KC
AVDX

Kingfisher Capital’s AvidXchange AVDX Stock Holding History

Kingfisher Capital’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
2024
Q3 		$83.2K Hold
10,256
– – 0.02% 169
2024
Q2 		$124K Hold
10,256
– – 0.03% 168
2024
Q1 		$135K Hold
10,256
– – 0.03% 160
2023
Q4 		$127K Hold
10,256
– – 0.03% 163
2023
Q3 		$97K Hold
10,256
– – 0.03% 159
2023
Q2 		$106K Buy
+10,256
New +$92.3K 0.03% 166

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kingfisher Capital's AVDX Position: Q3 2024 in Review

Kingfisher Capital held its AvidXchange (AVDX) position steady in Q3 2024 at 10,256 shares worth $83.2K. The position accounts for 0.02% of the portfolio, ranked #169.

Kingfisher Capital first reported a position in AVDX in Q2 2023 and has held it in 6 quarters since. The position peaked at $135K in Q1 2024. 191 funds tracked by Wall St. Rank hold AVDX as of Q3 2024.

  • Kingfisher Capital held 10,256 shares of AvidXchange worth $83.2K as of Q3 2024.
  • Kingfisher Capital left its AvidXchange share count unchanged in Q3 2024.
  • AvidXchange made up 0.02% of Kingfisher Capital's portfolio in Q3 2024, its #169 holding.
  • Kingfisher Capital first reported a position in AvidXchange in Q2 2023 and has held it in 6 quarters since.
  • Kingfisher Capital's AvidXchange position peaked at $135K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held AvidXchange as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.