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AVDX

AvidXchange

Delisted

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

123 hedge funds and large institutions have $1.2B invested in AvidXchange in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more call options, than puts

Call options by funds: $2.64M | Put options by funds: $704K

84% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 25

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

42% more capital invested

Capital invested by funds: $844M → $1.2B (+$356M)

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

9% more funds holding

Funds holding: 113123 (+10)

2.47% more ownership

Funds ownership: 69.49%71.96% (+2.5%)

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
2.12%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
23
Increased
46
Reduced
25
Closed
13
Calls
$2.64M
Puts
$704K
Net Calls
+$1.93M
Net Calls Change
+$941K
Name Holding Trade Value Shares
Change
Change in
Stake
P2P
26
Phase 2 Partners
California
$10.9M +$10.1M +1,298,642 New
Northern Trust
27
Northern Trust
Illinois
$10.3M +$1.22M +157,974 +15%
NRCM
28
North Reef Capital Management
California
$9M +$8.28M +1,068,842 New
AA
29
Ancora Advisors
Ohio
$9M
CFFNO
30
Common Fund For Nonprofit Organizations
Connecticut
$8.92M
Charles Schwab
31
Charles Schwab
California
$8.4M +$4.26M +549,946 +123%
Brown Advisory
32
Brown Advisory
Maryland
$6.78M +$103K +13,262 +2%
ASGS
33
Alpha Square Group S
New York
$5.81M
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$5.53M +$2.73M +352,048 +116%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$5.2M -$55.7K -7,194 -1%
Renaissance Technologies
36
Renaissance Technologies
New York
$3.4M +$3.13M +404,100 New
KeyBank National Association
37
KeyBank National Association
Ohio
$3.33M
Goldman Sachs
38
Goldman Sachs
New York
$3.32M +$1.92M +248,332 +170%
BCM
39
BlueMar Capital Management
Florida
$2.63M +$693K +89,400 +40%
ECM
40
Engle Capital Management
Connecticut
$2.31M +$2.13M +274,294 New
ACL
41
Azora Capital LP
Florida
$2.19M +$2.02M +260,287 New
HAFS
42
Hapanowicz & Associates Financial Services
Pennsylvania
$1.74M
Holocene Advisors
43
Holocene Advisors
New York
$1.59M +$296K +38,225 +25%
CSS
44
Cubist Systematic Strategies
Connecticut
$1.58M +$674K +87,055 +86%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.56M +$117K +15,059 +9%
JP Morgan Chase
46
JP Morgan Chase
New York
$1.52M -$1.52M -195,815 -52%
Luther King Capital Management (LKCM)
47
Luther King Capital Management (LKCM)
Texas
$1.52M +$310K +40,000 +29%
CWC
48
Carolinas Wealth Consulting
North Carolina
$1.36M
PCA
49
Personal Capital Advisors
California
$1.3M +$1.2M +154,491 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.25M +$45.7K +5,900 +4%

AVDX Hedge Fund Activity: Q3 2022 in Review

123 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q3 2022, worth a combined $1.2B — up 42% from $844M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AVDX positions and 13 closed out — a net gain of 10 holders — while 46 added to existing stakes and 25 trimmed.

The largest buyer was Biltmore Family Office, adding an estimated $36.2M. The largest seller was Temasek Holdings, exiting entirely with an estimated $64.6M sold.

  • 123 institutional investors held AvidXchange (AVDX) as of Q3 2022, up from 113 in Q2 2022.
  • Funds reported $1.2B of AvidXchange stock for Q3 2022, up 42% quarter-over-quarter.
  • 23 funds opened new AvidXchange positions in Q3 2022 and 13 closed out, a net change of +10 holders.
  • The largest AvidXchange buyer in Q3 2022 was Biltmore Family Office, an estimated $36.2M added.
  • The largest AvidXchange seller in Q3 2022 was Temasek Holdings, an estimated $64.6M sold.

Based on aggregated 13F filings for Q3 2022.