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AVDX

AvidXchange
AVDX

Delisted

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

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113 hedge funds and large institutions have $844M invested in AvidXchange in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $548K

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

13% more funds holding

Funds holding: 100 → 113 (+13)

7.53% more ownership

Funds ownership: 61.96% → 69.49% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

14% less capital invested

Capital invested by funds: $982M → $844M (-$138M)

Holders
113
Holders Change
+13
Holders Change %
+13%
% of All Funds
1.9%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
37
Increased
36
Reduced
25
Closed
21
Calls
$1.54M
Puts
$548K
Net Calls
+$992K
Net Calls Change
+$1.85M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$67.9M
2
BlackRock
BlackRock
New York
+$49.6M
3
BFO
Biltmore Family Office
North Carolina
+$29.8M
4
Millennium Management
Millennium Management
New York
+$21.8M
5
Morgan Stanley
Morgan Stanley
New York
+$19.5M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$29.4M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$27.7M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$25.1M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$16.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$6.6M +$8.08M +1,017,017 +1,773%
Northern Trust
27
Northern Trust
Illinois
$6.57M +$6.73M +846,752 +380%
AA
28
Ancora Advisors
Ohio
$6.56M +$4.91M +618,666 +137%
CFFNO
29
Common Fund For Nonprofit Organizations
Connecticut
$6.5M – – –
Brown Advisory
30
Brown Advisory
Maryland
$4.86M -$415K -52,299 -6%
ASGS
31
Alpha Square Group S
New York
$4.24M – – –
Neuberger Berman Group
32
Neuberger Berman Group
New York
$3.83M -$29.4M -3,699,973 -86%
Citigroup
33
Citigroup
New York
$3.04M +$3.93M +494,301 +39,895%
Federated Hermes
34
Federated Hermes
Pennsylvania
$2.9M -$16.1M -2,028,423 -81%
Charles Schwab
35
Charles Schwab
California
$2.75M +$2.09M +262,588 +142%
KeyBank National Association
36
KeyBank National Association
Ohio
$2.43M -$3.14M -395,288 -50%
JP Morgan Chase
37
JP Morgan Chase
New York
$2.31M +$2.8M +352,056 +1,455%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$1.87M -$1.38M -173,178 -36%
BCM
39
BlueMar Capital Management
Florida
$1.37M -$90.1K -11,343 -5%
HAFS
40
Hapanowicz & Associates Financial Services
Pennsylvania
$1.27M +$1.64M +206,912 New
GCM
41
Ghisallo Capital Management
Massachusetts
$1.15M -$1.49M -187,500 -50%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.05M +$1.15M +144,914 +571%
CWC
43
Carolinas Wealth Consulting
North Carolina
$996K – – –
FCM
44
FJ Capital Management
Virginia
$941K +$821K +103,377 +208%
PP
45
PDT Partners
New York
$938K +$1.21M +152,847 New
Holocene Advisors
46
Holocene Advisors
New York
$928K +$1.2M +151,062 New
Goldman Sachs
47
Goldman Sachs
New York
$900K -$8.34M -1,049,621 -88%
AllianceBernstein
48
AllianceBernstein
Tennessee
$874K +$1.13M +142,300 New
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$860K +$1.11M +140,000 New
Marshall Wace
50
Marshall Wace
United Kingdom
$778K +$1.01M +126,928 New
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AVDX Hedge Fund Activity: Q2 2022 in Review

113 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2022, worth a combined $844M — down 14% from $982M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AVDX positions and 21 closed out — a net gain of 16 holders — while 36 added to existing stakes and 25 trimmed.

The largest buyer was Vanguard Group, adding an estimated $67.9M. The largest seller was Neuberger Berman Group, cutting an estimated $29.4M.

  • 113 institutional investors held AvidXchange (AVDX) as of Q2 2022, up from 100 in Q1 2022.
  • Funds reported $844M of AvidXchange stock for Q2 2022, down 14% quarter-over-quarter.
  • 37 funds opened new AvidXchange positions in Q2 2022 and 21 closed out, a net change of +16 holders.
  • The largest AvidXchange buyer in Q2 2022 was Vanguard Group, an estimated $67.9M added.
  • The largest AvidXchange seller in Q2 2022 was Neuberger Berman Group, an estimated $29.4M sold.

Based on aggregated 13F filings for Q2 2022.