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AVDX

AvidXchange

Delisted

AVDX was delisted on the 14th of October, 2025.

219 hedge funds and large institutions have $1.56B invested in AvidXchange in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

16% more capital invested

Capital invested by funds: $1.35B → $1.56B (+$214M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 58

5% more funds holding

Funds holding: 209219 (+10)

0.5% less ownership

Funds ownership: 77.66%77.16% (-0.5%)

Holders
219
Holders Change
+10
Holders Change %
+4.78%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
72
Increased
64
Reduced
58
Closed
62
Calls
$910K
Puts
Net Calls
+$910K
Net Calls Change
-$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
-$13.6M -1,609,370 Closed
NAMA
227
Nikko Asset Management Americas
New York
-$13.2M -1,554,952 Closed
Sumitomo Mitsui Trust Group
228
Sumitomo Mitsui Trust Group
Japan
-$13.2M -1,554,952 Closed
TM
229
Tikvah Management
North Carolina
-$8.33M -982,818 Closed
AIM
230
ARK Investment Management
Florida
-$8M -943,393 Closed
Assenagon Asset Management
231
Assenagon Asset Management
Luxembourg
-$6.13M -722,907 Closed
SAM
232
Silvercrest Asset Management
New York
-$5.36M -632,466 Closed
Connor, Clark & Lunn Investment Management (CC&L)
233
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$5.24M -618,454 Closed
PCA
234
Providence Capital Advisors
North Carolina
-$4.36M -513,565 Closed
MCP
235
Meridiem Capital Partners
Texas
-$4.31M -507,762 Closed
Envestnet Asset Management
236
Envestnet Asset Management
Illinois
-$4.2M -494,944 Closed
EP
237
Edgestream Partners
New Jersey
-$2.13M -251,389 Closed
HAFS
238
Hapanowicz & Associates Financial Services
Pennsylvania
-$1.67M -196,912 Closed
Capital Research Global Investors
239
Capital Research Global Investors
California
-$1.4M -164,986 Closed
CWC
240
Carolinas Wealth Consulting
North Carolina
-$887K -104,586 Closed
CF
241
Corebridge Financial
Texas
-$722K -85,145 Closed
GLA
242
Great Lakes Advisors
Illinois
-$636K -74,944 Closed
N
243
Numerai
California
-$540K -63,648 Closed
GCP
244
GSA Capital Partners
United Kingdom
-$536K -63,234 Closed
GCM
245
Graham Capital Management
Connecticut
-$506K -59,725 Closed
ECM
246
ExodusPoint Capital Management
New York
-$506K -59,660 Closed
AWP
247
Accretive Wealth Partners
New Jersey
-$418K -51,024 Closed
B
248
Bailard
California
-$395K -46,596 Closed
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
-$395K -46,581 Closed
SOW
250
State of Wyoming
Wyoming
-$386K -45,498 Closed

AVDX Hedge Fund Activity: Q2 2025 in Review

219 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2025, worth a combined $1.56B — up 16% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AVDX positions and 62 closed out — a net gain of 10 holders — while 64 added to existing stakes and 58 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $76.2M. The largest seller was Fidelity Investments, cutting an estimated $172M.

  • 219 institutional investors held AvidXchange (AVDX) as of Q2 2025, up from 209 in Q1 2025.
  • Funds reported $1.56B of AvidXchange stock for Q2 2025, up 16% quarter-over-quarter.
  • 72 funds opened new AvidXchange positions in Q2 2025 and 62 closed out, a net change of +10 holders.
  • The largest AvidXchange buyer in Q2 2025 was Magnetar Financial, an estimated $76.2M added.
  • The largest AvidXchange seller in Q2 2025 was Fidelity Investments, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2025.