AVDX AVIDXCHANGE HOLDINGS INC

Ownership history in MORGAN STANLEY  ·  16 quarters on record

This page tracks every 13F SEC filing in which MORGAN STANLEY 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q4)
Avg. % of fund
0.0%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 728,603 +80,094 +12.4% 0.00% $7.2M
2025 Q2 REDUCED 648,509 -426,732 -39.7% 0.00% $6.3M
2025 Q1 REDUCED 1,075,241 -440,783 -29.1% 0.00% $9.1M
2024 Q4 REDUCED 1,516,024 -116,143 -7.1% 0.00% $15.7M
2024 Q3 REDUCED 1,632,167 -1,317,867 -44.7% 0.00% $13.2M
2024 Q2 REDUCED 2,950,034 -646,425 -18.0% 0.00% $35.6M
2024 Q1 REDUCED 3,596,459 -2,376,294 -39.8% 0.00% $47.3M
2023 Q4 ADDED 5,972,753 +4,078,510 +215.3% 0.01% $74.0M
2023 Q3 REDUCED 1,894,243 -540,787 -22.2% 0.00% $18.0M
2023 Q2 ADDED 2,435,030 +1,430,404 +142.4% 0.00% $25.3M
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% of Fund (quarterly)
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