Neuberger Berman Group
AVDX

Neuberger Berman Group’s AvidXchange AVDX Stock Holding History

Neuberger Berman Group’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
2024
Q2 		– Sell
-19,107
Closed -$251K – 1903
2024
Q1 		$251K Sell
19,107
-606,885
-97% -$7.29M ﹤0.01% 1693
2023
Q4 		$7.76M Buy
625,992
+291,466
+87% +$2.91M ﹤0.01% 970
2023
Q3 		$3.17M Buy
334,526
+1,393
+0.4% +$14.6K ﹤0.01% 982
2023
Q2 		$3.46M Sell
333,133
-8,486
-2% -$76.3K ﹤0.01% 973
2023
Q1 		$2.66M Sell
341,619
-19,957
-6% -$192K ﹤0.01% 1011
2022
Q4 		$3.59M Sell
361,576
-255,490
-41% -$2.22M ﹤0.01% 942
2022
Q3 		$5.2M Sell
617,066
-7,194
-1% -$55.7K 0.01% 873
2022
Q2 		$3.83M Sell
624,260
-3,699,973
-86% -$29.4M ﹤0.01% 967
2022
Q1 		$34.6M Buy
4,324,233
+1,039,536
+32% +$10.5M 0.03% 549
2021
Q4 		$47.8M Buy
+3,284,697
New +$68.6M 0.04% 495

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $133M AUM 50.19% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group's AVDX Position: Q2 2024 in Review

Neuberger Berman Group sold out of AvidXchange (AVDX) in Q2 2024, closing a stake of 19,107 shares — an estimated $251K sold.

Neuberger Berman Group first reported a position in AVDX in Q4 2021 and held it in 10 quarters. The position peaked at $47.8M in Q4 2021. 185 funds tracked by Wall St. Rank hold AVDX as of Q2 2024.

  • Neuberger Berman Group reported no remaining AvidXchange position as of Q2 2024 after selling out during the quarter.
  • Neuberger Berman Group sold 19,107 AvidXchange shares in Q2 2024, an estimated $251K.
  • Neuberger Berman Group first reported a position in AvidXchange in Q4 2021 and held it in 10 quarters.
  • Neuberger Berman Group's AvidXchange position peaked at $47.8M in Q4 2021.
  • 185 funds tracked by Wall St. Rank held AvidXchange as of Q2 2024.

Based on Neuberger Berman Group's 13F filing for Q2 2024, filed 13 Aug 2024.