JG
AVDX

Jefferies Group’s AvidXchange AVDX Stock Holding History

Jefferies 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
2022
Q3 		$84.4K Sell
10,029
-5,906
-37% -$45.8K ﹤0.01% 1481
2022
Q2 		$97.8K Buy
+15,935
New +$127K ﹤0.01% 1356

Other funds holding AVDX

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
FG
Foundry Group Boulder, Colorado $209M AUM 47.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jefferies Group's AVDX Position: Q3 2022 in Review

Jefferies Group reduced its AvidXchange (AVDX) stake by 37% in Q3 2022, selling an estimated $45.8K and leaving 10,029 shares worth $84.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Jefferies Group first reported a position in AVDX in Q2 2022 and has held it in 2 quarters since. The position peaked at $97.8K in Q2 2022. 123 funds tracked by Wall St. Rank hold AVDX as of Q3 2022.

  • Jefferies Group held 10,029 shares of AvidXchange worth $84.4K as of Q3 2022.
  • Jefferies Group sold 5,906 AvidXchange shares in Q3 2022, an estimated $45.8K.
  • AvidXchange made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1481 holding.
  • Jefferies Group first reported a position in AvidXchange in Q2 2022 and has held it in 2 quarters since.
  • Jefferies Group's AvidXchange position peaked at $97.8K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held AvidXchange as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.