Jim Simons
AVDX

Jim Simons’s AvidXchange AVDX Stock Holding History

Jim Simons’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
-1,910,400
Closed -$18.7M – 3494
2025
Q2 		$18.7M Buy
1,910,400
+1,771,500
+1,275% +$16M 0.02% 743
2025
Q1 		$1.18M Buy
138,900
+109,300
+369% +$1.01M ﹤0.01% 2311
2024
Q4 		$306K Sell
29,600
-189,600
-86% -$1.85M ﹤0.01% 3034
2024
Q3 		$1.78M Sell
219,200
-543,000
-71% -$5.11M ﹤0.01% 2100
2024
Q2 		$9.19M Sell
762,200
-227,200
-23% -$2.59M 0.02% 975
2024
Q1 		$13M Buy
989,400
+425,300
+75% +$5.11M 0.02% 851
2023
Q4 		$6.99M Sell
564,100
-683,200
-55% -$6.83M 0.01% 1137
2023
Q3 		$11.8M Buy
1,247,300
+246,900
+25% +$2.59M 0.02% 820
2023
Q2 		$10.4M Buy
1,000,400
+531,900
+114% +$4.78M 0.02% 1001
2023
Q1 		$3.65M Buy
468,500
+376,400
+409% +$3.62M ﹤0.01% 1662
2022
Q4 		$915K Sell
92,100
-312,000
-77% -$2.71M ﹤0.01% 2585
2022
Q3 		$3.4M Buy
+404,100
New +$3.13M ﹤0.01% 1681
2022
Q2 		– Sell
-528,000
Closed -$4.25M – 4210
2022
Q1 		$4.25M Buy
528,000
+377,569
+251% +$3.81M 0.01% 1715
2021
Q4 		$2.27M Buy
+150,431
New +$3.14M ﹤0.01% 2045

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 190.63% 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 26.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jim Simons's AVDX Position: Q3 2025 in Review

Jim Simons sold out of AvidXchange (AVDX) in Q3 2025, closing a stake of 1,910,400 shares — an estimated $18.7M sold.

Jim Simons first reported a position in AVDX in Q4 2021 and held it in 14 quarters. The position peaked at $18.7M in Q2 2025. 200 funds tracked by Wall St. Rank hold AVDX as of Q3 2025.

  • Jim Simons reported no remaining AvidXchange position as of Q3 2025 after selling out during the quarter.
  • Jim Simons sold 1,910,400 AvidXchange shares in Q3 2025, an estimated $18.7M.
  • Jim Simons first reported a position in AvidXchange in Q4 2021 and held it in 14 quarters.
  • Jim Simons's AvidXchange position peaked at $18.7M in Q2 2025.
  • 200 funds tracked by Wall St. Rank held AvidXchange as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.