O'Shaughnessy Asset Management’s AvidXchange AVDX Stock Holding History

O'Shaughnessy Asset 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	-11,043	Closed	-$110K	–	2645
2025 Q3	$110K	Buy	+11,043	New	+$109K	﹤0.01%	2074

Other funds holding AVDX

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

O'Shaughnessy Asset Management's AVDX Position: Q4 2025 in Review

O'Shaughnessy Asset Management sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 11,043 shares — an estimated $110K sold.

O'Shaughnessy Asset Management first reported a position in AVDX in Q3 2025 and held it in 1 quarter. The position peaked at $110K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

O'Shaughnessy Asset Management reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
O'Shaughnessy Asset Management sold 11,043 AvidXchange shares in Q4 2025, an estimated $110K.
O'Shaughnessy Asset Management first reported a position in AvidXchange in Q3 2025 and held it in 1 quarter.
O'Shaughnessy Asset Management's AvidXchange position peaked at $110K in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.