Wealthspire Advisors (New York)’s AvidXchange AVDX Stock Holding History

Wealthspire Advisors (New York)’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	-1	Closed	-$10	–	1182
2025 Q3	$10	Buy	+1	New	+$10	﹤0.01%	3045

Other funds holding AVDX

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

Wealthspire Advisors (New York)'s AVDX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 1 share — an estimated $10 sold.

Wealthspire Advisors (New York) first reported a position in AVDX in Q3 2025 and held it in 1 quarter. The position peaked at $10 in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1 AvidXchange share in Q4 2025, an estimated $10.
Wealthspire Advisors (New York) first reported a position in AvidXchange in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s AvidXchange position peaked at $10 in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.