Principal Financial Group’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-284,640
| Closed | -$2.83M | – | 2193 |
|
|
2025
Q3 | $2.83M | Buy |
284,640
+272,532
| +2,251% | +$2.7M | ﹤0.01% | 1755 |
|
|
2025
Q2 | $119K | Sell |
12,108
-1,767
| -13% | -$15.9K | ﹤0.01% | 2164 |
|
|
2025
Q1 | $118K | Sell |
13,875
-1,119
| -7% | -$10.3K | ﹤0.01% | 2091 |
|
|
2024
Q4 | $155K | Sell |
14,994
-1,302
| -8% | -$12.7K | ﹤0.01% | 2125 |
|
|
2024
Q3 | $132K | Sell |
16,296
-7,183
| -31% | -$67.6K | ﹤0.01% | 2133 |
|
|
2024
Q2 | $283K | Buy |
23,479
+3,421
| +17% | +$39.1K | ﹤0.01% | 2066 |
|
|
2024
Q1 | $264K | Buy |
20,058
+2,556
| +15% | +$30.7K | ﹤0.01% | 2115 |
|
|
2023
Q4 | $217K | Buy |
17,502
+1,444
| +9% | +$14.4K | ﹤0.01% | 2147 |
|
|
2023
Q3 | $152K | Sell |
16,058
-49,886
| -76% | -$523K | ﹤0.01% | 2207 |
|
|
2023
Q2 | $684K | Buy |
65,944
+49,982
| +313% | +$450K | ﹤0.01% | 1896 |
|
|
2023
Q1 | $125K | Sell |
15,962
-908
| -5% | -$8.73K | ﹤0.01% | 2267 |
|
|
2022
Q4 | $168K | Sell |
16,870
-3,824
| -18% | -$33.2K | ﹤0.01% | 2226 |
|
|
2022
Q3 | $174K | Sell |
20,694
-490
| -2% | -$3.8K | ﹤0.01% | 2235 |
|
|
2022
Q2 | $130K | Sell |
21,184
-616,163
| -97% | -$4.89M | ﹤0.01% | 2360 |
|
|
2022
Q1 | $5.13M | Buy |
637,347
+78,006
| +14% | +$787K | ﹤0.01% | 1649 |
|
|
2021
Q4 | $8.42M | Buy |
+559,341
| New | +$11.7M | 0.01% | 1482 |
|
Other funds holding AVDX
Principal Financial Group's AVDX Position: Q4 2025 in Review
Principal Financial Group sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 284,640 shares — an estimated $2.83M sold.
Principal Financial Group first reported a position in AVDX in Q4 2021 and held it in 16 quarters. The position peaked at $8.42M in Q4 2021. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.
- Principal Financial Group reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
- Principal Financial Group sold 284,640 AvidXchange shares in Q4 2025, an estimated $2.83M.
- Principal Financial Group first reported a position in AvidXchange in Q4 2021 and held it in 16 quarters.
- Principal Financial Group's AvidXchange position peaked at $8.42M in Q4 2021.
- 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.
Based on Principal Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.