Root Financial Partners’s AvidXchange AVDX Stock Holding History

Root Financial Partners’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	-34	Closed	-$338	–	2442
2025 Q3	$338	Buy	+34	New	+$336	﹤0.01%	2176

Other funds holding AVDX

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

Root Financial Partners's AVDX Position: Q4 2025 in Review

Root Financial Partners sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 34 shares — an estimated $338 sold.

Root Financial Partners first reported a position in AVDX in Q3 2025 and held it in 1 quarter. The position peaked at $338 in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Root Financial Partners reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Root Financial Partners sold 34 AvidXchange shares in Q4 2025, an estimated $338.
Root Financial Partners first reported a position in AvidXchange in Q3 2025 and held it in 1 quarter.
Root Financial Partners's AvidXchange position peaked at $338 in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.