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AVDX

AvidXchange

Delisted

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

100 hedge funds and large institutions have $982M invested in AvidXchange in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 93100 (+7)

3.14% more ownership

Funds ownership: 58.82%61.96% (+3.1%)

43% less capital invested

Capital invested by funds: $1.72B → $982M (-$741M)

76% less call options, than puts

Call options by funds: $274K | Put options by funds: $1.13M

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
1.58%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
29
Increased
39
Reduced
20
Closed
22
Calls
$274K
Puts
$1.13M
Net Calls
-$855K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$6.48M +$8.12M +805,454 New
KeyBank National Association
27
KeyBank National Association
Ohio
$6.36M -$7.97M -790,576 -50%
ASGS
28
Alpha Square Group S
New York
$5.55M
NRCM
29
North Reef Capital Management
California
$5.5M +$5.07M +503,256 +280%
Principal Financial Group
30
Principal Financial Group
Iowa
$5.13M +$787K +78,006 +14%
SSA
31
Schonfeld Strategic Advisors
New York
$4.93M +$6.17M +611,844 New
Geode Capital Management
32
Geode Capital Management
Massachusetts
$4.65M +$223K +22,118 +4%
Renaissance Technologies
33
Renaissance Technologies
New York
$4.25M +$3.81M +377,569 +251%
UBS Group
34
UBS Group
Switzerland
$4.04M +$4.96M +491,849 +4,627%
LCM
35
LH Capital Markets
New York
$4.03M -$4.99M -495,000 -50%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$3.85M +$4.64M +460,355 +2,649%
AA
37
Ancora Advisors
Ohio
$3.62M +$4.54M +450,000 New
State Street
38
State Street
Massachusetts
$3.61M +$1.32M +130,492 +41%
Millennium Management
39
Millennium Management
New York
$3.32M +$2.1M +207,943 +102%
Verition Fund Management
40
Verition Fund Management
Connecticut
$3.29M +$1.07M +106,259 +35%
GCM
41
Ghisallo Capital Management
Massachusetts
$3.02M
Morgan Stanley
42
Morgan Stanley
New York
$2.87M -$4.24M -420,331 -54%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
43
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.57M +$3.21M +318,800 New
Tiger Global Management
44
Tiger Global Management
New York
$2.25M -$7.27M -720,939 -72%
HV
45
HST Ventures
Utah
$2.12M +$2.65M +262,878 New
BCM
46
BlueMar Capital Management
Florida
$1.89M +$1.15M +114,542 +96%
Northern Trust
47
Northern Trust
Illinois
$1.79M -$92.9K -9,217 -4%
CSS
48
Cubist Systematic Strategies
Connecticut
$1.63M +$1.57M +155,857 +334%
Charles Schwab
49
Charles Schwab
California
$1.49M +$58.5K +5,805 +3%
CWC
50
Carolinas Wealth Consulting
North Carolina
$1.3M +$1.64M +162,162 New

AVDX Hedge Fund Activity: Q1 2022 in Review

100 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2022, worth a combined $982M — down 43% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AVDX positions and 22 closed out — a net gain of 7 holders — while 39 added to existing stakes and 20 trimmed.

The largest buyer was Harbourvest Partners, opening a new position worth an estimated $34.2M. The largest seller was Bain Capital Venture Investors, cutting an estimated $44.9M.

  • 100 institutional investors held AvidXchange (AVDX) as of Q1 2022, up from 93 in Q4 2021.
  • Funds reported $982M of AvidXchange stock for Q1 2022, down 43% quarter-over-quarter.
  • 29 funds opened new AvidXchange positions in Q1 2022 and 22 closed out, a net change of +7 holders.
  • The largest AvidXchange buyer in Q1 2022 was Harbourvest Partners, an estimated $34.2M added.
  • The largest AvidXchange seller in Q1 2022 was Bain Capital Venture Investors, an estimated $44.9M sold.

Based on aggregated 13F filings for Q1 2022.