Marshall Wace’s AvidXchange AVDX Stock Holding History

Marshall Wace’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	-208,339	Closed	-$2.07M	–	2947
2025 Q3	$2.07M	Buy	208,339 +169,800	+441%	+$1.68M	﹤0.01%	1597
2025 Q2	$377K	Sell	38,539 -252,370	-87%	-$2.28M	﹤0.01%	2243
2025 Q1	$2.47M	Buy	290,909 +154,399	+113%	+$1.43M	﹤0.01%	1382
2024 Q4	$1.41M	Buy	+136,510	New	+$1.33M	﹤0.01%	1573
2024 Q2	–	Sell	-186,686	Closed	-$2.45M	–	2537
2024 Q1	$2.45M	Buy	186,686 +140,186	+301%	+$1.68M	﹤0.01%	1265
2023 Q4	$576K	Buy	+46,500	New	+$465K	﹤0.01%	1664
2022 Q3	–	Sell	-126,928	Closed	-$778K	–	3324
2022 Q2	$778K	Buy	+126,928	New	+$1.01M	﹤0.01%	2583

Other funds holding AVDX

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

Marshall Wace's AVDX Position: Q4 2025 in Review

Marshall Wace sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 208,339 shares — an estimated $2.07M sold.

Marshall Wace first reported a position in AVDX in Q2 2022 and held it in 7 quarters. The position peaked at $2.47M in Q1 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Marshall Wace reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Marshall Wace sold 208,339 AvidXchange shares in Q4 2025, an estimated $2.07M.
Marshall Wace first reported a position in AvidXchange in Q2 2022 and held it in 7 quarters.
Marshall Wace's AvidXchange position peaked at $2.47M in Q1 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

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