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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
-293,889
-94%
-$3.53M
﹤0.01%
1693
2023
Q4
$3.88M
Sell
312,996
-21,530
-6%
-$215K
﹤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
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
SM
Senvest Management
New York
$3.01B AUM
35.7%
1-Year Est. Return
BCVI
Bain Capital Venture Investors
Boston, Massachusetts
$175M AUM
21.91%
1-Year Est. Return
GF
Greenhouse Funds
Baltimore, Maryland
$2.11B AUM
12.38%
1-Year Est. Return
NRCM
North Reef Capital Management
Laguna Beach, California
$2.91B AUM
11.03%
1-Year Est. Return
LPC
Lone Pine Capital
Greenwich, Connecticut
$12.5B AUM
54.4%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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