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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