SFG
AVDX

Steward Financial Group’s AvidXchange AVDX Stock Holding History

Steward Financial Group’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
2023
Q3 		$0 Buy
+37
New +$388 ﹤0.01% 1330

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's AVDX Position: Q3 2023 in Review

Steward Financial Group opened a new position in AvidXchange (AVDX) in Q3 2023: 37 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1330 among its holdings.

170 funds tracked by Wall St. Rank hold AVDX as of Q3 2023.

  • Steward Financial Group held 37 shares of AvidXchange worth $0 as of Q3 2023.
  • AvidXchange was a new Steward Financial Group position in Q3 2023.
  • AvidXchange made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1330 holding.
  • 170 funds tracked by Wall St. Rank held AvidXchange as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.