Ownership history in UBS Group AG · 16 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 9,086,515 | +8,697,707 | +2237.0% | 0.01% | $90.4M | — |
| 2025 Q2 | REDUCED | 388,808 | -577,744 | -59.8% | 0.00% | $3.8M | — |
| 2025 Q1 | REDUCED | 966,552 | -18,569 | -1.9% | 0.00% | $8.2M | — |
| 2024 Q4 | ADDED | 985,121 | +222,803 | +29.2% | 0.00% | $10.2M | — |
| 2024 Q3 | ADDED | 762,318 | +363,335 | +91.1% | 0.00% | $6.2M | — |
| 2024 Q2 | REDUCED | 398,983 | -197,280 | -33.1% | 0.00% | $4.8M | — |
| 2024 Q1 | ADDED | 596,263 | +47,309 | +8.6% | 0.00% | $7.8M | — |
| 2023 Q4 | ADDED | 548,954 | +446,949 | +438.2% | 0.00% | $6.8M | — |
| 2023 Q3 | REDUCED | 102,005 | -15,513 | -13.2% | 0.00% | $967K | — |
| 2023 Q2 | ADDED | 117,518 | +65,346 | +125.3% | 0.00% | $1.2M | — |