Mariner’s AvidXchange AVDX Stock Holding History

Mariner’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	-10,339	Closed	-$103K	–	3551
2025 Q3	$103K	Buy	+10,339	New	+$102K	﹤0.01%	3349
2024 Q3	–	Sell	-12,997	Closed	-$157K	–	3292
2024 Q2	$157K	Sell	12,997 -3,833	-23%	-$43.8K	﹤0.01%	2850
2024 Q1	$221K	Buy	+16,830	New	+$202K	﹤0.01%	2679
2023 Q2	–	Sell	-11,075	Closed	-$86K	–	2834
2023 Q1	$86K	Buy	11,075 +191	+2%	+$1.84K	﹤0.01%	2600
2022 Q4	$108K	Buy	+10,884	New	+$94.5K	﹤0.01%	2509

Other funds holding AVDX

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

Mariner's AVDX Position: Q4 2025 in Review

Mariner sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 10,339 shares — an estimated $103K sold.

Mariner first reported a position in AVDX in Q4 2022 and held it in 5 quarters. The position peaked at $221K in Q1 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Mariner reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Mariner sold 10,339 AvidXchange shares in Q4 2025, an estimated $103K.
Mariner first reported a position in AvidXchange in Q4 2022 and held it in 5 quarters.
Mariner's AvidXchange position peaked at $221K in Q1 2024.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Mariner's 13F filing for Q4 2025, filed 13 Feb 2026.