Ray Dalio’s AvidXchange AVDX Stock Holding History

Ray Dalio’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 Q2	–	Sell	-18,032	Closed	-$153K	–	598
2025 Q1	$153K	Buy	+18,032	New	+$167K	﹤0.01%	657
2024 Q3	–	Sell	-65,310	Closed	-$788K	–	787
2024 Q2	$788K	Buy	+65,310	New	+$746K	﹤0.01%	701

Other funds holding AVDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ray Dalio's AVDX Position: Q2 2025 in Review

Ray Dalio sold out of AvidXchange (AVDX) in Q2 2025, closing a stake of 18,032 shares — an estimated $153K sold.

Ray Dalio first reported a position in AVDX in Q2 2024 and held it in 2 quarters. The position peaked at $788K in Q2 2024. 219 funds tracked by Wall St. Rank hold AVDX as of Q2 2025.

Ray Dalio reported no remaining AvidXchange position as of Q2 2025 after selling out during the quarter.
Ray Dalio sold 18,032 AvidXchange shares in Q2 2025, an estimated $153K.
Ray Dalio first reported a position in AvidXchange in Q2 2024 and held it in 2 quarters.
Ray Dalio's AvidXchange position peaked at $788K in Q2 2024.
219 funds tracked by Wall St. Rank held AvidXchange as of Q2 2025.

Based on Bridgewater Associates's 13F filing for Q2 2025, filed 13 Aug 2025.