Kovitz Investment Group Partners
AVDX

Kovitz Investment Group Partners’s AvidXchange AVDX Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-21,558
Closed -$215K – 518
2025
Q3 		$215K Sell
21,558
-155
-0.7% -$1.53K ﹤0.01% 1322
2025
Q2 		$213K Hold
21,713
– – ﹤0.01% 1265
2025
Q1 		$184K Buy
+21,713
New +$201K ﹤0.01% 1182

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Kovitz Investment Group Partners's AVDX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 21,558 shares — an estimated $215K sold.

Kovitz Investment Group Partners first reported a position in AVDX in Q1 2025 and held it in 3 quarters. The position peaked at $215K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 21,558 AvidXchange shares in Q4 2025, an estimated $215K.
  • Kovitz Investment Group Partners first reported a position in AvidXchange in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's AvidXchange position peaked at $215K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.