Xponance’s AvidXchange AVDX Stock Holding History

Xponance’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	-13,313	Closed	-$132K	–	1575
2025 Q3	$132K	Buy	13,313 +169	+1%	+$1.67K	﹤0.01%	1410
2025 Q2	$129K	Buy	13,144 +119	+0.9%	+$1.07K	﹤0.01%	1387
2025 Q1	$110K	Buy	13,025 +566	+5%	+$5.23K	﹤0.01%	1334
2024 Q4	$129K	Buy	12,459 +1,045	+9%	+$10.2K	﹤0.01%	1338
2024 Q3	$92.6K	Buy	11,414 +396	+4%	+$3.73K	﹤0.01%	1322
2024 Q2	$133K	Buy	+11,018	New	+$126K	﹤0.01%	1223

Other funds holding AVDX

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

Xponance's AVDX Position: Q4 2025 in Review

Xponance sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 13,313 shares — an estimated $132K sold.

Xponance first reported a position in AVDX in Q2 2024 and held it in 6 quarters. The position peaked at $133K in Q2 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Xponance reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Xponance sold 13,313 AvidXchange shares in Q4 2025, an estimated $132K.
Xponance first reported a position in AvidXchange in Q2 2024 and held it in 6 quarters.
Xponance's AvidXchange position peaked at $133K in Q2 2024.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Xponance's 13F filing for Q4 2025, filed 12 Feb 2026.