SS
AVDX

Steve Schonfeld’s AvidXchange AVDX Stock Holding History

Steve Schonfeld’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
-207,900
Closed -$2.04M – 2196
2025
Q2 		$2.04M Buy
207,900
+193,133
+1,308% +$1.74M 0.01% 974
2025
Q1 		$125K Buy
+14,767
New +$136K ﹤0.01% 2000
2024
Q3 		– Sell
-35,624
Closed -$430K – 2032
2024
Q2 		$430K Sell
35,624
-144,324
-80% -$1.65M ﹤0.01% 1553
2024
Q1 		$2.37M Buy
179,948
+109,548
+156% +$1.32M 0.02% 928
2023
Q4 		$872K Buy
+70,400
New +$703K 0.01% 1078
2023
Q2 		– Sell
-93,075
Closed -$726K – 2126
2023
Q1 		$726K Sell
93,075
-608,601
-87% -$5.85M 0.01% 1053
2022
Q4 		$6.97M Buy
+701,676
New +$6.09M 0.06% 393
2022
Q2 		– Sell
-611,844
Closed -$4.93M – 2524
2022
Q1 		$4.93M Buy
+611,844
New +$6.17M 0.04% 454

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steve Schonfeld's AVDX Position: Q3 2025 in Review

Steve Schonfeld sold out of AvidXchange (AVDX) in Q3 2025, closing a stake of 207,900 shares — an estimated $2.04M sold.

Steve Schonfeld first reported a position in AVDX in Q1 2022 and held it in 8 quarters. The position peaked at $6.97M in Q4 2022. 200 funds tracked by Wall St. Rank hold AVDX as of Q3 2025.

  • Steve Schonfeld reported no remaining AvidXchange position as of Q3 2025 after selling out during the quarter.
  • Steve Schonfeld sold 207,900 AvidXchange shares in Q3 2025, an estimated $2.04M.
  • Steve Schonfeld first reported a position in AvidXchange in Q1 2022 and held it in 8 quarters.
  • Steve Schonfeld's AvidXchange position peaked at $6.97M in Q4 2022.
  • 200 funds tracked by Wall St. Rank held AvidXchange as of Q3 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.