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AVDX

AvidXchange

Delisted

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

202 hedge funds and large institutions have $1.62B invested in AvidXchange in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 79 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,805% more call options, than puts

Call options by funds: $6.56M | Put options by funds: $168K

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

55% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 51

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

23% more capital invested

Capital invested by funds: $1.32B → $1.62B (+$299M)

6% more funds holding

Funds holding: 191202 (+11)

2.22% less ownership

Funds ownership: 78.3%76.08% (-2.2%)

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
43
Increased
79
Reduced
51
Closed
29
Calls
$6.56M
Puts
$168K
Net Calls
+$6.39M
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
NAMA
26
Nikko Asset Management Americas
New York
$16.4M -$2.66M -272,139 -15%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$16.4M -$2.66M -272,139 -15%
Charles Schwab
28
Charles Schwab
California
$15.8M +$35.1K +3,599 +0.2%
Morgan Stanley
29
Morgan Stanley
New York
$15.7M -$1.13M -116,143 -7%
Deutsche Bank
30
Deutsche Bank
Germany
$11.4M +$1.13M +115,416 +12%
AIM
31
ARK Investment Management
Florida
$10.8M -$1.14M -117,192 -10%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$10.3M +$9.72M +995,395 New
UBS Group
33
UBS Group
Switzerland
$10.2M +$2.17M +222,803 +29%
TM
34
Tikvah Management
North Carolina
$10.2M
Goldman Sachs
35
Goldman Sachs
New York
$9.87M +$622K +63,704 +7%
Citadel Advisors
36
Citadel Advisors
Florida
$8.93M +$3.84M +393,143 +84%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$8.88M +$1.3M +133,342 +18%
AACP
38
Advantage Alpha Capital Partners
California
$8.84M +$1.02M +104,379 +14%
NIP
39
Norwood Investment Partners
California
$8.08M +$2.93M +300,556 +63%
Bank of America
40
Bank of America
North Carolina
$7.8M +$379K +38,835 +5%
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.8M -$461K -47,194 -6%
TI
42
Trexquant Investment
Connecticut
$7.56M +$3.35M +343,303 +88%
Luther King Capital Management (LKCM)
43
Luther King Capital Management (LKCM)
Texas
$7.51M +$389K +39,843 +6%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$7.15M +$2.14M +219,178 +46%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$7.05M +$6.66M +682,015 New
N
46
Nuveen
North Carolina
$6.48M +$1.24M +126,665 +25%
AQR Capital Management
47
AQR Capital Management
Connecticut
$6.19M -$727K -74,526 -11%
PCA
48
Providence Capital Advisors
North Carolina
$5.89M -$781K -80,000 -12%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$5.77M -$4.31M -441,265 -44%
AllianceBernstein
50
AllianceBernstein
Tennessee
$5.72M +$3.6M +368,380 +199%

AVDX Hedge Fund Activity: Q4 2024 in Review

202 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q4 2024, worth a combined $1.62B — up 23% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AVDX positions and 29 closed out — a net gain of 14 holders — while 79 added to existing stakes and 51 trimmed.

The largest buyer was Azora Capital LP, opening a new position worth an estimated $42.5M. The largest seller was Capital Research Global Investors, cutting an estimated $56.5M.

  • 202 institutional investors held AvidXchange (AVDX) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $1.62B of AvidXchange stock for Q4 2024, up 23% quarter-over-quarter.
  • 43 funds opened new AvidXchange positions in Q4 2024 and 29 closed out, a net change of +14 holders.
  • The largest AvidXchange buyer in Q4 2024 was Azora Capital LP, an estimated $42.5M added.
  • The largest AvidXchange seller in Q4 2024 was Capital Research Global Investors, an estimated $56.5M sold.

Based on aggregated 13F filings for Q4 2024.