Jeremy Grantham's AVDX Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 2.84 M shares of AvidXchange Holdings, Inc. (AVDX) worth $28.22 M, representing 0.08% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Jeremy Grantham has initiated a new position in AVDX, representing a fresh investment thesis on this company. Largest addition occurred in Q3 2025, adding 1.79 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's AvidXchange Holdings (AVDX) Holding Value Over Time
Track share changes against reported price movement
Quarterly AvidXchange Holdings (AVDX) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +1.05 M | New Buy | 1.05 M | $9.79 |
| Q3 2025 | +1.79 M | Add 170.05% | 2.84 M | $9.95 |
Jeremy Grantham's AvidXchange Holdings Investment FAQs
Jeremy Grantham first purchased AvidXchange Holdings, Inc. (AVDX) in Q2 2025, acquiring 1,050,410 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held AvidXchange Holdings, Inc. (AVDX) for 2 quarters since Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to AvidXchange Holdings, Inc. (AVDX) was in Q3 2025, adding 2,836,589 shares worth $28.22 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 2,836,589 shares of AvidXchange Holdings, Inc. (AVDX), valued at approximately $28.22 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, AvidXchange Holdings, Inc. (AVDX) represents approximately 0.08% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in AvidXchange Holdings, Inc. (AVDX) was 2,836,589 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.