LC
AVDX

Lindbrook Capital’s AvidXchange AVDX Stock Holding History

Lindbrook 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
Q4 		– Sell
-58
Closed -$470 – 2787
2024
Q3 		$470 Sell
58
-422
-88% -$3.97K ﹤0.01% 2680
2024
Q2 		$5.79K Buy
480
+42
+10% +$480 ﹤0.01% 1924
2024
Q1 		$5.76K Hold
438
– – ﹤0.01% 1837
2023
Q4 		$5.43K Buy
438
+85
+24% +$849 ﹤0.01% 1842
2023
Q3 		$3.35K Hold
353
– – ﹤0.01% 1939
2023
Q2 		$3.66K Buy
+353
New +$3.17K ﹤0.01% 1936
2023
Q1 		– Sell
-619
Closed -$6.15K – 2788
2022
Q4 		$6.15K Buy
619
+345
+126% +$3K ﹤0.01% 1698
2022
Q3 		$2K Buy
+274
New +$2.12K ﹤0.01% 1986

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 $6.73T AUM 46.02% 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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lindbrook Capital's AVDX Position: Q4 2024 in Review

Lindbrook Capital sold out of AvidXchange (AVDX) in Q4 2024, closing a stake of 58 shares — an estimated $470 sold.

Lindbrook Capital first reported a position in AVDX in Q3 2022 and held it in 8 quarters. The position peaked at $6.15K in Q4 2022. 202 funds tracked by Wall St. Rank hold AVDX as of Q4 2024.

  • Lindbrook Capital reported no remaining AvidXchange position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 58 AvidXchange shares in Q4 2024, an estimated $470.
  • Lindbrook Capital first reported a position in AvidXchange in Q3 2022 and held it in 8 quarters.
  • Lindbrook Capital's AvidXchange position peaked at $6.15K in Q4 2022.
  • 202 funds tracked by Wall St. Rank held AvidXchange as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.