SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / AVDX

Intrinsic Edge Capital Management LLC’s Avidxchange Holdings Inc Com Position

Does Intrinsic Edge Capital Management LLC own Avidxchange Holdings Inc Com (AVDX)? Not currently — the last reported position was 2.78M shares worth $34M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$34M
Q2 2024
Shares
2.78M
% of Portfolio
+3.04%
Quarters Held
8
position exited

Position History AVDX

Reported value by quarter
Q3 ’22: $13MQ3 ’22Q4 ’22: $22,516Q4 ’22Q1 ’23: $13MQ1 ’23Q2 ’23: $28MQ2 ’23Q3 ’23: $15MQ3 ’23Q4 ’23: $35MQ4 ’23Q1 ’24: $33MQ1 ’24Q2 ’24: $34MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20242.78M$34M+3.04%
Q1 20242.53M$33M+2.61%
Q4 20232.79M$35M+3.45%
Q3 20231.55M$15M+1.66%
Q2 20232.72M$28M+2.02%
Q1 20231.72M$13M+1.34%
Q4 20222.27M$22,516+2.24%
Q3 20221.52M$13M+1.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Intrinsic Edge Capital Management LLC’s full portfolio or all institutional holders of AVDX.