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AVDX

AvidXchange

Delisted

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

193 hedge funds and large institutions have $2.15B invested in AvidXchange in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,658% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $1.65M

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

4% more funds holding

Funds holding: 186193 (+7)

5% more capital invested

Capital invested by funds: $2.05B → $2.15B (+$98.9M)

1.43% less ownership

Funds ownership: 81.3%79.87% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.78%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
34
Increased
73
Reduced
57
Closed
25
Calls
$28.9M
Puts
$1.65M
Net Calls
+$27.3M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
TimesSquare Capital Management
New York
$25.9M +$1.5M +124,988 +7%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$24.4M -$223K -18,555 -1%
NAMA
28
Nikko Asset Management Americas
New York
$24.1M -$502K -41,786 -2%
Jennison Associates
29
Jennison Associates
New York
$23.8M +$21.7M +1,809,884 New
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$23.3M -$102K -8,481 -0.5%
Northern Trust
31
Northern Trust
Illinois
$23.1M +$1.2M +99,568 +6%
KCM
32
Kodai Capital Management
Illinois
$20.8M +$17M +1,419,099 +873%
AI
33
Aperture Investors
New York
$20.3M +$3.9M +325,119 +27%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$19.7M +$6.45M +537,466 +56%
Charles Schwab
35
Charles Schwab
California
$17.2M +$268K +22,314 +2%
AIM
36
ARK Investment Management
Florida
$15.4M +$735K +61,221 +6%
Voloridge Investment Management
37
Voloridge Investment Management
Florida
$14M +$5.81M +483,837 +83%
Deutsche Bank
38
Deutsche Bank
Germany
$13.7M +$7.6M +633,020 +156%
GIP
39
Granite Investment Partners
California
$13.3M +$3.43M +285,619 +40%
Goldman Sachs
40
Goldman Sachs
New York
$13.2M +$5.29M +440,469 +78%
Renaissance Technologies
41
Renaissance Technologies
New York
$13M +$5.11M +425,300 +75%
TM
42
Tikvah Management
North Carolina
$12.9M -$5.27M -439,000 -31%
Federated Hermes
43
Federated Hermes
Pennsylvania
$11.6M -$900K -74,934 -8%
ACL
44
Azora Capital LP
Florida
$11.4M +$7.54M +627,994 +261%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$11.3M +$10.3M +858,624 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$10M +$2.06M +171,575 +29%
CFM
47
Coronation Fund Managers
South Africa
$9.84M +$586K +48,831 +7%
Luther King Capital Management (LKCM)
48
Luther King Capital Management (LKCM)
Texas
$9.07M +$117K +9,781 +1%
Prudential Financial
49
Prudential Financial
New Jersey
$8.93M +$8.03M +668,625 +6,258%
Bank of America
50
Bank of America
North Carolina
$8.03M +$1.75M +145,430 +31%

AVDX Hedge Fund Activity: Q1 2024 in Review

193 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2024, worth a combined $2.15B — up 4.8% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVDX positions and 25 closed out — a net gain of 9 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Greenhouse Funds, adding an estimated $22M. The largest seller was Morgan Stanley, cutting an estimated $100M.

  • 193 institutional investors held AvidXchange (AVDX) as of Q1 2024, up from 186 in Q4 2023.
  • Funds reported $2.15B of AvidXchange stock for Q1 2024, up 4.8% quarter-over-quarter.
  • 34 funds opened new AvidXchange positions in Q1 2024 and 25 closed out, a net change of +9 holders.
  • The largest AvidXchange buyer in Q1 2024 was Greenhouse Funds, an estimated $22M added.
  • The largest AvidXchange seller in Q1 2024 was Morgan Stanley, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2024.