Rockefeller Capital Management
AVDX

Rockefeller Capital Management’s AvidXchange AVDX Stock Holding History

Rockefeller 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
-64,622
Closed -$643K – 4684
2025
Q3 		$643K Hold
64,622
– – ﹤0.01% 1645
2025
Q2 		$633K Sell
64,622
-1,522,485
-96% -$13.7M ﹤0.01% 1486
2025
Q1 		$13.5M Sell
1,587,107
-86,751
-5% -$802K 0.03% 477
2024
Q4 		$17.3M Sell
1,673,858
-640,795
-28% -$6.26M 0.04% 383
2024
Q3 		$18.8M Buy
2,314,653
+538,956
+30% +$5.07M 0.05% 357
2024
Q2 		$21.4M Buy
1,775,697
+274,873
+18% +$3.14M 0.06% 297
2024
Q1 		$19.7M Buy
1,500,824
+537,466
+56% +$6.45M 0.06% 330
2023
Q4 		$11.9M Buy
+963,358
New +$9.63M 0.04% 407

Other funds holding AVDX

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

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

Rockefeller Capital Management sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 64,622 shares — an estimated $643K sold.

Rockefeller Capital Management first reported a position in AVDX in Q4 2023 and held it in 8 quarters. The position peaked at $21.4M in Q2 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • Rockefeller Capital Management reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 64,622 AvidXchange shares in Q4 2025, an estimated $643K.
  • Rockefeller Capital Management first reported a position in AvidXchange in Q4 2023 and held it in 8 quarters.
  • Rockefeller Capital Management's AvidXchange position peaked at $21.4M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

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