MV Capital Management’s AvidXchange AVDX Stock Holding History

MV Capital Management’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 Q3	–	Sell	-38,225	Closed	-$374K	–	1075
2025 Q2	$374K	Hold	38,225	–	–	0.04%	136
2025 Q1	$324K	Hold	38,225	–	–	0.03%	143
2024 Q4	$395K	Hold	38,225	–	–	0.04%	130
2024 Q3	$310K	Hold	38,225	–	–	0.03%	145
2024 Q2	$461K	Hold	38,225	–	–	0.05%	119
2024 Q1	$503K	Hold	38,225	–	–	0.06%	115
2023 Q4	$474K	Hold	38,225	–	–	0.06%	114
2023 Q3	$362K	Hold	38,225	–	–	0.05%	121
2023 Q2	$397K	Buy	+38,225	New	+$344K	0.05%	116

Other funds holding AVDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MV Capital Management's AVDX Position: Q3 2025 in Review

MV Capital Management sold out of AvidXchange (AVDX) in Q3 2025, closing a stake of 38,225 shares — an estimated $374K sold.

MV Capital Management first reported a position in AVDX in Q2 2023 and held it in 9 quarters. The position peaked at $503K in Q1 2024. 200 funds tracked by Wall St. Rank hold AVDX as of Q3 2025.

MV Capital Management reported no remaining AvidXchange position as of Q3 2025 after selling out during the quarter.
MV Capital Management sold 38,225 AvidXchange shares in Q3 2025, an estimated $374K.
MV Capital Management first reported a position in AvidXchange in Q2 2023 and held it in 9 quarters.
MV Capital Management's AvidXchange position peaked at $503K in Q1 2024.
200 funds tracked by Wall St. Rank held AvidXchange as of Q3 2025.

Based on MV Capital Management's 13F filing for Q3 2025, filed 23 Feb 2026.