Longfellow Investment Management’s AvidXchange AVDX Stock Holding History

Longfellow Investment 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
2025 Q4	–	Sell	-7,609	Closed	-$75.7K	–	238
2025 Q3	$75.7K	Hold	7,609	–	–	0.02%	160
2025 Q2	$74.5K	Buy	+7,609	New	+$68.6K	0.02%	159

Other funds holding AVDX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Longfellow Investment Management's AVDX Position: Q4 2025 in Review

Longfellow Investment Management sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 7,609 shares — an estimated $75.7K sold.

Longfellow Investment Management first reported a position in AVDX in Q2 2025 and held it in 2 quarters. The position peaked at $75.7K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Longfellow Investment Management reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Longfellow Investment Management sold 7,609 AvidXchange shares in Q4 2025, an estimated $75.7K.
Longfellow Investment Management first reported a position in AvidXchange in Q2 2025 and held it in 2 quarters.
Longfellow Investment Management's AvidXchange position peaked at $75.7K in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Longfellow Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.