SIC
AVDX

Salem Investment Counselors’s AvidXchange AVDX Stock Holding History

Salem Investment Counselors’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
-6,000
Closed -$59.7K – 447
2025
Q3 		$59.7K Hold
6,000
– – ﹤0.01% 567
2025
Q2 		$58.7K Sell
6,000
-3,556
-37% -$32.1K ﹤0.01% 552
2025
Q1 		$81K Hold
9,556
– – ﹤0.01% 486
2024
Q4 		$98.8K Hold
9,556
– – ﹤0.01% 458
2024
Q3 		$77.5K Hold
9,556
– – ﹤0.01% 496
2024
Q2 		$115K Buy
+9,556
New +$109K ﹤0.01% 427

Other funds holding AVDX

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

Salem Investment Counselors's AVDX Position: Q4 2025 in Review

Salem Investment Counselors sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 6,000 shares — an estimated $59.7K sold.

Salem Investment Counselors first reported a position in AVDX in Q2 2024 and held it in 6 quarters. The position peaked at $115K in Q2 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • Salem Investment Counselors reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 6,000 AvidXchange shares in Q4 2025, an estimated $59.7K.
  • Salem Investment Counselors first reported a position in AvidXchange in Q2 2024 and held it in 6 quarters.
  • Salem Investment Counselors's AvidXchange position peaked at $115K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.