AVDX β€” AVIDXCHANGE HOLDINGS INC

Ownership history in Covestor Ltd  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Covestor Ltd reported a position in AVIDXCHANGE HOLDINGS INC (AVDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 188 -33 -14.9% 0.00% $2K β€”
2025 Q2 INITIATED 221 β€” β€” 0.00% $2K β€”

🏒 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%
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