SG Americas Securities
AVDX

SG Americas Securities’s AvidXchange AVDX Stock Holding History

SG Americas 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
-47,946
Closed -$477K – 3600
2025
Q3 		$477K Buy
47,946
+33,029
+221% +$327K ﹤0.01% 2159
2025
Q2 		$146K Sell
14,917
-21,030
-59% -$190K ﹤0.01% 2440
2025
Q1 		$305K Buy
35,947
+24,309
+209% +$225K ﹤0.01% 2197
2024
Q4 		$120K Sell
11,638
-80,253
-87% -$783K ﹤0.01% 2598
2024
Q3 		$745K Buy
91,891
+62,078
+208% +$585K ﹤0.01% 1333
2024
Q2 		$360K Buy
29,813
+835
+3% +$9.53K ﹤0.01% 1867
2024
Q1 		$381K Buy
28,978
+13,302
+85% +$160K ﹤0.01% 1554
2023
Q4 		$194K Sell
15,676
-1,124
-7% -$11.2K ﹤0.01% 2195
2023
Q3 		$159K Buy
+16,800
New +$176K ﹤0.01% 2457
2023
Q2 		– Sell
-22,430
Closed -$175K – 2304
2023
Q1 		$175K Buy
+22,430
New +$216K ﹤0.01% 2525

Other funds holding AVDX

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

SG Americas Securities's AVDX Position: Q4 2025 in Review

SG Americas Securities sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 47,946 shares — an estimated $477K sold.

SG Americas Securities first reported a position in AVDX in Q1 2023 and held it in 10 quarters. The position peaked at $745K in Q3 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • SG Americas Securities reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • SG Americas Securities sold 47,946 AvidXchange shares in Q4 2025, an estimated $477K.
  • SG Americas Securities first reported a position in AvidXchange in Q1 2023 and held it in 10 quarters.
  • SG Americas Securities's AvidXchange position peaked at $745K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on SG Americas Securities's 13F filing for Q4 2025, filed 9 Jan 2026.