AVDX

AvidXchange
AVDX

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 37 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 66 | 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
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.29M
Puts
$299K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$13.2M
Charles Schwab
27
Charles Schwab
California
$12.8M
TI
28
Trexquant Investment
Connecticut
$9.97M
Deutsche Bank
29
Deutsche Bank
Germany
$9.24M
Morgan Stanley
30
Morgan Stanley
New York
$9.12M
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$8.54M
TM
32
Tikvah Management
North Carolina
$8.33M
Ameriprise
33
Ameriprise
Minnesota
$8.29M
UBS Group
34
UBS Group
Switzerland
$8.2M
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$8.11M
AIM
36
ARK Investment Management
Florida
$8M
AACP
37
Advantage Alpha Capital Partners
California
$7.26M
Goldman Sachs
38
Goldman Sachs
New York
$6.88M
Luther King Capital Management (LKCM)
39
Luther King Capital Management (LKCM)
Texas
$6.16M
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$6.13M
AllianceBernstein
41
AllianceBernstein
Tennessee
$5.64M
SAM
42
Silvercrest Asset Management
New York
$5.36M
NL
43
Nuveen LLC
North Carolina
$5.35M
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.24M
Bank of America
45
Bank of America
North Carolina
$4.79M
PCA
46
Providence Capital Advisors
North Carolina
$4.36M
MCP
47
Meridiem Capital Partners
Texas
$4.31M
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$4.28M
HIM
49
Herald Investment Management
United Kingdom
$4.24M
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$4.2M