New York Life Investment Management’s AvidXchange AVDX Stock Holding History

New York Life Investment 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	-361,097	Closed	-$3.59M	–	776
2025 Q3	$3.59M	Buy	361,097 +18,941	+6%	+$187K	0.03%	405
2025 Q2	$3.35M	Buy	+342,156	New	+$3.08M	0.03%	416

Other funds holding AVDX

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

New York Life Investment Management's AVDX Position: Q4 2025 in Review

New York Life Investment Management sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 361,097 shares — an estimated $3.59M sold.

New York Life Investment Management first reported a position in AVDX in Q2 2025 and held it in 2 quarters. The position peaked at $3.59M in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

New York Life Investment Management reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
New York Life Investment Management sold 361,097 AvidXchange shares in Q4 2025, an estimated $3.59M.
New York Life Investment Management first reported a position in AvidXchange in Q2 2025 and held it in 2 quarters.
New York Life Investment Management's AvidXchange position peaked at $3.59M in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on New York Life Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.