Prelude Capital Management’s AvidXchange AVDX Stock Holding History

Prelude 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	-114,226	Closed	-$1.14M	–	1296
2025 Q3	$1.14M	Hold	114,226	–	–	0.09%	285
2025 Q2	$1.12M	Buy	114,226 +98,250	+615%	+$886K	0.11%	233
2025 Q1	$135K	Sell	15,976 -10,325	-39%	-$95.4K	0.01%	1006
2024 Q4	$272K	Buy	+26,301	New	+$257K	0.02%	843
2024 Q3	–	Sell	-12,713	Closed	-$153K	–	1277
2024 Q2	$153K	Buy	+12,713	New	+$145K	0.01%	1047
2023 Q2	–	Sell	-26,020	Closed	-$203K	–	1122
2023 Q1	$203K	Buy	+26,020	New	+$250K	0.01%	863

Other funds holding AVDX

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

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

Prelude Capital Management sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 114,226 shares — an estimated $1.14M sold.

Prelude Capital Management first reported a position in AVDX in Q1 2023 and held it in 6 quarters. The position peaked at $1.14M in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Prelude Capital Management reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Prelude Capital Management sold 114,226 AvidXchange shares in Q4 2025, an estimated $1.14M.
Prelude Capital Management first reported a position in AvidXchange in Q1 2023 and held it in 6 quarters.
Prelude Capital Management's AvidXchange position peaked at $1.14M in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

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