UBS AM’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-389,614
| Closed | -$3.88M | – | 3290 |
|
|
2025
Q3 | $3.88M | Sell |
389,614
-264,625
| -40% | -$2.62M | ﹤0.01% | 1484 |
|
|
2025
Q2 | $6.41M | Buy |
654,239
+185,202
| +39% | +$1.67M | ﹤0.01% | 1583 |
|
|
2025
Q1 | $3.98M | Buy |
469,037
+3,347
| +0.7% | +$30.9K | ﹤0.01% | 1684 |
|
|
2024
Q4 | $4.82M | Buy |
465,690
+42,993
| +10% | +$420K | ﹤0.01% | 1629 |
|
|
2024
Q3 | $3.43M | Buy |
422,697
+20,665
| +5% | +$195K | ﹤0.01% | 1766 |
|
|
2024
Q2 | $4.85M | Buy |
402,032
+205,283
| +104% | +$2.34M | ﹤0.01% | 1507 |
|
|
2024
Q1 | $2.59M | Sell |
196,749
-392
| -0.2% | -$4.71K | ﹤0.01% | 1549 |
|
|
2023
Q4 | $2.44M | Hold |
197,141
| – | – | ﹤0.01% | 1585 |
|
|
2023
Q3 | $1.87M | Buy |
197,141
+131,881
| +202% | +$1.38M | ﹤0.01% | 1663 |
|
|
2023
Q2 | $509K | Hold |
65,260
| – | – | ﹤0.01% | 2314 |
|
|
2023
Q1 | $509K | Hold |
65,260
| – | – | ﹤0.01% | 2314 |
|
|
2022
Q4 | $649K | Buy |
65,260
+30,060
| +85% | +$261K | ﹤0.01% | 2063 |
|
|
2022
Q3 | $296K | Sell |
35,200
-15,500
| -31% | -$120K | ﹤0.01% | 2496 |
|
|
2022
Q2 | $311K | Buy |
+50,700
| New | +$403K | ﹤0.01% | 2473 |
|
Other funds holding AVDX
UBS AM's AVDX Position: Q4 2025 in Review
UBS AM sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 389,614 shares — an estimated $3.88M sold.
UBS AM first reported a position in AVDX in Q2 2022 and held it in 14 quarters. The position peaked at $6.41M in Q2 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.
- UBS AM reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
- UBS AM sold 389,614 AvidXchange shares in Q4 2025, an estimated $3.88M.
- UBS AM first reported a position in AvidXchange in Q2 2022 and held it in 14 quarters.
- UBS AM's AvidXchange position peaked at $6.41M in Q2 2025.
- 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.
Based on UBS AM's 13F filing for Q4 2025, filed 13 Feb 2026.