TM
AVDX

Tikvah Management’s AvidXchange AVDX Stock Holding History

Tikvah 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
Q2 		– Sell
-982,818
Closed -$8.33M – 23
2025
Q1 		$8.33M Hold
982,818
– – 2.84% 11
2024
Q4 		$10.2M Hold
982,818
– – 2.77% 11
2024
Q3 		$7.97M Hold
982,818
– – 2.47% 11
2024
Q2 		$11.9M Hold
982,818
– – 3.86% 8
2024
Q1 		$12.9M Sell
982,818
-439,000
-31% -$5.27M 4.05% 11
2023
Q4 		$17.6M Sell
1,421,818
-865,980
-38% -$8.65M 6.05% 5
2023
Q3 		$21.7M Sell
2,287,798
-465,000
-17% -$4.87M 7.78% 4
2023
Q2 		$28.6M Hold
2,752,798
– – 9.72% 4
2023
Q1 		$21.5M Hold
2,752,798
– – 8.82% 4
2022
Q4 		$27.4M Hold
2,752,798
– – 13.06% 3
2022
Q3 		$23.2M Hold
2,752,798
– – 10.72% 4
2022
Q2 		$16.9M Sell
2,752,798
-65,000
-2% -$516K 7.28% 4
2022
Q1 		$22.7M Buy
2,817,798
+561,280
+25% +$5.66M 7.25% 4
2021
Q4 		$34M Buy
+2,256,518
New +$47.1M 9.48% 4

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return