UBS Group’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 |
-9,086,515
| Closed | -$90.4M | – | 10489 |
|
|
2025
Q3 | $90.4M | Buy |
9,086,515
+8,697,707
| +2,237% | +$86.1M | 0.01% | 1108 |
|
|
2025
Q2 | $3.81M | Sell |
388,808
-577,744
| -60% | -$5.21M | ﹤0.01% | 4156 |
|
|
2025
Q1 | $8.2M | Sell |
966,552
-18,569
| -2% | -$172K | ﹤0.01% | 3263 |
|
|
2024
Q4 | $10.2M | Buy |
985,121
+222,803
| +29% | +$2.17M | ﹤0.01% | 3024 |
|
|
2024
Q3 | $6.18M | Buy |
762,318
+363,335
| +91% | +$3.42M | ﹤0.01% | 2851 |
|
|
2024
Q2 | $4.81M | Sell |
398,983
-197,280
| -33% | -$2.25M | ﹤0.01% | 2905 |
|
|
2024
Q1 | $7.84M | Buy |
596,263
+47,309
| +9% | +$568K | ﹤0.01% | 2500 |
|
|
2023
Q4 | $6.8M | Buy |
548,954
+446,949
| +438% | +$4.47M | ﹤0.01% | 2442 |
|
|
2023
Q3 | $967K | Sell |
102,005
-15,513
| -13% | -$162K | ﹤0.01% | 4100 |
|
|
2023
Q2 | $1.22M | Buy |
117,518
+65,346
| +125% | +$588K | ﹤0.01% | 4045 |
|
|
2023
Q1 | $407K | Buy |
52,172
+11,919
| +30% | +$115K | ﹤0.01% | 4850 |
|
|
2022
Q4 | $400K | Buy |
40,253
+40,103
| +26,735% | +$348K | ﹤0.01% | 4894 |
|
|
2022
Q3 | $1K | Sell |
150
-3,433
| -96% | -$26.6K | ﹤0.01% | 9924 |
|
|
2022
Q2 | $22K | Sell |
3,583
-498,895
| -99% | -$3.96M | ﹤0.01% | 6740 |
|
|
2022
Q1 | $4.04M | Buy |
502,478
+491,849
| +4,627% | +$4.96M | ﹤0.01% | 2748 |
|
|
2021
Q4 | $161K | Buy |
+10,629
| New | +$222K | ﹤0.01% | 5877 |
|
Other funds holding AVDX
UBS Group's AVDX Position: Q4 2025 in Review
UBS Group sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 9,086,515 shares — an estimated $90.4M sold.
UBS Group first reported a position in AVDX in Q4 2021 and held it in 16 quarters. The position peaked at $90.4M in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.
- UBS Group reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
- UBS Group sold 9,086,515 AvidXchange shares in Q4 2025, an estimated $90.4M.
- UBS Group first reported a position in AvidXchange in Q4 2021 and held it in 16 quarters.
- UBS Group's AvidXchange position peaked at $90.4M in Q3 2025.
- 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.
Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.