NICM
AVDX

Neo Ivy Capital Management’s AvidXchange AVDX Stock Holding History

Neo Ivy 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
Q4 		– Sell
-19,932
Closed -$198K – 352
2025
Q3 		$198K Sell
19,932
-127,916
-87% -$1.27M 0.05% 301
2025
Q2 		$1.45M Buy
+147,848
New +$1.33M 0.46% 79
2025
Q1 		– Sell
-231,513
Closed -$2.39M – 288
2024
Q4 		$2.39M Buy
+231,513
New +$2.26M 0.48% 81

Other funds holding AVDX

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

Neo Ivy Capital Management's AVDX Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 19,932 shares — an estimated $198K sold.

Neo Ivy Capital Management first reported a position in AVDX in Q4 2024 and held it in 3 quarters. The position peaked at $2.39M in Q4 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • Neo Ivy Capital Management reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 19,932 AvidXchange shares in Q4 2025, an estimated $198K.
  • Neo Ivy Capital Management first reported a position in AvidXchange in Q4 2024 and held it in 3 quarters.
  • Neo Ivy Capital Management's AvidXchange position peaked at $2.39M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.