Next Century Growth Investors’s AvidXchange AVDX Stock Holding History

Next Century Growth Investors’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
2023 Q4	–	Sell	-203,901	Closed	-$1.93M	–	119
2023 Q3	$1.93M	Sell	203,901 -552,027	-73%	-$5.78M	0.21%	90
2023 Q2	$7.85M	Buy	755,928 +235,447	+45%	+$2.12M	0.76%	44
2023 Q1	$4.06M	Buy	520,481 +2,452	+0.5%	+$23.6K	0.45%	58
2022 Q4	$5.15M	Buy	+518,029	New	+$4.5M	0.62%	47

Other funds holding AVDX

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCVI

Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Next Century Growth Investors's AVDX Position: Q4 2023 in Review

Next Century Growth Investors sold out of AvidXchange (AVDX) in Q4 2023, closing a stake of 203,901 shares — an estimated $1.93M sold.

Next Century Growth Investors first reported a position in AVDX in Q4 2022 and held it in 4 quarters. The position peaked at $7.85M in Q2 2023. 186 funds tracked by Wall St. Rank hold AVDX as of Q4 2023.

Next Century Growth Investors reported no remaining AvidXchange position as of Q4 2023 after selling out during the quarter.
Next Century Growth Investors sold 203,901 AvidXchange shares in Q4 2023, an estimated $1.93M.
Next Century Growth Investors first reported a position in AvidXchange in Q4 2022 and held it in 4 quarters.
Next Century Growth Investors's AvidXchange position peaked at $7.85M in Q2 2023.
186 funds tracked by Wall St. Rank held AvidXchange as of Q4 2023.

Based on Next Century Growth Investors's 13F filing for Q4 2023, filed 14 Feb 2024.