Smartleaf Asset Management’s AvidXchange AVDX Stock Holding History

Smartleaf Asset Management’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	-278	Closed	-$2.77K	–	3497
2025 Q3	$2.77K	Buy	278 +87	+46%	+$861	﹤0.01%	2524
2025 Q2	$1.87K	Sell	191 -76	-28%	-$685	﹤0.01%	2358
2025 Q1	$2.23K	Sell	267 -75	-22%	-$693	﹤0.01%	2445
2024 Q4	$3.5K	Buy	342 +82	+32%	+$800	﹤0.01%	2369
2024 Q3	$2.12K	Sell	260 -24	-8%	-$226	﹤0.01%	2453
2024 Q2	$3.37K	Buy	+284	New	+$3.24K	﹤0.01%	1993

Other funds holding AVDX

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

Smartleaf Asset Management's AVDX Position: Q4 2025 in Review

Smartleaf Asset Management sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 278 shares — an estimated $2.77K sold.

Smartleaf Asset Management first reported a position in AVDX in Q2 2024 and held it in 6 quarters. The position peaked at $3.5K in Q4 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Smartleaf Asset Management reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Smartleaf Asset Management sold 278 AvidXchange shares in Q4 2025, an estimated $2.77K.
Smartleaf Asset Management first reported a position in AvidXchange in Q2 2024 and held it in 6 quarters.
Smartleaf Asset Management's AvidXchange position peaked at $3.5K in Q4 2024.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Smartleaf Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.