Sagefield Capital’s AvidXchange AVDX Stock Holding History

Sagefield Capital’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	-310,900	Closed	-$3.04M	–	110
2025 Q2	$3.04M	Buy	+310,900	New	+$2.8M	0.43%	51

Other funds holding AVDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sagefield Capital's AVDX Position: Q3 2025 in Review

Sagefield Capital sold out of AvidXchange (AVDX) in Q3 2025, closing a stake of 310,900 shares — an estimated $3.04M sold.

Sagefield Capital first reported a position in AVDX in Q2 2025 and held it in 1 quarter. The position peaked at $3.04M in Q2 2025. 200 funds tracked by Wall St. Rank hold AVDX as of Q3 2025.

Sagefield Capital reported no remaining AvidXchange position as of Q3 2025 after selling out during the quarter.
Sagefield Capital sold 310,900 AvidXchange shares in Q3 2025, an estimated $3.04M.
Sagefield Capital first reported a position in AvidXchange in Q2 2025 and held it in 1 quarter.
Sagefield Capital's AvidXchange position peaked at $3.04M in Q2 2025.
200 funds tracked by Wall St. Rank held AvidXchange as of Q3 2025.

Based on Sagefield Capital's 13F filing for Q3 2025, filed 14 Nov 2025.