Raymond James Financial
AVDX

Raymond James Financial’s AvidXchange AVDX Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-22,524
Closed -$221K – 5100
2025
Q2 		$221K Buy
22,524
+9,296
+70% +$83.8K ﹤0.01% 4465
2025
Q1 		$112K Buy
13,228
+2,063
+18% +$19.1K ﹤0.01% 4530
2024
Q4 		$115K Buy
+11,165
New +$109K ﹤0.01% 4507

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's AVDX Position: Q3 2025 in Review

Raymond James Financial sold out of AvidXchange (AVDX) in Q3 2025, closing a stake of 22,524 shares — an estimated $221K sold.

Raymond James Financial first reported a position in AVDX in Q4 2024 and held it in 3 quarters. The position peaked at $221K in Q2 2025. 200 funds tracked by Wall St. Rank hold AVDX as of Q3 2025.

  • Raymond James Financial reported no remaining AvidXchange position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 22,524 AvidXchange shares in Q3 2025, an estimated $221K.
  • Raymond James Financial first reported a position in AvidXchange in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's AvidXchange position peaked at $221K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held AvidXchange as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.