PenderFund Capital Management’s AvidXchange AVDX Stock Holding History

PenderFund Capital 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	-23,100	Closed	-$230K	–	223
2025 Q3	$230K	Sell	23,100 -27,500	-54%	-$272K	0.04%	102
2025 Q2	$495K	Buy	+50,600	New	+$456K	0.12%	59

Other funds holding AVDX

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

PenderFund Capital Management's AVDX Position: Q4 2025 in Review

PenderFund Capital Management sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 23,100 shares — an estimated $230K sold.

PenderFund Capital Management first reported a position in AVDX in Q2 2025 and held it in 2 quarters. The position peaked at $495K in Q2 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

PenderFund Capital Management reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
PenderFund Capital Management sold 23,100 AvidXchange shares in Q4 2025, an estimated $230K.
PenderFund Capital Management first reported a position in AvidXchange in Q2 2025 and held it in 2 quarters.
PenderFund Capital Management's AvidXchange position peaked at $495K in Q2 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on PenderFund Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.