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AVDX

AvidXchange

Delisted

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

159 hedge funds and large institutions have $1.47B invested in AvidXchange in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

788% more call options, than puts

Call options by funds: $6.59M | Put options by funds: $742K

70% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 40

41% more capital invested

Capital invested by funds: $1.05B → $1.47B (+$425M)

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

3.36% more ownership

Funds ownership: 67.24%70.6% (+3.4%)

3% more funds holding

Funds holding: 155159 (+4)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.5%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
34
Increased
68
Reduced
40
Closed
29
Calls
$6.59M
Puts
$742K
Net Calls
+$5.84M
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
BlueMar Capital Management
Florida
$2.95M -$223K -24,819 -8%
CFM
52
Coronation Fund Managers
South Africa
$2.94M +$2.55M +283,118 New
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$2.93M -$986K -109,633 -28%
TI
54
Trexquant Investment
Connecticut
$2.83M +$373K +41,508 +18%
JP Morgan Chase
55
JP Morgan Chase
New York
$2.75M +$433K +48,190 +22%
Norges Bank
56
Norges Bank
Norway
$2.73M -$2.09M -232,600 -47%
State of New Jersey Common Pension Fund D
57
State of New Jersey Common Pension Fund D
New Jersey
$2.57M +$2.22M +247,247 New
CS
58
Credit Suisse
Switzerland
$2.36M +$1.68M +186,803 +466%
Squarepoint
59
Squarepoint
New York
$2.23M +$43.3K +4,814 +2%
WMSA
60
Weiss Multi-Strategy Advisers
New York
$2.15M +$1.86M +207,094 New
HAFS
61
Hapanowicz & Associates Financial Services
Pennsylvania
$2.15M
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$2.1M +$61.2K +6,808 +3%
SFI
63
Susquehanna Fundamental Investments
Pennsylvania
$2.01M -$78.7K -8,746 -4%
CWC
64
Carolinas Wealth Consulting
North Carolina
$1.92M +$208K +23,112 +14%
EGM
65
Engineers Gate Manager
New York
$1.87M +$1.22M +135,309 +300%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$1.79M +$670K +74,434 +76%
ECM
67
ExodusPoint Capital Management
New York
$1.66M -$140K -15,509 -9%
PP
68
PDT Partners
New York
$1.66M -$103K -11,434 -7%
Invesco
69
Invesco
Georgia
$1.58M +$39.4K +4,378 +3%
AllianceBernstein
70
AllianceBernstein
Tennessee
$1.54M -$29.3K -3,253 -2%
AG
71
Algert Global
California
$1.35M +$186K +20,680 +19%
QT
72
Quantbot Technologies
New York
$1.27M +$856K +95,204 +347%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
73
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.23M +$1.07M +118,700 New
Legal & General Group
74
Legal & General Group
United Kingdom
$1.22M +$770K +85,580 +267%
UBS Group
75
UBS Group
Switzerland
$1.22M +$588K +65,346 +125%

AVDX Hedge Fund Activity: Q2 2023 in Review

159 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2023, worth a combined $1.47B — up 41% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVDX positions and 29 closed out — a net gain of 5 holders — while 68 added to existing stakes and 40 trimmed.

The largest buyer was Senvest Management, adding an estimated $35.5M. The largest seller was Bain Capital Venture Investors, cutting an estimated $34.5M.

  • 159 institutional investors held AvidXchange (AVDX) as of Q2 2023, up from 155 in Q1 2023.
  • Funds reported $1.47B of AvidXchange stock for Q2 2023, up 41% quarter-over-quarter.
  • 34 funds opened new AvidXchange positions in Q2 2023 and 29 closed out, a net change of +5 holders.
  • The largest AvidXchange buyer in Q2 2023 was Senvest Management, an estimated $35.5M added.
  • The largest AvidXchange seller in Q2 2023 was Bain Capital Venture Investors, an estimated $34.5M sold.

Based on aggregated 13F filings for Q2 2023.