Question 1

How many shares of AVDX does IEQ CAPITAL, LLC own?

Accepted Answer

IEQ CAPITAL, LLC previously held 0 shares of AVDX (AVIDXCHANGE HOLDINGS INC) before exiting the position in 2025-Q4.

Question 2

What is IEQ CAPITAL, LLC's AVDX position worth?

Accepted Answer

IEQ CAPITAL, LLC's AVDX position was last reported at $0 in 2025-Q4 before the exit.

Question 3

Is IEQ CAPITAL, LLC buying or selling AVDX?

Accepted Answer

In 2025-Q4, IEQ CAPITAL, LLC exited their AVDX position entirely (-100.0% change in shares).

Question 4

When did IEQ CAPITAL, LLC first buy AVDX?

Accepted Answer

Based on available 13F filings, IEQ CAPITAL, LLC first reported a position in AVDX in 2025-Q1. They have held the position across 4 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2025-Q3	Increased	47,396	+9.7%	$471,590	0.0%	—	26
2025-Q2	Increased	43,190	+137.2%	$422,830	0.0%	—	39
2025-Q1	New	18,207	-	$154,395	0.0%	—	31

AVDX4 quarters

AVDX
4 quarters