AVDX

AvidXchange
AVDX

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 71 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 59

0.49% less ownership

Funds ownership: 77.66%77.17% (-0.49%)

Holders
219
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$910K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
NAMA
227
Nikko Asset Management Americas
New York
Sumitomo Mitsui Trust Group
228
Sumitomo Mitsui Trust Group
Japan
TM
229
Tikvah Management
North Carolina
AIM
230
ARK Investment Management
Florida
Assenagon Asset Management
231
Assenagon Asset Management
Luxembourg
SAM
232
Silvercrest Asset Management
New York
Connor, Clark & Lunn Investment Management (CC&L)
233
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
PCA
234
Providence Capital Advisors
North Carolina
MCP
235
Meridiem Capital Partners
Texas
Envestnet Asset Management
236
Envestnet Asset Management
Illinois
EP
237
Edgestream Partners
New Jersey
HAFS
238
Hapanowicz & Associates Financial Services
Pennsylvania
Capital Research Global Investors
239
Capital Research Global Investors
California
CWC
240
Carolinas Wealth Consulting
North Carolina
CF
241
Corebridge Financial
Texas
GLA
242
Great Lakes Advisors
Illinois
N
243
Numerai
California
GCP
244
GSA Capital Partners
United Kingdom
GCM
245
Graham Capital Management
Connecticut
ECM
246
ExodusPoint Capital Management
New York
AWP
247
Accretive Wealth Partners
New Jersey
B
248
Bailard
California
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
SOW
250
State of Wyoming
Wyoming