WG
AVDX

Watchman Group’s AvidXchange AVDX Stock Holding History

Watchman Group’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
Q1 		– Sell
-19,957
Closed -$206K – 82
2024
Q4 		$206K Hold
19,957
– – 0.05% 81
2024
Q3 		$162K Buy
+19,957
New +$188K 0.04% 81
2024
Q2 		– Sell
-24,197
Closed -$318K – 81
2024
Q1 		$318K Buy
+24,197
New +$291K 0.1% 72

Other funds holding AVDX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
GF
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

Watchman Group's AVDX Position: Q1 2025 in Review

Watchman Group sold out of AvidXchange (AVDX) in Q1 2025, closing a stake of 19,957 shares — an estimated $206K sold.

Watchman Group first reported a position in AVDX in Q1 2024 and held it in 3 quarters. The position peaked at $318K in Q1 2024. 209 funds tracked by Wall St. Rank hold AVDX as of Q1 2025.

  • Watchman Group reported no remaining AvidXchange position as of Q1 2025 after selling out during the quarter.
  • Watchman Group sold 19,957 AvidXchange shares in Q1 2025, an estimated $206K.
  • Watchman Group first reported a position in AvidXchange in Q1 2024 and held it in 3 quarters.
  • Watchman Group's AvidXchange position peaked at $318K in Q1 2024.
  • 209 funds tracked by Wall St. Rank held AvidXchange as of Q1 2025.

Based on Watchman Group's 13F filing for Q1 2025, filed 13 May 2025.