RIL
AVDX

Rothschild Investment LLC’s AvidXchange AVDX Stock Holding History

Rothschild Investment LLC’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
-370
Closed -$3.68K – 3437
2025
Q3 		$3.68K Sell
370
-100
-21% -$990 ﹤0.01% 1854
2025
Q2 		$4.6K Buy
470
+190
+68% +$1.71K ﹤0.01% 1553
2025
Q1 		$2.37K Buy
280
+30
+12% +$277 ﹤0.01% 1781
2024
Q4 		$2.58K Buy
250
+130
+108% +$1.27K ﹤0.01% 1652
2024
Q3 		$973 Buy
120
+60
+100% +$565 ﹤0.01% 2188
2024
Q2 		$724 Buy
60
+40
+200% +$457 ﹤0.01% 1828
2024
Q1 		$263 Buy
+20
New +$240 ﹤0.01% 1619

Other funds holding AVDX

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

Rothschild Investment LLC's AVDX Position: Q4 2025 in Review

Rothschild Investment LLC sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 370 shares — an estimated $3.68K sold.

Rothschild Investment LLC first reported a position in AVDX in Q1 2024 and held it in 7 quarters. The position peaked at $4.6K in Q2 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • Rothschild Investment LLC reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 370 AvidXchange shares in Q4 2025, an estimated $3.68K.
  • Rothschild Investment LLC first reported a position in AvidXchange in Q1 2024 and held it in 7 quarters.
  • Rothschild Investment LLC's AvidXchange position peaked at $4.6K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Rothschild Investment LLC's 13F filing for Q4 2025, filed 10 Feb 2026.