PA
AVDX

Parallel Advisors’s AvidXchange AVDX Stock Holding History

Parallel Advisors’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
-141
Closed -$1.4K – 3632
2025
Q3 		$1.4K Sell
141
-63
-31% -$623 ﹤0.01% 3136
2025
Q2 		$2K Buy
204
+155
+316% +$1.4K ﹤0.01% 3044
2025
Q1 		$416 Sell
49
-65
-57% -$601 ﹤0.01% 3259
2024
Q4 		$1.18K Sell
114
-123
-52% -$1.2K ﹤0.01% 3079
2024
Q3 		$1.92K Hold
237
– – ﹤0.01% 2902
2024
Q2 		$2.86K Buy
237
+42
+22% +$480 ﹤0.01% 2692
2024
Q1 		$2.56K Sell
195
-83
-30% -$997 ﹤0.01% 2748
2023
Q4 		$3.44K Buy
278
+37
+15% +$370 ﹤0.01% 2635
2023
Q3 		$2.29K Buy
241
+55
+30% +$576 ﹤0.01% 2768
2023
Q2 		$1.93K Buy
186
+177
+1,967% +$1.59K ﹤0.01% 2759
2023
Q1 		$70 Hold
9
– – ﹤0.01% 3355
2022
Q4 		$89 Buy
+9
New +$78 ﹤0.01% 3270

Other funds holding AVDX

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

Parallel Advisors's AVDX Position: Q4 2025 in Review

Parallel Advisors sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 141 shares — an estimated $1.4K sold.

Parallel Advisors first reported a position in AVDX in Q4 2022 and held it in 12 quarters. The position peaked at $3.44K in Q4 2023. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • Parallel Advisors reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • Parallel Advisors sold 141 AvidXchange shares in Q4 2025, an estimated $1.4K.
  • Parallel Advisors first reported a position in AvidXchange in Q4 2022 and held it in 12 quarters.
  • Parallel Advisors's AvidXchange position peaked at $3.44K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Parallel Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.