AVDX β€” AVIDXCHANGE HOLDINGS INC

Ownership history in BROWN ADVISORY INC  Β·  13 quarters on record

AI Ownership Summary

BROWN ADVISORY INC reported AVIDXCHANGE HOLDINGS INC (AVDX) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows AVDX at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROWN ADVISORY INC'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 Q3

AVDX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 Q3

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 BROWN ADVISORY INC held AVDX β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 10,978 -10,200 -48.2% 0.00% $109K 2025-11-14 β€”
2025 Q2 REDUCED 21,178 -384,997 -94.8% 0.00% $207K 2025-08-13 β€”
2024 Q2 ADDED 406,175 +33,162 +8.9% 0.01% $4.9M 2024-08-14 β€”
2024 Q1 ADDED 373,013 +22,744 +6.5% 0.01% $4.9M 2024-04-24 β€”
2023 Q4 ADDED 350,269 +20,998 +6.4% 0.01% $4.3M 2024-02-08 β€”
2023 Q3 ADDED 329,271 +3,697 +1.1% 0.01% $3.1M 2023-10-25 β€”
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AVDX

As of 2025 Q4 β€” sorted by position size

Advantage Alpha Capital Partners LP 3Y 2.05% CAROLINAS WEALTH CONSULTING LLC 3Y 0.19% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About BROWN ADVISORY INC and AVDX

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

How long has BROWN ADVISORY INC reported owning AVDX?

BROWN ADVISORY INC reported AVDX across 6 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported AVDX position in BROWN ADVISORY INC's portfolio?

The largest reported portfolio weight for AVDX was 0.01% in 2024 Q1.

What is the latest reported AVDX position on this page?

The most recent filing on this page is 2025 Q3, when BROWN ADVISORY INC reported 10,978 shares, equal to 0.00% of portfolio, with an estimated market value of $109K.

What does the chart on this AVDX ownership page compare?

The chart compares BROWN ADVISORY INC'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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