Y-Intercept (HK)’s AvidXchange AVDX Stock Holding History

Y-Intercept (HK)’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	-423,615	Closed	-$4.21M	–	1530
2025 Q3	$4.21M	Buy	423,615 +334,823	+377%	+$3.31M	0.1%	262
2025 Q2	$869K	Buy	+88,792	New	+$800K	0.02%	1001
2025 Q1	–	Sell	-75,010	Closed	-$776K	–	1190
2024 Q4	$776K	Buy	75,010 +64,452	+610%	+$629K	0.05%	536
2024 Q3	$85.6K	Buy	+10,558	New	+$99.4K	0.01%	1214
2024 Q2	–	Sell	-28,977	Closed	-$381K	–	1383
2024 Q1	$381K	Buy	+28,977	New	+$348K	0.03%	845

Other funds holding AVDX

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

Y-Intercept (HK)'s AVDX Position: Q4 2025 in Review

Y-Intercept (HK) sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 423,615 shares — an estimated $4.21M sold.

Y-Intercept (HK) first reported a position in AVDX in Q1 2024 and held it in 5 quarters. The position peaked at $4.21M in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Y-Intercept (HK) reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Y-Intercept (HK) sold 423,615 AvidXchange shares in Q4 2025, an estimated $4.21M.
Y-Intercept (HK) first reported a position in AvidXchange in Q1 2024 and held it in 5 quarters.
Y-Intercept (HK)'s AvidXchange position peaked at $4.21M in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Y-Intercept (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.