SS
AVDX

SBI Securities’s AvidXchange AVDX Stock Holding History

SBI Securities’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
-8
Closed -$80 – 4036
2025
Q3 		$80 Hold
8
– – ﹤0.01% 3581
2025
Q2 		$78 Sell
8
-76
-90% -$685 ﹤0.01% 3607
2025
Q1 		$712 Sell
84
-209
-71% -$1.93K ﹤0.01% 2736
2024
Q4 		$3.03K Buy
+293
New +$2.86K ﹤0.01% 2118

Other funds holding AVDX

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

SBI Securities's AVDX Position: Q4 2025 in Review

SBI Securities sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 8 shares — an estimated $80 sold.

SBI Securities first reported a position in AVDX in Q4 2024 and held it in 4 quarters. The position peaked at $3.03K in Q4 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • SBI Securities reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • SBI Securities sold 8 AvidXchange shares in Q4 2025, an estimated $80.
  • SBI Securities first reported a position in AvidXchange in Q4 2024 and held it in 4 quarters.
  • SBI Securities's AvidXchange position peaked at $3.03K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on SBI Securities's 13F filing for Q4 2025, filed 3 Feb 2026.