JFG
AVDX

Jefferies Financial Group’s AvidXchange AVDX Stock Holding History

Jefferies Financial Group’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
Q3 		– Sell
-19,099
Closed -$187K – 1453
2025
Q2 		$187K Buy
+19,099
New +$172K ﹤0.01% 1132
2023
Q3 		– Sell
-29,421
Closed -$305K – 1612
2023
Q2 		$305K Buy
+29,421
New +$265K ﹤0.01% 1319

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's AVDX Position: Q3 2025 in Review

Jefferies Financial Group sold out of AvidXchange (AVDX) in Q3 2025, closing a stake of 19,099 shares — an estimated $187K sold.

Jefferies Financial Group first reported a position in AVDX in Q2 2023 and held it in 2 quarters. The position peaked at $305K in Q2 2023. 200 funds tracked by Wall St. Rank hold AVDX as of Q3 2025.

  • Jefferies Financial Group reported no remaining AvidXchange position as of Q3 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 19,099 AvidXchange shares in Q3 2025, an estimated $187K.
  • Jefferies Financial Group first reported a position in AvidXchange in Q2 2023 and held it in 2 quarters.
  • Jefferies Financial Group's AvidXchange position peaked at $305K in Q2 2023.
  • 200 funds tracked by Wall St. Rank held AvidXchange as of Q3 2025.

Based on Jefferies Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.