Luther King Capital Management (LKCM)
AVDX

Luther King Capital Management (LKCM)’s AvidXchange AVDX Stock Holding History

Luther King Capital Management (LKCM)’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
-451,632
Closed -$4.49M – 608
2025
Q3 		$4.49M Hold
451,632
– – 0.02% 265
2025
Q2 		$4.42M Sell
451,632
-275,080
-38% -$2.48M 0.02% 257
2025
Q1 		$6.16M Buy
726,712
+515
+0.1% +$4.76K 0.03% 205
2024
Q4 		$7.51M Buy
726,197
+39,843
+6% +$389K 0.03% 191
2024
Q3 		$5.57M Sell
686,354
-15,549
-2% -$146K 0.02% 210
2024
Q2 		$8.46M Buy
701,903
+12,025
+2% +$137K 0.04% 163
2024
Q1 		$9.07M Buy
689,878
+9,781
+1% +$117K 0.04% 161
2023
Q4 		$8.43M Buy
680,097
+4,576
+0.7% +$45.7K 0.04% 163
2023
Q3 		$6.4M Buy
675,521
+13,691
+2% +$143K 0.03% 175
2023
Q2 		$6.87M Buy
661,830
+114,957
+21% +$1.03M 0.03% 173
2023
Q1 		$4.27M Buy
546,873
+42,896
+9% +$413K 0.02% 213
2022
Q4 		$5.01M Buy
503,977
+323,977
+180% +$2.81M 0.03% 180
2022
Q3 		$1.52M Buy
180,000
+40,000
+29% +$310K 0.01% 313
2022
Q2 		$860K Buy
+140,000
New +$1.11M ﹤0.01% 410

Other funds holding AVDX

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

Luther King Capital Management (LKCM)'s AVDX Position: Q4 2025 in Review

Luther King Capital Management (LKCM) sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 451,632 shares — an estimated $4.49M sold.

Luther King Capital Management (LKCM) first reported a position in AVDX in Q2 2022 and held it in 14 quarters. The position peaked at $9.07M in Q1 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • Luther King Capital Management (LKCM) reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 451,632 AvidXchange shares in Q4 2025, an estimated $4.49M.
  • Luther King Capital Management (LKCM) first reported a position in AvidXchange in Q2 2022 and held it in 14 quarters.
  • Luther King Capital Management (LKCM)'s AvidXchange position peaked at $9.07M in Q1 2024.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2025, filed 9 Feb 2026.