Principal Securities’s AvidXchange AVDX Stock Holding History

Principal Securities’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	-57	Closed	-$567	–	1513
2025 Q3	$567	Buy	+57	New	+$564	﹤0.01%	3519
2025 Q2	–	Sell	-188	Closed	-$1.94K	–	3693
2025 Q1	$1.94K	Hold	188	–	–	﹤0.01%	3048
2024 Q4	$1.94K	Sell	188 -112	-37%	-$1.09K	﹤0.01%	3042
2024 Q3	$2.43K	Hold	300	–	–	﹤0.01%	2896
2024 Q2	$3.62K	Hold	300	–	–	﹤0.01%	2743
2024 Q1	$3.94K	Hold	300	–	–	﹤0.01%	2680
2023 Q4	$3.72K	Buy	+300	New	+$3K	﹤0.01%	2639

Other funds holding AVDX

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

Principal Securities's AVDX Position: Q4 2025 in Review

Principal Securities sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 57 shares — an estimated $567 sold.

Principal Securities first reported a position in AVDX in Q4 2023 and held it in 7 quarters. The position peaked at $3.94K in Q1 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Principal Securities reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 57 AvidXchange shares in Q4 2025, an estimated $567.
Principal Securities first reported a position in AvidXchange in Q4 2023 and held it in 7 quarters.
Principal Securities's AvidXchange position peaked at $3.94K in Q1 2024.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.