LCM
AVDX

Legato Capital Management’s AvidXchange AVDX Stock Holding History

Legato Capital Management’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
Q2 		– Sell
-23,940
Closed -$315K – 563
2024
Q1 		$315K Buy
23,940
+10,400
+77% +$125K 0.04% 503
2023
Q4 		$168K Buy
+13,540
New +$135K 0.02% 537

Other funds holding AVDX

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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legato Capital Management's AVDX Position: Q2 2024 in Review

Legato Capital Management sold out of AvidXchange (AVDX) in Q2 2024, closing a stake of 23,940 shares — an estimated $315K sold.

Legato Capital Management first reported a position in AVDX in Q4 2023 and held it in 2 quarters. The position peaked at $315K in Q1 2024. 185 funds tracked by Wall St. Rank hold AVDX as of Q2 2024.

  • Legato Capital Management reported no remaining AvidXchange position as of Q2 2024 after selling out during the quarter.
  • Legato Capital Management sold 23,940 AvidXchange shares in Q2 2024, an estimated $315K.
  • Legato Capital Management first reported a position in AvidXchange in Q4 2023 and held it in 2 quarters.
  • Legato Capital Management's AvidXchange position peaked at $315K in Q1 2024.
  • 185 funds tracked by Wall St. Rank held AvidXchange as of Q2 2024.

Based on Legato Capital Management's 13F filing for Q2 2024, filed 26 Jul 2024.