,397,658
+273,194
+9% +$2.82M 0.12% 165
2024
Q3
$25.3M Buy
+3,124,464
New +$25.3M 0.1% 197