Rockefeller Capital Management

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 Q2	$633K	Sell
2025 Q1	$13.5M	Sell
2024 Q4	$17.3M	Sell
2024 Q3	$18.8M	Buy
2024 Q2	$21.4M	Buy
2024 Q1	$19.7M	Buy
2023 Q4	$11.9M	Buy