UE
AVDX

Unisphere Establishment’s AvidXchange AVDX Stock Holding History

Unisphere Establishment’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
Q4 		– Sell
-2,040,316
Closed -$20.3M – 60
2025
Q3 		$20.3M Hold
2,040,316
– – 0.16% 33
2025
Q2 		$20M Hold
2,040,316
– – 0.16% 33
2025
Q1 		$17.3M Hold
2,040,316
– – 0.15% 35
2024
Q4 		$21.1M Hold
2,040,316
– – 0.18% 34
2024
Q3 		$16.5M Hold
2,040,316
– – 0.16% 33
2024
Q2 		$24.6M Hold
2,040,316
– – 0.25% 29
2024
Q1 		$26.8M Hold
2,040,316
– – 0.27% 29
2023
Q4 		$25.3M Buy
+2,040,316
New +$20.4M 0.26% 31

Other funds holding AVDX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Unisphere Establishment's AVDX Position: Q4 2025 in Review

Unisphere Establishment sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 2,040,316 shares — an estimated $20.3M sold.

Unisphere Establishment first reported a position in AVDX in Q4 2023 and held it in 8 quarters. The position peaked at $26.8M in Q1 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • Unisphere Establishment reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • Unisphere Establishment sold 2,040,316 AvidXchange shares in Q4 2025, an estimated $20.3M.
  • Unisphere Establishment first reported a position in AvidXchange in Q4 2023 and held it in 8 quarters.
  • Unisphere Establishment's AvidXchange position peaked at $26.8M in Q1 2024.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Unisphere Establishment's 13F filing for Q4 2025, filed 17 Feb 2026.