AVDX β€” AVIDXCHANGE HOLDINGS INC

Ownership history in Grantham, Mayo, Van Otterloo & Co. LLC  Β·  2 quarters on record

AI Ownership Summary

Grantham, Mayo, Van Otterloo & Co. LLC reported AVIDXCHANGE HOLDINGS INC (AVDX) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows AVDX at 0.08% 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 Grantham, Mayo, Van Otterloo & Co. 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 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 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 Grantham, Mayo, Van Otterloo & Co. LLC held AVDX β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 2,836,589 +1,786,179 +170.0% 0.08% $28.2M 2025-11-13 β€”
2025 Q2 INITIATED 1,050,410 β€” β€” 0.03% $10.3M 2025-08-13 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%

FAQ About Grantham, Mayo, Van Otterloo & Co. 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 Grantham, Mayo, Van Otterloo & Co. LLC reported owning AVDX?

Grantham, Mayo, Van Otterloo & Co. LLC reported AVDX across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported AVDX position in Grantham, Mayo, Van Otterloo & Co. LLC's portfolio?

The largest reported portfolio weight for AVDX was 0.08% in 2025 Q3.

What is the latest reported AVDX position on this page?

The most recent filing on this page is 2025 Q3, when Grantham, Mayo, Van Otterloo & Co. LLC reported 2,836,589 shares, equal to 0.08% of portfolio, with an estimated market value of $28.2M.

What does the chart on this AVDX ownership page compare?

The chart compares Grantham, Mayo, Van Otterloo & Co. 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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