Susquehanna Fundamental Investments’s AvidXchange AVDX Stock Holding History

Susquehanna Fundamental Investments’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
2024 Q2	–	Sell	-140,527	Closed	-$1.85M	–	932
2024 Q1	$1.85M	Buy	+140,527	New	+$1.69M	0.09%	247
2023 Q4	–	Sell	-187,292	Closed	-$1.78M	–	100
2023 Q3	$1.78M	Sell	187,292 -6,523	-3%	-$68.3K	0.12%	149
2023 Q2	$2.01M	Sell	193,815 -8,746	-4%	-$78.7K	0.07%	247
2023 Q1	$1.58M	Sell	202,561 -10,121	-5%	-$97.4K	0.04%	428
2022 Q4	$2.11M	Buy	+212,682	New	+$1.85M	0.04%	467

Other funds holding AVDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

BCVI

Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Susquehanna Fundamental Investments's AVDX Position: Q2 2024 in Review

Susquehanna Fundamental Investments sold out of AvidXchange (AVDX) in Q2 2024, closing a stake of 140,527 shares — an estimated $1.85M sold.

Susquehanna Fundamental Investments first reported a position in AVDX in Q4 2022 and held it in 5 quarters. The position peaked at $2.11M in Q4 2022. 185 funds tracked by Wall St. Rank hold AVDX as of Q2 2024.

Susquehanna Fundamental Investments reported no remaining AvidXchange position as of Q2 2024 after selling out during the quarter.
Susquehanna Fundamental Investments sold 140,527 AvidXchange shares in Q2 2024, an estimated $1.85M.
Susquehanna Fundamental Investments first reported a position in AvidXchange in Q4 2022 and held it in 5 quarters.
Susquehanna Fundamental Investments's AvidXchange position peaked at $2.11M in Q4 2022.
185 funds tracked by Wall St. Rank held AvidXchange as of Q2 2024.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2024, filed 15 Aug 2024.