Morgan Stanley’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-728,603
| Closed | -$7.25M | – | 8215 |
|
|
2025
Q3 | $7.25M | Buy |
728,603
+80,094
| +12% | +$793K | ﹤0.01% | 3839 |
|
|
2025
Q2 | $6.35M | Sell |
648,509
-426,732
| -40% | -$3.85M | ﹤0.01% | 3850 |
|
|
2025
Q1 | $9.12M | Sell |
1,075,241
-440,783
| -29% | -$4.07M | ﹤0.01% | 3422 |
|
|
2024
Q4 | $15.7M | Sell |
1,516,024
-116,143
| -7% | -$1.13M | ﹤0.01% | 2990 |
|
|
2024
Q3 | $13.2M | Sell |
1,632,167
-1,317,867
| -45% | -$12.4M | ﹤0.01% | 3207 |
|
|
2024
Q2 | $35.6M | Sell |
2,950,034
-646,425
| -18% | -$7.38M | ﹤0.01% | 2069 |
|
|
2024
Q1 | $47.3M | Sell |
3,596,459
-2,376,294
| -40% | -$28.5M | ﹤0.01% | 1809 |
|
|
2023
Q4 | $74M | Buy |
5,972,753
+4,078,510
| +215% | +$40.7M | 0.01% | 1370 |
|
|
2023
Q3 | $18M | Sell |
1,894,243
-540,787
| -22% | -$5.66M | ﹤0.01% | 2569 |
|
|
2023
Q2 | $25.3M | Buy |
2,435,030
+1,430,404
| +142% | +$12.9M | ﹤0.01% | 2234 |
|
|
2023
Q1 | $7.84M | Buy |
1,004,626
+509,367
| +103% | +$4.9M | ﹤0.01% | 3378 |
|
|
2022
Q4 | $4.92M | Sell |
495,259
-2,285,189
| -82% | -$19.8M | ﹤0.01% | 3780 |
|
|
2022
Q3 | $23.4M | Sell |
2,780,448
-25,356
| -0.9% | -$196K | ﹤0.01% | 2028 |
|
|
2022
Q2 | $17.2M | Buy |
2,805,804
+2,449,743
| +688% | +$19.5M | ﹤0.01% | 2451 |
|
|
2022
Q1 | $2.87M | Sell |
356,061
-420,331
| -54% | -$4.24M | ﹤0.01% | 4241 |
|
|
2021
Q4 | $11.7M | Buy |
+776,392
| New | +$16.2M | ﹤0.01% | 2776 |
|
Other funds holding AVDX
Morgan Stanley's AVDX Position: Q4 2025 in Review
Morgan Stanley sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 728,603 shares — an estimated $7.25M sold.
Morgan Stanley first reported a position in AVDX in Q4 2021 and held it in 16 quarters. The position peaked at $74M in Q4 2023. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.
- Morgan Stanley reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
- Morgan Stanley sold 728,603 AvidXchange shares in Q4 2025, an estimated $7.25M.
- Morgan Stanley first reported a position in AvidXchange in Q4 2021 and held it in 16 quarters.
- Morgan Stanley's AvidXchange position peaked at $74M in Q4 2023.
- 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.
Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.