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AVDX

AvidXchange

Delisted

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

209 hedge funds and large institutions have $1.35B invested in AvidXchange in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,671% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $299K

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

3% more funds holding

Funds holding: 202209 (+7)

1.58% more ownership

Funds ownership: 76.08%77.66% (+1.6%)

3% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 69

17% less capital invested

Capital invested by funds: $1.62B → $1.35B (-$272M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
2.8%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
36
Increased
67
Reduced
69
Closed
29
Calls
$5.29M
Puts
$299K
Net Calls
+$5M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$13.2M -$325K -35,134 -2%
Charles Schwab
27
Charles Schwab
California
$12.8M -$229K -24,761 -2%
TI
28
Trexquant Investment
Connecticut
$9.97M +$4.1M +444,093 +61%
Deutsche Bank
29
Deutsche Bank
Germany
$9.24M -$132K -14,332 -1%
Morgan Stanley
30
Morgan Stanley
New York
$9.12M -$4.07M -440,783 -29%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$8.54M +$103K +11,108 +1%
TM
32
Tikvah Management
North Carolina
$8.33M
Ameriprise
33
Ameriprise
Minnesota
$8.29M +$7.03M +761,203 +352%
UBS Group
34
UBS Group
Switzerland
$8.2M -$172K -18,569 -2%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$8.11M +$3.68M +398,489 +71%
AIM
36
ARK Investment Management
Florida
$8M -$937K -101,413 -10%
AACP
37
Advantage Alpha Capital Partners
California
$7.26M +$16.5K +1,789 +0.2%
Goldman Sachs
38
Goldman Sachs
New York
$6.88M -$1.32M -143,021 -15%
Luther King Capital Management (LKCM)
39
Luther King Capital Management (LKCM)
Texas
$6.16M +$4.76K +515 +0.1%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$6.13M +$5.03M +544,424 +305%
AllianceBernstein
41
AllianceBernstein
Tennessee
$5.64M +$1.03M +111,320 +20%
SAM
42
Silvercrest Asset Management
New York
$5.36M +$1.56M +169,200 +37%
N
43
Nuveen
North Carolina
$5.35M +$35.2K +3,813 +0.6%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.24M -$1.25M -135,439 -18%
Bank of America
45
Bank of America
North Carolina
$4.79M -$1.75M -189,397 -25%
PCA
46
Providence Capital Advisors
North Carolina
$4.36M -$518K -56,000 -10%
MCP
47
Meridiem Capital Partners
Texas
$4.31M +$4.69M +507,762 New
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$4.28M -$1.64M -177,217 -26%
HIM
49
Herald Investment Management
United Kingdom
$4.24M +$462K +50,000 +11%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$4.2M +$275K +29,781 +6%

AVDX Hedge Fund Activity: Q1 2025 in Review

209 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2025, worth a combined $1.35B — down 17% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AVDX positions and 29 closed out — a net gain of 7 holders — while 67 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.3M. The largest seller was Azora Capital LP, exiting entirely with an estimated $45.1M sold.

  • 209 institutional investors held AvidXchange (AVDX) as of Q1 2025, up from 202 in Q4 2024.
  • Funds reported $1.35B of AvidXchange stock for Q1 2025, down 17% quarter-over-quarter.
  • 36 funds opened new AvidXchange positions in Q1 2025 and 29 closed out, a net change of +7 holders.
  • The largest AvidXchange buyer in Q1 2025 was Fidelity Investments, an estimated $41.3M added.
  • The largest AvidXchange seller in Q1 2025 was Azora Capital LP, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2025.