AVDX AVIDXCHANGE HOLDINGS INC

Ownership history in CITADEL ADVISORS LLC  ·  41 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported AVIDXCHANGE HOLDINGS INC (AVDX) in 41 quarterly 13F filings from 2023 Q4 through 2025 Q3. 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 CITADEL ADVISORS LLC'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
0.0% 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
2023 Q4 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 CITADEL ADVISORS LLC held AVDX — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 19 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 271,825 +250,625 +1182.2% 0.00% $2.7M 2025-11-14
2025 Q2 REDUCED 21,200 -335,059 -94.0% 0.00% $208K 2025-08-14
2025 Q2 ADDED 356,259 +304,259 +585.1% 0.00% $3.5M 2025-08-14
2025 Q1 REDUCED 52,000 -327,508 -86.3% 0.00% $441K 2025-05-15
2025 Q1 ADDED 379,508 +378,308 +31525.7% 0.00% $3.2M 2025-05-15
2025 Q1 REDUCED 1,200 -862,648 -99.9% 0.00% $10K 2025-05-15
2024 Q4 ADDED 863,848 +847,648 +5232.4% 0.00% $8.9M 2025-02-14
2024 Q4 REDUCED 16,200 -30,900 -65.6% 0.00% $168K 2025-02-14
2024 Q4 REDUCED 47,100 -423,605 -90.0% 0.00% $487K 2025-02-14
2024 Q3 ADDED 470,705 +431,305 +1094.7% 0.00% $3.8M 2024-11-14
2024 Q3 REDUCED 39,400 -4,200 -9.6% 0.00% $320K 2024-11-14
2024 Q3 ADDED 43,600 +36,500 +514.1% 0.00% $354K 2024-11-14
2024 Q2 REDUCED 7,100 -66,500 -90.4% 0.00% $86K 2024-08-14
2024 Q2 REDUCED 73,600 -96,800 -56.8% 0.00% $888K 2024-08-14
2024 Q1 ADDED 170,400 +166,170 +3928.4% 0.00% $2.2M 2024-05-15
2024 Q1 REDUCED 4,230 -45,870 -91.6% 0.00% $56K 2024-05-15
2024 Q1 ADDED 50,100 +7,600 +17.9% 0.00% $659K 2024-05-15
2023 Q4 REDUCED 42,500 -96,600 -69.4% 0.00% $527K 2024-02-14
2023 Q4 ADDED 139,100 +118,100 +562.4% 0.00% $1.7M 2024-02-14
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CITADEL ADVISORS LLC and AVDX

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

How long has CITADEL ADVISORS LLC reported owning AVDX?

CITADEL ADVISORS LLC reported AVDX across 19 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AVDX position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for AVDX was 0.00% in 2024 Q4.

What is the latest reported AVDX position on this page?

The most recent filing on this page is 2025 Q3, when CITADEL ADVISORS LLC reported 271,825 shares, equal to 0.00% of portfolio, with an estimated market value of $2.7M.

What does the chart on this AVDX ownership page compare?

The chart compares CITADEL ADVISORS LLC'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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