KI
AVDX

Kula Investments’s AvidXchange AVDX Stock Holding History

Kula Investments’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
2023
Q1 		$391K Buy
+50,120
New +$482K 0.1% 374

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
FGN
Foundry Group Next Boulder, Colorado $21.1M AUM 35.51% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kula Investments's AVDX Position: Q1 2023 in Review

Kula Investments opened a new position in AvidXchange (AVDX) in Q1 2023: 50,120 shares worth $391K. The stake represents 0.1% of the portfolio and ranks #374 among its holdings.

155 funds tracked by Wall St. Rank hold AVDX as of Q1 2023.

  • Kula Investments held 50,120 shares of AvidXchange worth $391K as of Q1 2023.
  • AvidXchange was a new Kula Investments position in Q1 2023.
  • AvidXchange made up 0.1% of Kula Investments's portfolio in Q1 2023, its #374 holding.
  • 155 funds tracked by Wall St. Rank held AvidXchange as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.