AVDX β€” AVIDXCHANGE HOLDINGS INC

Ownership history in Advantage Alpha Capital Partners LP  Β·  7 quarters on record

AI Ownership Summary

Advantage Alpha Capital Partners LP reported AVIDXCHANGE HOLDINGS INC (AVDX) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 2.09% in 2024 Q4. The latest visible filing shows AVDX at 2.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advantage Alpha Capital Partners LP's position in AVIDXCHANGE HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AVDX was reported at 2.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.09% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Advantage Alpha Capital Partners LP held AVDX β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 685,238 β€” 0% 2.05% $6.8M 2026-02-14 (Est.) β€”
2025 Q3 REDUCED 685,238 -34,564 -4.8% 2.05% $6.8M 2025-11-12 β€”
2025 Q2 REDUCED 719,802 -136,648 -16.0% 1.90% $7.0M 2025-08-13 β€”
2025 Q1 ADDED 856,450 +1,789 +0.2% 1.78% $7.3M 2025-05-14 β€”
2024 Q4 ADDED 854,661 +104,379 +13.9% 2.09% $8.8M 2025-02-11 β€”
2024 Q3 ADDED 750,282 +402,488 +115.7% 1.38% $6.1M 2024-11-13 β€”
2024 Q2 INITIATED 347,794 β€” β€” 0.92% $4.2M 2024-08-13 β€”

🏒 Other funds also holding AVDX

As of 2025 Q4 β€” sorted by position size

CAROLINAS WEALTH CONSULTING LLC 3Y 0.19% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Advantage Alpha Capital Partners LP and AVDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advantage Alpha Capital Partners LP reported owning AVDX?

Advantage Alpha Capital Partners LP reported AVDX across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported AVDX position in Advantage Alpha Capital Partners LP's portfolio?

The largest reported portfolio weight for AVDX was 2.09% in 2024 Q4.

What is the latest reported AVDX position on this page?

The most recent filing on this page is 2025 Q4, when Advantage Alpha Capital Partners LP reported 685,238 shares, equal to 2.05% of portfolio, with an estimated market value of $6.8M.

What does the chart on this AVDX ownership page compare?

The chart compares Advantage Alpha Capital Partners LP's quarterly AVDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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