Mackenzie Financial
AVDX

Mackenzie Financial’s AvidXchange AVDX Stock Holding History

Mackenzie Financial’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
-11,221
Closed -$112K – 1678
2025
Q3 		$112K Hold
11,221
– – ﹤0.01% 1621
2025
Q2 		$110K Hold
11,221
– – ﹤0.01% 1612
2025
Q1 		$95.2K Hold
11,221
– – ﹤0.01% 1589
2024
Q4 		$116K Hold
11,221
– – ﹤0.01% 1622
2024
Q3 		$91K Buy
+11,221
New +$106K ﹤0.01% 1492

Other funds holding AVDX

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

Mackenzie Financial's AVDX Position: Q4 2025 in Review

Mackenzie Financial sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 11,221 shares — an estimated $112K sold.

Mackenzie Financial first reported a position in AVDX in Q3 2024 and held it in 5 quarters. The position peaked at $116K in Q4 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • Mackenzie Financial reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • Mackenzie Financial sold 11,221 AvidXchange shares in Q4 2025, an estimated $112K.
  • Mackenzie Financial first reported a position in AvidXchange in Q3 2024 and held it in 5 quarters.
  • Mackenzie Financial's AvidXchange position peaked at $116K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.